Financial Services Administrator

**We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...

Job Title: Financial AdministratorDescription: Curo Services is seeking a skilled Financial Administrator to join their team. As a Financial Administrator, you will be responsible for managing credit control and cash allocation processes. This role would suit a candidate who enjoys a varied workload, with experience gained within a Shared Services Centre...

**Job Description: Financial Planning Administrator** Recruit UK are working on an excellent opportunity for a Financial Planning Administrator position in Newcastle to join a leading Independent Financial Advice firm. They offer their clients a quality advice service. They are particularly focused on providingprofessional and impartial advice. My client...

**About us** **We are a property and business finance broker - from gaining a mortgage on your first property, to buying a commercial office, or requiring a business loan - we offer personal, tailored financial services, nationwide.** We are professional, supportive and autonomous. Our work environment includes: - Work-from-home days - Growth...

Must have previous experience as a Financial Planning Administrator - Possess knowledge of pensions and investments - Have a passion for customer service and achieving 'right first time’ - Excellent organisation and time-management ability - Sound verbal and written communication skills - Adopts a positive approach and is a team player - Be adaptable as...

Job OverviewBMC Recruitment Group Ltd is currently seeking a skilled Banking and Reconciliation Administrator to join their client, an award-winning group of financial services and technology companies based in the UK.As a key member of the team, you will be responsible for investigating and matching incoming payments to client accounts, liaising with...

Must have competent administration skills - Financial Services experience would be highly desirable - Knowledge of IO (Intelligent Office) would be advantageous - Excellent communication skills - Strong literacy and numeracy skills - Computer literate with working knowledge of Microsoft Office - Ability to prioritise and work well under...

**Job Title**: Administrator, Financial Services - Hybrid Working **Location**:Newcastle (Newcastle Upon Tyne) or Edinburgh - Hybrid Working available **Salary**:Competitive depending on experience **Job Type**: Full Time, Permanent A rare opportunity has arisen for an enthusiastic and proactive Administrator to join our Client Services team during an...

**Salary**: £25,000 to £30,000 (inc bonus) **Benefits**: **- 35 hour week (M-F 9-5) PLUS flexible working options** **- 28 days holiday (plus bank holidays)** **- 4 x DIS** **- 5% pension contribution** **- Generous annual bonus** **- Free parking / accessible by bus and train** **- Study support** **- Opportunities to progress** - Must be an...

About the OpportunityWe have an exciting opportunity for a Financial Services Pension Administrator to join our team at ENGINEERINGUK. The successful candidate will be responsible for administering pension schemes, handling queries, and performing administrative tasks.About UsENGINEERINGUK is a dynamic and growing company specialising in pensions and...

An exciting opportunity to join an established and respected Independent financial advisers based in Newcastle as an Client Administrator. This Independent, whole-of-market financial planning and investment management firm, offering services to personal, corporate and trustee clients was established over 100 years ago. The team is made up from highly...

**Department**:Lowes Financial Academy / Lowes Financial Management Limited **Post Title**:Financial Services Trainee **Reports to**:Lead Tutor at Lowes Financial Academy / Lowes Financial Management Ltd Financial Planner **Specific tasks include**: - Setting up meetings between the Academy leader and potential clients. - Sending course information to...

**About Reeves** Reeves Independent are a specialist firm of Independent Financial Advisers who help our clients to build financial security. We are continuously expanding and are committed to recruiting the best talent into our business, and we are just as committed to retaining them. We want determined, ambitious and proactive employees to join our...

**About Reeves** Reeves Independent are a specialist firm of Independent Financial Advisers who help our clients to build financial security. We are continuously expanding and are committed to recruiting the best talent into our business, and we are just as committed to retaining them. We want determined, ambitious and proactive employees to join our...

We are working exclusively with a progressive firm of IFA's with a strong presence in the London and the South East of England who due to recent growth are now looking to recruit a Financial Services Administrator in their office in Newcastle. Your role is to sit within the Client Administration team and to focus on valuations and review meeting...

We are looking for a highly motivated individual to join a one of the largest British Wealth Management firms as a Client Administrator within their Client Controls team. The successful applicant will be expected to contribute to the development of the Client Controls team and help to build the support capabilities associated with a growing...

This respected financial planning firm is currently seeking an administrator to join their successful and growing team in Newcastle. In this role you will be provided with full training to work alongside financial planners and paraplanners and learn how to provide administration support in relation to the preparing of financial advice. You must have good...

The opportunity for a Financial Planning Administrator to join a leading Financial Services Practice which provides a highly personalised financial planning and investment management service. **Key Responsibilities** - Diarising events throughout the business cycle. - Producing new business packs and preparation for client meetings. - Producing client...

The opportunity for an experienced financial planning administrator to join an international business with a strong presence across both the US and Europe. Their wealth team are based out of their central Newcastle office and the division is looking to add further sales support for their wealth advisers. You will have the opportunity to develop your...

**Financial Planning Administrator - Newcastle - Salary to £26,000 plus Bonus and Benefiits (potentially negotiable)** An award-winning Financial Planning practice based with multiple offices across the UK are currently in the market to recruit a Financial Planning Administrator to join their growing team in Newcastle. The organisation is well established,...