Financial Services Administrator

**Do you feel valued?** If you're reading a job advert the answer is probably not. Some businesses value their fee earning advisers but not the people behind them. **People like you.** At this business you'll be an administrator extraordinaire. You'll work on a 1-1 basis with one financial planner and be the person they lean on. You'll spend a lot of...

About Future Perfect Financial SolutionsWe are a leading financial services company that provides flexible solutions for parents returning to work. At Future Perfect Financial Solutions, we believe in creating a work-life balance that supports parents in their career aspirations.Key ResponsibilitiesAs a financial planning administrator, your key...

An exciting office based role has come up within a Mortgage Services based in Coventry. We are looking for a Mortgage Administrator with previous experience prefered but not essential. The role also provides potential for progression as the brokerage grows and develops. **Duties** - Progress mortgages through to legal completion and beyond. - Liaise with...

An exciting opportunity for an experienced Financial Services Administrator to be part of our client's team in an established and successful Financial Planning firm based in Coventry. They have a career opportunity for a self-motivated and commercially mindedindividual with a can-do attitude. The role is to provide administrative and highly technical...

Administrator (Financial Services) – 12-month FTC Salary: £27,000 Working Hours: Full-time, 09:00 AM - 17:00 PM Location: Coventry (Office Based) The role We are currently recruiting on behalf of a well-established financial advisory firm, seeking an administrator to join them on a 12 month fixed term contract basis. Knowledge of the Financial...

Fundamental Requirements of the Administrative Support Specialist PositionThis is an exciting opportunity to contribute to the success of our Financial Services organisation. We are seeking an Administrative Support Specialist who can provide administrative support to our Financial Advisers, enabling them to deliver exceptional client experiences.Your key...

As a Credit Controller at Rec Financial, you will be responsible for managing accounts receivable and providing exceptional customer service. The successful candidate will have excellent communication skills and a strong attention to detail.Key ResponsibilitiesChasing late payments and maintaining relationships with clients.Resolving client queries in a...

Job OpportunityWe have a vacancy for a highly skilled Financial Services Specialist to work on a hybrid basis with us. The ideal candidate will have excellent written and verbal communication skills, strong numeracy and accuracy standards, proficiency in Excel and other relevant systems, and the ability to commit to a long-term potentially permanent...

About the Role:As a Credit Controller at Rec Financial, you will play a crucial part in our team's success on a hybrid interim basis. This role offers the potential for permanency.In this position, you will be responsible for communicating effectively with clients via telephone and email to resolve overdue accounts, handling and responding to client queries,...

**Financial Planning Administrator** Flexible hybrid working, competitive salary, bonus and full benefits including non-contributory pension and private medical. A chartered and professional Financial Planning firm have a client support and administration opportunity. **Responsibilities include**: Experience of working within an IFA/ financial planning...

Job Role: We are seeking a self-motivated professional to provide administrative and technical support to our advisors. As a Trainee Paraplanner, you will be responsible for preparing and delivering client advice, coordinating new business cases, and drafting suitability reports.Key Responsibilities:Key Tasks: Support advisors in preparing and delivering...

Company OverviewFuture Perfect Financial Solutions is a leading firm of Financial Advisers, established in 1989. With over 6000 households across the UK supported, our head office is based in Binley Business Park, Coventry.About the RoleWe are seeking an experienced Administrative Professional to join our close-knit team of 9 specialists. As a Financial...

We are seeking an experienced Financial Planning Administrator to join our thriving team in the Coventry area. This role offers a unique opportunity to provide high-quality administrative and technical support to Advisors, working collaboratively with Consultants to deliver exceptional client advice.The ideal candidate will have previous experience in the...

**Customer Service Administrator - Coventry** - Full time role - 37.5 hours - Pay rate : 10.90 - Working hours : 8am - 4pm Monday to Friday - Location : Unit A, Colonnade Point, Prologis Park, COVENTRY, CV6 4BU - Training : provided and paid for We are looking for experienced Customer Service Administrators with at least 12months demonstrable experience...

I am working with a bespoke Wealth Management firm, based near Coventry, who are well established and have a strong reputation. The firm in question are looking to add an IFA Administrator to the team, to provide high quality support to the firm's Financial Advisers to ensure their clients are serviced with the utmost attention. Main duties; Assisting with...

Our clients are looking to recruit a Financial Planning Administrator to join their successful team in Coventry. They are a close-knit team within a well-established firm. They look after around 6,000 client households across the Midlands and have grownthrough their ethos of offering quality face-to-face financial planning advice and their commitment to...

**Service Administration Manager covering West Midlands, Coventry and Warwickshire** **Permanent - Full Time - 37 hours per week** The main purpose of the role is to: To provide peripatetic administrative support to a defined number of homes. To cover in the event of SSM vacancies, both remotely and based in the homes. Working as part of the management...

About the RoleWe are looking for a highly motivated and organized individual to fill the position of Financial Services Manager. As a key member of our financial services team, you will be responsible for managing financial transactions, preparing reports, and providing administrative support to our customers. This is an excellent opportunity to develop your...

About UsAt Future Perfect Financial Solutions, we pride ourselves on offering flexibility and work-life balance to support parents returning to work. Our company was established in 1989 and has been assisting over 6000 households across the UK.The RoleWe are looking for an experienced Administrative Professional to join our team as a Financial Planning...

We are seeking a highly skilled Financial Services Specialist to join our team at Morgan Parkes Recruitment Careers. The estimated salary for this role is £40,000 - £50,000 per annum.The successful candidate will be responsible for preparing accounts and financial statements for clients, as well as managing client records and providing administrative...