Administrator to Financial Advisors

3 months ago


Tewkesbury, United Kingdom Anderson Recruitment Full time

This is an exciting permanent opportunity to join an organisation based in Tewkesbury who take pride in their business and provide excellent progression opportunities for their staff They have hundreds of Google reviews commending them on their service. If you want to be apart of a winning team, working in a role that has lots of variety and within a company that can offer lots of career opportunities then this could be perfect for you

**Responsibilities**:

- Support the business owner in ad-hoc tasks as required
- Preparation of meeting packs for the Financial Adviser
- Act as a point of contact and effectively deal with clients and other parties, while establishing and maintaining strong relationships
- Conducting investment portfolio reviews
- Completing Annual Reports to be issued to clients
- The completion and analysis of Client CashFlow reports
- Product research and keeping up to date with industry changes
- Act as technical support to the Administrative Team
- Carry out tax calculations and assessments for Clients
- Financial Services experience essential
- High level of analytical capability
- Strong communication and interpersonal skills
- Ability to communicate verbally with clients
- Excellent writing skills & attention to detail
- Self-starter who will hit the ground running and is used to working under their own initiative
- Professional & positive attitude

**Hours -** Monday - Friday - 9am - 5pm

**Salary -** Up to £30k depending on experience + 25 days holidays + free parking + private medical insurance, 5% matched pension and company bonus



  • Tewkesbury, United Kingdom Metcalfe Farms Haulage Ltd Full time

    An exciting opportunity has arisen to join the team at Metcalfe Farms in the role of administrator and customer service advisor based at the company’s Office in Tewkesbury. Duties and responsibilities include: **Main Responsibilities** - Answer phone calls and deal with customer orders - Inputting of data - Be willing to learn new tasks and improve...


  • Tewkesbury, United Kingdom First Choice Recruitment Services Full time

    Financial Administrator OpportunityWe are seeking an experienced financial administrator to join our team at a local Tewkesbury company. The successful candidate will have excellent all-round accounting experience and be proficient in using Xero to maintain accounts for multiple companies.Key Responsibilities:Maintaining sales and purchase ledgers and bank...


  • Tewkesbury, United Kingdom First Choice Recruitment Services Full time

    Financial Administrator OpportunityWe are seeking an experienced financial administrator to join our team at a local Tewkesbury company. The successful candidate will have excellent all-round accounting experience and be proficient in using Xero to maintain accounts for multiple companies.Key Responsibilities:Maintaining sales and purchase ledgers and bank...


  • Tewkesbury, United Kingdom HR Employment Ltd Full time

    HR Employment Ltd is currently seeking a highly skilled professional to join their team as an Accounts Administrator / Handler in the Sales, Retail & Design sector.The ideal candidate will have a background in account handling, quote preparation, order processing, taking briefs, raising & approving invoices, resolving complaints, answering queries &...


  • Tewkesbury, United Kingdom HR Employment Ltd Full time

    HR Employment Ltd is currently seeking a highly skilled professional to join their team as an Accounts Administrator / Handler in the Sales, Retail & Design sector.The ideal candidate will have a background in account handling, quote preparation, order processing, taking briefs, raising & approving invoices, resolving complaints, answering queries &...


  • Tewkesbury, Gloucestershire, United Kingdom Moog UK Full time

    Position OverviewMoog UK is seeking a skilled OneStream Financial Systems Administrator.The OneStream Financial Systems Administrator will oversee the daily management of the organization’s Financial Consolidation and Forecasting System (OneStream), serving as a crucial link between the Finance/Accounting departments and the IT team.Key...


  • Tewkesbury, Gloucestershire, United Kingdom Simpson Judge Full time

    Finance AssistantOur client, a leading PLC, is seeking a highly organized and detail-oriented Finance Assistant to join their team on a permanent basis.This is an excellent opportunity for a candidate with finance experience to work within a successful and growing organization and further develop their skills in finance.Key Responsibilities:Day-to-day...


  • Tewkesbury, Gloucestershire, United Kingdom Simpson Judge Full time

    Finance AssistantOur client, a leading PLC, is seeking a highly organized and detail-oriented Finance Assistant to join their team on a permanent basis.This is an excellent opportunity for a candidate with finance experience to work within a successful and growing organization and further develop their skills in finance.Key Responsibilities:Day-to-day...


  • Tewkesbury, Gloucestershire, United Kingdom First Choice Recruitment Services Full time

    Accounting Expertise SoughtWe are recruiting for a local Tewkesbury company who are looking to recruit an experienced finance administrator with excellent all-round accounting experience to join their small friendly office team.The Role:Utilizing Xero to maintain accounts for multiple companiesMaintaining sales and purchase ledgers and bank...


  • Tewkesbury, Gloucestershire, United Kingdom First Choice Recruitment Services Full time

    Accounting Expertise SoughtWe are recruiting for a local Tewkesbury company who are looking to recruit an experienced finance administrator with excellent all-round accounting experience to join their small friendly office team.The Role:Utilizing Xero to maintain accounts for multiple companiesMaintaining sales and purchase ledgers and bank...


  • Tewkesbury, United Kingdom Anderson Recruitment Full time

    Our fantastic client based in Tewkesbury are currently recruiting for a Financial Services Administrator to join their expanding team on a permanent basis. This is an excellent opportunity to join an organisation who take pride in their business and provide excellent progression opportunities for their staff! **Responsibilities/Duties;** - Answering...

  • Service Advisor

    1 week ago


    Tewkesbury, Gloucestershire, United Kingdom Perfect Placement Uk Ltd Full time

    {"title": "Service Advisor Opportunity", "content": "Service Advisor Job DescriptionWe are seeking a highly skilled and customer-focused Service Advisor to join our team at Perfect Placement UK Ltd. As a Service Advisor, you will be responsible for providing exceptional customer service and ensuring that our clients receive the best possible experience.Key...

  • Service Advisor

    1 week ago


    Tewkesbury, Gloucestershire, United Kingdom Perfect Placement Uk Ltd Full time

    {"title": "Service Advisor Opportunity", "content": "Service Advisor Job DescriptionWe are seeking a highly skilled and customer-focused Service Advisor to join our team at Perfect Placement UK Ltd. As a Service Advisor, you will be responsible for providing exceptional customer service and ensuring that our clients receive the best possible experience.Key...


  • Tewkesbury, Gloucestershire, United Kingdom First Choice Recruitment Services Full time

    Accounting Expert WantedWe are seeking a skilled Accounting Professional to join our team at First Choice Recruitment Services. As a key member of our team, you will be responsible for maintaining accurate financial records, preparing financial reports, and ensuring compliance with accounting standards.Key Responsibilities:Maintain sales and purchase...


  • Tewkesbury, Gloucestershire, United Kingdom First Choice Recruitment Services Full time

    Accounting Expert WantedWe are seeking a skilled Accounting Professional to join our team at First Choice Recruitment Services. As a key member of our team, you will be responsible for maintaining accurate financial records, preparing financial reports, and ensuring compliance with accounting standards.Key Responsibilities:Maintain sales and purchase...


  • Tewkesbury, United Kingdom Moog Inc. Full time

    Join Our Talent Community **Moog’s Corporate Group** is hiring for a **Financial Consolidation System Administrator** The **Financial System Administrator** will be responsible for the day-to-day administration of the Company’s Financial Consolidation and Forecasting System (OneStream), including acting as a liaison between Finance/Accounting and...


  • Tewkesbury, United Kingdom CS Recruitment Full time

    **Job Introduction** Our client is recruiting for a Service Advisor to join their team. You will be well versed in delivering high levels of customer satisfaction in a very busy and demanding environment. Working as part of a team, you will be responsible for ensuring the workflow of the department, hitting and exceeding targets and up selling our full...


  • Tewkesbury, Gloucestershire, United Kingdom LM RECRUITMENT SOLUTIONS LTD Full time

    Job OverviewWe are seeking a highly organized and detail-oriented Finance Administrator to join our team at LM RECRUITMENT SOLUTIONS LTD. As a key member of our finance function, you will play a crucial role in maintaining the accuracy and efficiency of our financial operations.Key ResponsibilitiesAssist the Accounts Department in all accounting functions,...


  • Tewkesbury, Gloucestershire, United Kingdom LM RECRUITMENT SOLUTIONS LTD Full time

    Job OverviewWe are seeking a highly organized and detail-oriented Finance Administrator to join our team at LM RECRUITMENT SOLUTIONS LTD. As a key member of our finance function, you will play a crucial role in maintaining the accuracy and efficiency of our financial operations.Key ResponsibilitiesAssist the Accounts Department in all accounting functions,...


  • Tewkesbury, United Kingdom Anderson Recruitment Full time

    Our client, a non-profit organisation who pride themselves on their company values and services, are currently going through an exciting growth period. They are looking for a positive and dedicated individual to enhance their Technical department as Trainee Technical Support Advisor. This will be a full time, permanent position based from their welcoming...