Financial Services Coordinator
3 days ago
We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Artemis Recruitment Consultants Ltd.
Key Responsibilities:- Provide administrative support to the financial services team, including answering incoming calls and directing calls appropriately
- Process applications, letters of authority, and requests for information with accuracy and efficiency
- Manage the processing of all new business, ensuring timely completion and quality control
- Database completion of all new business, maintaining up-to-date records and reports
- Produce portfolio reports and other client information as requested, utilizing strong analytical and communication skills
- Manage client appointments in the financial adviser's diary, including travel arrangements where necessary
- Receive, scan, and allocate incoming post, maintaining a high level of organization and attention to detail
As a Financial Services Administrator, you will have the opportunity to develop your skills and knowledge in financial services, working closely with the team to achieve business objectives.
Requirements:- Three years' experience of admin support in a financial services company is essential
- Good understanding of ISAs, GIAs, and Pensions (both DB and DC)
- Self-starter who is used to working under their own initiative, with a methodical approach and attention to detail
- Strong communicator in verbal and written form, with excellent interpersonal skills
- Flexible and keen to assist others in the team, with a willingness to learn and adapt
- Proficient in Excel, Word, and Outlook, with experience of using Client Assyst or similar CRM system
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Financial Services Coordinator
1 month ago
Ashford, Kent, United Kingdom Clark James Head Office Full timeCompany Overview:Clark James Head Office is a reputable firm specializing in Independent Financial Advice.Position Summary:We are seeking a skilled Financial Services Coordinator to enhance our team due to ongoing business growth. This role is pivotal in ensuring the seamless operation of our client services.Key Responsibilities:Conduct thorough product and...
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Financial Services Coordinator
3 weeks ago
Ashford, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Summary:Artemis Recruitment Consultants Ltd is seeking a highly skilled Financial Administrator to join their team. As a key member of the team, you will play a vital role in supporting the financial services team and contributing to the company's success.Key Responsibilities:Providing administrative support to the financial services team, including...
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Financial Services Coordinator
2 weeks ago
Ashford, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Summary:Artemis Recruitment Consultants Ltd is seeking a highly skilled Financial Administrator to join their team. As a key member of the team, you will play a vital role in supporting the financial services team and contributing to the company's success.Key Responsibilities:Providing administrative support to the financial services team, including...
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Financial Services Coordinator
6 days ago
Ashford, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Services AdministratorWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Artemis Recruitment Consultants Ltd.Key Responsibilities:Provide administrative support to the financial services team, including answering incoming calls and directing calls appropriatelyProcess applications, letters of...
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Financial Services Coordinator
6 days ago
Ashford, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Services AdministratorWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Artemis Recruitment Consultants Ltd.Key Responsibilities:Provide administrative support to the financial services team, including answering incoming calls and directing calls appropriatelyProcess applications, letters of...
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Financial Services Coordinator
2 days ago
Ashford, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Services AdministratorWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Artemis Recruitment Consultants Ltd.Key Responsibilities:Provide administrative support to the financial services team, including answering incoming calls and directing calls appropriatelyProcess applications, letters of...
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Financial Services Coordinator
2 days ago
Ashford, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Services AdministratorWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Artemis Recruitment Consultants Ltd.Key Responsibilities:Provide administrative support to the financial services team, including answering incoming calls and directing calls appropriatelyProcess applications, letters of...
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Financial Services Coordinator
1 week ago
Ashford, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a skilled Financial Services Administrator to support their team in Ashford. The ideal candidate will have three years of experience in admin support within a Financial Services company and a strong understanding of ISAs, GIAs, and Pensions. Key responsibilities include answering incoming calls, processing...
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Financial Services Coordinator
1 week ago
Ashford, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a skilled Financial Services Administrator to support their team in Ashford. The ideal candidate will have three years of experience in admin support within a Financial Services company and a strong understanding of ISAs, GIAs, and Pensions. Key responsibilities include answering incoming calls, processing...
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Financial Services Coordinator
1 week ago
Ashford, Kent, United Kingdom Just Mortgages Full timeFinancial Administrator REMOTE What's on offer to you as a Financial Administrator? £22,308 - £23,058 Basic salary (dependent on experience) with bonus on top • Dedicated training and coaching to support your ongoing development • A chance to build on your career, providing you with opportunities to gain more experience and knowledge to help you...
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Financial Services Coordinator
1 week ago
Ashford, Kent, United Kingdom Just Mortgages Full timeFinancial Administrator REMOTE What's on offer to you as a Financial Administrator? £22,308 - £23,058 Basic salary (dependent on experience) with bonus on top • Dedicated training and coaching to support your ongoing development • A chance to build on your career, providing you with opportunities to gain more experience and knowledge to help you...
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Life Insurance Sales Specialist
4 days ago
Ashford, Kent, United Kingdom Neilson Financial Services Full time £25,000 - £30,000About Neilson Financial ServicesAt Neilson Financial Services, we're dedicated to helping families secure their financial future with innovative life insurance solutions.Job SummaryWe're seeking a motivated Sales Agent to join our UK team, responsible for handling inbound and outbound sales enquiries for life insurance products. As a key member of our team,...
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Life Insurance Sales Specialist
4 days ago
Ashford, Kent, United Kingdom Neilson Financial Services Full time £25,000 - £30,000About Neilson Financial ServicesAt Neilson Financial Services, we're dedicated to helping families secure their financial future with innovative life insurance solutions.Job SummaryWe're seeking a motivated Sales Agent to join our UK team, responsible for handling inbound and outbound sales enquiries for life insurance products. As a key member of our team,...
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Life Insurance Sales Specialist
3 days ago
Ashford, Kent, United Kingdom Neilson Financial Services Full time £25,000 - £30,000Secure Financial Futures for FamiliesAt Neilson Financial Services, we're committed to providing innovative life insurance solutions that safeguard the well-being of families worldwide. As a Sales Consultant, you'll play a vital role in helping us achieve this mission.Key Responsibilities:Handle inbound and outbound sales inquiries for life insurance...
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Life Insurance Sales Specialist
3 days ago
Ashford, Kent, United Kingdom Neilson Financial Services Full time £25,000 - £30,000Secure Financial Futures for FamiliesAt Neilson Financial Services, we're committed to providing innovative life insurance solutions that safeguard the well-being of families worldwide. As a Sales Consultant, you'll play a vital role in helping us achieve this mission.Key Responsibilities:Handle inbound and outbound sales inquiries for life insurance...
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Life Insurance Sales Specialist
3 days ago
Ashford, Kent, United Kingdom Neilson Financial Services Full time £25,000 - £30,000Secure Financial Futures for FamiliesAt Neilson Financial Services, we're committed to helping families safeguard their loved ones' financial well-being through a range of innovative life insurance solutions.About the RoleWe're seeking motivated Sales Agents with experience in call centre/customer service environments to join our UK team. This full-time,...
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Life Insurance Sales Specialist
3 days ago
Ashford, Kent, United Kingdom Neilson Financial Services Full time £25,000 - £30,000Secure Financial Futures for FamiliesAt Neilson Financial Services, we're committed to helping families safeguard their loved ones' financial well-being through a range of innovative life insurance solutions.About the RoleWe're seeking motivated Sales Agents with experience in call centre/customer service environments to join our UK team. This full-time,...
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Life Insurance Sales Specialist
3 days ago
Ashford, Kent, United Kingdom Neilson Financial Services Full time £25,000 - £30,000Secure Financial Futures for FamiliesAt Neilson Financial Services, we're committed to helping families safeguard their loved ones' financial well-being through a range of innovative life insurance solutions.About the RoleWe're seeking motivated Sales Agents with experience in call centre/customer service environments to join our UK team. This full-time,...
-
Life Insurance Sales Specialist
3 days ago
Ashford, Kent, United Kingdom Neilson Financial Services Full time £25,000 - £30,000Secure Financial Futures for FamiliesAt Neilson Financial Services, we're committed to helping families safeguard their loved ones' financial well-being through a range of innovative life insurance options.About the RoleWe're seeking motivated Sales Agents with experience in call centre/customer service environments to join our UK team. This full-time,...
-
Life Insurance Sales Specialist
3 days ago
Ashford, Kent, United Kingdom Neilson Financial Services Full time £25,000 - £30,000Secure Financial Futures for FamiliesAt Neilson Financial Services, we're committed to helping families safeguard their loved ones' financial well-being through a range of innovative life insurance options.About the RoleWe're seeking motivated Sales Agents with experience in call centre/customer service environments to join our UK team. This full-time,...