Financial Administrator
5 days ago
We are seeking a highly organized and detail-oriented Financial Administrator to join our team at Hays Business Support. As a key member of our financial operations team, you will play a critical role in supporting our financial planners and ensuring the smooth operation of our financial services.
Key Responsibilities- Administrative Support: Provide administrative support to our financial planners, including preparing and maintaining financial documents, records, and reports.
- Financial Operations: Assist with the processing of new business, withdrawals, fund switches, and other financial transactions, ensuring accuracy and compliance with regulatory requirements.
- Client Communication: Respond to client inquiries and provide excellent customer service, ensuring that clients receive timely and accurate information.
- Diary Management: Manage the diaries of our financial planners, ensuring that appointments and meetings are scheduled and confirmed.
- File Maintenance: Maintain accurate and compliant files, ensuring that all necessary documentation is up-to-date and easily accessible.
- Treating Customers Fairly: Ensure that all interactions with clients are conducted in a fair and transparent manner, in line with the principles of Treating Customers Fairly.
- Financial Knowledge: Have a good understanding of the financial planning process and ideally have experience within the financial services industry.
- Administrative Skills: Possess excellent administrative skills, including proficiency in Microsoft Office and other desktop applications.
- Communication Skills: Have excellent communication and interpersonal skills, both written and verbal.
- Organizational Skills: Be highly organized and able to prioritize tasks effectively, managing multiple projects and deadlines.
- Teamwork: Be able to work effectively as part of a team, providing support and assistance as needed.
- Competitive Salary: A competitive salary of £28,000 - £33,000 DOE.
- Great Benefits: A range of great benefits, including parking on site and 25 days annual leave plus bank holidays.
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Financial Services Coordinator
4 weeks ago
Poole, Poole, United Kingdom Financial Divisions Full timePosition OverviewWe are seeking a Financial Services Coordinator to support our team at Financial Divisions. This role offers a competitive salary and the opportunity for professional development in a hybrid working environment.As a key member of our financial services team, you will play a vital role in ensuring the smooth operation of our client...
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Financial Administrator
5 days ago
Poole, Poole, United Kingdom Reed Full timeJob Summary:We are seeking a highly organized and detail-oriented Financial Administrator to provide comprehensive support to our Financial Planners. As a key member of our team, you will be responsible for a variety of administrative duties, ensuring the smooth operation of our financial planning services.Key Responsibilities:Carry out all administrative...
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Financial Administrator
5 days ago
Poole, Poole, United Kingdom Reed Full timeJob Summary:We are seeking a highly organized and detail-oriented Financial Administrator to provide comprehensive support to our Financial Planners. As a key member of our team, you will be responsible for a variety of administrative duties, ensuring the smooth operation of our financial planning services.Key Responsibilities:Carry out all administrative...
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Financial Administrator
12 hours ago
Poole, Poole, United Kingdom Reed Full timeJob Summary:We are seeking a highly organized and detail-oriented Financial Administrator to provide comprehensive support to our Financial Planners. As a key member of our team, you will be responsible for a variety of administrative duties, ensuring the smooth operation of our financial planning services.Key Responsibilities:Carry out all administrative...
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Financial Administrator
14 hours ago
Poole, Poole, United Kingdom Reed Full timeJob Summary:We are seeking a highly organized and detail-oriented Financial Administrator to provide comprehensive support to our Financial Planners. As a key member of our team, you will be responsible for a variety of administrative duties, ensuring the smooth operation of our financial planning services.Key Responsibilities:Carry out all administrative...
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Financial Planning Administrator
3 days ago
Poole, Poole, United Kingdom mbf. Full timeWe are delighted to represent a highly successful financial services firm, mbf, located in the UK. Our respected client is currently seeking a Financial Planning Administrator to join their friendly and dynamic team.As a valued member of the Financial Planning team, you will work alongside accomplished Financial Advisers who provide comprehensive financial...
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Financial Planning Administrator
3 days ago
Poole, Poole, United Kingdom mbf. Full timeWe are delighted to represent a highly successful financial services firm, mbf, located in the UK. Our respected client is currently seeking a Financial Planning Administrator to join their friendly and dynamic team.As a valued member of the Financial Planning team, you will work alongside accomplished Financial Advisers who provide comprehensive financial...
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Administrative Support Specialist
7 days ago
Poole, Poole, United Kingdom Mazars Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Client Support Associate to join our Private Client service line. As a key member of our team, you will provide seamless, effective, and proactive administrative support to our Financial Planning team.Key ResponsibilitiesLiaise with Financial Planners, internal departments, and providers to...
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Administrative Support Specialist
5 days ago
Poole, Poole, United Kingdom Mazars Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Client Support Associate to join our Private Client service line. As a key member of our team, you will provide seamless, effective, and proactive administrative support to our Financial Planning team.Key ResponsibilitiesLiaise with Financial Planners, internal departments, and providers to...
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Financial Planning Coordinator
5 days ago
Poole, Poole, United Kingdom Recruit UK Full timeJob Title: Financial Planning AdministratorIndustry: Wealth Management and Financial ServicesJob Summary:We are excited to be working with a thriving Independent Financial Planning firm to recruit a Financial Planning Administrator for their friendly team. This firm prides itself on a client-centric approach, always putting clients' needs first.About the...
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Financial Planning Coordinator
6 days ago
Poole, Poole, United Kingdom Recruit UK Full timeJob Title: Financial Planning AdministratorIndustry: Wealth Management and Financial ServicesJob Summary:We are excited to be working with a thriving Independent Financial Planning firm to recruit a Financial Planning Administrator for their friendly team. This firm prides itself on a client-centric approach, always putting clients' needs first.About the...
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Financial Coordinator
7 days ago
Poole, Poole, United Kingdom Dorset HealthCare University NHS Foundation Trust Full timeAbout the RoleWe are seeking a highly skilled and experienced Administrative Assistant to join our team at Dorset HealthCare University NHS Foundation Trust. As a key member of our administrative team, you will be responsible for providing administrative support to our staff and patients, ensuring the smooth operation of our office.Key...
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Financial Coordinator
5 days ago
Poole, Poole, United Kingdom Dorset HealthCare University NHS Foundation Trust Full timeAbout the RoleWe are seeking a highly skilled and experienced Administrative Assistant to join our team at Dorset HealthCare University NHS Foundation Trust. As a key member of our administrative team, you will be responsible for providing administrative support to our staff and patients, ensuring the smooth operation of our office.Key...
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Financial Operations Coordinator
6 days ago
Poole, Poole, United Kingdom Bupa Full timeFinancial Administrator RoleWe are seeking a skilled Financial Administrator to join our team at Bupa. As a Financial Administrator, you will play a vital role in ensuring the smooth operation of our financial processes.Key Responsibilities:Financial Transactions: You will be responsible for processing financial transactions, including invoicing, income...
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Part-time Bookkeeper
3 days ago
Poole, Poole, United Kingdom Accountability Recruitment Full time**Accountability Recruitment** is seeking a skilled **Part-time Bookkeeper** to join their team. The successful candidate will be responsible for:Managing the sales ledger and ensuring accurate financial recordsProcessing purchase ledger transactions and maintaining a clean and organized systemHandling banking and cash management tasksPerforming bank...
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Part-time Bookkeeper
3 days ago
Poole, Poole, United Kingdom Accountability Recruitment Full time**Accountability Recruitment** is seeking a skilled **Part-time Bookkeeper** to join their team. The successful candidate will be responsible for:Managing the sales ledger and ensuring accurate financial recordsProcessing purchase ledger transactions and maintaining a clean and organized systemHandling banking and cash management tasksPerforming bank...
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Financial Services Coordinator
4 weeks ago
Poole, Poole, United Kingdom Practicus Ltd Full time £65,000Position Overview: We are seeking a skilled Finance Operations Administrator to join our team at Practicus Ltd. This role is essential in maintaining the financial integrity of our organization. Key Responsibilities: Oversee and manage financial reporting processes to ensure accuracy and compliance. Develop and implement financial strategies that align with...
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Financial Services Coordinator
4 days ago
Poole, Poole, United Kingdom Reed Full timeReed Specialist Recruitment is proud to be representing a dynamic financial services firm seeking a highly organized and detail-oriented Financial Services Administrator to support their team of financial planners and paraplanners on a full-time basis.The ideal candidate will have existing knowledge of the financial planning process and be comfortable...
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Financial Services Coordinator
4 days ago
Poole, Poole, United Kingdom Reed Full timeReed Specialist Recruitment is proud to be representing a dynamic financial services firm seeking a highly organized and detail-oriented Financial Services Administrator to support their team of financial planners and paraplanners on a full-time basis.The ideal candidate will have existing knowledge of the financial planning process and be comfortable...
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Financial Operations Coordinator
11 hours ago
Poole, Poole, United Kingdom Hays Specialist Recruitment Limited Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Hays Specialist Recruitment Limited. As a Financial Administrator, you will play a crucial role in supporting our Financial Planners by carrying out various administrative tasks.Key ResponsibilitiesCarry out all administrative duties to fully support...