Senior Administrator

2 weeks ago

Nottingham, Nottingham, United Kingdom NJR Recruitment Full time
{"h1": "Senior Administrator Role", "p": "NJR Recruitment is partnering with a well-established Wealth Management practice to find a skilled Senior Administrator. This role offers a unique opportunity to work with a dynamic team and contribute to the growth and success of the company.

Key Responsibilities:
", "ul": ["Prepare meeting packs for the CEO, including necessary printing, pre-population of forms, and client completion guidance.", "Draft and send post-meeting letters summarizing key discussion points and action items from CEO review meetings.", "Complete fund switches and generate relevant paperwork, ensuring accuracy and compliance.", "Produce FE Analytics performance charts for presentation packs and ad-hoc needs as requested by the CEO.", "Assist in the preparation of protection comparison reports, quotations, and processing applications as required.", "Collate LOA information, conduct analytics, and obtain CYC before forwarding to the CEO, maintaining regular client communication.", "Book Drawdown Reviews and ensure that State Pension Forecasts are obtained prior to meetings.", "Complete trust forms in accordance with St. James's Place guidelines.", "Lead new admin-related projects as they arise, responding to requirements from RWM or St. James's Place.", "Input data into cashflow modelling systems to support the CEO with case construction.", "Provide PA support as needed, including holiday and sickness cover.", "Conduct onboarding calls with new clients to discuss our services and answer any questions.", "Perform any other administration duties as required by the CEO or RWM"]}

  • Senior Administrator

    2 days ago

    Nottingham, Nottingham, United Kingdom Harper Recruitment Group Full time

    Job OverviewWe are seeking a highly skilled Senior Administrator to join our client's team in Nottingham. As a key member of the operations team, you will play a vital role in ensuring the smooth running of our services and delivering exceptional client experiences.Key ResponsibilitiesOversee and manage administrative workflows to ensure efficient...

  • Senior Administrator

    2 days ago

    Nottingham, Nottingham, United Kingdom Harper Recruitment Group Full time

    Job OverviewWe are seeking a highly skilled Senior Administrator to join our client's team in Nottingham. As a key member of the operations team, you will play a vital role in ensuring the smooth running of our services and delivering exceptional client experiences.Key ResponsibilitiesOversee and manage administrative workflows to ensure efficient...

  • Senior Administrator

    5 days ago

    Nottingham, Nottingham, United Kingdom North Oak Recruitment Ltd Full time

    {"title": "Senior Administrator", "description": "Job SummaryWe are seeking a highly skilled and experienced Senior Administrator to join our team at North Oak Recruitment Ltd. As a Senior Administrator, you will play a key role in supporting the CEO in improving case turnaround times and workflow efficiency to provide an enhanced client experience.Main...

  • Senior Administrator

    5 days ago

    Nottingham, Nottingham, United Kingdom North Oak Recruitment Ltd Full time

    {"title": "Senior Administrator", "description": "Job SummaryWe are seeking a highly skilled and experienced Senior Administrator to join our team at North Oak Recruitment Ltd. As a Senior Administrator, you will play a key role in supporting the CEO in improving case turnaround times and workflow efficiency to provide an enhanced client experience.Main...

  • Senior Administrator

    2 days ago

    Nottingham, Nottingham, United Kingdom North Oak Recruitment Ltd Full time

    {"title": "Senior Administrator", "description": "Job SummaryWe are seeking a highly skilled and experienced Senior Administrator to join our team at North Oak Recruitment Ltd. As a Senior Administrator, you will play a key role in supporting the CEO in improving case turnaround times and workflow efficiency to provide an enhanced client experience.Main...

  • Senior Administrator

    2 days ago

    Nottingham, Nottingham, United Kingdom North Oak Recruitment Ltd Full time

    {"title": "Senior Administrator", "description": "Job SummaryWe are seeking a highly skilled and experienced Senior Administrator to join our team at North Oak Recruitment Ltd. As a Senior Administrator, you will play a key role in supporting the CEO in improving case turnaround times and workflow efficiency to provide an enhanced client experience.Main...

  • Senior Administrator

    5 days ago

    Nottingham, Nottingham, United Kingdom NJR Recruitment Full time

    {"title": "Senior Administrator", "description": "At NJR Recruitment, we are excited to partner with a well-established Wealth Management practice that has been helping clients grow, protect, and pass on their wealth for over two decades.The practice prides itself on being open, approachable, and down-to-earth, offering a friendly face in a complex industry....

  • Senior Administrator

    5 days ago

    Nottingham, Nottingham, United Kingdom NJR Recruitment Full time

    {"title": "Senior Administrator", "description": "At NJR Recruitment, we are excited to partner with a well-established Wealth Management practice that has been helping clients grow, protect, and pass on their wealth for over two decades.The practice prides itself on being open, approachable, and down-to-earth, offering a friendly face in a complex industry....

  • Senior Administrator/Finance

    4 days ago

    Nottingham, Nottingham, United Kingdom Henson Aslam Financial Management LLP Full time

    Senior Administrator/FinanceWe are seeking a highly skilled Senior Administrator/Finance to join our team at Henson Aslam Financial Management LLP. As a key member of our office, you will be responsible for providing exceptional administrative support to our financial planning and investment management services.Key Responsibilities:Provide administrative...

  • Senior Administrator/Finance

    4 days ago

    Nottingham, Nottingham, United Kingdom Henson Aslam Financial Management LLP Full time

    Senior Administrator/FinanceWe are seeking a highly skilled Senior Administrator/Finance to join our team at Henson Aslam Financial Management LLP. As a key member of our office, you will be responsible for providing exceptional administrative support to our financial planning and investment management services.Key Responsibilities:Provide administrative...

  • Senior Administrator/Finance

    4 days ago

    Nottingham, Nottingham, United Kingdom Henson Aslam Financial Management LLP Full time

    Senior Administrator/FinanceWe are seeking a highly skilled Senior Administrator/Finance to join our team at Henson Aslam Financial Management LLP. As a key member of our office, you will be responsible for providing exceptional administrative support to our financial planning and investment management services.Key Responsibilities:Provide administrative...

  • Senior Administrator/Finance

    4 days ago

    Nottingham, Nottingham, United Kingdom Henson Aslam Financial Management LLP Full time

    Senior Administrator/FinanceWe are seeking a highly skilled Senior Administrator/Finance to join our team at Henson Aslam Financial Management LLP. As a key member of our office, you will be responsible for providing exceptional administrative support to our financial planning and investment management services.Key Responsibilities:Provide administrative...

  • Senior Administrator/Finance

    4 days ago

    Nottingham, Nottingham, United Kingdom Henson Aslam Financial Management LLP Full time

    Senior Administrator/FinanceWe are seeking a highly skilled Senior Administrator/Finance to join our team at Henson Aslam Financial Management LLP. As a key member of our office, you will be responsible for providing exceptional administrative support to our financial planning and investment management services.Key Responsibilities:Provide administrative...

  • Senior Administrator/Finance

    4 days ago

    Nottingham, Nottingham, United Kingdom Henson Aslam Financial Management LLP Full time

    Senior Administrator/FinanceWe are seeking a highly skilled Senior Administrator/Finance to join our team at Henson Aslam Financial Management LLP. As a key member of our office, you will be responsible for providing exceptional administrative support to our financial planning and investment management services.Key Responsibilities:Provide administrative...

  • Senior Administrator

    1 week ago

    Nottingham, Nottingham, United Kingdom North Oak Recruitment Ltd Full time

    {"title": "Senior Administrator", "description": "Enhance Client Experience as a Senior AdministratorNottingham (Hybrid) - ref AL1308Salary £22,000 - £29,000 dep on exp + benefitsOur client, a renowned Wealth Management organisation, is seeking a skilled Senior Administrator to collaborate with the CEO in streamlining case turnaround times and workflow...

  • Senior Administrator

    1 week ago

    Nottingham, Nottingham, United Kingdom North Oak Recruitment Ltd Full time

    {"title": "Senior Administrator", "description": "Enhance Client Experience as a Senior AdministratorNottingham (Hybrid) - ref AL1308Salary £22,000 - £29,000 dep on exp + benefitsOur client, a renowned Wealth Management organisation, is seeking a skilled Senior Administrator to collaborate with the CEO in streamlining case turnaround times and workflow...

  • Senior Administrator/Finance

    4 days ago

    Nottingham, Nottingham, United Kingdom Henson Aslam Financial Management LLP Full time

    Senior Administrator/FinanceWe are seeking a highly skilled Senior Administrator/Finance to join our team at Henson Aslam Financial Management LLP. As a key member of our office, you will be responsible for providing exceptional administrative support to our financial planning and investment management services.Key Responsibilities:Provide administrative...

  • Senior Administrator/Finance

    4 days ago

    Nottingham, Nottingham, United Kingdom Henson Aslam Financial Management LLP Full time

    Senior Administrator/FinanceWe are seeking a highly skilled Senior Administrator/Finance to join our team at Henson Aslam Financial Management LLP. As a key member of our office, you will be responsible for providing exceptional administrative support to our financial planning and investment management services.Key Responsibilities:Provide administrative...

  • Senior Administrator/Finance

    4 days ago

    Nottingham, Nottingham, United Kingdom Henson Aslam Financial Management LLP Full time

    Senior Administrator/FinanceWe are seeking a highly skilled Senior Administrator/Finance to join our team at Henson Aslam Financial Management LLP. As a key member of our office, you will be responsible for providing exceptional administrative support to our financial planning and investment management services.Key Responsibilities:Provide administrative...

  • Senior Administrator/Finance

    4 days ago

    Nottingham, Nottingham, United Kingdom Henson Aslam Financial Management LLP Full time

    Senior Administrator/FinanceWe are seeking a highly skilled Senior Administrator/Finance to join our team at Henson Aslam Financial Management LLP. As a key member of our office, you will be responsible for providing exceptional administrative support to our financial planning and investment management services.Key Responsibilities:Provide administrative...