Financial Services Administrator

2 weeks ago

Stonehouse, Plymouth, United Kingdom Service Service Employment Agency Limited Full time
About the Role

We are seeking an experienced Administrative Professional to join our team at Service Service Employment Agency Limited. As a key member of our team, you will play a vital role in providing administrative support to our clients and colleagues.

Key Responsibilities
  • Business Processing
    • Verify the accuracy and completeness of new business documentation.
    • Process business applications accurately and efficiently, ensuring compliance with our firm's standards.
    • Maintain supporting documentation in accordance with company procedures.
    • Record fees and ensure timely follow-up on all work.
    • Liaise with product providers to ensure timely and accurate responses to clients.
    • Send letters of authority and gather accurate information.
    • Obtain illustrations and application forms.
    • Produce portfolio valuations.
    • Ensure fund switches and rebalances are carried out accurately and within company timescales.
  • Client Servicing
    • Provide a friendly and professional point of contact for clients and enquiries.
    • Create and maintain accurate client records on back-office systems, platforms, and other IT systems.
    • Prepare client documentation and correspondence pre and post meetings as per business processes.
    • Ensure action points resulting from client meetings are diarised and dealt with.
    • Organise and diarise client meetings.
    • Deliver relevant service standards throughout the year.
  • Reviews
    • Organise client review meetings as per the Annual Review Process.
    • Prepare client review documentation as per the Annual Review Process.
    • Support Financial Planners in the delivery of reviews.
    • Assist in the implementation of agreed action points.
  • General Administration
    • Answer the telephone.
    • Ensure back-office systems are kept up to date.
    • Filter Financial Planners' general information, queries, phone calls, and invitations.
    • Open, scan, log, and allocate incoming post.
    • General correspondence.
    • Perform other duties as directed by management.

  • Financial Services Administrator

    5 days ago

    Stonehouse, Plymouth, United Kingdom Service Service Employment Agency Limited Full time

    About the RoleWe are seeking an experienced Administrative Professional to join our team at Service Service Employment Agency Limited. As a key member of our team, you will play a vital role in providing administrative support to our clients and ensuring the smooth operation of our business.Key ResponsibilitiesBusiness ProcessingVerify the accuracy and...

  • Financial Services Administrator

    5 days ago

    Stonehouse, Plymouth, United Kingdom Service Service Employment Agency Limited Full time

    About the RoleWe are seeking an experienced Administrative Professional to join our team at Service Service Employment Agency Limited. As a key member of our team, you will play a vital role in providing administrative support to our clients and ensuring the smooth operation of our business.Key ResponsibilitiesBusiness ProcessingVerify the accuracy and...

  • Financial Services Administrator

    1 day ago

    Stonehouse, Plymouth, United Kingdom Service Service Employment Agency Limited Full time

    About the RoleWe are seeking an experienced Administrative Professional to join our team at Service Service Employment Agency Limited. As a key member of our team, you will play a vital role in providing administrative support to our clients and ensuring the smooth operation of our business.Key ResponsibilitiesBusiness ProcessingVerify the accuracy and...

  • Financial Services Administrator

    1 day ago

    Stonehouse, Plymouth, United Kingdom Service Service Employment Agency Limited Full time

    About the RoleWe are seeking an experienced Administrative Professional to join our team at Service Service Employment Agency Limited. As a key member of our team, you will play a vital role in providing administrative support to our clients and ensuring the smooth operation of our business.Key ResponsibilitiesBusiness ProcessingVerify the accuracy and...

  • Financial Services Coordinator

    7 days ago

    Stonehouse, Plymouth, United Kingdom Service Service Employment Agency Limited Full time

    About the RoleWe are seeking an experienced Administrative Support Specialist to join our team at Service Service Employment Agency Limited. As a key member of our team, you will provide administrative support to our Financial Planning professionals, ensuring the smooth operation of our business.Key ResponsibilitiesBusiness ProcessingVerify the accuracy and...

  • Financial Business Partner

    7 days ago

    Stonehouse, Plymouth, United Kingdom Kelly Services Full time

    Job SummaryWe are seeking a highly skilled Financial Business Partner to join our team at Kelly Services. As a key member of our finance department, you will play a critical role in driving business growth and profitability.Key ResponsibilitiesBusiness Partnering: Collaborate with operations teams to identify areas for cost savings and process improvements,...

  • Finance Business Partner

    6 days ago

    Stonehouse, Plymouth, United Kingdom Kelly Services Full time

    Job Summary Kelly Services is seeking a highly skilled Finance Business Partner to join our team. As a key member of our finance department, you will play a critical role in driving business growth and profitability. Key Responsibilities Business Partnering: Collaborate with operations teams to identify areas for cost savings and process improvements,...

  • Finance Business Partner

    5 days ago

    Stonehouse, Plymouth, United Kingdom Kelly Services Full time

    Job Summary Kelly Services is seeking a highly skilled Finance Business Partner to join our team. As a key member of our finance department, you will play a critical role in driving business growth and profitability. Key Responsibilities Business Partnering: Collaborate with operations teams to identify areas for cost savings and process improvements,...

  • Finance Business Partner

    3 days ago

    Stonehouse, Plymouth, United Kingdom Kelly Services Full time

    Job Summary Kelly Services is seeking a highly skilled Finance Business Partner to join our team. As a key member of our finance department, you will play a critical role in driving business growth and profitability. Key Responsibilities Business Partnering: Collaborate with operations teams to identify areas for cost savings and process improvements,...

  • Finance Business Partner

    3 days ago

    Stonehouse, Plymouth, United Kingdom Kelly Services Full time

    Job Summary Kelly Services is seeking a highly skilled Finance Business Partner to join our team. As a key member of our finance department, you will play a critical role in driving business growth and profitability. Key Responsibilities Business Partnering: Collaborate with operations teams to identify areas for cost savings and process improvements,...

  • Administrative Support Specialist

    7 days ago

    Stonehouse, Plymouth, United Kingdom Service Service Employment Agency Limited Full time

    About the RoleWe are seeking an experienced Financial Services Administrator to join our established team of professionals at Service Service Employment Agency Limited. As a key member of our team, you will provide a compliant administrative service to our Planners, their team, and clients.Key ResponsibilitiesBusiness ProcessingVerify the accuracy and...

  • Administrative Professional

    6 days ago

    Stonehouse, Plymouth, United Kingdom Reed Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Training Administrator to join our team at Reed. As a key member of our organization, you will be responsible for coordinating and administering training programs, ensuring compliance with industry standards, and providing exceptional support to our employees.Key ResponsibilitiesTraining Record...

  • Interim Finance Business Partner

    2 weeks ago

    Stonehouse, Plymouth, United Kingdom Kelly Services Full time

    Job Summary:Kelly Services is seeking an experienced Interim Finance Business Partner to join our team. As a key member of our finance team, you will play a critical role in driving business growth and improvement.Key Responsibilities:Partner with operational management to drive bottom-line improvements and provide financial analysis and insights to support...

  • Administrative Support Specialist

    2 weeks ago

    Stonehouse, Plymouth, United Kingdom Reed Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at Reed. As an Administrative Support Specialist, you will play a critical role in supporting the day-to-day operations of our office.Key ResponsibilitiesCustomer Service: Provide exceptional customer service to internal and external...

  • Interim Finance Business Partner

    3 days ago

    Stonehouse, Plymouth, United Kingdom Kelly Services Full time

    Interim Finance Business Partner OpportunityKelly Services is seeking an experienced Finance Business Partner to join our team. As a key member of our finance team, you will work closely with operational management to drive business growth and improve financial performance.Key Responsibilities:Partner with operations team to drive bottom-line improvements...

  • Interim Finance Business Partner

    3 days ago

    Stonehouse, Plymouth, United Kingdom Kelly Services Full time

    Interim Finance Business Partner OpportunityKelly Services is seeking an experienced Finance Business Partner to join our team. As a key member of our finance team, you will work closely with operational management to drive business growth and improve financial performance.Key Responsibilities:Partner with operations team to drive bottom-line improvements...

  • Accounting Business Partner

    7 days ago

    Stonehouse, Plymouth, United Kingdom Kelly Services Full time

    Job SummaryWe are seeking a highly skilled Financial Business Partner to join our team at Kelly Services. As a key member of our finance department, you will play a critical role in driving business growth and profitability.Key ResponsibilitiesBusiness Partnering: Collaborate with operations teams to identify areas for cost savings and process...

  • Operations Finance Manager

    7 days ago

    Stonehouse, Plymouth, United Kingdom Kelly Services Full time

    Job SummaryWe are seeking a highly skilled Financial Business Partner to join our team at Kelly Services. As a key member of our finance department, you will play a critical role in driving business growth and profitability.Key ResponsibilitiesBusiness Partnering: Collaborate with operations teams to identify areas for cost savings and process improvements,...

  • Administrative Support Specialist

    6 days ago

    Stonehouse, Plymouth, United Kingdom Reed Full time

    Job Summary:We are seeking a highly organized and detail-oriented Business Operations Assistant to join our team at Reed. As a key member of our administrative staff, you will play a vital role in supporting the day-to-day operations of our office.Key Responsibilities:Administrative Support: Provide administrative support to our team, including preparing...

  • Administrative Assistant

    6 days ago

    Stonehouse, Plymouth, United Kingdom Harwood Recruitment Solutions Limited Full time

    Job Summary:Harwood Recruitment Solutions Limited is seeking an ambitious and organized Administrative Assistant - Legal to join their busy private client team. The successful candidate will provide full support to the private client fee earners, ensuring the smooth operation of the team.Key Responsibilities:Provide administrative support to the private...