Senior Client Servicing Administrator
6 days ago
We are seeking a highly organized and detail-oriented Senior Client Servicing Administrator to join our team at Margetts Fund Management Ltd. As a key member of our Client Services team, you will play a vital role in providing exceptional support to our clients and internal stakeholders.
Key Responsibilities- Provide administrative support to the Client Services Manager and other team members, including maintaining accurate records and files.
- Assist with the completion of Anti-Money laundering checks and internal/external fraud controls.
- Perform reception duties, including welcoming guests, accepting post/packages, and making drinks.
- Contribute to office administration, including scanning documents and maintaining a tidy and organized workspace.
- Support the team in maintaining a professional and welcoming environment for clients and visitors.
- Previous experience in a financial services or administrative role.
- Excellent communication and interpersonal skills.
- Ability to work accurately and efficiently in a fast-paced environment.
- Proficiency in Microsoft Office, including Excel, Word, and Outlook.
- Commitment to ongoing professional development and relevant qualifications.
- Competitive salary and benefits package.
- 25 days annual leave (plus UK bank holidays).
- Discretionary 15% bonuses.
- Company-matched pension contributions (7.5%).
- Death in service benefit.
- Company social events.
- Private healthcare.
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Senior Financial Services Administrator
6 days ago
Birmingham, Birmingham, United Kingdom NJR Recruitment Full timeJob SummaryNJR Recruitment is working with a well-established independent firm of financial planners to find a skilled Senior Administrator to support one of their advisers.Key ResponsibilitiesManage the new business and client review process, taking full responsibility for the administration of new clients and existing client reviews.Process new client...
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Financial Administrator
2 days ago
Birmingham, Birmingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Financial Administrator / Client Services SpecialistArtemis Recruitment Consultants Ltd is seeking a highly skilled and experienced Financial Administrator / Client Services Specialist to join their team.Job Summary:We are looking for a professional with excellent administrative skills and a strong understanding of financial services to support...
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Financial Administrator
2 days ago
Birmingham, Birmingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Financial Administrator / Client Services SpecialistArtemis Recruitment Consultants Ltd is seeking a highly skilled and experienced Financial Administrator / Client Services Specialist to join their team.Job Summary:We are looking for a professional with excellent administrative skills and a strong understanding of financial services to support...
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Private Client Manager
1 week ago
Birmingham, Birmingham, United Kingdom Hays Senior Finance Full timeAbout the RoleWe are seeking a highly skilled Private Client Assistant Manager to join our team in a senior tax advisory role. As a trusted tax advisor, you will work closely with clients to provide tailored support and enable them to plan their tax affairs effectively.Key ResponsibilitiesProvide tax advice and support to a diverse portfolio of clients,...
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Senior Product Manager
2 months ago
Birmingham, Birmingham, United Kingdom Client Full timeSenior Product Manager - 6 Month Contract Birmingham (Hybrid) Inside IR35 £ £600.00 pd This is an excellent opportunity for a Product Manager with experience in M365, to join a market leading business in a role offering autonomy and the opportunity to play a part within the HR and Employee product division.This company is at the heart of the British...
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Private Client Assistant Manager
1 day ago
Birmingham, Birmingham, United Kingdom Hays Senior Finance Full timeAbout the RoleWe are seeking a highly skilled Private Client Assistant Manager to join our team in a senior tax advisory role. As a trusted tax advisor, you will work closely with clients to provide tailored support and enable them to plan their tax affairs effectively.Key ResponsibilitiesProvide tax advice and support to a diverse portfolio of clients,...
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Private Client Assistant Manager
1 day ago
Birmingham, Birmingham, United Kingdom Hays Senior Finance Full timeAbout the RoleWe are seeking a highly skilled Private Client Assistant Manager to join our team in a senior tax advisory role. As a trusted tax advisor, you will work closely with clients to provide tailored support and enable them to plan their tax affairs effectively.Key ResponsibilitiesProvide tax advice and support to a diverse portfolio of clients,...
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Client Service Coordinator
5 days ago
Birmingham, Birmingham, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our...
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Client Service Coordinator
4 days ago
Birmingham, Birmingham, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our...
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Senior IFA Administrator
4 days ago
Birmingham, Birmingham, United Kingdom NJR Recruitment Full timeJob Title: Senior IFA AdministratorJob Type: Full-timeIndustry: Financial ServicesCompany: NJR RecruitmentLocation: RemoteJob Description:Job Summary:We are seeking a highly skilled and experienced Senior IFA Administrator to join our team. As a Senior IFA Administrator, you will be responsible for providing administrative support to our financial planning...
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Senior IFA Administrator
4 days ago
Birmingham, Birmingham, United Kingdom NJR Recruitment Full timeJob Title: Senior IFA AdministratorJob Type: Full-timeIndustry: Financial ServicesCompany: NJR RecruitmentLocation: RemoteJob Description:Job Summary:We are seeking a highly skilled and experienced Senior IFA Administrator to join our team. As a Senior IFA Administrator, you will be responsible for providing administrative support to our financial planning...
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Client Service Coordinator
10 hours ago
Birmingham, Birmingham, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our...
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Client Service Coordinator
7 hours ago
Birmingham, Birmingham, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our...
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Senior Pensions Administrator
4 days ago
Birmingham, Birmingham, United Kingdom Switch Recruitment Full timeAs a result of continued expansion, Switch Recruitment is seeking a highly skilled Senior Pensions Administrator to join our client's PPF team on either a full or part-time basis. Candidates will be responsible for the administration of schemes entering the Pension Protection Fund (PPF) and will provide day-to-day administration services to a portfolio of...
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Senior Pensions Administrator
3 days ago
Birmingham, Birmingham, United Kingdom Switch Recruitment Full timeAs a result of continued expansion, Switch Recruitment is seeking a highly skilled Senior Pensions Administrator to join our client's PPF team on either a full or part-time basis. Candidates will be responsible for the administration of schemes entering the Pension Protection Fund (PPF) and will provide day-to-day administration services to a portfolio of...
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Client Service Manager
6 days ago
Birmingham, Birmingham, United Kingdom Meraki Talent Limited Full timeAbout the RoleMeraki Talent Limited is seeking a highly skilled Client Service Executive to join our team. As a key member of our client services team, you will be responsible for delivering exceptional client service and support to our clients in the investment management industry.Key ResponsibilitiesClient Onboarding and Administration: Ensure seamless...
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Audit and Accounts Senior
2 days ago
Birmingham, Birmingham, United Kingdom Hays Senior Finance Full timeAbout Hays Senior FinanceHays Senior Finance is a leading provider of senior finance professionals to businesses across the UK. Our team of experts has a deep understanding of the finance sector and is dedicated to helping businesses like yours succeed.About the RoleWe are seeking an experienced Audit and Accounts Senior to join our team in Birmingham. As an...
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Audit and Accounts Senior
2 days ago
Birmingham, Birmingham, United Kingdom Hays Senior Finance Full timeAbout Hays Senior FinanceHays Senior Finance is a leading provider of senior finance professionals to businesses across the UK. Our team of experts has a deep understanding of the finance sector and is dedicated to helping businesses like yours succeed.About the RoleWe are seeking an experienced Audit and Accounts Senior to join our team in Birmingham. As an...
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Financial Services Administrator
3 days ago
Birmingham, Birmingham, United Kingdom THE OPENWORK PARTNERSHIP Full timeJob DescriptionRole: Financial Advice AdministratorLocation: BirminghamSalary: £24,000 to £30,000 (depending on experience)We are recruiting for an experienced Financial Advice Administrator to join our partnership business based in Birmingham. This role will focus on providing effective technical support to the Practice Principal to ensure an efficient...
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Financial Services Administrator
3 days ago
Birmingham, Birmingham, United Kingdom THE OPENWORK PARTNERSHIP Full timeJob DescriptionRole: Financial Advice AdministratorLocation: BirminghamSalary: £24,000 to £30,000 (depending on experience)We are recruiting for an experienced Financial Advice Administrator to join our partnership business based in Birmingham. This role will focus on providing effective technical support to the Practice Principal to ensure an efficient...