Administrator for Financial Institutions
6 days ago
We are seeking a motivated and organised Administrator for Financial Institutions to join our team. The successful candidate will be responsible for supporting our clients in the financial services industry by processing Pension & Investment applications, preparing letters of authority, and managing task lists and prioritising workload within deadlines.
The ideal candidate will have experience working in financial services, a working knowledge of investment platforms, and excellent attention to detail.
Key Responsibilities- Client Data Management: Utilise client data for illustrations and process new business applications.
- Communication: Regularly communicate and update clients on their applications and provide support where needed.
- Task Management: Manage task lists and prioritise workload within deadlines to ensure efficient completion of tasks.
- Teamwork: Work closely with the team to ensure that all tasks are completed efficiently and effectively.
The successful candidate will receive a competitive salary of approximately £25,000 per annum, plus benefits including 20 days holiday, auto-enrolment pension, private medical insurance, death in service, and a staff bonus scheme up to 20% of salary.
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Senior Financial Administrator
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Shrewsbury, Shropshire, United Kingdom Farmsure Underwriters Ltd Full timeWe are seeking a meticulous and detail-oriented Senior Financial Administrator to join our finance team at Farmsure Underwriters Ltd. The successful candidate will be responsible for managing the credit control process, ensuring timely collection of outstanding debts, and maintaining accurate financial records.This role is crucial in supporting the company's...
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Financial Planning Administrator Role
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Shrewsbury, Shropshire, United Kingdom Schroders Full timeAbout the RoleWe are looking for a skilled administrator to join our team in Shrewsbury. This 12-month fixed-term contract offers an excellent opportunity to gain experience in financial services and develop your skills in a dynamic environment.**Job Description*** Provide administrative support to our financial planners, including preparing meeting packs...
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Financial Services Administrator
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Shrewsbury, Shropshire, United Kingdom Njr Recruitment Full timeJob OverviewNJR Recruitment seeks a highly skilled and detail-oriented Financial Services Administrator to join our client's team. As an integral part of the company, you will be responsible for processing Pension & Investment applications, providing support to advisers and Paraplanners, and managing task lists and prioritizing workload within...
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Financial Services Administrator
1 month ago
Shrewsbury, Shropshire, United Kingdom NJR Recruitment Full timeWe are seeking a highly skilled Financial Services Administrator to join our team at NJR Recruitment.Key Responsibilities:Utilise client data for illustrationsProcess new businessPrepare letters of authority for client policy informationAnswer calls and deal with clients and third-party queriesProduce quotationsManage task lists and prioritise workload...
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Farm Financial Administrator
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Shrewsbury, Shropshire, United Kingdom Addington Ball Recruitment Full timeFarm Financial Manager PositionWe are seeking an experienced bookkeeper to join our team at Addington Ball Recruitment, working on farm-related financial projects. As a bookkeeper, your primary responsibility will be to manage client portfolios, ensuring accurate processing of invoices, payments, and receipts.Responsibilities:Manage client financial data,...
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Financial Services Professional
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Shrewsbury, Shropshire, United Kingdom Page Personnel Sales Full timeWe are seeking a highly skilled Financial Services Administrator to provide exceptional support to our financial advisers in the day-to-day running of our business. This role involves ensuring compliance with regulatory requirements, providing excellent client servicing, and maintaining accurate records.Supporting financial advisers with administrative tasks...
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Administrative Professional in Wealth Management
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Shrewsbury, Shropshire, United Kingdom NJR Recruitment Full timeNJR Recruitment Job OpportunityWe are seeking an Administrative Professional to join our team in Shrewsbury, working directly for a financial planner who advises clients on pensions, investments, and mortgages. As a member of our wealth management team, you will provide administrative support, utilizing your organizational skills to manage multiple tasks and...
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Client Services Team Member
6 days ago
Shrewsbury, Shropshire, United Kingdom Schroders Full timeFinancial Planner Support RoleWe are seeking a highly organized and administratively skilled individual to provide support to our financial planners in Shrewsbury. As a key member of our team, you will be responsible for ensuring the smooth delivery of our advice process, from preparing meeting packs to handling client enquiries.**Responsibilities*** Prepare...
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Shrewsbury, Shropshire, United Kingdom NJR Recruitment Full timeJob Description: Client Services CoordinatorIn this exciting role, you will work closely with financial advisors to deliver exceptional client service and support. Your primary responsibilities will include:Providing timely and accurate administration support to financial plannersEnsuring seamless communication between clients, financial advisors, and...
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Financial Operations Specialist
3 days ago
Shrewsbury, Shropshire, United Kingdom University of Massachusetts Medical School Full timeJob OverviewWe are seeking a highly skilled Financial Operations Specialist to join our team at the University of Massachusetts Medical School. As a key member of our finance department, you will be responsible for providing coordination and management of daily financial activities for assigned programs/units.The ideal candidate will have a strong background...
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Accounting and Financial Partner
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Shrewsbury, Shropshire, United Kingdom University of Massachusetts Medical School Full timeJob SummaryWe are seeking a highly skilled Accounting and Financial Partner to join our team at the University of Massachusetts Medical School. As a key member of our finance department, you will be responsible for providing coordination and management of daily financial activities for assigned programs/units.The ideal candidate will have a strong background...
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Financial Planning Support Specialist
3 weeks ago
Shrewsbury, Shropshire, United Kingdom NJR Recruitment Full timeAbout the RoleA Financial Services Administrator is required to work for our client's offices based in Shrewsbury, a town in the West Midlands region of England. This role will form part of one of the largest firms of Wealth Managers in the UK, offering first-class training, support, and ongoing career development.Preparing pre-meeting documentation for...
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Financial Services Manager
2 weeks ago
Shrewsbury, Shropshire, United Kingdom Radius Payment Solutions Full timeJob Title: Financial Services ManagerAbout the Role:We are seeking an experienced Financial Services Manager to join our mid-market team at Radius Payment Solutions.About You:You will be responsible for ensuring that all phone calls are answered promptly and in line with company guidelines. This involves processing resignations and new connection orders,...
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Senior IFA Administrator
1 month ago
Shrewsbury, Shropshire, United Kingdom NJR Recruitment Full timeJob DetailsWe are seeking an experienced Administrator to support our team of Chartered Financial Planners. Key ResponsibilitiesProcess Pension & Investment applications with efficiency and accuracy.Work closely with consultants to ensure seamless service delivery.Contribute to the growth and development of our established and friendly team. About NJR...
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Administrative Professional in Pension
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Shrewsbury, Shropshire, United Kingdom Njr Recruitment Full timeJob SummaryNJR Recruitment is seeking a highly skilled Administrative Professional in Pension & Investment to join our client's team. As an integral part of the company, you will be responsible for processing Pension & Investment applications, providing support to advisers and Paraplanners, and managing task lists and prioritising workload within...
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Financial Operations Specialist
4 weeks ago
Shrewsbury, Shropshire, United Kingdom Eric Neville Catering Ltd Full timeEstablished in 1975, Eric Neville Catering Equipment & Services Ltd remains a family-owned business, providing comprehensive services to the Catering & Hospitality Sector from its modern premises in Shrewsbury.About the RoleWe are seeking an experienced Financial Operations Specialist to join our team. This is a full-time or part-time opportunity, and you...
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Financial Systems Expert
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Shrewsbury, Shropshire, United Kingdom University of Massachusetts Medical School Full timeJob OverviewThis position at the University of Massachusetts Medical School requires a skilled professional to manage Finance and Time and Labor systems, including application support and problem resolution.Responsibilities:Plan, organize, administer, and direct system functions with active participation in application support.Analyze user needs, system...
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Senior Financial Services Coordinator
3 weeks ago
Shrewsbury, Shropshire, United Kingdom NJR Recruitment Full timeJob OverviewNJR Recruitment is seeking a highly organised and detail-focused Senior Financial Services Coordinator to join their team. As an Administrator to Senior IFA, you will be responsible for supporting the consultants in processing Pension & Investment applications.About the RoleThis is a fantastic opportunity to work with a dynamic team in a...
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Wealth Management Support Specialist
6 days ago
Shrewsbury, Shropshire, United Kingdom Schroders Full timeRole OverviewWe are seeking an experienced administrator to provide support to our Chartered Financial Planners in Shrewsbury. The ideal candidate will have a minimum of 12 months' administration experience within Financial Services, preferably in wealth management and/or financial planning.**Key Responsibilities*** Prepare meeting packs and documentation...
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Financial Data Administrator
2 weeks ago
Shrewsbury, Shropshire, United Kingdom Prince Personnel Limited Full timeJob DescriptionOur client is seeking a Part-Time Bookkeeper to join their team on a permanent basis.The successful candidate will be responsible for managing general bookkeeping duties, including sales ledger management, purchase ledger management, and VAT returns preparation.Additional responsibilities will include bank reconciliation and CIS returns...