See more Collapse

Financial Administrator

4 weeks ago


Guildford, United Kingdom Hooray Recruitment Full time

**Financial Services Administrator**

**Are you looking for a foot in the door to a financial services career? Have you been seeking a clear-cut progression path? Do you have experience in a Financial Services, Banking, Finance, or Insurance based role? GREAT - I would love to speak with you.**

My Guilford based client, with 9 offices across the UK in total, are specialists in risk, pensions, investment, and insurance. Due to growth, they are looking for a Financial Services Administrator to join the team. The purpose of the role is to make sure that new and existing customers' policies are accurately maintained and serviced.

**Benefits**
- Hybrid/Flexible Working
- Generous Pension Scheme
- Discretionary Annual Bonus
- Private Medical Cover

**What are the day-to-day responsibilities of the Financial Services Administrator?**
- Communicate confidently with clients and their advisors
- Liaise with third parties where required e.g., banks, investment managers
- Read, and clearly understand documentation relating to each scheme
- Prepare manual calculations to develop an understanding of pensions
- Update the database frequently

**Required Skills and Qualifications of the Financial Services Administrator?**
- Computer Literate
- Previous Pension experience is NOT required however adventurous
- Ability to understand data, to make decisions based on the data
- Keen to progress with a company that can offer structured career progression
- Strong attention to detail, methodical and numerical skillset
- Hooray is acting as an agency on behalf of the client for this position.
- Hooray is proud to be a corporate member of the REC, the recruitment industry’s leading professional body.
- DO YOU KNOW SOMEONE FOR THIS ROLE? EARN A £150 REWARD FOR ANY SUCCESSFUL REFERRAL T&C’s APPLY

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

**Salary**: £23,000.00-£26,000.00 per year

**Benefits**:

- Life insurance
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday
- No weekends

Supplemental pay types:

- Yearly bonus

Ability to commute/relocate:

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

Work Location: In person

Reference ID: 37509


We have other current jobs related to this field that you can find below


  • Guildford, United Kingdom Recruit UK Full time

    **Job Title** Financial Administrator **Industry** Financial Services **Location**Guildford **Salary**up to £35,000 **Job Reference**7320 Are you a financial administrator looking to support one of the UK’s leading companies? Are you client-focused, motivated, and driven to provide a high-quality service? If so, RecruitUK is working with a thriving...


  • Guildford, United Kingdom Financial Divisions Full time

    Our client is a professional Financial Advice firm with over 30 years experience in handling wealth portfolios of high net worth individuals, giving advice on pensions, investments, tax planning, IHT, mortgages and some protections to clients across the home counties region. They also offer advice on Wills, trusts and Estate planning to help with...


  • Guildford, United Kingdom Financial Divisions Full time

    My client is a Chartered Independent Financial advice firm based in Guildford. They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion. They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for...


  • Guildford, United Kingdom Resource Solutions Full time

    Location: Guildford, commutable from London **Salary**: £32,000-£40,000 Contract - Permanent Hybrid Working **We are looking for a financial administrator to come on board and join one of the fastest growing financial services/wealth management firm globally.** **You must come from a wealth management or financial services background to be considered...


  • Guildford, United Kingdom Bupa Care Homes Full time

    Requisition Title : Financial Administrator Job Number: PUT00DG Puttenham Hill House Puttenham Guildford Surrey GU3 1AH Location Status On site Salary Amount £25,000 **Financial Administrator** **Puttenham Hill House Care Home, Off Hog's Back, Puttenham, Guildford GU3 1AH** - It’s the small things that can often make the biggest difference. At Bupa...

  • Temp Administrator

    4 days ago


    Guildford, Surrey, United Kingdom Halmer Financial Full time

    TEMP ADMINISTRATOR- GUILDFORD - C £10 - £11 PER HOURKEY RESPONSIBILITIES: Printing and filing documentation for contracts settled in each Branch Using the franking machine to send out above documentation to our Customers Build and maintain strong working relationships with all Branch Offices and Head Office departments Participate in projects related to...


  • Guildford, United Kingdom Idex Full time

    We are working with a large wealth management company looking to take on an experienced Financial Planning Administrator to support the successful Financial Planners in the Guildford office. This role is suitable for someone who is already working in a financial planning support role and who has knowledge of pensions and investments. **Responsibilities...


  • Guildford, United Kingdom Idex Full time

    We are working with a large wealth management company looking to take on an experienced Financial Planning Administrator to support the successful Financial Planners in the Guildford office.This role is suitable for someone who is already working in a financial planning support role and who has knowledge of pensions and investments.Responsibilities will...


  • Guildford, Surrey, United Kingdom Idex Full time

    We are working with a large wealth management company looking to take on an experienced Financial Planning Administrator to support the successful Financial Planners in the Guildford office.This role is suitable for someone who is already working in a financial planning support role and who has knowledge of pensions and investments.Responsibilities will...


  • Guildford, Surrey, United Kingdom Idex Full time

    We are working with a large wealth management company looking to take on an experienced Financial Planning Administrator to support the successful Financial Planners in the Guildford office.This role is suitable for someone who is already working in a financial planning support role and who has knowledge of pensions and investments.Responsibilities will...


  • Guildford, United Kingdom JJ Search Ltd Full time

    The ClientAhighlysuccessful andexpandingWealth Management firm,widely recognised with an excellent reputationbased in London.The RoleThe Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team.The Financial Planning Administrator role will providea high level of administrative supporttoWealth Management...


  • Guildford, United Kingdom Resource Solutions Full time

    **Do you have experience working within financial services and have a strong background in administration? If you are looking to take a step up in your career, and to work with the largest wealth management companies in the UK, then we want to hear from you!** We have an amazing opportunity for someone with extensive administration skills and a strong ethic...


  • Guildford, United Kingdom Brevere Group Full time

    Are you a successful IFA with a proven record of providing innovative solutions to HNW clients? Are you looking for an environment where you can provide a bespoke service to your clients whilst benefitting from wide ranging technical, administrative anddevelopment support? In order to achieve their aims and to continue their development, our client is...


  • Guildford, Surrey, United Kingdom JJ Search Ltd Full time

    The Client Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match. Ahighlysuccessful andexpandingWealth Management firm,widely recognised with an excellent reputationbased in London. The Role The Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team. The...


  • Guildford, Surrey, United Kingdom Tate Recruitment Full time

    Financial Planning TeamEmployment Type: Full time, hybrid working.with a superb benefits package.We are thrilled to be partnering with one of the Uk's leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.The role involves providing technical research services to the Planners and...

  • IFA Administrator

    1 month ago


    Guildford, United Kingdom Lloyd Recruitment - Epsom Full time

    IFA Administrator Lloyd Recruitment Services are delighted to be recruiting on behalf of a well established and highly reputed Independent Financial Advisers that specialise in providing comprehensive financial planning and investment management services to HNW individuals. As they continue to expand, they are seeking a dedicated and talented individual...

  • IFA Administrator

    3 weeks ago


    Guildford, United Kingdom Lloyd Recruitment - Epsom Full time

    IFA Administrator Lloyd Recruitment Services are delighted to be recruiting on behalf of a well established and highly reputed Independent Financial Advisers that specialise in providing comprehensive financial planning and investment management services to HNW individuals. As they continue to expand, they are seeking a dedicated and talented individual...

  • IFA Administrator

    1 month ago


    Guildford, United Kingdom Lloyd Recruitment - Epsom Full time

    IFA AdministratorLloyd Recruitment Services are delighted to be recruiting on behalf of a well established and highly reputed Independent Financial Advisers that specialise in providing comprehensive financial planning and investment management services to HNW individuals. As they continue to expand, they are seeking a dedicated and talented individual with...

  • IFA Administrator

    3 weeks ago


    Guildford, United Kingdom Lloyd Recruitment - Epsom Full time

    IFA AdministratorLloyd Recruitment Services are delighted to be recruiting on behalf of a well established and highly reputed Independent Financial Advisers that specialise in providing comprehensive financial planning and investment management services to HNW individuals. As they continue to expand, they are seeking a dedicated and talented individual with...

  • Administrator

    3 weeks ago


    Guildford, United Kingdom Nuffield Health Full time

    HEAD OFFICE Administrator Administrator Guildford Hospital | Administration | Permanent | Full Time Up to £22,500 depending on experience 37.5 hours per week Nuffield Health is Britain’s largest not-for-profit healthcare organisation. Join our expanding and busy Business Administration team as an Administrator working in our Guildford Hospital and...