Financial Services Administrator

Company OverviewContinuum (Financial Services) LLP is a dynamic and growth-oriented financial advisory business. Our strong company culture prioritizes delivering exceptional results for clients, staff, and partners, leading to our top 50 ranking in the UK.About the RoleThis administrative support position will provide essential assistance to Independent...

We are proud of the company culture we have built at Continuum (Financial Services) LLP, which has created an exciting high-performance growth business that is now in the Top 50 Financial Advisory businesses in the UK.Our focus on collaborative teamwork and development means that you will accelerate your own learning, so please invest in your future with...

Role OverviewWe are seeking a highly organized and competent Financial Services Administrator to join our Client Delivery team in Plymouth. As part of a highly effective administration team, you will support our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients.Key ResponsibilitiesLiaise with policy providers...

IFA Administrator RoleThis IFA Administrator position in Tiverton offers an exciting opportunity to work with a growing IFA firm.In this role, you will support their expanding team of Financial Advisors who provide exceptional financial planning services to their clients.The business is seeking an individual with prior experience in the financial planning...

Financial Services Administrator Job DescriptionWe are seeking a highly organized and competent Financial Services Administrator to join our Client Delivery team at Succession Wealth. As a key member of our team, you will play a vital role in supporting our Wealth Planners to deliver exceptional service and outstanding outcomes for our clients.Key...

Job SummaryWe are seeking a highly skilled Financial Aid Administrator to join our team at the University System of New Hampshire. The successful candidate will be responsible for reviewing financial aid applications, performing need analysis, and determining eligibility for financial aid program funds.The ideal candidate will have a Bachelor's degree and...

Job Title: Financial Services Administrator - Wealth Management SpecialistSuccession Wealth is seeking a highly organized and competent Financial Services Administrator to join our Client Delivery team on a hybrid arrangement working from our Plymouth office.The primary purpose of this role is to work as part of a team who enable our Wealth Planners to...

Job SummaryWe are seeking a highly skilled and detail-oriented Financial Aid Administrator to join our team at the University System of New Hampshire. As a key member of our financial aid team, you will be responsible for reviewing financial aid applications, performing need analysis, and determining eligibility for financial aid programs.This is a regular...

Office Manager/Financial Administrator OpportunityWe are seeking an experienced Office Manager/Financial Administrator to join our team at Jobit. As a key member of our administrative team, you will be responsible for overseeing financial management and office administration, ensuring smooth day-to-day operations within our school.Key Responsibilities:Manage...

Role OverviewWe are seeking an organised and competent IFA Administrator to join our Client Delivery team on a hybrid arrangement working from our Plymouth office.Key ResponsibilitiesLiaising with policy providers for policy details and obtaining policy illustrations.Processing new business applications, tracking to completion.Co-ordinating wealth planner's...

An exciting opportunity has arisen for a highly skilled Financial Administrator to join the admin team of a well-established primary school.The successful candidate will oversee financial management and office administration, ensuring smooth day-to-day operations within the school environment.Key Requirements:Prior experience as an Office Manager, Finance...

At Successionwealth, we're seeking a skilled Financial Services Coordinator to join our Finance team. As a key member of our team, you'll play a vital role in ensuring the accuracy of Aged Debt records and adhering to our Revenue Recognition Policy. Your responsibilities will include corroborating aged debt within agreed timescales, supporting the team in...

We are seeking an organized and competent IFA Administrator to join our Client Delivery team on a hybrid arrangement, working from our Plymouth office.The primary purpose of the role is to work as part of a team who enable our Wealth Planners to maintain and develop their portfolios of high-net-worth clients.Key Responsibilities• Liaise with policy...

Financial Services Team Leader OpportunityWe are seeking a highly organized and competent Revenue Team Leader to join our Finance Team in Plymouth.In this fast-paced role, you will work as an integral part of our Finance team, ensuring Aged Debt records are accurate and following the Revenue Recognition Policy and corroborate aged debt within agreed...

We are looking for a skilled Administrative Manager to oversee the financial management and office administration of our primary school.This Financial Administrator Position offers the opportunity to work in a well-established primary school with a competitive salary of £23,300 - £25,800 and excellent benefits.As an Office and Financial Services Manager,...

Job SummaryWe are seeking a highly skilled Cashier to join our team at University Hospitals Plymouth NHS Trust. The successful candidate will be responsible for providing a full cashiering service to the Trust, working within the Standing Financial Instructions and Procedures.Main ResponsibilitiesTo be responsible for the safe-keeping, recording, and...

Job Title: Legal CashierAt Legal Southwest, we are seeking a skilled Legal Cashier to manage the financial transactions of our firm. The successful candidate will have a strong background in legal finance and a keen eye for detail.Key Responsibilities:Process client and office account transactions, including receipts, payments, and transfers.Reconcile bank...

Job Title: Administrative Services CoordinatorLocation: Plymouth, PL49LTJob Description:As an Administrative Services Coordinator at Brook Street UK, you will be responsible for providing exceptional customer service to our clients. You will work closely with the Meet and Greet customer services team to ensure seamless communication and efficient...

An exciting opportunity has arisen for a highly skilled Administrative Professional to join the admin team of a well-established primary school. The successful candidate will oversee financial management and office administration, ensuring smooth day-to-day operations within the school.Key Responsibilities:* Oversee financial management and office...

Finance Officer Job Summary: We are seeking a highly skilled Finance Officer to join our team on a 6-month contract basis. The successful candidate will support the Head of Finance with various financial services tasks and manage day-to-day financial operations. Key Responsibilities: * Support the Head of Finance with tasks relating to financial...