Financial Services Administrator
1 day ago
Our client, a leading Independent Financial Advice firm, is seeking an experienced financial services administrator to join their team. Based in Norfolk and Suffolk, the successful candidate will assist with the preparation of meeting packs for client meetings, including new business and annual reviews.
The ideal candidate will have 3+ years' experience in an IFA administration role, sound technical knowledge covering pensions, investments, and protection, as well as mortgage and equity release knowledge.
- Preparation of meeting packs for client meetings
- Analysis of existing products, including investments, pensions, protection, mortgages, and equity release
- Scheduling and managing follow-up tasks using Intelligent Office
As a key member of the team, you will ensure all client information is accurately maintained on Intelligent Office and other systems.
Compensation and Benefits:Competitive salary range: £21,000 - £27,500 depending on experience and qualifications. Additional benefits include:
- 25 days holiday plus bank holidays
- Annual discretionary bonus (paid for the last 10 years)
- Free parking
-
Financial Services Coordinator
1 month ago
King's Lynn, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeWe are seeking a highly skilled Financial Services Coordinator to join our team at Service Service Employment Agency Limited. As an IFA administration specialist, you will be responsible for assisting with the preparation of meeting packs for client meetings, analysing existing products, and scheduling follow-up tasks.The ideal candidate will have at least 3...
-
Financial Services Coordinator
2 weeks ago
King's Lynn, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJob Title: Financial Services CoordinatorAbout the Role:We are seeking an experienced Financial Services Coordinator to join our team at Service Service Employment Agency Limited. As a Financial Services Coordinator, you will be responsible for providing administrative support to our Independent Financial Advice firm.Key Responsibilities:Assist in the...
-
Financial Services Coordinator
1 day ago
King's Lynn, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeAt Service Service Employment Agency Limited, we are seeking a highly skilled Financial Services Coordinator to join our team. This is an exciting opportunity for an experienced professional to take on a key role in supporting the delivery of high-quality financial services to our clients.About the RoleThis position will involve assisting with the...
-
Customer Support Specialist
12 hours ago
King's Lynn, Norfolk, United Kingdom D&H Direct Full timeJob DescriptionWe are seeking a skilled Financial Customer Support Specialist to join our team at D&H Direct. As the primary point of contact for our customers, you will be responsible for providing exceptional service and support.You will address customer inquiries, resolve issues, and promote our products and services through effective...
-
Financial Services Coordinator
7 days ago
King's Lynn, Norfolk, United Kingdom Octane Recruitment Full timeOctane Recruitment is seeking a highly skilled Transaction Manager to join their team in Kings Lynn. As a key member of the team, you will be responsible for managing financial transactions and providing excellent customer service.**Key Responsibilities** Manage financial transactions from start to finish Provide excellent customer service to clients Work...
-
Independent Financial Adviser Assistant
1 month ago
King's Lynn, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeWe are currently seeking an experienced Independent Financial Adviser Assistant to join our team at Service Service Employment Agency Limited. As an IFA administrator specialist, you will be responsible for ensuring all client information is accurately maintained on Intelligent Office and other systems, and assist with the preparation of meeting packs for...
-
Administrative Services Assistant
4 weeks ago
King's Lynn, Norfolk, United Kingdom Getting In Limited Full timeAbout the JobAs an Administrative Services Assistant at Energy Report, you will play a vital role in supporting the team and ensuring the smooth operation of our business.Estimated Salary: £25,000 - £30,000 per annumJob DescriptionSupporting clients through effective communication and relationship-building.Managing administration tasks, including record...
-
Support Services Administrator
2 weeks ago
King's Lynn, Norfolk, United Kingdom Getting In Limited Full timeAbout the RoleWe have an exciting opportunity for a Support Services Administrator to join our team at Getting In Limited. As a Support Services Administrator, you will play a crucial role in supporting clients, contractors, and surveyors while managing administration processes.About Us:Getting In Limited is a small growing company providing specialist...
-
Financial Service Representative
1 day ago
King's Lynn, Norfolk, United Kingdom D&H Direct Full timeJob Title: Financial Customer Support SpecialistAbout the RoleWe are seeking a dedicated and enthusiastic Financial Customer Support Specialist to join our team at D&H Direct. As the first point of contact for our customers, you will provide exceptional service and support.Your primary responsibilities will include addressing customer inquiries, resolving...
-
IFA Administrator Role
2 weeks ago
King's Lynn, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeWe are seeking an experienced Financial Services Administrator to join our team at Service Service Employment Agency Limited. This role involves working closely with clients and colleagues to deliver exceptional results.The successful candidate will have a minimum of 3 years' experience in an IFA administration role or a related field. They should possess...
-
Controller of Financial Services
7 hours ago
King's Lynn, Norfolk, United Kingdom ADG Brasil Full timeWe are seeking a highly skilled Financial Operations Lead to join our finance function and support the delivery of our business strategy. As a key member of our team, you will be responsible for leading on preparing all financial statements, developing budgets, establishing internal controls, optimising working capital, leading the finance team, and...
-
Accounting and Financial Services Specialist
2 weeks ago
King's Lynn, Norfolk, United Kingdom Keeler Recruitment Full timeProject Accountant/Finance Business PartnerWe are looking for a skilled Accounting and Financial Services Specialist to fill a 6-9 month contract position in King's Lynn. As a Project Accountant/Finance Business Partner, you will play a crucial role in driving financial excellence within a dynamic public sector organisation.Key ResponsibilitiesDeliver...
-
Contracts & Services Director
1 month ago
King's Lynn, Norfolk, United Kingdom HL Services Full timeAbout the Role:We are seeking a talented Contracts & Services Director to join our team at HL Services. In this role, you will be responsible for leading our contracts and services team, ensuring that we deliver high-quality services to our clients and exceed their expectations.The ideal candidate will have a strong background in contracts and services...
-
Administrative Support Specialist
1 day ago
King's Lynn, Norfolk, United Kingdom CSS Contracts Support Services Ltd Full timeJob Overview:CSS Contracts Support Services Ltd is seeking a highly organized and efficient PA / Administration Support to join their team in the New Year. This role will provide administrative support to the Managing Director and other departments as needed.Working Hours and Arrangements:Monday – Friday9am – 5:30pm, part-time hours may be considered 9am...
-
Independent Financial Adviser Role
8 hours ago
King's Lynn, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJob Opportunity:We are recruiting a skilled IFA administration professional to work with our client's team in Norfolk and Suffolk. As an experienced financial services administrator, you will play a crucial role in preparing meeting packs, analyzing products, and ensuring accurate client information management.The successful candidate will possess strong...
-
Financial Assistant
2 weeks ago
King's Lynn, Norfolk, United Kingdom CSS People Full timeJob OverviewAt CSS People, we are seeking an experienced Financial Assistant to join our team. This is a challenging role that involves managing various financial tasks and ensuring the smooth operation of our company's finances.The successful candidate will have excellent organizational skills, attention to detail, and strong communication skills. They will...
-
Operational Services Coordinator
2 weeks ago
King's Lynn, Norfolk, United Kingdom Octane Recruitment Full timeIf you are a highly organized and detail-oriented individual with experience in operational services, we want to hear from you! We are looking for an Operational Services Coordinator to join our team at the client's site in Kings Lynn.This is a fantastic opportunity to join a dynamic team and take on a key role in ensuring the smooth operation of financial...
-
IFA Administration Role
2 weeks ago
King's Lynn, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeRole Summary: We are seeking an experienced IFA administrator to join our team. The ideal candidate will have a proven track record in preparing meeting packs, analyzing existing products, and managing follow-up tasks. Strong technical knowledge of pensions, investments, and protection is essential, with mortgage and equity release knowledge being desirable....
-
Assistant Accountant and Administrative Support
12 hours ago
King's Lynn, Norfolk, United Kingdom LHH Recruitment Full timeOur client based in the East of England is looking for a skilled Financial Operations Assistant to manage their financial processes. As an Assistant Accountant and Administrative Support, you will oversee bookkeeping tasks, including purchase ledger management and transaction posting.Responsibilities:Purchase ledger management, including foreign currency...
-
Financial Assistant Position
2 weeks ago
King's Lynn, Norfolk, United Kingdom CSS People Full timeJob Description:CSS People is looking for a highly skilled Financial Assistant to join their team in Kings Lynn. As an Accounts Assistant, you will play a key role in supporting the company's financial operations, ensuring accurate and timely financial reporting. Key responsibilities include:• Maintaining the purchase ledger, sales ledger, and cashbook•...