Financial Services Administrator

About Austin Fraser">Our client is a fully independent nationwide financial advisory firm providing sound financial advice to both businesses and individuals.">We are seeking an experienced administrator to provide administration support for our team, responsible for the daily operations of the business.">Key Responsibilities">Collate costs and charges...

Unlock your career in financial services administration with Succession WealthA leading financial advisory firm, we're seeking an organised and competent Financial Services Administrator to join our team.Liaising with policy providers for policy details and obtaining policy illustrations.Processing new business applications, tracking to completion.Preparing...

Financial Services Administrator Lead OpportunityWe're seeking a skilled administrator to join our team as a Financial Services Administrator Lead. This role offers a chance to develop your expertise in pension administration while contributing to the success of our clients.Take on leadership responsibilities, guiding colleagues and driving projects...

About the RoleThe Sheffield City Council is looking for a skilled Financial Services Administrator to join their team. This is a permanent position that involves managing all financial aspects of the customer's account, including invoicing and recovering contributions.The successful candidate will have excellent customer service and communication skills,...

Job OverviewWe are seeking an experienced Financial Services Administration Manager to join our expanding team at Career Cross Limited. As a key member of our organization, you will be responsible for overseeing the day-to-day administrative tasks related to financial services.**Key Responsibilities:**Producing and pre-populating application formsObtaining...

Job SummaryWe are seeking an experienced Financial Administrator to join our team in a Financial Advisory firm. The successful candidate will provide administration support for Financial Advisers and Directors.About the RoleProvide administrative support to Financial Advisers and DirectorsArrange basic administration requirements from file notesCollate costs...

Job Summary">We are seeking a highly organized and efficient Administrator to join our team at Lime People Search & Select Ltd.">Key Responsibilities">The successful candidate will be responsible for arranging administration, collating costs, preparing client packs, sending letters, scanning documents, and handling telephone calls.In addition, the role will...

Austin Fraser is a fully independent Financial Advisory firm providing sound financial advice to businesses and individuals across various areas, including Pensions, Retirement Planning, Estate Planning, Tax, and Investments.We require an experienced Administrator to provide administration support to our Financial Advisers and Directors. The ideal candidate...

About UsANY-Web Ltd. is a nationwide financial advisory firm providing sound guidance to businesses and individuals across various areas.Job OverviewWe are seeking an experienced administrator to provide support for our financial advisors and directors.Key Responsibilities:Collate costs & charges information for annual reviews.Contact clients via phone when...

The Client Liaison Administrator role is an excellent opportunity for anyone looking to transition into the financial services industry. As a member of our team, you'll have the chance to develop a wide range of skills, from diary management to client liaison, and contribute to the success of our financial planning business.In this role, you'll work closely...

This Financial Planning Administrator role is an excellent opportunity for someone who wants to work in a dynamic and growing industry.You will provide administrative support to a team of wealth managers, conducting research, writing reports, and preparing documents.This role also offers excellent opportunities for career progression and development, with a...

Temporary Finance AssistantWe are seeking a temporary Finance Assistant to work with our client, a local charity, for 2-3 months.This part-time role involves various financial tasks and has the possibility of flexibility in work days, requiring 15 hours per week.Administrative duties for the Purchase Ledger, including adding invoices and managing related...

Are you a highly organized and detail-focused individual looking for a challenging role in financial services? We are seeking an experienced IFA Administrator to join our team at Lime People Search & Select Ltd, based in Sheffield. The successful candidate will have 1-3 years of experience working as an Administrator within a Financial Planning / Financial...

Financial Services Administration ManagerOur client is recruiting a highly skilled Financial Services Administration Manager to join their team. This is an excellent opportunity to work in a fast-paced and dynamic environment, where you will be responsible for producing and prepopulating application forms, obtaining illustrations and key features documents,...

NJR Recruitment represents a prominent Independent Wealth Management organisation in the Sheffield area, renowned for its holistic approach to Whole of Market advice. The Client has an excellent reputation within the industry and serves a well-established Client Bank.This opportunity is driven by expansion needs, necessitating the recruitment of an...

Lime People Search & Select Ltd is a leading independent financial advisory firm offering comprehensive financial guidance to businesses and individuals nationwide.About the RoleWe seek an experienced Administrator to provide administrative support to our financial advisors and directors.Assist in gathering costs and charges data for annual...

Job Description: Senior Financial AdministratorWe are seeking a highly skilled Senior Financial Administrator to join our team in Sheffield city centre. This is a permanent role with a competitive salary of £38,000 - £48,000 per annum.Key responsibilities include:Managing budgets and financial reports.Negotiating contracts and ensuring business...

Opportunity Summary:Countrywide Mortgage Services is currently seeking a skilled and ambitious Financial Services Advisor to join our team. As a Financial Services Advisor, you will be responsible for providing expert financial advice to our customers, building relationships with estate agency teams, and generating new business opportunities.Key...

About the Role">We are seeking an experienced Administrator to support our Financial Advisers and Directors with day-to-day administrative duties.">Responsibilities">The successful candidate will be responsible for arranging administration, collating costs, preparing client packs, sending letters, scanning documents, and handling telephone calls.In addition,...

Company Overview">We are Lime People Search & Select Ltd, a nationwide Financial Advisory firm providing sound financial advice to businesses and individuals.">Job Description">The successful candidate will be responsible for arranging administration, collating costs, preparing client packs, sending letters, scanning documents, and handling telephone...