Financial Services Administrator
7 days ago
We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Enable Recruitment. As a key member of our team, you will provide administrative support to our Paraplanning & Advice team, ensuring seamless day-to-day operations.
Key Responsibilities- Administrative Support: Prepare client packs, process new business, and arrange meetings with clients and internal stakeholders.
- Client Liaison: Serve as the first point of contact for client queries and resolve any issues in a timely and professional manner.
- New Client Onboarding: Welcome new clients to our company and ensure a smooth onboarding process, including new account opening procedures.
- Compliance and Regulatory: Stay up-to-date with FCA requirements and Compliance Policies, ensuring our team's adherence to industry standards.
- Experience: Proficient experience in administration within a wealth management environment.
- Technical Skills: Strong understanding of Microsoft Office Suite and back-office systems such as Intelligent Office.
- Industry Knowledge: 2+ years of industry experience within the wealth management sector or financial services.
- Qualifications: Working towards industry-relevant qualifications such as DipPFS.
- Competitive Salary: A basic salary of up to £30,000 dependent on experience and qualifications.
- Professional Development: Exam funding and support to enhance your skills and career prospects.
- Career Advancement: Opportunities to progress into different areas of the business, depending on your career aspirations.
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Financial Services Administrator
6 days ago
Liverpool, Liverpool, United Kingdom Equiniti Full timeJob Summary:We are seeking a highly skilled and experienced Financial Services Administrator to join our team at Equiniti. As a key member of our Customer Services Division, you will provide frontline support services to our servicing teams, ensuring the smooth processing of illustrations, applications, and policy alterations.Key Responsibilities:Provide...
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Liverpool, Liverpool, United Kingdom Page Personnel Sales Full timeAbout the RoleWe are seeking an experienced IFA Administrator to join our team at Page Personnel Sales. As an IFA Administrator, you will play a crucial role in supporting our financial services team.Key ResponsibilitiesPrepare and process portfolio valuations, illustrations, and new business submissionsArrange meetings with clients for our financial...
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Liverpool, Liverpool, United Kingdom Page Personnel Sales Full timeAbout the RoleWe are seeking an experienced IFA Administrator to join our team at Page Personnel Sales. As an IFA Administrator, you will play a crucial role in supporting our financial services team.Key ResponsibilitiesPrepare and process portfolio valuations, illustrations, and new business submissionsArrange meetings with clients for our financial...
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Financial Services Coordinator
18 hours ago
Liverpool, Liverpool, United Kingdom Click and Connect Online Limited Full timeJob SummaryClick and Connect Online Limited is seeking a highly organized and detail-oriented Financial Services Administrator to provide comprehensive administrative support to our financial advisors and ensure the smooth operation of our services.Key Responsibilities:Provide essential administrative assistance to financial advisors, including scheduling...
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Financial Services Coordinator
16 hours ago
Liverpool, Liverpool, United Kingdom Click and Connect Online Limited Full timeJob SummaryClick and Connect Online Limited is seeking a highly organized and detail-oriented Financial Services Administrator to provide comprehensive administrative support to our financial advisors and ensure the smooth operation of our services.Key Responsibilities:Provide essential administrative assistance to financial advisors, including scheduling...
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Financial Planning Administrator
3 days ago
Liverpool, Liverpool, United Kingdom JohnstonGreer Full timeAdministrative Role in Financial Planning £24,000 to £29,000 FTE plus benefits We are seeking an experienced Administrator to join our team at JohnstonGreer, a recruitment agency specialising in the Financial Services sector. The successful candidate will be responsible for providing administrative support to our clients in the Financial Planning industry....
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Financial Planning Administrator
3 days ago
Liverpool, Liverpool, United Kingdom JohnstonGreer Full timeAdministrative Role in Financial Planning £24,000 to £29,000 FTE plus benefits We are seeking an experienced Administrator to join our team at JohnstonGreer, a recruitment agency specialising in the Financial Services sector. The successful candidate will be responsible for providing administrative support to our clients in the Financial Planning industry....
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Underwriting and Administrative Professional
2 days ago
Liverpool, Liverpool, United Kingdom Acorn insurance & Financial Services LTD Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Underwriting and Administrative Professional to join our team at Acorn Insurance & Financial Services LTD. As a key member of our household insurance team, you will be responsible for handling internal referrals, validating online sales, and assisting with underwriting tasks.Key...
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Underwriting and Administrative Professional
2 days ago
Liverpool, Liverpool, United Kingdom Acorn insurance & Financial Services LTD Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Underwriting and Administrative Professional to join our team at Acorn Insurance & Financial Services LTD. As a key member of our household insurance team, you will be responsible for handling internal referrals, validating online sales, and assisting with underwriting tasks.Key...
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Financial Services Coordinator
5 days ago
Liverpool, Liverpool, United Kingdom Click and Connect Online Limited Full timeJob Description**Company Overview**Click and Connect Online Limited is a distinguished private wealth advisory firm that serves international investors and expatriates across the globe. Known for providing exceptional financial planning and investment solutions, they are dedicated to maintaining excellence and innovation in the wealth management...
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Financial Services Coordinator
6 days ago
Liverpool, Liverpool, United Kingdom Click and Connect Online Limited Full timeJob Description**Company Overview**Click and Connect Online Limited is a distinguished private wealth advisory firm that serves international investors and expatriates across the globe. Known for providing exceptional financial planning and investment solutions, they are dedicated to maintaining excellence and innovation in the wealth management...
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Financial Services Coordinator
2 weeks ago
Liverpool, Liverpool, United Kingdom Independent Resourcing Consultancy Ltd Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Independent Resourcing Consultancy Ltd. As a key member of our operations team, you will provide comprehensive administrative support to our financial advisors and ensure the smooth operation of our services.Key ResponsibilitiesAdministrative...
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Financial Services Coordinator
5 days ago
Liverpool, Liverpool, United Kingdom Independent Resourcing Consultancy Ltd Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Independent Resourcing Consultancy Ltd. As a key member of our operations team, you will provide comprehensive administrative support to our financial advisors and ensure the smooth operation of our services.Key ResponsibilitiesAdministrative...
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Financial Services Coordinator
7 days ago
Liverpool, Liverpool, United Kingdom Hays Specialist Recruitment Limited Full timeCompany OverviewHays Specialist Recruitment Limited is a leading recruitment agency that specializes in placing top talent in various industries, including financial services. Our company values its staff and invests in their career development.About the RoleWe are seeking a highly organized and detail-oriented individual to join our team as a Financial...
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Financial Administrator
5 days ago
Liverpool, Liverpool, United Kingdom Tradewind Recruitment Full timeJob DescriptionJob Title: Finance OfficerJob Type: TemporaryLocation: Mainstream Secondary SchoolJob Summary:We are seeking a highly organized and detail-oriented Finance Officer to join our school administration team on a temporary basis. The successful candidate will be responsible for managing all finance-related administration, including inputting data...
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Financial Administrator
5 days ago
Liverpool, Liverpool, United Kingdom Tradewind Recruitment Full timeJob DescriptionJob Title: Finance OfficerJob Type: TemporaryLocation: Mainstream Secondary SchoolJob Summary:We are seeking a highly organized and detail-oriented Finance Officer to join our school administration team on a temporary basis. The successful candidate will be responsible for managing all finance-related administration, including inputting data...
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Financial Services Coordinator
2 days ago
Liverpool, Liverpool, United Kingdom Search Full timeJob Summary:We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Search. As a key member of our Wealth Services team, you will provide exceptional administrative support to our Financial Advisors, ensuring seamless delivery of services to our clients.Key Responsibilities:Provide high-quality...
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Financial Services Coordinator
2 days ago
Liverpool, Liverpool, United Kingdom Search Full timeJob Summary:We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Search. As a key member of our Wealth Services team, you will provide exceptional administrative support to our Financial Advisors, ensuring seamless delivery of services to our clients.Key Responsibilities:Provide high-quality...
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Financial Services Coordinator
4 days ago
Liverpool, Liverpool, United Kingdom Search Full timeJob Summary:We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Search. As a key member of our Wealth Services team, you will provide administrative support to our Financial Advisors, ensuring exceptional service to our clients.Key Responsibilities:Administrative Support: Provide high-quality...
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Financial Services Coordinator
4 days ago
Liverpool, Liverpool, United Kingdom Search Full timeJob Summary:We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Search. As a key member of our Wealth Services team, you will provide administrative support to our Financial Advisors, ensuring exceptional service to our clients.Key Responsibilities:Administrative Support: Provide high-quality...