Independent Financial Administrator Position

4 days ago


Bath, Bath and North East Somerset, United Kingdom CV-Library Full time

About the Company:

CV-Library is a leading job board platform that connects job seekers with top employers across various industries.

Job Title:

Independent Financial Services Administrator

Job Type:

Full-time

Location:

Bath, Somerset

Industry:

Financial Services

Contract:

Permanent

Hours:

35-40 hours per week

Salary:

£28,000 - £32,000 per annum, depending on experience.

About the Role:

This is an exciting opportunity to work as an Independent Financial Services Administrator in a dynamic and fast-paced environment.

Responsibilities:

  • Act as a point of contact for clients
  • Build and maintain client relationships
  • Perform general administration duties

Requirements:

To be successful in this role, you will need:

  • Educated to GCSE level (or equivalent) with grades A-C in English and Math
  • Experience working in a regulated environment or within a professional business service
  • Exceptional organisational skills and attention to detail
  • Excellent verbal and written communication skills

Benefits:

We offer a competitive salary, employer pension scheme, and training and development opportunities.



  • Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full time

    Wealthtime, a division of Novia Financial plc, is seeking an experienced Client Services Administrator to join our team. As a key member of our operational team, you will be responsible for delivering exceptional customer service, processing high volumes of instructions with accuracy, and supporting queries and requests from Financial Adviser firms.About...


  • Bath, Bath and North East Somerset, United Kingdom Novia Financial Full time

    About Us\Novia Financial is a leading financial technology company renowned for its 5-star service platform and multi-award-winning status. We take pride in our core behaviours—Seek Opportunity, Nurture Each Other, and Simply Get Going—which guide us in our journey.\\[separator]\The Role\We are seeking an exceptional Client Services Administrator to join...


  • Bath, Bath and North East Somerset, United Kingdom Novia Financial Full time

    Key ResponsibilitiesThe Financial Support Specialist will provide administrative support across our diverse range of product wrappers on the Novia platform, processing New Investments and ensuring accurate and efficient results.You will work collaboratively with a dedicated team to support queries and requests from Financial Adviser firms, building strong...


  • Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full time

    **Job Title:** Administration and Operations LeadJob Summary:We are looking for an experienced Administration and Operations Lead to join our team at Novia Financial plc. As an Administration and Operations Lead, you will be responsible for managing the day-to-day activities of the administration team and ensuring they meet the required service levels.Key...


  • Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full time

    About the RoleThe successful candidate will oversee the day-to-day administration and service delivery requirements of the team, ensuring all work is processed to the highest standard and within specified service level agreements.Key Responsibilities:Investigate and resolve complaints, breaches, and escalated queries, in addition to other areas of the...


  • Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full time

    About the JobWe are seeking an experienced Team Administration Oversight Specialist to join our team at Novia Financial plc. This role is responsible for overseeing the day-to-day administration and service delivery requirements of the team, ensuring all work is processed to the highest standard and within specified service level agreements.Key...


  • Bath, Bath and North East Somerset, United Kingdom Novia Financial Full time

    Job DescriptionWe are looking for a skilled Administrative Support Specialist to join our team in Bath. As a key member of our operational teams, you will be responsible for delivering exceptional customer service and supporting queries from Financial Adviser firms.This role requires someone who is highly organized, detail-focused, and proficient in...


  • Bath, Bath and North East Somerset, United Kingdom CleverHR Full time

    We are seeking an experienced Financial Planning Administrator to join our team at a leading Wealth Management firm. As a key member of the administration team, you will provide vital support to the Wealth Client Executive and Financial Planner(s) in delivering exceptional service to clients.Key Responsibilities:Prepare and manage client annual review...


  • Bath, Bath and North East Somerset, United Kingdom Hays Accounts and Finance Full time

    About Hays Accounts and FinanceWe are a growing SME seeking a highly skilled Financial Administrator to oversee finance and office administration.This role is ideal for problem solvers who enjoy streamlining processes and thrive in fast-paced environments.


  • Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a highly skilled Administrative Assistant to join their team in the financial services sector. This role offers a great opportunity for career advancement and professional growth.The successful candidate will be responsible for providing administrative support to the senior management, experienced paraplanners,...


  • Bath, Bath and North East Somerset, United Kingdom e-Careers Limited Full time

    About e-Careers Limited:We are an innovative online education provider offering a wide range of courses and qualifications across various disciplines. Our mission is to facilitate students' journey towards achieving their career goals by providing accessible, high-quality training.Why Choose This Role?This entry-level position provides a supportive framework...


  • Bath, Bath and North East Somerset, United Kingdom Heat Recruitment Ltd Full time

    We are recruiting for a skilled Financial Services Administrator to work with our client's IFA firm. As a key member of the team, you will be responsible for providing administrative support and contributing to the growth and success of the business.About the CompanyOur client's company specializes in all aspects of savings, investments, and retirement...


  • Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full time

    About UsWe are Novia Financial plc, a leading financial services company dedicated to providing high-quality administration services. Our team is committed to delivering exceptional customer experiences and exceeding industry standards.Job Description:This Senior Administrative Service Manager role is a key position within our organization, responsible for...


  • Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full time

    Job Title: Client Services AdministratorWe are seeking a highly skilled and motivated Client Services Administrator to join our operational teams at Novia Financial plc. As a key member of the team, you will be responsible for delivering exceptional customer service while processing high volumes of instructions with accuracy and attention to detail.You will...


  • Bath, Bath and North East Somerset, United Kingdom Quinton Davies Full time

    Job Title: Financial Bookkeeper PositionLocation: Bath, UKEstimated Salary: £28,500 - £33,000 per annumAbout the Role:Quinton Davies is recruiting an experienced bookkeeper to join our team. As a well-established independent practice firm based near Bath, we are looking for someone who can provide high-quality bookkeeping services to our clients.The...


  • Bath, Bath and North East Somerset, United Kingdom Chase de Vere Full time

    Administrative Manager - Financial Services ExpertChase de Vere is seeking an experienced Administrative Manager - Financial Services Expert to join their team. As a key member of the operations team, the successful candidate will be responsible for managing the day-to-day activities of the administration team, ensuring that tasks are completed efficiently...


  • Bath, Bath and North East Somerset, United Kingdom Guinness Partnership Full time

    About the RoleAt Guinness Partnership, we are seeking an experienced Independent Living Advisor to join our team on a permanent basis. This is an exciting opportunity for you to work in a dynamic environment where you can make a positive impact on people's lives.The successful candidate will be responsible for providing intensive housing management services...


  • Bath, Bath and North East Somerset, United Kingdom Novia Financial Full time

    Our Culture\We are a vibrant and inclusive workplace culture that values individuality and diversity. We celebrate alternative viewpoints and create an environment where everyone can bring their authentic selves to work.\\[separator]\Join Our Team\We are seeking an exceptional Client Services Administrator to join our dynamic team in Bath. If you are...


  • Bath, Bath and North East Somerset, United Kingdom Trial Balance Full time

    Trial Balance Consulting is delighted to have formed an exclusive recruitment partnership with a well-established, family-owned commercial services business.The company has recently restructured its senior management team and now seeks to recruit an experienced Management Accountant in a position of significant responsibility.This is a full-time, permanent...


  • Bath, Bath and North East Somerset, United Kingdom Chase De Vere Full time

    Job OverviewWe are seeking a highly skilled and experienced Financial Management specialist to lead our administration team. As a top independent financial adviser, you will play a key role in providing exceptional client service and overseeing the day-to-day operations of the team.Key ResponsibilitiesTeam Leadership: Collaborate closely with the Regional...