Financial Services Administrator
3 weeks ago
We are seeking an experienced Financial Services Administrator to join our team at Service Care Solutions - Legal. As a key member of our financial advisory services team, you will play a vital role in supporting our clients and contributing to the company's continued success.
Main Responsibilities- Client File Administration and Maintenance
- Ensure accurate management of client files, processing relevant documents, and updating portfolios.
- Company Records Administration
- Oversee the maintenance of internal records, ensuring compliance and organization.
- Development and Support of Back Office Systems
- Improve the use of the back-office system and collaborate with the system provider to resolve issues.
- Fee and Commission Reconciliation
- Accurately handle the reconciliation of fees and commissions, resolving any discrepancies.
- File Auditing
- Conduct regular audits of client and company files to ensure compliance and accuracy.
- IFA Admin Experience
- A minimum of 2 years' experience in IFA administration is essential.
- High Computer Literacy
- Strong competency in working with computer systems and software.
- Proficiency in Microsoft Office
- At least intermediate skills in internet usage, Word, Excel, and Outlook.
- Problem-Solving Skills
- Ability to tackle challenges effectively and find solutions independently.
- Experience with XPlan
- Desirable but not essential - Candidates with XPlan experience will have an advantage.
If you are interested in this role, please contact Miraj at Service Care Solutions - Legal for more information.
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Financial Services Administrator
4 weeks ago
Ashford, Kent, United Kingdom Service Care Legal Full time £27,000 - £35,000Financial Services AdministratorWe are seeking an experienced Financial Services Administrator to join our team at Service Care Solutions. As a key member of our financial advisory services team, you will be responsible for the administration and maintenance of client files, company records, and back-office systems.Key Responsibilities:Client File...
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Financial Services Administrator
4 weeks ago
Ashford, Kent, United Kingdom Service Care Legal Full time £27,000 - £35,000Financial Services AdministratorWe are seeking an experienced Financial Services Administrator to join our team at Service Care Solutions. As a key member of our financial advisory services team, you will be responsible for the administration and maintenance of client files, company records, and back-office systems.Key Responsibilities:Client File...
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Financial Services Administrator
4 weeks ago
Ashford, Kent, United Kingdom Service Care Legal Full time £27,000 - £35,000Financial Services AdministratorWe are seeking an experienced Financial Services Administrator to join our team at Service Care Solutions. As a key member of our financial advisory services team, you will be responsible for the administration and maintenance of client files, company records, and back-office systems.Key Responsibilities:Client File...
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Financial Services Administrator
4 weeks ago
Ashford, Kent, United Kingdom Service Care Legal Full time £27,000 - £35,000Financial Services AdministratorWe are seeking an experienced Financial Services Administrator to join our team at Service Care Solutions. As a key member of our financial advisory services team, you will be responsible for the administration and maintenance of client files, company records, and back-office systems.Key Responsibilities:Client File...
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Financial Services Administrator
4 weeks ago
Ashford, Kent, United Kingdom Service Care Legal Full time £27,000 - £35,000Financial Services AdministratorWe are seeking an experienced Financial Services Administrator to join our team at Service Care Solutions. As a key member of our financial advisory services team, you will be responsible for the administration and maintenance of client files, company records, and back-office systems.Key Responsibilities:Client File...
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Financial Services Administrator
4 weeks ago
Ashford, Kent, United Kingdom Service Care Legal Full time £27,000 - £35,000Financial Services AdministratorWe are seeking an experienced Financial Services Administrator to join our team at Service Care Solutions. As a key member of our financial advisory services team, you will be responsible for the administration and maintenance of client files, company records, and back-office systems.Key Responsibilities:Client File...
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Financial Services Administrator
3 weeks ago
Ashford, Kent, United Kingdom Service Care Solutions - Legal Full timeFinancial Services AdministratorService Care Solutions is pleased to be recruiting on behalf of a well-established financial advisor based in Kent. They are seeking an experienced Financial Services Administrator to join their team on a permanent basis.In this role, you will be responsible for the administration and maintenance of client files, company...
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Financial Services Administrator
3 weeks ago
Ashford, Kent, United Kingdom Service Care Solutions - Legal Full timeFinancial Services AdministratorService Care Solutions is pleased to be recruiting on behalf of a well-established financial advisor based in Kent. They are seeking an experienced Financial Services Administrator to join their team on a permanent basis.In this role, you will be responsible for the administration and maintenance of client files, company...
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Financial Services Administrator
4 weeks ago
Ashford, Kent, United Kingdom Service Care Legal Full timeFinancial Administrator RoleWe are seeking an experienced Financial Administrator to join our team at Service Care Solutions. As a key member of our financial advisory services, you will be responsible for the administration and maintenance of client files, company records, and back-office systems.Main Responsibilities:Client File Administration and...
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Financial Services Administrator
4 weeks ago
Ashford, Kent, United Kingdom Service Care Legal Full timeFinancial Administrator RoleWe are seeking an experienced Financial Administrator to join our team at Service Care Solutions. As a key member of our financial advisory services, you will be responsible for the administration and maintenance of client files, company records, and back-office systems.Main Responsibilities:Client File Administration and...
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Financial Services Administrator
3 weeks ago
Ashford, Kent, United Kingdom Service Care Solutions - Legal Full timeFinancial Services AdministratorWe are seeking an experienced Financial Services Administrator to join our team at Service Care Solutions - Legal. As a key member of our financial advisory services team, you will play a vital role in supporting the administration and maintenance of client files, company records, and back-office systems.Main...
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Financial Services Administrator
3 weeks ago
Ashford, Kent, United Kingdom Service Care Solutions - Legal Full timeFinancial Services AdministratorWe are seeking an experienced Financial Services Administrator to join our team at Service Care Solutions - Legal. As a key member of our financial advisory services team, you will play a vital role in supporting the administration and maintenance of client files, company records, and back-office systems.Main...
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Financial Services Administrator
4 weeks ago
Ashford, Kent, United Kingdom Service Care Solutions - Legal Full timeFinancial Services AdministratorWe are seeking an experienced Financial Services Administrator to join our team at Service Care Solutions - Legal. As a key member of our financial advisory services team, you will be responsible for the administration and maintenance of client files, company records, and back-office systems.Main ResponsibilitiesClient File...
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Financial Services Administrator
4 weeks ago
Ashford, Kent, United Kingdom Service Care Solutions - Legal Full timeFinancial Services AdministratorWe are seeking an experienced Financial Services Administrator to join our team at Service Care Solutions - Legal. As a key member of our financial advisory services team, you will be responsible for the administration and maintenance of client files, company records, and back-office systems.Main ResponsibilitiesClient File...
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Financial Services Administrator
2 weeks ago
Ashford, Kent, United Kingdom Service Care Solutions - Legal Full timeFinancial Services AdministratorWe are seeking an experienced Financial Services Administrator to join our team at Service Care Solutions - Legal. As a key member of our financial advisory services team, you will play a vital role in supporting the administration and maintenance of client files, company records, and back-office systems.Main...
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Financial Services Administrator
2 weeks ago
Ashford, Kent, United Kingdom Service Care Solutions - Legal Full timeFinancial Services AdministratorWe are seeking an experienced Financial Services Administrator to join our team at Service Care Solutions - Legal. As a key member of our financial advisory services team, you will play a vital role in supporting the administration and maintenance of client files, company records, and back-office systems.Main...
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Financial Services Administrator
4 weeks ago
Ashford, Kent, United Kingdom Service Care Solutions - Legal Full timeService Care Solutions - Legal is seeking an experienced IFA Administrator to join their team on a permanent basis.Main Responsibilities:Client File Administration and Maintenance: Ensure accurate management of client files, processing relevant documents, and updating portfolios.Company Records Administration: Oversee the maintenance of internal records,...
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Financial Services Administrator
4 weeks ago
Ashford, Kent, United Kingdom Service Care Solutions - Legal Full timeService Care Solutions - Legal is seeking an experienced IFA Administrator to join their team on a permanent basis.Main Responsibilities:Client File Administration and Maintenance: Ensure accurate management of client files, processing relevant documents, and updating portfolios.Company Records Administration: Oversee the maintenance of internal records,...
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Financial Services Administrator
2 weeks ago
Ashford, Kent, United Kingdom Service Care Solutions - Legal Full timeIFA Administrator Job DescriptionService Care Solutions is pleased to be recruiting on behalf of a well-established financial advisor based in Kent. They are seeking an experienced IFA Administrator to join their team on a permanent basis.Main ResponsibilitiesClient File Administration and MaintenanceEnsure accurate management of client files, processing...
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Financial Services Administrator
2 weeks ago
Ashford, Kent, United Kingdom Service Care Solutions - Legal Full timeIFA Administrator Job DescriptionService Care Solutions is pleased to be recruiting on behalf of a well-established financial advisor based in Kent. They are seeking an experienced IFA Administrator to join their team on a permanent basis.Main ResponsibilitiesClient File Administration and MaintenanceEnsure accurate management of client files, processing...
