Financial Services Administrator
3 weeks ago
Hours: Part-time – 21 hours spread over 3 days
Compensation: £16,380 per annum based on 21 hours per week
Company: North Oak Recruitment
We are seeking a dedicated individual to join our client's independent advisory firm, providing essential administrative support to Financial Advisors. This role is ideal for someone with a background in financial services administration.
Key Responsibilities:- Processing business submissions on the primary investment platform.
- Inputting data into the back-office management system.
- Overseeing and updating tasks within the back-office system.
- Recording plan details in the back-office system.
- Handling incoming calls professionally.
- Scanning and archiving documents in the back-office system.
- Arranging recorded and special delivery mail online and managing dispatch to the postal service.
- Performing general administrative duties as required.
- Prior experience in IFA or Wealth Management administration.
- Familiarity with back-office systems and investment platforms, along with strong computer skills.
- Understanding of pensions and investment products.
- Ability to work independently and take initiative.
Experience with the Intelligent Office back-office system and relevant industry qualifications are advantageous. We look forward to welcoming a new member to our team who is committed to delivering high-quality support in the financial services sector.
-
Financial Services Administrator
13 hours ago
Nottingham, Nottingham, United Kingdom Harper Recruitment Full timeJob Summary:We are seeking a skilled Financial Services Administrator to support our clients CEO in enhancing case turnaround times and workflow efficiency.Key Responsibilities:Compile performance charts for client presentations.Provide administrative support to the CEO and other team members.Assist with financial data analysis and reporting.Develop and...
-
Financial Services Administrator
16 hours ago
Nottingham, Nottingham, United Kingdom Harper Recruitment Full timeJob Summary:We are seeking a skilled Financial Services Administrator to support our clients CEO in enhancing case turnaround times and workflow efficiency.Key Responsibilities:Compile performance charts for client presentations.Provide administrative support to the CEO and other team members.Assist with financial data analysis and reporting.Develop and...
-
Financial Services Advisor
4 days ago
Nottingham, Nottingham, United Kingdom James Leighton Financial Services Full time**About James Leighton Financial Services**James Leighton Financial Services Ltd is a leading mortgage producer nationally and a top performer in new build specialists. This role offers a gateway to team and divisional management pathways.**Key Responsibilities:**Work in a fast-paced, deadline-driven, and telephone-based environmentProvide exceptional...
-
Financial Services Administrator
16 hours ago
Nottingham, Nottingham, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeJob Title: IFA AdministratorCompany: Templegate Recruitment LimitedLocation: Not specifiedJob Type: Full-timeBenefits:Flexible working hoursMix of office and remote workingCompetitive salary based on experience, skills, and qualificationsExcellent staff benefitsExcellent matching pension schemeDeath in service benefitAnnual leave increasing with years of...
-
Financial Services Administrator
12 hours ago
Nottingham, Nottingham, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeJob Title: IFA AdministratorCompany: Templegate Recruitment LimitedLocation: Not specifiedJob Type: Full-timeBenefits:Flexible working hoursMix of office and remote workingCompetitive salary based on experience, skills, and qualificationsExcellent staff benefitsExcellent matching pension schemeDeath in service benefitAnnual leave increasing with years of...
-
Financial Services Administrator
1 week ago
Nottingham, Nottingham, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeJob Title: IFA AdministratorCompany: Templegate Recruitment LimitedLocation: Not specifiedJob Type: Full-timeBenefits:Flexible Working: Monday to Friday, full-time role with a mix of office and remote workingCompetitive Salary: Dependent on experience, skills, and qualificationsExcellent Staff Benefits: Including a pension scheme, death in service, and 26...
-
Financial Services Administrator
4 weeks ago
Nottingham, Nottingham, United Kingdom Harper Recruitment Full timePosition: Financial Services AdministratorLocation: NottinghamHours: Monday-Friday, 9am-5pm (hybrid working)Salary: Up to 29k (DOE)We are seeking a skilled Financial Services Administrator to support our clients CEO in enhancing case turnaround times and workflow efficiency.In this role, you will collaborate with the CEO, Advisers, and Paraplanners to ensure...
-
Financial Services Administrator
20 hours ago
Nottingham, Nottingham, United Kingdom Harper Finance Full timeJob Summary:We are seeking a skilled Financial Services Administrator to support our clients CEO in enhancing case turnaround times and workflow efficiency at Harper Finance.Key Responsibilities:Compile performance charts for client presentations and provide data-driven insights to inform business decisions.Provide administrative support to the CEO and other...
-
Financial Services Administrator
17 hours ago
Nottingham, Nottingham, United Kingdom Harper Finance Full timeJob Summary:We are seeking a skilled Financial Services Administrator to support our clients CEO in enhancing case turnaround times and workflow efficiency at Harper Finance.Key Responsibilities:Compile performance charts for client presentations and provide data-driven insights to inform business decisions.Provide administrative support to the CEO and other...
-
Financial Services Administrator
5 days ago
Nottingham, Nottingham, United Kingdom Brevere Group Full timeAbout the RoleWe are seeking a highly skilled and experienced Sales Support Administrator to join our team at Brevere Group. As a Sales Support Administrator, you will play a critical role in providing holistic support to our Senior Wealth Managers and Paraplanners.Key ResponsibilitiesAct as the initial point of contact for client queries and liaise with...
-
Financial Services Administration Assistant
16 hours ago
Nottingham, Nottingham, United Kingdom Brook Street Full timeJob Summary:We are seeking a highly organized and detail-oriented Financial Services Administration Assistant to join our team at Brook Street. As a key member of our administrative team, you will provide critical support to our wealth management services, ensuring seamless day-to-day operations and exceptional client experiences.Key Responsibilities:Prepare...
-
Financial Services Administration Assistant
19 hours ago
Nottingham, Nottingham, United Kingdom Brook Street Full timeJob Summary:We are seeking a highly organized and detail-oriented Financial Services Administration Assistant to join our team at Brook Street. As a key member of our administrative team, you will provide critical support to our wealth management services, ensuring seamless day-to-day operations and exceptional client experiences.Key Responsibilities:Prepare...
-
Experienced Financial Services Administrator
3 weeks ago
Nottingham, Nottingham, United Kingdom Brook Street Full timeCompany Overview:Brook Street is a leading provider of wealth management services, dedicated to delivering clear and concise guidance on intricate financial products. We are currently in search of a skilled administrator to enhance operational efficiency and expedite case processing.Compensation and Benefits:Competitive salary starting from £22,000,...
-
Experienced Financial Services Administrator
3 weeks ago
Nottingham, Nottingham, United Kingdom Brook Street Full timeCompany Overview:Brook Street is a prominent player in the wealth management sector, dedicated to providing clients with clear and effective guidance on intricate financial products. We are currently in search of a seasoned administrator to enhance our operational efficiency and expedite case processing.Compensation and Benefits:Competitive salary starting...
-
Experienced Financial Services Administrator
3 weeks ago
Nottingham, Nottingham, United Kingdom Brook Street Full timeCompany Overview:Brook Street is a reputable firm specializing in wealth management, providing clients with clear and concise advice on intricate financial products. We are currently in search of a skilled administrator to enhance case processing times and optimize workflow efficiency.Compensation and Benefits:Competitive salary starting from £22,000,...
-
Financial Services Specialist
1 week ago
Nottingham, Nottingham, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeJob Title: IFA AdministratorCompany: Templegate Recruitment LimitedLocation: Flexible working arrangementJob Type: Full-timeBenefits:Competitive Salary: Dependent on experience, skills, and qualificationsFlexible Working Hours: Monday to FridayRemote Working Opportunities: Mix of office and remote workingPension Scheme: Excellent matching schemeDeath in...
-
Financial Services Coordinator
1 day ago
Nottingham, Nottingham, United Kingdom Harper Recruitment Group Full time £29,000Job DescriptionWe are seeking a skilled Financial Services Administrator to support our clients CEO in enhancing case turnaround times and workflow efficiency.Key Responsibilities:Compile performance charts for client presentationsProvide holiday/absence coverage as neededSupport the CEO in enhancing case turnaround times and workflow...
-
Financial Services Coordinator
1 day ago
Nottingham, Nottingham, United Kingdom Harper Recruitment Group Full time £29,000Job DescriptionWe are seeking a skilled Financial Services Administrator to support our clients CEO in enhancing case turnaround times and workflow efficiency.Key Responsibilities:Compile performance charts for client presentationsProvide holiday/absence coverage as neededSupport the CEO in enhancing case turnaround times and workflow...
-
Financial Services Consultant
3 weeks ago
Nottingham, Nottingham, United Kingdom Regional Recruitment Services Full time £30,000 - £60,000Position: Financial Services ConsultantCompensation: Base Salary + Performance BonusWork Arrangement: Remote Work AvailableEmployment Type: Full-Time, PermanentOverview: Are you interested in embarking on a career in Financial Services, or do you possess experience and seek your next advancement opportunity? We are in search of a financial consultant,...
-
Financial Services Coordinator
1 day ago
Nottingham, Nottingham, United Kingdom Harper Recruitment Group Full timeJob Summary:We are seeking a skilled Financial Services Administrator to support our clients CEO in enhancing case turnaround times and workflow efficiency.About the Role:This is an exciting opportunity to join the Harper Recruitment Group team as a Financial Services Administrator. As a key member of our team, you will collaborate with the CEO, Advisers,...