Current jobs related to Senior Financial Services Administrator - York, York City - IMPRESSION RECRUITMENT LIMITED

  • Financial Administrator

    2 weeks ago

    York, York City, United Kingdom SSAFA - The Armed Forces Charity - Volunteer Roles Full time

    We are seeking a skilled Financial Administrator to join our York Service Committee. As a Treasurer, you will play a vital role in ensuring the committee's finances are well-organized and administered in accordance with SSAFA regulations and charity law. You will be responsible for maintaining and reconciling the bank account, recording transactions, and...

  • Financial Administrator

    1 week ago

    York, York City, United Kingdom SSAFA - The Armed Forces Charity - Volunteer Roles Full time

    We are seeking a skilled Financial Administrator to join our York Service Committee. As a Treasurer, you will play a vital role in ensuring the committee's finances are well-organised and administered in accordance with SSAFA regulations and charity law. You will be responsible for maintaining and reconciling the bank account, recording transactions, and...

  • Senior Administrative Assistant

    2 weeks ago

    York, York City, United Kingdom Savills Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Administrative Assistant to provide exceptional support to our Rural Director based in York. The successful candidate will be responsible for managing the Director's day-to-day activities, including diary management, email management, and travel arrangements.Key ResponsibilitiesManage the...

  • Financial Administrator

    4 weeks ago

    York, York City, United Kingdom BRIDGE RECRUITMENT Full time

    Job Title: AAT Financial Administrator ApprenticeWe are seeking a highly organized and detail-oriented Financial Administrator Apprentice to join our small and friendly team at Bridge Recruitment.The successful candidate will be responsible for providing administrative support to our finance team, ensuring accurate recording and processing of financial...

  • Financial Administrator

    4 weeks ago

    York, York City, United Kingdom BRIDGE RECRUITMENT Full time

    Job Title: AAT Financial Administrator ApprenticeWe are seeking a highly organized and detail-oriented Financial Administrator Apprentice to join our small and friendly team at Bridge Recruitment.The successful candidate will be responsible for providing administrative support to our finance team, ensuring accurate recording and processing of financial...

  • Senior Financial Support Specialist

    2 months ago

    York, York City, United Kingdom Reed Full time

    Senior Financial Administrator RoleJob Summary: We are seeking an experienced Financial Services Administrator to join our team at Reed. As a key member of our financial services team, you will provide crucial support to our financial planners and clients, working with a range of financial products.Key Responsibilities:Deliver a dedicated and professional...

  • Senior Financial Support Specialist

    4 weeks ago

    York, York City, United Kingdom Reed Full time

    Senior Financial Administrator RoleJob Summary: We are seeking an experienced Financial Services Administrator to join our team at Reed. As a key member of our financial services team, you will provide crucial support to our financial planners and clients, working with a range of financial products.Key Responsibilities:Deliver a dedicated and professional...

  • Financial Administrator

    2 weeks ago

    York, York City, United Kingdom Pavers Shoes Full time

    We are seeking a highly organized and detail-oriented Financial Administrator to join our Finance team at Pavers Shoes. As a key member of the team, you will be responsible for maintaining the purchase ledger, processing purchase orders, and resolving queries. Your strong analytical skills and ability to work independently will be essential in this role.Key...

  • Senior IFA Administrator

    4 weeks ago

    York, York City, United Kingdom IMPRESSION RECRUITMENT LIMITED Full time

    Senior IFA Administrator OpportunityWe are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Impression Recruitment Limited. As a key member of our Wealth Management team, you will be responsible for providing exceptional support to our IFA's and clients, ensuring seamless day-to-day operations and contributing to the...

  • Senior IFA Administrator

    4 weeks ago

    York, York City, United Kingdom IMPRESSION RECRUITMENT LIMITED Full time

    Senior IFA Administrator OpportunityWe are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Impression Recruitment Limited. As a key member of our Wealth Management team, you will be responsible for providing exceptional support to our IFA's and clients, ensuring seamless day-to-day operations and contributing to the...

  • Senior Administrative Assistant

    4 weeks ago

    York, York City, United Kingdom Savills Full time

    Job Title: Senior Administrative AssistantRole OverviewThis is a unique opportunity to create a role that supports a Rural Director based in York who is also Head of the York office. The ideal candidate will have a talent for creating processes and structure that allows the Director to focus on managing the office, team, and client work.Key...

  • Senior Administrative Assistant

    3 weeks ago

    York, York City, United Kingdom Savills Full time

    Job Title: Senior Administrative AssistantRole OverviewThis is a unique opportunity to create a role that supports a Rural Director based in York who is also Head of the York office. The ideal candidate will have a talent for creating processes and structure that allows the Director to focus on managing the office, team, and client work.Key...

  • Financial Planning Assistant

    4 weeks ago

    York, York City, United Kingdom Insurance Recruitment Services Full time

    Paraplanner Job DescriptionWe are seeking a skilled Paraplanner to support our financial advisors in delivering bespoke solutions to clients. As a key member of our team, you will play a vital role in the financial advice process, working closely with our advisors to collate and interpret client information and contribute to the formulation of suitable...

  • Financial Planning Assistant

    4 weeks ago

    York, York City, United Kingdom Insurance Recruitment Services Full time

    Paraplanner Job DescriptionWe are seeking a skilled Paraplanner to support our financial advisors in delivering bespoke solutions to clients. As a key member of our team, you will play a vital role in the financial advice process, working closely with our advisors to collate and interpret client information and contribute to the formulation of suitable...

  • Senior Administrative Assistant

    4 weeks ago

    York, York City, United Kingdom Savills Full time

    Job Title: Senior Administrative AssistantRole OverviewThis is a unique opportunity to create a role that supports a Rural Director based in York who is also Head of the York office. The ideal candidate will have a talent for creating processes and structure that allows the Director to focus on managing the office, team, and client work.The Director...

  • Senior Administrative Assistant

    4 weeks ago

    York, York City, United Kingdom Savills Full time

    Job Title: Senior Administrative AssistantRole OverviewThis is a unique opportunity to create a role that supports a Rural Director based in York who is also Head of the York office. The ideal candidate will have a talent for creating processes and structure that allows the Director to focus on managing the office, team, and client work.The Director...

  • Senior Legal Administrator

    2 weeks ago

    York, York City, United Kingdom Clayton Legal - Legal Recruitment Specialists Full time

    Job Title: Senior Legal AdministratorClayton Legal - Legal Recruitment Specialists is seeking an experienced Senior Legal Administrator to join our expanding team in Ryedale offices.Key Responsibilities:Preparing correspondence and documents through audio, copy typing, and laser forms, ensuring accuracy and attention to detail.Administering filing in a...

  • Senior Administrator

    2 weeks ago

    York, York City, United Kingdom Tewv Brits Full time

    About the RoleWe are seeking a highly skilled Senior Administrator to join our team at Tewv Brits. As a key member of our administration team, you will be responsible for providing exceptional support to our staff and ensuring the smooth operation of our services.The successful candidate will have excellent communication skills, a high level of discretion,...

  • Senior Administrative Assistant

    4 weeks ago

    York, York City, United Kingdom Savills Full time

    Job Title: Senior Administrative AssistantRole OverviewThis is a new role created to support a Rural Director based in York who is also Head of the York office. The successful candidate will have the opportunity to create a role, processes, and structure that allows the Director to focus on managing the office, team, and client work.The Director specialises...

  • Senior Administrative Assistant

    4 weeks ago

    York, York City, United Kingdom Savills Full time

    Job Title: Senior Administrative AssistantRole OverviewThis is a new role created to support a Rural Director based in York who is also Head of the York office. The successful candidate will have the opportunity to create a role, processes, and structure that allows the Director to focus on managing the office, team, and client work.The Director specialises...

Senior Financial Services Administrator

2 months ago

York, York City, United Kingdom IMPRESSION RECRUITMENT LIMITED Full time
About the Role

We are seeking a highly skilled and experienced Senior Financial Services Administrator to join our team at Impression Recruitment Limited. As a Senior Financial Services Administrator, you will play a crucial role in supporting our Wealth Management clients with their administrative needs.

Key Responsibilities
  • Client Support: Provide exceptional support to our Wealth Management clients, ensuring their administrative needs are met in a timely and efficient manner.
  • Record Management: Maintain accurate and up-to-date client records, ensuring all information is consistent and compliant with regulatory requirements.
  • Portfolio Management: Review client portfolios and produce reports, providing valuable insights to help inform investment decisions.
  • Meeting Preparation: Arrange client review meetings and prepare meeting files, ensuring all necessary documentation is in order.
  • Investment Illustrations: Prepare investment illustrations, providing clients with clear and concise information about their investment options.
  • Application Processing: Process client applications, ensuring all necessary documentation is completed and submitted in a timely manner.
  • Research and Analysis: Conduct research and analysis using industry-standard software, such as SAPP, FE, and Iress, to provide valuable insights to clients.
  • Administrative Support: Provide general administrative support, including filing, copying, and scanning as required.
Requirements
  • Experience: A minimum of 3 years' experience working in a Wealth Management role, with knowledge of pensions, investments, and dealing with multiple providers.
  • Skills: Excellent interpersonal skills, both verbal and written, with the ability to build rapport with clients and colleagues.
  • Software Skills: Proficient in using software such as SAPP, Defaqto, and Dynamic Planner.
  • Qualifications: Relevant qualifications, such as a diploma or degree in a related field, would be advantageous.
What We Offer

We offer a competitive salary of between £28,000 - £35,000 per annum, with a range of benefits, including hybrid working, training and support with professional qualifications, and generous annual leave allocation.