Financial Services Administrator

4 months ago


Colchester, United Kingdom Douglas Steers & Company Full time

An exciting opportunity to join a rapidly expanding and ambitious financial services company. We are looking for a Trainee Financial Services Administrator to provide support to our team of advisers. Please note this is a Full Time position, 9am-5pm Monday to Friday. Immediate Start Available.

Financial Services experience is desirable but not essential.
- A good work ethic
- Ability to work as part of a team or on their own, using initiative
- Highly organised & methodical with excellent attention to detail
- Confident with figures
- Good communication skills
- Friendly and helpful telephone manner
- Ability to work to deadlines and under pressure if required

Duties will include but are not limited to:

- Assisting with the preparation of client files/onboarding admin for new clients
- Answering the telephone and dealing with queries
- Making outgoing calls to insurance companies to obtain client valuations and information when required (from time to time)
- Putting together client valuations and inputting these on to Excel spreadsheets

Full training and support provided with opportunities for growth and development within the company.

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

**Salary**: £24,000.00-£28,000.00 per year

Schedule:

- Monday to Friday

Work Location: In person



  • Colchester, United Kingdom AIC Financial Ltd Full time

    **Location**:Office Based - Earls Colne Business Centre** **Salary: £22,500** **Working as part of the team at AIC Financial Ltd, who are an Authorised Representative of Quilter Financial Planning and Quilter Mortgage Planning Ltd.** Due to expansion, a need for a Financial Services Administrator has arisen. AIC Financial Ltd is a small Financial...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Financial Administrator OpportunityWe are seeking a highly skilled and experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in the preparation of suitability reports, managing the LOA end-to-end process, maintaining client...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Financial Administrator OpportunityWe are seeking a highly skilled and experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in the preparation of suitability reports, managing the LOA end-to-end process, maintaining client...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Financial Administrator OpportunityWe are seeking a highly skilled and experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in the preparation of suitability reports, managing the LOA end-to-end process, maintaining client...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Financial Administrator OpportunityWe are seeking a highly skilled and experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in the preparation of suitability reports, managing the LOA end-to-end process, maintaining client...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Financial Administrator OpportunityWe are seeking a highly skilled and experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in the preparation of suitability reports, managing the LOA end-to-end process, maintaining client...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Financial Administrator OpportunityWe are seeking a highly skilled and experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in the preparation of suitability reports, managing the LOA end-to-end process, maintaining client...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Financial Administrator RoleWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers in their daily tasks, ensuring seamless client service and efficient operations.Key Responsibilities:Collaborate with...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Financial Administrator RoleWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers in their daily tasks, ensuring seamless client service and efficient operations.Key Responsibilities:Collaborate with...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Financial Administrator RoleWe are seeking a highly skilled Financial Administrator to join our team at Financial Divisions in Colchester. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers in their daily tasks, ensuring the smooth operation of our wealth management services.Key Responsibilities:Collaborate with...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Financial Administrator RoleWe are seeking a highly skilled Financial Administrator to join our team at Financial Divisions in Colchester. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers in their daily tasks, ensuring the smooth operation of our wealth management services.Key Responsibilities:Collaborate with...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Job Summary: We are seeking a highly organized and detail-oriented Financial Administrator to support our Paraplanners and Financial Advisers in our Essex office. As a key member of our team, you will play a vital role in preparing suitability reports, managing the LOA end-to-end process, maintaining client contact, and handling all client tasks.Key...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Job Summary: We are seeking a highly organized and detail-oriented Financial Administrator to support our Paraplanners and Financial Advisers in our Essex office. As a key member of our team, you will play a vital role in preparing suitability reports, managing the LOA end-to-end process, maintaining client contact, and handling all client tasks.Key...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Job Summary: We are seeking a highly organized and detail-oriented Financial Administrator to support our Paraplanners and Financial Advisers in our Essex office. As a key member of our team, you will play a vital role in preparing suitability reports, managing the LOA end-to-end process, maintaining client contact, and handling all client tasks.Key...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Job Summary: We are seeking a highly organized and detail-oriented Financial Administrator to support our Paraplanners and Financial Advisers in our Essex office. As a key member of our team, you will play a vital role in preparing suitability reports, managing the LOA end-to-end process, maintaining client contact, and handling all client tasks.Key...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Financial Administrator to Paraplanner Career Progression OpportunityWe are seeking a highly motivated and organized Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers and Paraplanners in preparing suitability reports, managing the LOA end-to-end...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Financial Administrator to Paraplanner Career Progression OpportunityWe are seeking a highly motivated and organized Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers and Paraplanners in preparing suitability reports, managing the LOA end-to-end...


  • Colchester, United Kingdom Financial Divisions Full time

    Up to £30k+ Study Support + Excellent Benefits My client, a dynamic, boutique Wealth Management firm based in Colchester, is currently seeking a Financial Administrator to join their growing team. With steady expansion driven by both organic growth and acquisitions, the firm is now looking for an additional Financial Administrator to support three of...


  • Colchester, United Kingdom Service Service Employment Agency Limited Full time

    My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion pounds of funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to...


  • Colchester, United Kingdom Time Appointments Full time

    A leading Independent Financial Advisors based in Colchester is currently seeking to recruit a professional Financial Services Administrator to support their team. This is a fantastic opportunity to join a company that pride themselves on providing a dedicated and trusted service to their clients.The successful candidate will be fully responsible for...