Financial Services Administrator
7 months ago
**Job Title/Location**: Financial Services Administrator, West Sussex
- **Salary**: To £28,000
- **Hybrid**: Once through training & settled, there is some WFH flexibility
- **Requirements**: Previous IFA administration background is preferred, although our client will also consider people with a background in other areas of Financial Services, Mortgages, Life & Protection, Banking and possibly Insurance.
- **Role Snapshot**:Extremely varied role, producing client portfolio valuations and quotations, process all new business and Letters of Authority, as well as ensuring compliance
**The Company/Team**: Our client is a long established wealth management business, well respected on the South Coast and now part of a UK-wide operation, able to offer a wider array of long-term opportunities across the country. The team this role forms a part of consists of 8 people.
- Producing client portfolio valuations from various investment providers
- Producing Letters of Authority for new clients to service policies
- Working on producing any Letters/Forms required for switches, encashments etc.
- Ensuring compliance requirements are met on all new business cases
- Weekly chasing of all new business cases and existing business enquiries
- Greeting clients in Reception & assisting with answering telephone enquiries
**Skills/Experience Required**:For this Financial Services Administrator role you would ideally have previous administration experience gained within an IFA/Wealth management business, although our client will also consider people with a background in other areas of Financial Services (Pensions, Investments, Mortgages, Life & Protection), Banking and possibly Insurance. You should be numerate/literate with good attention to detail and strong in the use of MS Excel, Word and Outlook.
**Additional Information**: The salary for the Financial Services Administrator role is up to £28,000 and presents the chance to work with respected professionals who will support your studies if you wish to progress down that route.
- **The Financial Services Administrator position is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, project/programme management, product managers, paraplanners, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.**_
**Job Types**: Full-time, Permanent
Pay: Up to £28,000.00 per year
**Benefits**:
- Company pension
Schedule:
- Monday to Friday
Supplemental pay types:
- Yearly bonus
Work Location: In person
Reference ID: arc737
-
Financial Administrator
5 days ago
Worthing, West Sussex, United Kingdom Perspective Financial Group Ltd Full timeCompany OverviewPerspective Financial Group Ltd is a leading wealth management company with an established and successful administration team. Our busy Worthing office is seeking a highly skilled Financial Administrator to provide high-quality administrative support.
-
Financial Planning Administrator
3 weeks ago
Worthing, West Sussex, United Kingdom Perspective Financial Group Ltd Full time**Job Title:** Financial Planning AdministratorWe are seeking a highly skilled and motivated individual to join our team as a Financial Planning Administrator. As a key member of the administration team, you will be responsible for providing high-quality administrative support to our clients and ensuring that all financial planning client administration is...
-
Financial Administrator Position
2 weeks ago
Worthing, West Sussex, United Kingdom Perspective Financial Group Ltd Full timeCompany OverviewPerspective Financial Group Ltd is a market-leading wealth management company with a successful administration team.Salary and BenefitsA competitive salary will be offered, dependent on experience and qualifications. Additional benefits include 25 days holiday (rising with length of service), Bank Holidays, Birthday Leave, Holiday Purchase...
-
Financial Services Administrator
2 weeks ago
Worthing, West Sussex, United Kingdom Astral Recruitment Full timeRole OverviewWe are seeking a highly skilled IFA Administrator to join our client's team in Worthing. The successful candidate will provide administrative support to a successful IFA and work closely with the sales support team.About the RoleThis is an excellent opportunity for an experienced administrator looking to take their career to the next level. As...
-
Administrator - Financial Services
2 days ago
Worthing, United Kingdom Candidate Source Ltd Full time**Are you looking for a career in Financial Services and a Monday to Friday role, with no weekends?** A global Financial Services Organisation is looking for Administrators to join its friendly, inclusive teams in their Worthing offices in West Sussex. They will invest in your training from day one and give you all the motivation and support you need, along...
-
Financial Services Administrator
2 weeks ago
Worthing, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking an experienced Financial Services Administrator to provide efficient administrative support to clients and senior members of staff in Worthing. The ideal candidate will have a proven track record of working in an office environment, preferably in financial services.The salary for this role is approximately...
-
Student Financial Services Administrator
7 months ago
Worthing, United Kingdom Greater Brighton Metropolitan College Full timeBased at Northbrook College, West Durrington campus 28 hours term time only, 40 weeks per year We are seeking to appoint a Student Finance Administrator at our West Durrington Campus, to work as part of the Student Financial Services team in supporting the College to achieve the attendance, retention, and achievement targets by efficiently administrating...
-
Financial Services Administrator
2 weeks ago
Worthing, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeAt Artemis Recruitment Consultants Ltd, we are seeking a highly skilled Financial Services Administrator to join our team. This is an exciting opportunity for a motivated individual to work in a dynamic environment and contribute to the success of our organization.The estimated salary for this role is £25,500 - £28,000 per annum, depending on...
-
Client Administrator
7 months ago
Worthing, United Kingdom Cabot Financial Full timeAre you a driven and motivated individual? Do you enjoy working in a fast-paced environment? Are you a natural at building and maintaining relationships? If, you’ve answered yes, then you could be the right person to join the External Services department on a permanent basis. **What you can expect as a Client Administrator**: - Salary of £21,450 -...
-
Client Administrator
7 months ago
Worthing, United Kingdom Cabot Financial Full time**Location**: Worthing, West Sussex, United Kingdom - **Earnings**: £21450.00 to £24863.00 Are you a driven and motivated individual? Do you enjoy working in a fast-paced environment? Are you a natural at building and maintaining relationships? If, you’ve answered yes, then you could be the right person to join the External Services department on a...
-
Ifa Administrator
2 days ago
Worthing, United Kingdom Financial Divisions Full time**The Opportunity** Our client is a firm of independent financial advisers and investment managers, providing advice to individual and to corporate clients. Established in 1980, the firm manages private client investments of c£0.5 billion. The company is highly successful and is genuinely a lovely place to work, evidenced by many long serving members of...
-
Financial Services Administration Specialist
3 weeks ago
Worthing, West Sussex, United Kingdom Recruit Wealth Ltd Full timeWe are recruiting for a dedicated and organized Administrative Support Officer to join our wealth management team in Worthing.About Our Company:We are a rapidly expanding, national Financial Planning & Wealth Management business with a strong presence across the UK.We pride ourselves on being a modern, highly ethical, and rewarding employer who offers...
-
Administrative Support Specialist
2 weeks ago
Worthing, West Sussex, United Kingdom Perspective Financial Group Ltd Full timeAbout Perspective Financial Group LtdWe are a leading wealth management company dedicated to delivering exceptional financial planning services to our clients.Salary InformationA salary in the range of £25,000 - £35,000 per annum, depending on experience and qualifications, will be offered.Key ResponsibilitiesThe successful candidate will be responsible...
-
Financial Services Administrator
2 weeks ago
Worthing, West Sussex, United Kingdom Austin Fraser Full timeEstimated salary: £28,000 - £35,000 per annum.Company OverviewAustin Fraser is representing one of the UK's fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for an experienced Administrator to join their regional Worthing offices.Salary and BenefitsThe successful candidate will receive a competitive...
-
Financial Administrator
3 weeks ago
Worthing, West Sussex, United Kingdom This is an IT support group Full timeWe are seeking a highly motivated and experienced Financial Administrator to join our team at a Market Leading Wealth Management Company. The successful candidate will provide high-quality administrative support, act as the point of contact for client queries, and liaise with product providers.Job RequirementsPrompt and accurate production of business...
-
Litigation Administrator
6 days ago
Worthing, United Kingdom Cabot Financial Full timeMortimer Clarke is an award-winning company and a part of the Cabot Credit Management group. As a group, we’ve helped over 1 million customers take the first step towards financial recovery and we’re on a mission to help even more! As our customer numbers continue to grow, so does our need to hire fantastic people to help them. Our team members are our...
-
Litigation Administrator
6 days ago
Worthing, United Kingdom Cabot Financial Full time**Location**: Worthing, West Sussex, United Kingdom - **Earnings**: £22035.00 to £22815.00 Mortimer Clarke is an award-winning company and a part of the Cabot Credit Management group. As a group, we’ve helped over 1 million customers take the first step towards financial recovery and we’re on a mission to help even more! As our customer numbers...
-
Financial Planning Administrator
6 months ago
Worthing, United Kingdom Capio Recruitment Full time**Job Title: Financial Planning Administrator** **Location: West Sussex (Remote / Flexible Working)** **Salary: £26,000 - £30,000 + Bonus & Benefits** **The Company**: We are working on a brand-new position with an award-winning national Financial Planning business in West Sussex who are looking to add a new member to the financial planning support team...
-
Administrative Support Professional
3 weeks ago
Worthing, West Sussex, United Kingdom Perspective Financial Group Ltd Full time**Role Overview:** Administrative Support ProfessionalWe are seeking an experienced and organized Administrative Support Professional to join our dynamic team. As a key member of the administration team, you will be responsible for providing high-level administrative support to our clients and ensuring that all financial planning client administration is...
-
Administrative Assistant
2 weeks ago
Worthing, United Kingdom Recruit Wealth Ltd Full timeWe are looking for an administrative assistant to support our client's financial services team in the regional Worthing offices. The successful candidate will be responsible for:Preparing correspondence, scanning documentation, and maintaining administration systemsProcessing letters of authority, chasing providers, and updating client dataBuilding...