Senior Financial Services Administrator

4 weeks ago

Norwich, Norfolk, United Kingdom Brevere Group Full time
Financial Services Administrator Role

We are seeking a highly skilled and experienced Financial Services Administrator to join our team at Brevere Group. As a key member of our wealth management practice, you will provide holistic support to our Financial Advisers and Paraplanning team, ensuring the delivery of exceptional client service and administrative support.

Key Responsibilities:

  • Provide technical and administrative support to the team, maintaining a high level of client service and ensuring seamless day-to-day operations.
  • Process business submissions using relevant software, ensuring timely and accurate completion.
  • Ensure compliance with regulatory requirements, processing new business and tasks in a timely and efficient manner.
  • Participate in ongoing professional development and training, with opportunities for career progression and growth.

Requirements:

  • Proven experience in financial services administration, with a strong understanding of the financial planning process.
  • Excellent communication and organizational skills, with the ability to work independently and as part of a team.
  • Proficiency in industry software, with a willingness to learn and adapt to new systems and processes.
  • A 'can-do' attitude, with a proactive approach to problem-solving and a commitment to delivering exceptional results.

About Us:

Brevere Group is a dynamic and supportive environment, committed to delivering exceptional client service and wealth management solutions. We offer a generous basic package and opportunities for professional development and career progression. If you are a motivated and experienced Financial Services Administrator looking for a new challenge, we encourage you to apply.

  • Senior Financial Services Administrator

    3 weeks ago

    Norwich, Norfolk, United Kingdom Brevere Group Full time

    Financial Services Administrator RoleWe are seeking a highly skilled and experienced Financial Services Administrator to join our team at Brevere Group. As a key member of our wealth management practice, you will provide holistic support to our Financial Advisers and Paraplanning team, ensuring the delivery of exceptional client service and administrative...

  • Senior Financial Services Administrator

    3 weeks ago

    Norwich, Norfolk, United Kingdom Brevere Group Full time

    Financial Services Administrator RoleWe are seeking a highly skilled and experienced Financial Services Administrator to join our team at Brevere Group. As a key member of our wealth management practice, you will provide holistic support to our Financial Advisers and Paraplanning team, ensuring the delivery of exceptional client service and administrative...

  • Senior Financial Services Administrator

    3 weeks ago

    Norwich, Norfolk, United Kingdom Brevere Group Full time

    Financial Services Administrator RoleWe are seeking a highly skilled and experienced Financial Services Administrator to join our team at Brevere Group. As a key member of our wealth management practice, you will provide holistic support to our Financial Advisers and Paraplanning team, ensuring the smooth delivery of our services to clients.The successful...

  • Senior Financial Services Administrator

    3 weeks ago

    Norwich, Norfolk, United Kingdom Brevere Group Full time

    Financial Services Administrator RoleWe are seeking a highly skilled and experienced Financial Services Administrator to join our team at Brevere Group. As a key member of our wealth management practice, you will provide holistic support to our Financial Advisers and Paraplanning team, ensuring the smooth delivery of our services to clients.The successful...

  • Financial Services Administrator

    1 month ago

    Norwich, Norfolk, United Kingdom Cooper Lomaz Full time

    IFA Administrator VacancyCooper Lomaz is seeking an experienced Financial Administrator to join our team. As a result of our expansion, we are looking for a skilled professional to support our financial services operations.The successful candidate will have at least 2 years of experience working within financial services and will be responsible for:Preparing...

  • Senior Financial Services Consultant

    1 month ago

    Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Job Title: Senior Financial Services ConsultantWe are seeking a highly skilled Senior Financial Services Consultant to join our team at Service Service Employment Agency Limited. As a Senior Financial Services Consultant, you will be responsible for providing administration and general support to our Employee Benefits Consultant/s in the day-to-day running...

  • Senior Financial Services Consultant

    1 month ago

    Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Job Title: Senior Financial Services ConsultantWe are seeking a highly skilled Senior Financial Services Consultant to join our team at Service Service Employment Agency Limited. As a Senior Financial Services Consultant, you will be responsible for providing administration and general support to our Employee Benefits Consultant/s in the day-to-day running...

  • Senior Financial Services Consultant

    1 month ago

    Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Job Title: Senior Financial Services ConsultantWe are seeking a highly skilled Senior Financial Services Consultant to join our team at Service Service Employment Agency Limited. As a Senior Financial Services Consultant, you will be responsible for providing administration and general support to our Employee Benefits Consultant/s in the day-to-day running...

  • Senior Financial Services Consultant

    1 month ago

    Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Job Title: Senior Financial Services ConsultantWe are seeking a highly skilled Senior Financial Services Consultant to join our team at Service Service Employment Agency Limited. As a Senior Financial Services Consultant, you will be responsible for providing administration and general support to our Employee Benefits Consultant/s in the day-to-day running...

  • Financial Services Administrator

    1 month ago

    Norwich, Norfolk, United Kingdom Cooper Lomaz Full time

    Financial Administrator VacancyOur client, a small and friendly Independent Financial Adviser (IFA), is seeking an experienced Financial Administrator to join their team. The successful candidate will have a minimum of 2 years' experience working within financial services and will be responsible for providing administrative support to the IFA team.Key...

  • Financial Services Administrator

    1 month ago

    Norwich, Norfolk, United Kingdom Cooper Lomaz Full time

    Financial Administrator VacancyOur client, a small and friendly Independent Financial Adviser (IFA), is seeking an experienced Financial Administrator to join their team. The successful candidate will have a minimum of 2 years' experience working within financial services and will be responsible for providing administrative support to the IFA team.Key...

  • Financial Services Administrator

    2 weeks ago

    Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Our client, a leading Wealth Management company in Norwich, is seeking a highly organized and detail-oriented individual to join their team as a Trainee Administrator.The successful candidate will provide administrative support to the Financial Planning Partners, including back-office tasks, data management, and client communication.This is an excellent...

  • Senior Financial Services Consultant

    3 weeks ago

    Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Job Title: Senior Financial Services ConsultantWe are seeking a highly skilled Senior Financial Services Consultant to join our team at Service Service Employment Agency Limited. As a Senior Financial Services Consultant, you will be responsible for providing administration and general support to our Employee Benefits Consultant/s in the day-to-day running...

  • Senior Financial Services Consultant

    3 weeks ago

    Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Job Title: Senior Financial Services ConsultantWe are seeking a highly skilled Senior Financial Services Consultant to join our team at Service Service Employment Agency Limited. As a Senior Financial Services Consultant, you will be responsible for providing administration and general support to our Employee Benefits Consultant/s in the day-to-day running...

  • Financial Services Administrator

    2 months ago

    Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Job DescriptionWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Service Service Employment Agency Limited. As a key member of our team, you will be responsible for providing administrative support to our Employee Benefits Consultant in the day-to-day running of client accounts across a range of...

  • Financial Services Administrator

    2 months ago

    Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Job DescriptionWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Service Service Employment Agency Limited. As a key member of our team, you will be responsible for providing administrative support to our Employee Benefits Consultant in the day-to-day running of client accounts across a range of...

  • Senior Financial Services Consultant

    2 weeks ago

    Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Job DescriptionWe are seeking a highly skilled Senior Financial Services Consultant to join our team at Service Service Employment Agency Limited. As a Senior Financial Services Consultant, you will be responsible for providing administration and general support to an Employee Benefits Consultant in the day-to-day running of client accounts across a range of...

  • Financial Services Administrator

    2 weeks ago

    Norwich, Norfolk, United Kingdom Gravitas Wealth Management Full time

    The OpportunityWe are seeking a highly organized and detail-oriented individual to join our team as a Client Review Administrator at Gravitas Wealth Management, a reputable and established Appointed Representative of St. James's Place Wealth Management Plc.This is an exceptional opportunity to work in a dynamic and supportive environment, where you will play...

  • Financial Services Administrator

    2 weeks ago

    Norwich, Norfolk, United Kingdom Gravitas Wealth Management Full time

    The OpportunityWe are seeking a highly organized and detail-oriented individual to join our team as a Client Review Administrator at Gravitas Wealth Management, a reputable and established Appointed Representative of St. James's Place Wealth Management Plc.This is an exceptional opportunity to work in a dynamic and supportive environment, where you will play...

  • Financial Services Administrator

    1 month ago

    Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Job Title: Financial Services AdministratorWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Service Service Employment Agency Limited. As a key member of our team, you will be responsible for providing administrative support to our Employee Benefits Consultant in the day-to-day running of client...