Senior Financial Services Administrator
4 weeks ago
We are seeking a highly skilled Senior Financial Services Administrator to join our team in Buckinghamshire. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors and client banks, ensuring seamless day-to-day operations.
Key Responsibilities:- Prepare and complete suitability reports using templates
- Conduct research and provide accurate information to clients and providers
- Manage investment fund switches and rebalances
- Support regular client reviews and maintain accurate records
- Collate and analyze management information (MI)
- Develop and maintain PowerPoint presentations and Office 365 skills
- Utilize various research tools and systems to provide expert support
- Communicate effectively with clients and providers through verbal and written correspondence
- Manage diaries and prioritize tasks to meet deadlines
- Perform general office duties and provide administrative support as required
- Minimum 5 years' experience in a Financial Services environment
- Strong understanding of financial products and services
- Excellent communication and interpersonal skills
- Ability to work independently with minimal supervision
- Proficient in Microsoft Office and PowerPoint
- Knowledge of financial regulations and compliance
We offer a competitive salary of up to £45,000, a dynamic and supportive work environment, and opportunities for professional growth and development.
-
Senior Financial Services Administrator
3 weeks ago
Amersham, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services AdministratorWe are seeking a highly skilled Senior Financial Services Administrator to join our team in Buckinghamshire. As a key member of our financial services team, you will be responsible for providing administrative support to our financial advisors and clients.Key Responsibilities:Prepare and maintain client files and...
-
Senior Financial Services Administrator
3 weeks ago
Amersham, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services AdministratorWe are seeking a highly skilled Senior Financial Services Administrator to join our team in Buckinghamshire. As a key member of our financial services team, you will be responsible for providing administrative support to our financial advisors and clients.Key Responsibilities:Prepare and maintain client files and...
-
Senior Financial Services Administrator
3 weeks ago
Amersham, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services AdministratorWe are seeking a highly skilled Senior Financial Services Administrator to join our team in Buckinghamshire. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors and client banks, ensuring seamless day-to-day operations.Key Responsibilities:Prepare and complete...
-
Senior Financial Services Administrator
3 weeks ago
Amersham, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services AdministratorWe are seeking a highly skilled Senior Financial Services Administrator to join our team in Buckinghamshire. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors and client banks, ensuring seamless day-to-day operations.Key Responsibilities:Prepare and complete...
-
Senior Financial Services Administrator
4 weeks ago
Amersham, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services AdministratorWe are seeking a highly skilled Senior Financial Services Administrator to join our team in Buckinghamshire. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors and client banks, ensuring seamless day-to-day operations.Key Responsibilities:Prepare and complete...
-
Financial Services Administrator
3 weeks ago
Amersham, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services AdministratorWe are seeking a highly skilled Senior Financial Services Administrator to join our team in Buckinghamshire. As a key member of our administration team, you will provide exceptional support to our Financial Advisors and client banks, ensuring seamless day-to-day operations.Key Responsibilities:Prepare and complete...
-
Financial Services Administrator
3 weeks ago
Amersham, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services AdministratorWe are seeking a highly skilled Senior Financial Services Administrator to join our team in Buckinghamshire. As a key member of our administration team, you will provide exceptional support to our Financial Advisors and client banks, ensuring seamless day-to-day operations.Key Responsibilities:Prepare and complete...
-
Senior Financial Administrator
3 weeks ago
Amersham, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Administrator/Report WriterWe are seeking a highly skilled Senior Financial Administrator to join our team at an IFA Financial company. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors and client banks, ensuring seamless day-to-day operations.Key Responsibilities:Prepare and complete...
-
Senior Financial Administrator
3 weeks ago
Amersham, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Administrator/Report WriterWe are seeking a highly skilled Senior Financial Administrator to join our team at an IFA Financial company. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors and client banks, ensuring seamless day-to-day operations.Key Responsibilities:Prepare and complete...
-
Senior Financial Administrator
3 weeks ago
Amersham, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Administrator/Report WriterWe are seeking a highly skilled Senior Financial Administrator/Report Writer to join our team at an IFA Financial company. As a key member of our administrative team, you will be responsible for providing exceptional support to our Financial Advisors and client banks.Key Responsibilities:Prepare and complete...
-
Senior Financial Administrator
3 weeks ago
Amersham, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Administrator/Report WriterWe are seeking a highly skilled Senior Financial Administrator/Report Writer to join our team at an IFA Financial company. As a key member of our administrative team, you will be responsible for providing exceptional support to our Financial Advisors and client banks.Key Responsibilities:Prepare and complete...
-
Financial Services Administrator
1 week ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Careers Full timeFinancial Services Administrator RoleWe are seeking a skilled Paraplanner to join our team at Ernest Gordon Recruitment Careers. As a Paraplanner, you will be responsible for assisting our advisers with their general admin tasks, including data entry, chasing suppliers, submitting applications, writing reports, conducting research, and general office and...
-
Financial Advisory Services Administrator
4 weeks ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full timeJob OpportunityWe are seeking a highly skilled and motivated IFA Administrator to join our team at Ernest Gordon Recruitment Limited. As a key member of our financial advisory services team, you will play a vital role in supporting our advisers with general administration tasks, including data entry, chasing suppliers, submitting applications, writing...
-
Financial Advisory Administrator
1 month ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full timeIFA Administrator OpportunityWe are seeking a highly skilled IFA Administrator to join our team at Ernest Gordon Recruitment Limited. As a key member of our team, you will be responsible for providing administrative support to our financial advisors, ensuring the smooth operation of our business.Key Responsibilities:General financial advisory...
-
Financial Advisory Administrator
1 month ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full timeIFA Administrator OpportunityWe are seeking a highly skilled IFA Administrator to join our team at Ernest Gordon Recruitment Limited. As a key member of our team, you will be responsible for providing administrative support to our financial advisors, ensuring the smooth operation of our business.Key Responsibilities:General financial advisory...
-
Financial Advisory Administrator
1 month ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full timeFinancial Advisory Administrator OpportunityWe are seeking a highly skilled Financial Advisory Administrator to join our team at Ernest Gordon Recruitment Limited. As a key member of our team, you will be responsible for providing administrative support to our financial advisors, ensuring the smooth operation of our financial services.Key...
-
Financial Advisory Administrator
1 month ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full timeFinancial Advisory Administrator OpportunityWe are seeking a highly skilled Financial Advisory Administrator to join our team at Ernest Gordon Recruitment Limited. As a key member of our team, you will be responsible for providing administrative support to our financial advisors, ensuring the smooth operation of our financial services.Key...
-
Financial Advisory Administrator
1 month ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full timeFinancial Advisory Administrator OpportunityWe are seeking a highly skilled Financial Advisory Administrator to join our team at Ernest Gordon Recruitment Limited. As a key member of our team, you will be responsible for providing administrative support to our financial advisors, ensuring the smooth operation of our financial services.Key...
-
Financial Advisory Administrator
1 month ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full timeFinancial Advisory Administrator OpportunityWe are seeking a highly skilled Financial Advisory Administrator to join our team at Ernest Gordon Recruitment Limited. As a key member of our team, you will be responsible for providing administrative support to our financial advisors, ensuring the smooth operation of our financial services.Key...
-
Financial Advisory Administrator
6 days ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Full timeJob Title: Financial Advisory AdministratorJob Summary: We are seeking a highly skilled and experienced Paraplanner to join our team as a Financial Advisory Administrator. The ideal candidate will have a strong background in financial advisory services, with experience in general administration and client communication.Key Responsibilities:Assist financial...