Senior Financial Services Administrator
4 weeks ago
We are seeking a highly skilled Senior Financial Services Administrator to join our team in Buckinghamshire. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors, ensuring seamless client service and efficient administrative processes.
Key Responsibilities:- Prepare and complete suitability reports using templates
- Conduct research and provide accurate information to clients and providers
- Manage investment fund switches and rebalances
- Support client reviews and maintain accurate records
- Collate and analyze data for MI reports
- Develop and maintain PowerPoint presentations and Office 365 skills
- Utilize various research tools and systems to provide excellent client service
- Communicate effectively with clients and providers through verbal and written correspondence
- Manage diaries and prioritize tasks to meet deadlines
- Perform general office duties and provide administrative support as required
This is an excellent opportunity for a motivated and organized individual to join our team and contribute to the success of our Financial Services business. If you have a passion for delivering exceptional client service and are looking for a challenging and rewarding role, we encourage you to apply.
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Senior Financial Services Administrator
3 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services AdministratorWe are seeking a highly skilled Senior Financial Services Administrator to join our team at Reed. As a key member of our administrative team, you will be responsible for providing exceptional support to our financial advisors and clients.Key Responsibilities:Prepare and maintain client files and recordsAssist with the...
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Senior Financial Services Administrator
3 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services AdministratorWe are seeking a highly skilled Senior Financial Services Administrator to join our team at Reed. As a key member of our administrative team, you will be responsible for providing exceptional support to our financial advisors and clients.Key Responsibilities:Prepare and maintain client files and recordsAssist with the...
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Senior Financial Services Administrator
3 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services AdministratorWe are seeking a highly skilled Senior Financial Services Administrator to join our team at Reed. As a key member of our administrative team, you will be responsible for providing exceptional support to our financial advisors and clients.Key Responsibilities:Prepare and maintain client files and recordsAssist with the...
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Senior Financial Services Administrator
3 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services AdministratorWe are seeking a highly skilled Senior Financial Services Administrator to join our team at Reed. As a key member of our administrative team, you will be responsible for providing exceptional support to our financial advisors and clients.Key Responsibilities:Prepare and maintain client files and recordsAssist with the...
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Senior Financial Services Administrator
2 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services AdministratorWe are seeking a highly skilled Senior Financial Services Administrator to join our team at Reed. As a key member of our administrative team, you will be responsible for providing exceptional support to our financial advisors and clients.Key Responsibilities:Prepare and maintain client files and recordsAssist with the...
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Senior Financial Services Administrator
2 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services AdministratorWe are seeking a highly skilled Senior Financial Services Administrator to join our team at Reed. As a key member of our administrative team, you will be responsible for providing exceptional support to our financial advisors and clients.Key Responsibilities:Prepare and maintain client files and recordsAssist with the...
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Senior Financial Services Administrator
2 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services AdministratorWe are seeking a highly skilled Senior Financial Services Administrator to join our team at a leading IFA Financial company. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors, ensuring the smooth operation of our client-facing services.Key Responsibilities:Prepare...
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Senior Financial Services Administrator
3 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services AdministratorWe are seeking a highly skilled Senior Financial Services Administrator to join our team in Buckinghamshire. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors, ensuring seamless client service and efficient report writing.Key Responsibilities:Prepare and complete...
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Senior Financial Services Administrator
3 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services AdministratorWe are seeking a highly skilled Senior Financial Services Administrator to join our team in Buckinghamshire. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors, ensuring seamless client service and efficient report writing.Key Responsibilities:Prepare and complete...
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Financial Services Administrator
3 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services Administrator OpportunityWe are seeking a highly skilled Senior Financial Services Administrator to join our team at a leading IFA Financial company in Buckinghamshire. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors and clients, ensuring seamless day-to-day operations.Key...
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Financial Services Administrator
3 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services Administrator OpportunityWe are seeking a highly skilled Senior Financial Services Administrator to join our team at a leading IFA Financial company in Buckinghamshire. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors and clients, ensuring seamless day-to-day operations.Key...
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Senior Financial Services Administrator
2 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeReed is seeking a skilled Senior Financial Services Administrator to provide administrative support to a Financial company in Buckinghamshire. The ideal candidate will have a minimum of 5 years of experience in supporting Financial Advisors, with expertise in client banks, pensions, and investment administration. The role involves creating suitability...
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Senior Financial Administrator
3 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Administrator/Report WriterWe are seeking a highly skilled Senior Financial Administrator to join our team at Reed. As a key member of our financial services team, you will be responsible for providing administrative support to our Financial Services Practice Manager and clients.Key Responsibilities:Prepare and maintain client files and...
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Senior Financial Administrator
3 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Administrator/Report WriterWe are seeking a highly skilled Senior Financial Administrator to join our team at Reed. As a key member of our financial services team, you will be responsible for providing administrative support to our Financial Services Practice Manager and clients.Key Responsibilities:Prepare and maintain client files and...
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Financial Services Administrator
3 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services Administrator OpportunityWe are seeking a highly skilled Senior Financial Services Administrator to join our team at a leading IFA Financial company in Buckinghamshire. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors and clients, ensuring seamless day-to-day operations.Key...
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Financial Services Administrator
3 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services Administrator OpportunityWe are seeking a highly skilled Senior Financial Services Administrator to join our team at a leading IFA Financial company in Buckinghamshire. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors and clients, ensuring seamless day-to-day operations.Key...
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Financial Services Administrator
3 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services Administrator OpportunityWe are seeking a highly skilled Senior Financial Services Administrator to join our team at a leading IFA Financial company in Buckinghamshire. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors and clients, ensuring seamless day-to-day operations.Key...
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Financial Services Administrator
3 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services Administrator OpportunityWe are seeking a highly skilled Senior Financial Services Administrator to join our team at a leading IFA Financial company in Buckinghamshire. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors and clients, ensuring seamless day-to-day operations.Key...
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Financial Services Administrator
4 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services Administrator OpportunityWe are seeking a highly skilled Senior Financial Services Administrator to join our team at a leading IFA Financial company in Buckinghamshire. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors and clients, ensuring seamless delivery of our...
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Financial Services Administrator
4 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services Administrator OpportunityWe are seeking a highly skilled Senior Financial Services Administrator to join our team at a leading IFA Financial company in Buckinghamshire. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors and clients, ensuring seamless delivery of our...
