Senior Financial Services Administrator
3 weeks ago
Reed is seeking a highly skilled Senior Financial Services Administrator to join their team in Buckinghamshire. The ideal candidate will have a minimum of 5 years of experience in supporting the admin side of Financial Advisors, with expertise in client banks, Pensions, Investment Admin, and Report Writing skills.
This is a 100% office-based role, with a salary base of up to £45k. The successful candidate will be responsible for completing suitability reports, researching investment opportunities, and providing excellent communication skills to clients and providers.
The duties and skills required for this role include:
- Completing suitability reports using templates
- Researching investment opportunities
- Investment fund switches and rebalances
- Supporting regular client reviews
- MI collation
- PowerPoint and Office 365 skills
- Using various research tools and systems
- Confident communication with clients and providers
- Diary management
- Self-motivated and able to work without supervision
- Client calls, scanning, emailing, printing, and posting
- Supporting FCA reports and PI cover
- Maintaining and updating client files
- Business submission and recording
- General office duties and support
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Senior Financial Services Administrator
4 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services AdministratorWe are seeking a highly skilled Senior Financial Services Administrator to join our team at Reed. As a key member of our administrative team, you will be responsible for providing exceptional support to our financial advisors and clients.Key Responsibilities:Prepare and maintain client files and recordsAssist with the...
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Senior Financial Services Administrator
4 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services AdministratorWe are seeking a highly skilled Senior Financial Services Administrator to join our team at Reed. As a key member of our administrative team, you will be responsible for providing exceptional support to our financial advisors and clients.Key Responsibilities:Prepare and maintain client files and recordsAssist with the...
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Senior Financial Services Administrator
4 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services AdministratorWe are seeking a highly skilled Senior Financial Services Administrator to join our team at Reed. As a key member of our administrative team, you will be responsible for providing exceptional support to our financial advisors and clients.Key Responsibilities:Prepare and maintain client files and recordsAssist with the...
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Senior Financial Services Administrator
4 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services AdministratorWe are seeking a highly skilled Senior Financial Services Administrator to join our team at Reed. As a key member of our administrative team, you will be responsible for providing exceptional support to our financial advisors and clients.Key Responsibilities:Prepare and maintain client files and recordsAssist with the...
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Senior Financial Services Administrator
3 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services AdministratorWe are seeking a highly skilled Senior Financial Services Administrator to join our team at a leading IFA Financial company. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors, ensuring the smooth operation of our client-facing services.Key Responsibilities:Prepare...
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Senior Financial Services Administrator
4 weeks ago
Chesham Bois, 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, ensuring seamless client service and efficient report writing.Key Responsibilities:Prepare and complete...
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Senior Financial Services Administrator
4 weeks ago
Chesham Bois, 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, ensuring seamless client service and efficient report writing.Key Responsibilities:Prepare and complete...
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Financial Services Administrator
4 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services Administrator OpportunityWe are seeking a highly skilled Senior Financial Services Administrator to join our team at a leading IFA Financial company in Buckinghamshire. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors and clients, ensuring seamless day-to-day operations.Key...
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Financial Services Administrator
4 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services Administrator OpportunityWe are seeking a highly skilled Senior Financial Services Administrator to join our team at a leading IFA Financial company in Buckinghamshire. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors and clients, ensuring seamless day-to-day operations.Key...
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Senior Financial Services Administrator
3 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeReed is seeking a skilled Senior Financial Services Administrator to provide administrative support to a Financial company in Buckinghamshire. The ideal candidate will have a minimum of 5 years of experience in supporting Financial Advisors, with expertise in client banks, pensions, and investment administration. The role involves creating suitability...
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Financial Services Administrator
4 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services Administrator OpportunityWe are seeking a highly skilled Senior Financial Services Administrator to join our team at a leading IFA Financial company in Buckinghamshire. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors and clients, ensuring seamless day-to-day operations.Key...
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Financial Services Administrator
4 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services Administrator OpportunityWe are seeking a highly skilled Senior Financial Services Administrator to join our team at a leading IFA Financial company in Buckinghamshire. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors and clients, ensuring seamless day-to-day operations.Key...
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Senior Financial Administrator
4 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Administrator/Report WriterWe are seeking a highly skilled Senior Financial Administrator to join our team at Reed. This is a fantastic opportunity for a motivated and experienced professional to take on a challenging role that requires strong administrative skills, attention to detail, and excellent communication skills.The ideal candidate...
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Senior Financial Administrator
4 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Administrator/Report WriterWe are seeking a highly skilled Senior Financial Administrator to join our team at Reed. This is a fantastic opportunity for a motivated and experienced professional to take on a challenging role that requires strong administrative skills, attention to detail, and excellent communication skills.The ideal candidate...
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Senior Financial Administrator
4 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Administrator/Report WriterWe are seeking a highly skilled Senior Financial Administrator to join our team at Reed. As a key member of our financial services team, you will be responsible for providing administrative support to our Financial Services Practice Manager and clients.Key Responsibilities:Prepare and maintain client files,...
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Senior Financial Administrator
4 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Administrator/Report WriterWe are seeking a highly skilled Senior Financial Administrator to join our team at Reed. As a key member of our financial services team, you will be responsible for providing administrative support to our Financial Services Practice Manager and clients.Key Responsibilities:Prepare and maintain client files,...
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Senior Financial Services Coordinator
3 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Administrator/Report WriterWe are seeking a highly skilled Senior Financial Services Administrator to join our team. This role requires experience in client support administration and report writing, with a focus on supporting Financial Advisors and their clients.Key Responsibilities:Assist in the preparation of suitability reports using...
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Senior Financial Administrator/Report Writer
3 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom Reed Full timeJob Title: Senior Financial Administrator/Report WriterJob Summary: We are seeking a highly skilled Senior Financial Services Administrator to join our team. The ideal candidate will have experience in client support administration and report writing, with a strong background in financial services.Key Responsibilities:Support Financial Advisors with...
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Senior Administrator
3 weeks ago
Chesham, Buckinghamshire, United Kingdom Carlton Mays Full timeSenior AdministratorWe are seeking an experienced Senior Administrator to join our client at their office in Chesham.A background in Financial Services is essential for this role.You will be supporting the Financial Advisers to provide the best advice and service to a variety of clients.This is an office-based position with hybrid working available following...
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Senior Financial Analyst
3 weeks ago
Chesham Bois, Buckinghamshire, United Kingdom The Entertainer Full timeJob SummaryWe are seeking a highly skilled Senior Financial Analyst to join our Commercial Finance team at The Entertainer Head Office. As a key member of the team, you will play a crucial role in assisting the Finance Manager throughout the Financial Planning & Analysis (FP&A) cycle.Key ResponsibilitiesAssist the Finance Manager in preparing and updating...