Senior Administrator

2 weeks ago


Bath, United Kingdom Toner Graham Full time

Senior Financial Administrator
£23,000 - £27,000 per annum dependent on experience
Location - Bath (Hybrid available, min 3 days in office per week)
Full Time
An excellent opportunity to work for an established and forward thinking financial services company, in their Wealth Management team.
Responsibilities for the position include:

- monitoring transactions, through to timely and accurate completion in line with SLA's
- updating the client, and Client Wealth Executive on progress of outstanding transactions & managing technical queries
- maintaining accurate client records for reporting and updating client platform accounts
- proactively review platform accounts and MI reports ensuring they are in order and any required work is carried out within agreed SLA's
- work with product providers to progress submissions, process client transfers and obtain fee information. And assist with any ad-hoc projects

We're looking for someone with:

- Previous experience working in a similar role (and ideally in a small to medium sized financial services environment)
- Good understanding of Microsoft Office: Word, Excel, Outlook, Powerpoint.
- Experience of working with Investment Wrap platforms, and ideally from a product provider background (Knowledge of IO is an advantage)
- Excellent organisational skills with a flexible and proactive approach with strong written and verbal communication skills
- Proven ability to work on own initiative, delivering exceptional service to deliver the best outcome for the client and the business

Kelly Services are acting as an Employment Agency in relation to this role. Should you choose to apply, your information will be processed in accordance with Kelly's Privacy Statement. For information regarding data protection at Kelly, please visit theKelly website and have a look into the Privacy Statement.



  • Bath, United Kingdom Royal United Hospitals Bath NHS Foundation Trust Full time

    We are looking for a Senior Administrative Assistant to join our secretarial team in Cellular Pathology. The department reports surgical histology cases, cytology samples, supports 33 clinicopathological meetings per month, providing a cellular pathology service to hospital clinicians and GPs in BaNES, Wiltshire and Somerset. The role involves providing...


  • Bath, United Kingdom Royal United Hospitals Bath NHS Foundation Trust Full time

    We are looking for a Senior Administrative Assistant to join our secretarial team in Cellular Pathology. The department reports surgical histology cases, cytology samples, supports 33 clinicopathological meetings per month, providing a cellular pathology service to hospital clinicians and GPs in BaNES, Wiltshire and Somerset. The role involves providing...


  • Bath, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    **Job Title: Senior IFA Administrator** **Salary: £26,000 - £32,000** **Location: Bath** A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including...

  • Administrator

    4 weeks ago


    Bath, United Kingdom Fawkes & Reece Full time

    **Location**: Bath **Salary**: £25K- £35K per Year **Contract**: Permanent **Type**: Full Time **Reference**: Ad180424_1713440619 **Posted**: April 18, 2024 A leading tier 1 contractor based in the South West is currently recruiting administration staff to help support the roll out of a new framework in the South West. The business employs over 1000...


  • Bath, United Kingdom Kingston Barnes Ltd Full time

    Are you a Client Care Administrator interested in an exciting career opportunity?My Client has over 32 years of expertise in design and building workplaces are looking for a Client Care Administrator to join their team in Bath.The Client Care Administrator will support and assist the wider Client Care team to deliver successful small works projects...


  • Bath, United Kingdom Kingston Barnes Ltd Full time

    Are you a Client Care Administrator interested in an exciting career opportunity? My Client has over 32 years of expertise in design and building workplaces are looking for a Client Care Administrator to join their team in Bath. The Client Care Administrator will support and assist the wider Client Care team to deliver successful small works projects...


  • Bath, United Kingdom Pear Tree Recruitment Full time

    **Senior Client Services Executive** - Bath - Hybrid (2 days work from home) - Monday - Friday 37.5 hours per week - £24,000 - £30,000 p/a - depending on experience Are you a self-motivated individual with experience in financial services? Our client is a successful wealth management company based in the heart of Bath, and we’re excited to be...


  • Bath, Bath and North East Somerset, United Kingdom Bath Spa University Full time

    JOB DECRIPTIONWe are seeking an effective Partnership Operations Administrator to join our small, friendly team in providing executive administrative support to the Senior Management Team within Bath Business School and to the academic staff responsible for the portfolio of partnership provision within the school. About the Role As Partnership Operations...

  • Nursery Administrator

    1 month ago


    Bath, United Kingdom University of Bath Full time

    Nursery Administrator Job title Nursery Administrator Department Westwood Nursery Salary Starting from £25,138, rising to £28,759 pro rata Grade Grade 5 Contract Type Part Time, Open Ended Placed on Wednesday 20 March 2024 Closing date Wednesday 03 April 2024 Interview date To be confirmed Reference CC11552 Special Conditions A DBS check is...

  • PMO - Administrator

    1 month ago


    Bath, United Kingdom Adecco UK Full time

    PMO Administrator Day Rate - £300 Duration - 6 Months + Location - Bath (Hybrid) Ir35 - Inside Ir35 Main duties and responsibilities 1 Scheduling and organising various meetings, taking minutes, actions and follow up on outstanding tasks, as appropriate. 2 Maintaining issue logs and risk and dependency registers for projects 3 Setting up workshops and...


  • Bath, United Kingdom Adecco Full time

    Adecco Recruitment are thrilled to be working with a successful and forward thinking organisation based on the outskirts of Bristol. They have an exciting opportunity for someone to join their team as an Office and Payroll Administrator. You will be responsible for assisting senior managers with all aspects of administration, including the weekly and monthly...

  • Senior Fund

    1 month ago


    Bath, United Kingdom M&G plc Full time

    At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities. To help us achieve...


  • Bath, Somerset, United Kingdom Kingston Barnes Ltd Full time

    Are you a Client Care Administrator interested in an exciting career opportunity? My Client has over 32 years of expertise in design and building workplaces are looking for a Client Care Administrator to join their team in Bath. The Client Care Administrator will support and assist the wider Client Care team to deliver successful small works projects &...


  • Bath, Somerset, United Kingdom Kingston Barnes Ltd Full time

    Are you a Client Care Administrator interested in an exciting career opportunity? My Client has over 32 years of expertise in design and building workplaces are looking for a Client Care Administrator to join their team in Bath. The Client Care Administrator will support and assist the wider Client Care team to deliver successful small works projects &...


  • Bath, Somerset, United Kingdom Kingston Barnes Ltd Full time

    Are you a Client Care Administrator interested in an exciting career opportunity? My Client has over 32 years of expertise in design and building workplaces are looking for a Client Care Administrator to join their team in Bath. The Client Care Administrator will support and assist the wider Client Care team to deliver successful small works projects &...


  • Bath, United Kingdom Royal United Hospitals Bath NHS Foundation Trust Full time

    The Gastroenterology team is looking for a senior secretary to oversee a busy secretarial team who are focused on providing a full and comprehensive secretarial/admin support to the Gastroenterology Department. This is a large specialty looking after both Endoscopy and Gastroenterology and Hepatology outpatients. The applicant should be both enthusiastic...


  • Bath, Somerset, United Kingdom Walker & Sloan Ltd | Certified B Corp Full time

    Are you a recent graduate looking to kickstart your career in project management? Do you have a passion for construction and design? Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap. Walker & Sloan are working with a bespoke construction and design company in Bath who are seeking a talented and motivated...


  • Bath, United Kingdom Royal United Hospitals Bath NHS Foundation Trust Full time

    Job summary The Senior MDT Coordinator will take overall responsibility for coordinating the administrative function of each MDT to ensure all patients suspected of having cancer are proactively tracked through the appropriate patient pathway from point of entry to the Trust, through their diagnostic staging and are subsequently discussed at an...


  • Bath, Bath and North East Somerset, United Kingdom Bath Spa University Full time

    Job descriptionWe are currently seeking a Lecturer/Senior Lecturer in Philosophy & Ethics to develop, design and deliver a range of courses and modules at undergraduate and (potentially) postgraduate levels here at Bath Spa University.About the role Within your role you will be responsible for developing and delivering engaging teaching and assessment across...


  • Bath, United Kingdom Bath Spa University Full time

    Job description We are currently seeking a Lecturer/Senior Lecturer in Philosophy & Ethics to develop, design and deliver a range of courses and modules at undergraduate and (potentially) postgraduate levels here at Bath Spa University. About the role  Within your role you will be responsible for developing and delivering engaging teaching and assessment...