Financial Services Administrator
6 months ago
We are looking for an experienced Administrator to join a growing business in Barnstaple. The ideal will ensure all administration for life, pensions and investments for submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met.
This is a hybrid working opportunity which will see you part office/part home based.
Your role will include but will not be limited to:
- Client Servicing: including creating new client packs, preparing and processing authority letters, and ensuring relevant documents are uploaded
- Compliance: performing relevant anti money laundering checks, and checking compliance documentation is completed
- New Business Submission: use client database to track new business and current position, updating planner accordingly
It would be ideal if you have an understanding or experience of the financial planning process and have excellent communication skills.
Those who have an experienced background in administration will also be considered.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
**Our Diversity, Equity and Inclusion Mission**
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
-
Senior Administrator
6 months ago
Barnstaple, United Kingdom AFH Financial Group Full time**IFA Senior Administrator - Barnstaple** A fantastic opportunity to join AFH Wealth Management, one of the UK’s leading independent financial advisory and wealth management firms. We are looking for those of you who wish to grow with us as a business and support our strong growth plans, with hybrid working and shift patterns of 8am - 4pm, 9am - 5pm,...
-
Financial Services Assistant
2 weeks ago
Barnstaple, Devon, United Kingdom Trial Balance Full timeJob Opportunity: Financial Services AssistantWe are seeking a highly skilled Financial Services Assistant to join our team at Trial Balance Consulting. The successful candidate will be responsible for providing administrative support in the preparation of financial statements, management accounts, and other related tasks.This role requires strong...
-
Transactional Administrator
2 weeks ago
Barnstaple, Devon, United Kingdom Trial Balance Full timeTransactional Administrator Job SummaryWe are seeking a highly organized Transactional Administrator to join our team at Trial Balance Consulting. The successful candidate will be responsible for providing administrative support in the preparation of financial statements, management accounts, and other related tasks.This role requires strong attention to...
-
Financial Services Professional
2 weeks ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeUnique Home-Based Financial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team on a home-based basis, providing high-quality advice and services to existing clients. As a Financial Advisor with Premier Jobs UK Limited, you will have the opportunity to work from home while enjoying the benefits of being part of a highly...
-
Customer Service Administrator
6 months ago
Barnstaple, United Kingdom S W M & Waste Recycling Ltd Full time**Flexible working arrangements considered** **Definition**: To effectively support a successful customer accounts function in a fast-paced environment. Responsible for maintaining relationships with customers through taking sales and customer enquiries, ensuring an excellent standard of service to customers. **Purpose**: This customer-facing role requires...
-
Financial Services Specialist
2 days ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeJob OverviewWe are seeking an experienced Financial Advisor to join our team as a home-based employee, providing quality leads and existing clients.This opportunity allows you to work with a highly respected IFA firm that is continually improving its client proposition and receiving industry recognition for its success.Our business typically provides its...
-
Administrator
6 months ago
Barnstaple, United Kingdom Royal Devon University Healthcare NHS Foundation Trust Full timeFor more information on the Job Description and Responsibilities please click the link below. More detail about the role You will have a keen eye for detail and be experienced in a general administration setting, producing documentation, reports, discharge letters, and general correspondence. Experienced working knowledge of EPIC is preferred but training...
-
Administrator (Cardiac Support Services)
7 months ago
Barnstaple, United Kingdom Royal Devon University Healthcare NHS Foundation Trust Full timeFor more information on the Job Description and Responsibilities please click the link below. More detail about the role We are seeking a motivated individual with excellent interpersonal and communication skills, to provide comprehensive administration and clerical support to teams within the Cardiac Support Service. You should have at least 2 years...
-
Financial Advisor
4 weeks ago
Barnstaple, United Kingdom CV-Library Full timeAre you an experienced Financial Advisor near Barnstaple, seeking an employed job, based from home with quality leads and existing clients provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. The business typically is able to...
-
Financial Services Professional
4 weeks ago
Barnstaple, Devon, United Kingdom Clark Wood Full timeCompany Overview:Clark Wood is a prominent regional firm of Chartered Accountants providing financial services to clients in the Barnstaple area.The company offers flexible working hours with hybrid working options available.
-
Financial Services Advisor
3 days ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Full timeHighly Experienced Financial Advisors Wanted Near BarnstapleAbout the JobWe are seeking highly experienced Financial Advisors near Barnstaple to join our team on a full-time employed basis. You will be based from home with quality leads and existing clients provided.This is a unique opportunity to join a highly respected IFA firm who are continually...
-
Administrative Assistant
6 months ago
Barnstaple, United Kingdom Royal Devon University Healthcare NHS Foundation Trust Full timeFor more information on the Job Description and Responsibilities please click the link below. More detail about the role: We are seeking an individual who would like to utilise their administrative skills, within a office environment, to support a busy team who are dedicated to supporting individuals living with long term Cardiac conditions. The post holder...
-
Finance Administrator
6 months ago
Barnstaple, United Kingdom Sodexo Full timeJob Introduction As a **Finance **Administrator** at Sodexo in** North Devon District Hospital**, You will be very well organised, have outstanding communication skills, and the ability to work in a challenging environment. Our hospitals' skilled administrative personnel support our patients and visitors in providing vital clerical services. Join Sodexo and...
-
Financial Services Expert
1 week ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeJob OverviewWe are seeking an experienced Financial Advisor to join our team based from home. The successful candidate will have an existing client bank and quality leads provided.Our company is a highly respected IFA firm continually improving our client proposition and featured in the industry press for our success.As a member of our team, you will be able...
-
Administrator
6 months ago
Barnstaple, United Kingdom Quartz Recruitment Full timeEmbark on a fulfilling journey as a Temporary Administrator, and become the backbone of efficient office operations. Quartz Recruitment is seeking a meticulous individual to fill a temporary role until the end of August, ensuring smooth administrative functions within a dynamic team environment. **Benefits for the Administrator**: - A competitive hourly...
-
Administrator
6 months ago
Barnstaple, United Kingdom Quartz Recruitment Full timeEmbark on a fulfilling journey as a Temporary Administrator, and become the backbone of efficient office operations. Quartz Recruitment is seeking a meticulous individual to fill a temporary role until the end of August, ensuring smooth administrative functions within a dynamic team environment. **Benefits for the Administrator**: - A competitive hourly...
-
Administrator
6 months ago
Barnstaple, United Kingdom Quartz Recruitment Full timeJob Role: Administrator Type: Temporary until a permanent member of staff is employed Hourly Rate: £11.82 per hour Hours - Part-time 8.30-4.30p.m over 3 days Administrator - The Job Role Scanning and saving documents Sorting folders and checks against our college checks Filing and logging learner folders Data reports and checks of learner and...
-
Finance Administrator
6 months ago
Barnstaple, United Kingdom Acorn by Synergie Full timeJob Title: Finance Administrator Location: Barnstaple Hours: Full-time; 37.5 per week, Monday - Thursday 9.30-15.00, Friday 9.30 -13.00pm (flexible start / finish times can be arranged) Contract: Initial 3-month contract to cover long term sickness (potential to become more permanent) **Salary**: £13.00 per hour Acorn by Synergie is excited to be...
-
Apprentice Administration Assistant
6 months ago
Barnstaple, United Kingdom Lineal Full time**Hours**: Full time, a minimum of 30 hours per week **Salary**: Competitive, dependent upon skills and experience **Holiday**: 21 days plus bank holidays (based on 37.5 hour working week) Lineal Software Solutions Ltd, one of the South West’s leading IT and Communications managed service providers, is seeking to appoint a highly motivated and...
-
Financial Officer
3 days ago
Barnstaple, Devon, United Kingdom Devon Association of Local Councils Full timeWe are seeking a skilled Financial Officer to manage our financial transactions and records. This part-time role will work on a flexible schedule, with an estimated salary of £20-£25 per hour, depending on experience.The successful candidate will be responsible for administering the Council's finances, including managing all financial transactions and...