Financial Services Administrator

3 months ago


Market Harborough, United Kingdom Sovereign Wealth Full time

**THE ROLE**

You’ll play a crucial part in providing administration and basic paraplanning support to our existing Paraplanners and Wealth Managers. With experience working in financial services, you'll be comfortable working in a fast-paced environment, you will be involved in monitoring all aspects of the daily actions required to support the Advisors fulfilling the requirements of client expectations and client operations team’s needs.

This includes but is not limited to:

- Inputting and maintaining accurate client information on Salesforce - our CRM system
- Preparing client meeting packs and sign up forms
- Helping to prepare and put together annual review packs for advisors
- Review pension or investment information received from clients & providers and check if all that is needed for compliance is included
- Complete basic suitability letter reports
- Put together basic cash flow forecasting reports for client meetings
- Working alongside the paraplanning team who will help with any technical queries
- Help the advisers prepare for client meetings as required ensuring all necessary documentation is available to them and recorded appropriately

**WHO YOU ARE**
- You'll have experience working in administration, preferably within a Financial Services firm
- Previous St James's Place experience would be strongly advantageous
- You'll have excellent attention to detail and proof-reading skills
- You'll have intermediate level Microsoft Suite - Outlook, Office, Word and Excel
- You’ll be confident communicating with clients and 3rd party providers
- You'll have excellent organisational and time management skills and able to manage your work load independently
- You'll be driven with a focus on client service and leading a high-performance culture
- You'll be able to proactively use initiative to problem solve and anticipate next steps
- You’ll thrive off working in a fast-paced environment
- You’ll welcome candid feedback in order to enhance your progression

You’ll join a passionate, high-performing team, who pride themselves on innovation and integrity. We have an outstanding reputation with clients, and an incredible work ethic among our team - that's why we have tripled in size in the last two years. And we’re not done yet.

**WHAT YOU GET**
- A strong bonus structure - to reward hard work
- Flexi-hours
- Exam support
- New, modern offices to help you do your best work

If you want to progress your career at pace send your CV and covering letter below.

**Job Types**: Full-time, Permanent

**Salary**: £21,000.00-£26,000.00 per year

**Benefits**:

- Flexitime
- On-site gym
- On-site parking

Schedule:

- Flexitime
- Monday to Friday

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- Market Harborough: reliably commute or plan to relocate before starting work (required)

Work Location: In person



  • Market Harborough, United Kingdom Radiant Financial Full time

    We are looking for an experienced Financial Services Administrator (Client Delivery Lead) to join our team. This person would ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met. **Key Accountabilities Include** - Client Servicing:...


  • Market Harborough, United Kingdom Radiant Financial Full time

    We are looking for a Financial Services Appointment Booker (Client Delivery Lead) to join our team. This person would ensure all appointments are booked for our clients with their financial planner, including full diary and travel management. **Person Specification** - Must have excellent communication skills and telephone manner - Minimum of one year in a...


  • Market Harborough, United Kingdom Recruit UK Full time

    Job Title: Financial Services Administrator Industry: Financial Planning Location: Market Harborough Salary: up to £30,000 Job reference: 9215 Job Description: Recruit UK are working on an excellent opportunity for an Financial Services Administrator near Market Harborough to join a well-established Independent Financial Advice practice This company ensures...


  • Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time

    IFA Administrator Job OpportunityThis exciting role offers a chance to join a reputable financial planning firm in Birmingham, where you will be responsible for ensuring timely and accurate administration of life, pensions, and investments.As an IFA Administrator, you will be part of a growing team that prioritizes client satisfaction and compliance. Your...


  • Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time

    IFA Administrator Job OpportunityThis exciting role offers a chance to join a reputable financial planning firm in Birmingham, where you will be responsible for ensuring timely and accurate administration of life, pensions, and investments.As an IFA Administrator, you will be part of a growing team that prioritizes client satisfaction and compliance. Your...


  • Market Harborough, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: IFA AdministratorIndustry: Financial PlanningLocation: Market HarboroughSalary: up to £30,000Job Reference: 9215Position Overview:Recruit UK is excited to present a remarkable opportunity for an IFA Administrator within a reputable Independent Financial Advice firm.This organization is dedicated to delivering exceptional advice tailored to the...


  • Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time

    IFA Administrator Job OpportunityThis exciting role offers a chance to join a respected financial planning firm in Birmingham, where you will be responsible for ensuring all administration for life, pensions, and investments are submitted in a timely manner, to agreed standards.Key Responsibilities:Client servicing through creating new client packs,...


  • Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time

    IFA Administrator Job OpportunityThis exciting role offers a chance to join a respected financial planning firm in Birmingham, where you will be responsible for ensuring all administration for life, pensions, and investments are submitted in a timely manner, to agreed standards.Key Responsibilities:Client servicing through creating new client packs,...


  • Market Harborough, United Kingdom Heat Recruitment Full time

    Financial Services Administrator - Market Harborough - up to £30,000The opportunity for a Financial Services Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients. The Opportunity During a period of growth, our partner is looking for someone to provide...


  • Market Harborough, Leicestershire, United Kingdom Recruit UK Full time

    Job Title: Financial Services Administrator Industry: Financial Planning and Advisory Services Job Summary: We are seeking an experienced Financial Services Administrator to join our team at Recruit UK. As a Financial Services Administrator, you will be responsible for providing administrative support to our financial planning and advisory services team. Key...


  • Market Harborough, Leicestershire, United Kingdom Recruit UK Full time

    Job Title: Financial Services Administrator Industry: Financial Planning and Advisory Services Job Summary: We are seeking an experienced Financial Services Administrator to join our team at Recruit UK. As a Financial Services Administrator, you will be responsible for providing administrative support to our financial planning and advisory services team. Key...


  • Market Harborough, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Employee Benefits Administrator Location: Remote Salary: £30,000 - £35,000 This role is with a well respected firm of Financial planners that have an excellent reputation within the industry. to grow over the last few of years and have advisors across the country throughout several offices. The business is split between providing bespoke...


  • Market Harborough, Leicestershire, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Employee Benefits Administrator - Corporate Support Location: Remote Salary: £30,000 - £35,000 This role is with a well-established financial services firm that has a strong reputation within the industry. The company has experienced significant growth over the last few years and has advisors across the country in multiple offices. The business...


  • Market Harborough, Leicestershire, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Employee Benefits Administrator - Corporate Support Location: Remote Salary: £30,000 - £35,000 This role is with a well-established financial services firm that has a strong reputation within the industry. The company has experienced significant growth over the last few years and has advisors across the country in multiple offices. The business...


  • Market Harborough, Leicestershire, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Employee Benefits Administrator - Corporate Support Location: Remote Salary: £30,000 - £35,000 This role is with a well-established financial services firm that has a strong reputation within the industry. The company has experienced significant growth over the last few years and has advisors across the country in multiple offices. The business...


  • Market Harborough, Leicestershire, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Employee Benefits Administrator - Corporate Support Location: Remote Salary: £30,000 - £35,000 This role is with a well-established financial services firm that has a strong reputation within the industry. The company has experienced significant growth over the last few years and has advisors across the country in multiple offices. The business...


  • Market Harborough, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Employee Benefits Administrator Location: Remote Salary: £30,000 - £35,000 This role is with a well respected firm of Financial planners that have an excellent reputation within the industry. to grow over the last few of years and have advisors across the country throughout several offices. The business is split between providing bespoke...


  • Market Harborough, Leicestershire, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Employee Benefits AdministratorLocation: RemoteSalary: £30,000 - £35,000Capio Recruitment Financial Planning is seeking a skilled Employee Benefits Administrator to join their team. This role offers a unique opportunity to work with a well-established firm of Financial Planners, providing bespoke Independent Financial Advice and corporate...


  • Market Harborough, Leicestershire, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Employee Benefits AdministratorLocation: RemoteSalary: £30,000 - £35,000Capio Recruitment Financial Planning is seeking a skilled Employee Benefits Administrator to join their team. This role offers a unique opportunity to work with a well-established firm of Financial Planners, providing bespoke Independent Financial Advice and corporate...


  • Market Harborough, Leicestershire, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Employee Benefits AdministratorLocation: RemoteSalary: £30,000 - £35,000Capio Recruitment Financial Planning is seeking a skilled Employee Benefits Administrator to join their team. As a key member of the corporate financial planning team, you will be responsible for providing support to experienced corporate advisers and dealing with a variety...