Financial Services Administrator

4 months ago


Carlisle, United Kingdom Vesta Wealth Limited Full time

Vesta Wealth Limited is part of the InvestAcc Group, trading since 1992. We are a leading financial services firm based in Carlisle, dedicated to providing comprehensive and tailored financial solutions to our diverse client base. Our commitment to excellence and client satisfaction drives our success, and we are looking for a dedicated Financial Services Administrator to join our dynamic team based in our Carlisle office.

The role will involve supporting our financial advisers and ensuring the smooth operation of our services. Your primary responsibility will be to manage administrative tasks related to client accounts, documentation, and compliance, ensuring all processes adhere to regulatory standards.

**Job Types**: Full-time, Permanent

Pay: £22,000.00-£25,000.00 per year

**Benefits**:

- Company events
- Company pension
- Financial planning services
- Free parking
- Life insurance
- On-site parking
- Sick pay

Schedule:

- Monday to Friday

Work Location: In person



  • Carlisle, Cumbria, United Kingdom Exchange Street Claims & Financial Services Full time

    Unlock Your Potential in Financial ServicesAre you a level 4 qualified individual looking to take your career to the next level? Do you want to work with a company that offers a structured career path, support, and opportunities for growth? Look no further than Exchange Street Claims & Financial Services.We're seeking a talented Trainee Financial Adviser to...


  • Carlisle, Cumbria, United Kingdom Exchange Street Claims & Financial Services Full time

    Unlock Your Potential in Financial ServicesAre you a level 4 qualified individual looking to take your career to the next level? Do you want to work with a company that offers a structured career path, support, and opportunities for growth? Look no further than Exchange Street Claims & Financial Services.We're seeking a talented Trainee Financial Adviser to...


  • Carlisle, United Kingdom Dodd &Co Wealthcare Limited Full time

    **FINANCIAL SERVICES ADMINISTRATOR** LOCATION: CARLISLE OR PENRITH As a result of our continued expansion an opportunity has arisen for an experienced financial services administrator to join our Dodd Wealthcare team. Providing administrative support to our team of Financial Services Advisers and Paraplanners the role involves preparing financial analysis...


  • Carlisle, United Kingdom Letting Centre Carlisle Full time

    Overview: We are seeking a detail-oriented and highly organized Financial Administrator to join our Lettings team. As a Financial Administrator, you will play a crucial role in maintaining financial records, managing accounts payable and receivable, and ensuring accurate financial reporting. This position requires strong administrative skills and proficiency...


  • Carlisle, Cumbria, United Kingdom Finlink Ltd Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Finlink Ltd. As a key member of our administration team, you will be responsible for providing efficient and high-quality support to our financial planners and office managers.Key ResponsibilitiesProcess new business and ensure all documentation is...


  • Carlisle, Cumbria, United Kingdom Finlink Ltd Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Finlink Ltd. As a key member of our administration team, you will be responsible for providing efficient and high-quality support to our financial planners and office managers.Key ResponsibilitiesProcess new business and ensure all documentation is...


  • Carlisle, Cumbria, United Kingdom Finlink Ltd Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Finlink Ltd. As a key member of our administration team, you will be responsible for providing efficient and high-quality support to our financial planners and office managers.Key ResponsibilitiesProcess new business and ensure all documentation is...


  • Carlisle, Cumbria, United Kingdom Finlink Ltd Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Finlink Ltd. As a key member of our administration team, you will be responsible for providing efficient and high-quality support to our financial planners and office managers.Key ResponsibilitiesProcess new business and ensure all documentation is...


  • Carlisle, Cumbria, United Kingdom Finlink Ltd Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Finlink Ltd. As a key member of our administration team, you will be responsible for providing efficient and high-quality support to our financial planners and office managers.Key ResponsibilitiesProcess new business and ensure all documentation is...


  • Carlisle, Cumbria, United Kingdom Finlink Ltd Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Finlink Ltd. As a key member of our administration team, you will be responsible for providing efficient and high-quality support to our financial planners and office managers.Key ResponsibilitiesProcess new business and ensure all documentation is...


  • Carlisle, Cumbria, United Kingdom Finlink Ltd Full time

    About the Role We are seeking a highly organized and detail-oriented Financial Administrator to join our team at Finlink Ltd. As a key member of our administration team, you will be responsible for providing efficient and high-quality support to our financial planners and office managers. Key Responsibilities Process new business and ensure all...


  • Carlisle, Cumbria, United Kingdom Finlink Ltd Full time

    About the Role We are seeking a highly organized and detail-oriented Financial Administrator to join our team at Finlink Ltd. As a key member of our administration team, you will be responsible for providing efficient and high-quality support to our financial planners and office managers. Key Responsibilities Process new business and ensure all...


  • Carlisle, Cumbria, United Kingdom Finlink Ltd Full time

    Job Title: Financial AdministratorCompany: Finlink LtdJob Type: Full-timeLocation: Hybrid (Carlisle/Penrith)Salary: Up to £28,000 per annumJob Description:Job Summary:We are seeking a highly organized and detail-oriented Financial Administrator to join our team at Finlink Ltd. As a Financial Administrator, you will be responsible for providing...


  • Carlisle, Cumbria, United Kingdom Finlink Ltd Full time

    Job Title: Financial AdministratorCompany: Finlink LtdJob Type: Full-timeLocation: Hybrid (Carlisle/Penrith)Salary: Up to £28,000 per annumJob Description:Job Summary:We are seeking a highly organized and detail-oriented Financial Administrator to join our team at Finlink Ltd. As a Financial Administrator, you will be responsible for providing...


  • Carlisle, Cumbria, United Kingdom Finlink Ltd Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Finlink Ltd. As a key member of our administration team, you will be responsible for providing efficient and high-quality service to our clients and stakeholders.Key ResponsibilitiesProcess new business and ensure all documentation is...


  • Carlisle, Cumbria, United Kingdom Finlink Ltd Full time

    About the RoleWe are seeking a skilled Financial Administrator to join our team at Finlink Ltd. As a key member of our administration team, you will be working closely with office managers and financial planners to provide efficient, high-quality, and compliant service.Key ResponsibilitiesProcess new business and ensure all documentation is...


  • Carlisle, Cumbria, United Kingdom Finlink Ltd Full time

    About the RoleWe are seeking a skilled Financial Administrator to join our team at Finlink Ltd. As a key member of our administration team, you will be working closely with office managers and financial planners to provide efficient, high-quality, and compliant service.Key ResponsibilitiesProcess new business and ensure all documentation is...


  • Carlisle, United Kingdom Finlink Ltd Full time

    Are you an experienced IFA Administrator looking for a new opportunity? If so, we can help! We are currently working with a directly authorized financial advisory and accountancy firm that has been successfully operating for over 150 years. With 17 locations across the UK, they have established themselves as a prominent player in the industry. Due to their...

  • Support Administrator

    3 months ago


    Carlisle, United Kingdom First Recruitment Services Full time

    **Position**:Support Administrator - **Salary**: up to £23,000 - **Location**: Carlisle - **Hours**:Monday to Friday 9am to 5:30pm - Free parking, great benefits and excellent working environment We are recruiting for a large employer with modern offices and a fun atmosphere in the Carlisle area. They’re looking for an experienced Administrator or Admin...


  • Carlisle, Cumbria, United Kingdom Rachael Bell Wealth Management Full time £90,000

    About UsRachael Bell Wealth Management is a dynamic and forward-thinking financial services company that prides itself on its unique approach to financial planning.Our ApproachWe believe that building strong relationships with our clients is at the heart of everything we do. Our team of experienced financial planners work closely with clients to understand...