Senior Financial Services Administrator
4 weeks ago
We are currently recruiting for a Financial Planning practice based in Teddington who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm.
Key Responsibilities:- Client Relationship Management: Maintain good relationships with all clients of the business, enhancing the profile of the Company among its clients and community.
- Client Data Management: Accurate upkeep of the client details to ensure accurate records are maintained.
- Process Development: Supporting the developing and maintenance of internal processes to help maintain business flow and agreed service standards.
- Technical Support: Providing technical information to ensure workflows are followed and standards adhered.
- Professional Conduct: Conduct themselves in a professional manner at all times, while adhering to regulatory demands.
- Policy Information: Obtaining full policy information.
- Client Reporting: Producing client Annual Review Reports.
- Client Queries: Dealing with client queries.
- Product Research: Assisting with product research.
- Application Processing: Processing applications.
- Database Management: Upkeep of company database with full and accurate client records.
- Third-Party Liaison: Liaising with product providers and other relevant third parties.
- Workflow Management: Individual workflow and task delivery.
- Performance Reporting: Generate FE Performance Reports.
- Client Service Standards: Supporting the delivery of and achievement of the client service standards.
- Team Collaboration: Working alongside the paraplanners and administrators to ensure smooth delivery of work.
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Senior Financial Services Administrator
3 weeks ago
Teddington, Greater London, United Kingdom Blakemore Recruitment Full timeSenior IFA Administrator Job DescriptionWe are currently recruiting for a Financial Planning practice based in Teddington who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm.Key Responsibilities:Client Relationship Management: Maintain good relationships...
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Senior Financial Services Administrator
3 weeks ago
Teddington, Greater London, United Kingdom Blakemore Recruitment Full timeSenior IFA Administrator Job DescriptionWe are currently recruiting for a Financial Planning practice based in Teddington who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm.Key Responsibilities:Client Relationship Management: Maintain good relationships...
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Senior Financial Services Administrator
3 weeks ago
Teddington, Greater London, United Kingdom Blakemore Recruitment Full timeSenior IFA Administrator Job DescriptionWe are currently recruiting for a Financial Planning practice based in Teddington who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm.Key Responsibilities:Maintaining Client Relationships: Enhance the profile of the...
-
Senior Financial Services Administrator
3 weeks ago
Teddington, Greater London, United Kingdom Blakemore Recruitment Full timeSenior IFA Administrator Job DescriptionWe are currently recruiting for a Financial Planning practice based in Teddington who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm.Key Responsibilities:Maintaining Client Relationships: Enhance the profile of the...
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Senior Financial Services Administrator
4 weeks ago
Teddington, Greater London, United Kingdom Blakemore Recruitment Full timeAbout the RoleWe are seeking a highly skilled Senior IFA Administrator to join our team at Blakemore Recruitment. As a key member of our Financial Planning practice, you will provide technical administrative support to our Paraplanner and Financial Adviser, ensuring seamless delivery of services to our clients.Key ResponsibilitiesMaintain strong...
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Senior Financial Services Administrator
4 weeks ago
Teddington, Greater London, United Kingdom Blakemore Recruitment Full timeAbout the RoleWe are seeking a highly skilled Senior IFA Administrator to join our team at Blakemore Recruitment. As a key member of our Financial Planning practice, you will provide technical administrative support to our Paraplanner and Financial Adviser, ensuring seamless delivery of services to our clients.Key ResponsibilitiesMaintain strong...
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Senior Financial Services Administrator
4 weeks ago
Teddington, Greater London, United Kingdom Blakemore Recruitment Full timeAbout the RoleWe are currently recruiting for a Financial Planning practice based in Teddington who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm.Key ResponsibilitiesMaintain good relationships with all clients of the business, enhancing the profile of...
-
Senior Financial Services Administrator
4 weeks ago
Teddington, Greater London, United Kingdom Blakemore Recruitment Full timeAbout the RoleWe are currently recruiting for a Financial Planning practice based in Teddington who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm.Key ResponsibilitiesMaintain good relationships with all clients of the business, enhancing the profile of...
-
Senior Financial Planning Administrator
3 weeks ago
Teddington, Greater London, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled Senior IFA Administrator to join our team at Blakemore Recruitment. This role will provide technical administrative support to our Financial Planning practice, working closely with our Paraplanner and Financial Adviser to ensure seamless operations.Key Responsibilities:Develop and maintain accurate client records, ensuring...
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Senior Financial Planning Administrator
3 weeks ago
Teddington, Greater London, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled Senior IFA Administrator to join our team at Blakemore Recruitment. This role will provide technical administrative support to our Financial Planning practice, working closely with our Paraplanner and Financial Adviser to ensure seamless operations.Key Responsibilities:Develop and maintain accurate client records, ensuring...
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Senior Administrator
1 week ago
Teddington, Greater London, United Kingdom NPL Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Administrator to join our team at NPL. As a key member of our department, you will provide exceptional administrative support to our managers, enabling them to focus on delivering our ambitious goals.As a Senior Administrator, you will be responsible for delivering a high-quality, personal...
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Senior Administrator
1 week ago
Teddington, Greater London, United Kingdom NPL Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Administrator to join our team at NPL. As a key member of our department, you will provide exceptional administrative support to our managers, enabling them to focus on delivering our ambitious goals.As a Senior Administrator, you will be responsible for delivering a high-quality, personal...
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Senior Administrator
1 week ago
Teddington, Greater London, United Kingdom NPL Full timeAbout the RoleWe are seeking a highly skilled and organized Senior Administrator to join our team at NPL. As a key member of our department, you will provide exceptional administrative support to our managers, ensuring they have the resources they need to perform at their best.Key ResponsibilitiesManage calendars and travel arrangements for department...
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Senior Administrator
1 week ago
Teddington, Greater London, United Kingdom NPL Full timeAbout the RoleWe are seeking a highly skilled and organized Senior Administrator to join our team at NPL. As a key member of our department, you will provide exceptional administrative support to our managers, ensuring they have the resources they need to perform at their best.Key ResponsibilitiesManage calendars and travel arrangements for department...
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Senior Administrator
7 days ago
Teddington, Greater London, United Kingdom National Physical Laboratory Full timeAbout the RoleWe are seeking a highly competent Senior Administrator/Executive Assistant to join our team at the National Physical Laboratory. As a key member of our Transformation and Information Technology team, you will provide high-quality, personal administrative support to our department managers, enabling them to perform at their best.Your primary...
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Senior Administrator
7 days ago
Teddington, Greater London, United Kingdom National Physical Laboratory Full timeAbout the RoleWe are seeking a highly competent Senior Administrator/Executive Assistant to join our team at the National Physical Laboratory. As a key member of our Transformation and Information Technology team, you will provide high-quality, personal administrative support to our department managers, enabling them to perform at their best.Your primary...
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Senior Administrator
2 days ago
Teddington, Greater London, United Kingdom NPL Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Administrator to join our team at the National Physical Laboratory (NPL). As a key member of our Transformation and Information Technology team, you will provide high-quality administrative support to our department managers, enabling them to deliver their ambitions.Key...
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Senior Administrator
2 days ago
Teddington, Greater London, United Kingdom NPL Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Administrator to join our team at the National Physical Laboratory (NPL). As a key member of our Transformation and Information Technology team, you will provide high-quality administrative support to our department managers, enabling them to deliver their ambitions.Key...
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Senior Administrator
1 week ago
Teddington, Greater London, United Kingdom NPL Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Administrator to join our team at the National Physical Laboratory (NPL). As a key member of our Transformation and Information Technology team, you will provide high-quality administrative support to our department managers, enabling them to deliver their ambitions.Key...
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Senior Administrator
7 days ago
Teddington, Greater London, United Kingdom NPL Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Administrator to join our team at the National Physical Laboratory (NPL). As a key member of our Transformation and Information Technology team, you will provide high-quality administrative support to our department managers, enabling them to deliver their ambitions.Key...
