Financial Services Administrator
4 weeks ago
The role is based in Chatham with a highly respected IFA Wealth Manager.
We are seeking a responsible, self-motivated, well-organised candidate with good IT skills to develop their career in a fast-growing financial advice firm.
Key Responsibilities:
- Process new business and submit to Business quality, utilising external and internal systems
- Gather and correlate plan/policy information, produce valuations and ensure a smooth and timely business process
- Liaise with product providers and utilise their online systems to gather valuations etc
- Maintain client records, process annual reviews reports and new business processing using back-office system
- Develop a broad knowledge of financial products including individual and employer pension knowledge, investments and protection products
- Provide general administration and client servicing support as needed
The role offers a competitive basic salary and supporting benefits with genuine opportunity to develop as an administrator.
-
Financial Services Administrator
4 weeks ago
Chatham, Kent, United Kingdom Coast Specialist Recruitment Full timeJob Title: IFA AdminThe role is based in Chatham with a highly respected IFA Wealth Manager. Our client requires an individual to provide support to financial advisers and develop a longer term career progressing towards paraplanning. This will include a range of administrative duties, client service and technical support to assist the financial adviser in...
-
Financial Services Administrator
4 weeks ago
Chatham, Kent, United Kingdom Coast Specialist Recruitment Full timeJob Title: IFA AdminThe role is based in Chatham with a highly respected IFA Wealth Manager. Our client requires an individual to provide support to financial advisers and develop a longer term career progressing towards paraplanning. This will include a range of administrative duties, client service and technical support to assist the financial adviser in...
-
Financial Services Administrator
4 weeks ago
Chatham, Kent, United Kingdom Coast Specialist Recruitment Full timeIFA Administrator Job DescriptionThe role is based in Chatham with a highly respected IFA Wealth Manager.We are seeking a responsible, self-motivated, and well-organized individual with good IT skills to provide support to financial advisers and develop a longer-term career progressing towards paraplanning.This is an exciting opportunity to develop your...
-
Financial Services Administrator
3 weeks ago
Chatham, Kent, United Kingdom Coast Specialist Recruitment Full timeIFA Administrator Job DescriptionThe role is based in Chatham with a highly respected IFA Wealth Manager.We are seeking a responsible, self-motivated, and well-organized individual with good IT skills to provide support to financial advisers and develop a longer-term career progressing towards paraplanning.This is an exciting opportunity to develop your...
-
Financial Services Administrator
4 weeks ago
Chatham, Kent, United Kingdom Coast Specialist Recruitment Full timeIFA Admin Job DescriptionThe role is based in Chatham with a highly respected IFA Wealth Manager.We are seeking a responsible, self-motivated, well-organised candidate with good IT skills to develop their career in a fast-growing financial advice firm.Key Responsibilities:Process new business and submit to Business quality, utilising external and internal...
-
Financial Services Administrator
1 month ago
Chatham, Kent, United Kingdom Coast Specialist Recruitment Full timeIFA Admin Job DescriptionThe role is based in Chatham with a highly respected IFA Wealth Manager.We are seeking a responsible, self-motivated, well-organised candidate with good IT skills to develop their career in a fast-growing financial advice firm.Key Responsibilities:Process new business and submit to Business quality, utilising external and internal...
-
Financial Services Administrator
4 weeks ago
Chatham, Kent, United Kingdom Coast Specialist Recruitment Full timeIFA Admin Job DescriptionThe role is based in Chatham with a highly respected IFA Wealth Manager.We are seeking a responsible, self-motivated, well-organised candidate with good IT skills to develop their career in a fast-growing financial advice firm.Key Responsibilities:Process new business and submit to Business quality, utilising external and internal...
-
Financial Services Administrator
1 month ago
Chatham, Kent, United Kingdom Coast Specialist Recruitment Full timeIFA Admin Job DescriptionThe role is based in Chatham with a highly respected IFA Wealth Manager.We are seeking a responsible, self-motivated, well-organised candidate with good IT skills to develop their career in a fast-growing financial advice firm.Key Responsibilities:Process new business and submit to Business quality, utilising external and internal...
-
Financial Planning Administrator
2 weeks ago
Chatham, Kent, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Financial Planning Administrator to join our team at Blakemore Recruitment. The ideal candidate will have a minimum of 2 years of experience working with high net worth UK resident private clients and delivering financial planning and investment management services.The successful candidate will be responsible for the efficient and...
-
Financial Administrator
4 weeks ago
Chatham, Kent, United Kingdom Workforce Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Accounts Assistant/Administrator to join our team at Workforce. As a key member of our finance and administration team, you will play a vital role in supporting our day-to-day financial operations and ensuring the accuracy of our financial records.Key ResponsibilitiesAssist with the...
-
Financial Administrator
4 weeks ago
Chatham, Kent, United Kingdom Workforce Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Accounts Assistant/Administrator to join our team at Workforce. As a key member of our finance and administration team, you will play a vital role in supporting our day-to-day financial operations and ensuring the accuracy of our financial records.Key ResponsibilitiesAssist with the...
-
Financial Administrator
1 month ago
Chatham, Kent, United Kingdom Workforce Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Accounts Assistant/Administrator to join our team at Workforce. As a key member of our finance and administration team, you will play a vital role in supporting our financial operations and ensuring the accuracy of our financial records.Key ResponsibilitiesAssist with the preparation of...
-
Financial Administrator
1 month ago
Chatham, Kent, United Kingdom Workforce Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Accounts Assistant/Administrator to join our team at Workforce. As a key member of our finance and administration team, you will play a vital role in supporting our financial operations and ensuring the accuracy of our financial records.Key ResponsibilitiesAssist with the preparation of...
-
Financial Planning Administrator
4 weeks ago
Chatham, Kent, United Kingdom Blakemore Recruitment Full timeIFA Administrator Job DescriptionWe are seeking an experienced IFA Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing administrative support to our financial planning practice in Chatham.Key Responsibilities:Efficiently process business and deliver exceptional client service.Understand and add...
-
Financial Planning Administrator
4 weeks ago
Chatham, Kent, United Kingdom Blakemore Recruitment Full timeIFA Administrator Job DescriptionWe are seeking an experienced IFA Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing administrative support to our financial planning practice in Chatham.Key Responsibilities:Efficiently process business and deliver exceptional client service.Understand and add...
-
Financial Planning Administrator
4 weeks ago
Chatham, Kent, United Kingdom Blakemore Recruitment Full timeIFA Administrator Job DescriptionWe are seeking an experienced IFA Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing administrative support to our financial planning practice in Chatham.Key Responsibilities:Efficiently process business and deliver exceptional client service.Understand and add...
-
Financial Planning Administrator
4 weeks ago
Chatham, Kent, United Kingdom Blakemore Recruitment Full timeIFA Administrator Job DescriptionWe are seeking an experienced IFA Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing administrative support to our financial planning practice in Chatham.Key Responsibilities:Efficiently process business and deliver exceptional client service.Understand and add...
-
Financial Services Professional
4 weeks ago
Chatham, Kent, United Kingdom Premier Jobs UK Limited Full timeFinancial Advisor OpportunityThis is an excellent chance for an experienced Financial Advisor to take their career to the next level with a well-established, medium-sized IFA firm in Chatham, Kent.You will benefit from a strong client base, with existing clients and leads being generated, typically with assets of £200k - £500k. Your role will involve...
-
Financial Services Professional
4 weeks ago
Chatham, Kent, United Kingdom Premier Jobs UK Limited Full timeFinancial Advisor OpportunityThis is an excellent chance for an experienced Financial Advisor to take their career to the next level with a well-established, medium-sized IFA firm in Chatham, Kent.You will benefit from a strong client base, with existing clients and leads being generated, typically with assets of £200k - £500k. Your role will involve...
-
Financial Planning Assistant
2 weeks ago
Chatham, Kent, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a highly regarded Financial Planning practice in Chatham who are looking for an experienced IFA Administrator to join their team.This company illuminates their client's financial world. Building clarity and confidence in their mind and optimizing every experience they have with them.Key ResponsibilitiesThe IFA Administrator is...