Financial Administrator
3 months ago
**Are you an experienced administrator looking for your next opportunity to develop your career?**
Our clients specialise in wealth management, investments, and employee benefits and work closely with their clients to ensure personalized advice is provided to suit their needs. They have a strong back-office team that supports their Advisers and are looking to expand this team.
**Your role will include, but not be limited to**:
- Preparing and package financial planning reports with advisers
- Preparing client letters
- Liaising with product providers
- Obtaining information from clients
- Maintaining accurate client information
- Assisting with annual reviews and onboarding of new clients
- Ad hoc duties where required
**Benefits for the administrator**:
- Salary of £22,000 - £24,000
- 25 days holiday
- Excellent well-being focused benefits
- 4x death in service
- 5% Pension contribution
- Income protection and life insurance
- Growth and development
- Successful and well establish planning firm
**Skills and experience required of the administrator**:
- Strong administration skills and experience
- Working in a client focused environment, providing exceptional service
- Knowledge of the Financial Service industry is ideal
- Working knowledge of Microsoft Office
**Salary**: £22,000.00-£24,000.00 per year
**Benefits**:
- Health & wellbeing programme
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Work Location: In person
Reference ID: 8023
-
Financial Administrator
6 days ago
Chelmsford, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator RoleFinancial Divisions is seeking a skilled Financial Administrator to support the Paraplanners and Financial Advisers in their Essex office. As a key member of the team, you will play a vital role in preparing suitability reports, managing the LOA end-to-end process, maintaining client contact, and handling all client tasks.Key...
-
Financial Administrator
6 days ago
Chelmsford, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator RoleFinancial Divisions is seeking a skilled Financial Administrator to support the Paraplanners and Financial Advisers in their Essex office. As a key member of the team, you will play a vital role in preparing suitability reports, managing the LOA end-to-end process, maintaining client contact, and handling all client tasks.Key...
-
Financial Administrator
2 weeks ago
Chelmsford, Essex, United Kingdom Financial Divisions Full timeJob Summary:We are seeking a highly skilled and experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in their daily tasks, ensuring the smooth operation of our financial services.Key Responsibilities:Assist Paraplanners and...
-
Financial Administrator
2 weeks ago
Chelmsford, Essex, United Kingdom Financial Divisions Full timeJob Summary:We are seeking a highly skilled and experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in their daily tasks, ensuring the smooth operation of our financial services.Key Responsibilities:Assist Paraplanners and...
-
Financial Services Coordinator
2 weeks ago
Chelmsford, Essex, United Kingdom Financial Divisions Full timeJob DescriptionRole: Financial AdministratorLocation: Colchester (Essex)Salary: £30,000 – £35,000 study support plus excellent benefits & hybrid workingAbout the Company: Our client is a forward-thinking and growing Wealth Management firm based in Colchester, Essex, with offices across various regions. They have experienced continued growth over the last...
-
Financial Services Coordinator
2 weeks ago
Chelmsford, Essex, United Kingdom Financial Divisions Full timeJob DescriptionRole: Financial AdministratorLocation: Colchester (Essex)Salary: £30,000 – £35,000 study support plus excellent benefits & hybrid workingAbout the Company: Our client is a forward-thinking and growing Wealth Management firm based in Colchester, Essex, with offices across various regions. They have experienced continued growth over the last...
-
Financial Operations Coordinator
2 weeks ago
Chelmsford, Essex, United Kingdom Financial Divisions Full timeJob Summary:Financial Divisions is seeking a highly skilled and experienced Financial Administrator to join our team in Colchester, Essex. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in their daily tasks, ensuring the smooth operation of our business.Key Responsibilities:Assist Paraplanners...
-
Financial Operations Coordinator
2 weeks ago
Chelmsford, Essex, United Kingdom Financial Divisions Full timeJob Summary:Financial Divisions is seeking a highly skilled and experienced Financial Administrator to join our team in Colchester, Essex. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in their daily tasks, ensuring the smooth operation of our business.Key Responsibilities:Assist Paraplanners...
-
Financial Services Coordinator
2 weeks ago
Chelmsford, Essex, United Kingdom Financial Divisions Full timeJob DescriptionRole: Financial AdministratorLocation: Colchester (Essex)Job Type: Full-TimeSalary: £30,000 - £35,000 per annumBenefits: Study support, excellent benefits, and hybrid workingAbout the Company: Our client is a forward-thinking and growing Wealth Management company based in Colchester, Essex, with offices across various regions.Job Summary: We...
-
Financial Services Coordinator
2 weeks ago
Chelmsford, Essex, United Kingdom Financial Divisions Full timeJob DescriptionRole: Financial AdministratorLocation: Colchester (Essex)Job Type: Full-TimeSalary: £30,000 - £35,000 per annumBenefits: Study support, excellent benefits, and hybrid workingAbout the Company: Our client is a forward-thinking and growing Wealth Management company based in Colchester, Essex, with offices across various regions.Job Summary: We...
-
Financial Administrator
4 months ago
Chelmsford, United Kingdom GCB Recruitment Full timeAre you an experienced Administrator with knowledge of the finance industry? We have a new and exciting opportunity for you to join our client who is offering a great position with career progression, a strong salary and benefits! Our clients leading Financial Planners based in the Chelmsford area, are currently looking to recruit a Financial...
-
Financial Services Administrator
3 weeks ago
Chelmsford, Essex, United Kingdom Gcbrecruitment Full timeWe are seeking an experienced Financial Administrator to join our client's team in the Chelmsford area. As a Financial Administrator, you will be responsible for providing administrative support to the Financial Planners and contributing to the growth of the business.The ideal candidate will have a strong background in finance and administration, with...
-
Financial Administrator
1 week ago
Chelmsford, Essex, United Kingdom GCB Recruitment Full timeWe are seeking an experienced Financial Administrator to join our client's team in Chelmsford. As a Financial Administrator, you will be responsible for processing new business applications, assisting with suitability reports, and supporting the Advisors.Key Responsibilities:Processing new business applicationsAssisting with suitability reportsBooking client...
-
Financial Administrator
1 week ago
Chelmsford, Essex, United Kingdom GCB Recruitment Full timeWe are seeking an experienced Financial Administrator to join our client's team in Chelmsford. As a Financial Administrator, you will be responsible for processing new business applications, assisting with suitability reports, and supporting the Advisors.Key Responsibilities:Processing new business applicationsAssisting with suitability reportsBooking client...
-
Financial Planning Administrator
4 months ago
Chelmsford, United Kingdom Recruit UK Full time**Job Title**: Administrator **Industry**: Financial Planning **Location**:Chelmsford **Salary**:£25,000 - £28,000 **Job Reference**:8660 Recruit UK is working on an excellent opportunity for an Administrator in Essex to join a Financial Planning firm. Our clients specialise in wealth management, investments, and employee benefits and work closely...
-
Financial Services Administrator
14 hours ago
Chelmsford, Essex, United Kingdom Reed Full timePension and Investment Administrator Job DescriptionReed Specialist Recruitment is proud to be representing one of the UK's largest financial networks, seeking a skilled Pension and Investment Administrator to support their Advisers in servicing clients.Main Responsibilities:Deliver Client Best Interest outcomes by promoting our policy and taking...
-
Financial Services Administrator
11 hours ago
Chelmsford, Essex, United Kingdom Reed Full timePension and Investment Administrator Job DescriptionReed Specialist Recruitment is proud to be representing one of the UK's largest financial networks, seeking a skilled Pension and Investment Administrator to support their Advisers in servicing clients.Main Responsibilities:Deliver Client Best Interest outcomes by promoting our policy and taking...
-
Administrative Assistant
3 months ago
Chelmsford, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time**Administrative Assistant** **Location: Chelmsford, Essex** **Salary: Highly Competitive** **Hours: Full-Time 35 hours** **Are you an enthusiastic Administrative Assistant eager for your next role? Could you fulfil a vital support function within a busy office?** You will be working as part of the team at a highly respected Appointed Representative of...
-
Financial Services Administrator
5 days ago
Chelmsford, Essex, United Kingdom Castle Wealth Ltd Full timeCastle Wealth Ltd is seeking an experienced administrator to support our growing team. The successful candidate will be responsible for pre and post new business sales processing, back office administrative support, and preparing client valuations & documentation for client meetings. Key responsibilities include client liaison, diary management,...
-
Financial Services Administrator
1 week ago
Chelmsford, Essex, United Kingdom Castle Wealth Ltd Full timeCastle Wealth Ltd is seeking an experienced administrator to support our growing team. The successful candidate will be responsible for pre and post new business sales processing, back office administrative support, and preparing client valuations & documentation for client meetings. Key responsibilities include client liaison, diary management,...