Financial Services Administrator
4 months ago
Client Servicing: including collating plan information, requesting quotes, processing authority letters, assisting advisors with general queries and ensuring relevant documents are uploaded.
- New Business Submission: including submitting business online and via post, adding plans to our database, chasing providers once business is submitted and checking plan documentation. - Compliance: performing relevant anti-money laundering checks and checking compliance documentation is completed
- An excellent understanding of the financial planning process.
- Good knowledge of financial services software systems, Excel and Word.
- Excellent communication skills and telephone manner.
- Good IT skills, good spreadsheet and database knowledge.
- Effective organisational skills
**Job Types**: Full-time, Part-time, Permanent
Pay: £15,000.00-£32,000.00 per year
Expected hours: 35 per week
**Benefits**:
- Bereavement leave
- Company pension
- Free flu jabs
- Free parking
- Life insurance
Schedule:
- Monday to Friday
Work Location: In person
Reference ID: 1206
-
Financial Services Administrator
4 months ago
Nottingham, United Kingdom David Burnell Financial Services Full timeFull range of office administration tasks including: Speaking to clients on the telephone. Opening and scanning mail. Processing LOAs. Sending documents for electronic signature. Updating spreadsheets. Generating illustrations. Producing valuation statements. Welcoming clients to the office. Updating electronic client files. **Salary**:...
-
Financial Services Administrator
3 months ago
Nottingham, United Kingdom David Burnell Financial Services Full time**This job is being readvertised due to applicants claiming to have experience when they did not**. The role involves the full range of office administration tasks including: Speaking to clients on the telephone. Opening and scanning mail. Processing LOAs. Sending documents for electronic signature. Updating spreadsheets. Generating...
-
Senior Administrator
3 days ago
Nottingham, United Kingdom Henson Aslam Financial Management LLP Full timeWe are looking for a senior administrator to join our friendly well established office in Lady Bay, West Bridgford. There is on road parking. Previous financial services experience essential. We provide a highly personalised financial planning and investment management service. In order to be considered for this unique opportunity candidates need to have:-...
-
Senior Administrator
3 days ago
Nottingham, United Kingdom Henson Aslam Financial Management LLP Full timeWe are looking for a senior administrator to join our friendly well established office in Lady Bay, West Bridgford. There is on road parking. Previous financial services experience essential. We provide a highly personalised financial planning and investment management service.In order to be considered for this unique opportunity candidates need to...
-
Senior Administrator
4 days ago
Nottingham, United Kingdom Henson Aslam Financial Management LLP Full timeWe are looking for a senior administrator to join our friendly well established office in Lady Bay, West Bridgford. There is on road parking. Previous financial services experience essential. We provide a highly personalised financial planning and investment management service.In order to be considered for this unique opportunity candidates need to...
-
Senior Administrator
3 days ago
Nottingham, United Kingdom Henson Aslam Financial Management LLP Full timeWe are looking for a senior administrator to join our friendly well established office in Lady Bay, West Bridgford. There is on road parking. Previous financial services experience essential. We provide a highly personalised financial planning and investment management service. In order to be considered for this unique opportunity candidates need to have:-...
-
Senior Administrator
3 days ago
Nottingham, United Kingdom Henson Aslam Financial Management LLP Full timeWe are looking for a senior administrator to join our friendly well established office in Lady Bay, West Bridgford. There is on road parking. Previous financial services experience essential. We provide a highly personalised financial planning and investment management service.In order to be considered for this unique opportunity candidates need to...
-
Senior Administrator
3 days ago
Nottingham, United Kingdom Henson Aslam Financial Management LLP Full timeWe are looking for a senior administrator to join our friendly well established office in Lady Bay, West Bridgford. There is on road parking. Previous financial services experience essential. We provide a highly personalised financial planning and investment management service.In order to be considered for this unique opportunity candidates need to...
-
Senior Administrator
3 days ago
nottingham, United Kingdom Henson Aslam Financial Management LLP Full timeWe are looking for a senior administrator to join our friendly well established office in Lady Bay, West Bridgford. There is on road parking. Previous financial services experience essential. We provide a highly personalised financial planning and investment management service. In order to be considered for this unique opportunity candidates need to have:-...
-
Senior Administrator
2 days ago
Nottingham, United Kingdom Henson Aslam Financial Management LLP Full timeWe are looking for a senior administrator to join our friendly well established office in Lady Bay, West Bridgford. There is on road parking. Previous financial services experience essential. We provide a highly personalised financial planning and investment management service. In order to be considered for this unique opportunity candidates need to have:-...
-
Senior Administrator
3 days ago
Nottingham, United Kingdom Henson Aslam Financial Management LLP Full timeWe are looking for a senior administrator to join our friendly well established office in Lady Bay, West Bridgford. There is on road parking. Previous financial services experience essential. We provide a highly personalised financial planning and investment management service.Read on to fully understand what this job requires in terms of skills and...
-
Financial Services Administrator
2 weeks ago
Nottingham, Nottingham, United Kingdom Harper Recruitment Full timeJob Summary:We are seeking a skilled Financial Services Administrator to support our clients CEO in enhancing case turnaround times and workflow efficiency.Key Responsibilities:Compile performance charts for client presentations.Provide administrative support to the CEO and other team members.Assist with financial data analysis and reporting.Develop and...
-
Financial Services Administrator
2 weeks ago
Nottingham, Nottingham, United Kingdom Harper Recruitment Full timeJob Summary:We are seeking a skilled Financial Services Administrator to support our clients CEO in enhancing case turnaround times and workflow efficiency.Key Responsibilities:Compile performance charts for client presentations.Provide administrative support to the CEO and other team members.Assist with financial data analysis and reporting.Develop and...
-
Financial Services Administrator
2 weeks ago
Nottingham, Nottingham, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeJob Title: IFA AdministratorCompany: Templegate Recruitment LimitedLocation: Not specifiedJob Type: Full-timeBenefits:Flexible working hoursMix of office and remote workingCompetitive salary based on experience, skills, and qualificationsExcellent staff benefitsExcellent matching pension schemeDeath in service benefitAnnual leave increasing with years of...
-
Financial Services Administrator
2 weeks ago
Nottingham, Nottingham, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeJob Title: IFA AdministratorCompany: Templegate Recruitment LimitedLocation: Not specifiedJob Type: Full-timeBenefits:Flexible working hoursMix of office and remote workingCompetitive salary based on experience, skills, and qualificationsExcellent staff benefitsExcellent matching pension schemeDeath in service benefitAnnual leave increasing with years of...
-
Financial Services Advisor
2 weeks ago
Nottingham, Nottingham, United Kingdom James Leighton Financial Services Full time**About James Leighton Financial Services**James Leighton Financial Services Ltd is a leading mortgage producer nationally and a top performer in new build specialists. This role offers a gateway to team and divisional management pathways.**Key Responsibilities:**Work in a fast-paced, deadline-driven, and telephone-based environmentProvide exceptional...
-
Financial Services Administrator
1 month ago
Nottingham, Nottingham, United Kingdom North Oak Recruitment Full time £16,380Position: Financial Services Administrator Hours: Part-time – 21 hours spread over 3 days Compensation: £16,380 per annum based on 21 hours per week Company: North Oak Recruitment We are seeking a dedicated individual to join our client's independent advisory firm, providing essential administrative support to Financial Advisors. This role is ideal for...
-
Financial Services Administrator
1 month ago
Nottingham, United Kingdom Harper Recruitment Full timePosition: Financial Services Administrator Location: Nottingham Hours: Monday-Friday, 9am-5pm (hybrid working) Salary: Up to £29k (DOE) We are seeking a skilled Financial Services Administrator to support our clients CEO in enhancing case turnaround times and workflow efficiency. In this role, you will collaborate with the CEO, Advisers, and Paraplanners...
-
Financial Services Administrator
3 weeks ago
Nottingham, Nottingham, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeJob Title: IFA AdministratorCompany: Templegate Recruitment LimitedLocation: Not specifiedJob Type: Full-timeBenefits:Flexible Working: Monday to Friday, full-time role with a mix of office and remote workingCompetitive Salary: Dependent on experience, skills, and qualificationsExcellent Staff Benefits: Including a pension scheme, death in service, and 26...
-
Mortgage Administrator Trainee
10 hours ago
Nottingham, Nottingham, United Kingdom James Leighton Financial Services Full timeJoin Our Team as a Mortgage Administrator TraineeWe are seeking a highly motivated and enthusiastic individual to join our team as a Mortgage Administrator Trainee. As a key member of our team, you will play a vital role in supporting our customers throughout their mortgage journey.About the RoleThis is an exciting opportunity for someone looking to start...