Administrative Assistant Financial Services

The ideal candidate will have a minimum of 12 months administration experience within financial services, ideally within wealth management and/or financial planning businesses. You will be required to complete training tutorials on our internal systems and be fully conversant with our online client portal.

We are seeking a highly skilled Financial Services Administration Role holder to join our clients team based in Horsham, Sussex.The successful candidate will be responsible for providing administrative support to financial advisers, including servicing new and existing clients and maintaining back office systems.A key aspect of this role will be to assist...

Pension Administration OpportunityWe are seeking an experienced pension administrator to join our team in the UK. As a key member of our team, you will provide exceptional customer service to ensure our clients' seamless experience from account opening to retirement income distribution.Job RequirementsProcess new pension accounts and verify compliance with...

Job DescriptionWe are seeking an experienced Financial Services Administrator to join our team at Schroders Recruitment. This role will be based in the UK and will involve working with high-quality advisers who empower families to secure solutions that meet their needs and aspirations.The successful candidate will have proficient computer skills,...

About This OpportunityWe are seeking an experienced Pension Accounts Advisor to join our team at ENGINEERINGUK, where you will contribute to delivering outstanding customer service and efficient pension account management.Main ResponsibilitiesEstablishing new pension accounts and confirming adherence to regulatory and internal requirements.Reviewing and...

At Schroders Recruitment, we are seeking a highly skilled Pension Accounts Advisor to join our team.We offer a competitive salary of £35,000 - £45,000 per annum, depending on experience.About the RoleThe successful candidate will be responsible for delivering high-quality customer service and ensuring that all regulatory and internal requirements are...

Job OverviewSchroders Recruitment is seeking a highly skilled Pension Administrator to join their team. As a Pension Administrator, you will be responsible for delivering a high level of customer service and ensuring our clients experience a smooth journey from opening their pension account to exercising their options at retirement.Key...

About SchrodersAs a leading investment manager, we provide award-winning solutions covering regulatory, platform, and investment services. These services support advisers at every stage of their journey, from starting to growing a financial advice business.We offer technology and support services to high-quality financial advisers, helping them achieve their...

We are seeking an experienced Financial Administrator to support our clients SJP Practice in Horsham. This role will involve assisting Financial Advisers with administration, including business processing and client liaison.Key Responsibilities:Chase financial institutions for informationLiaise with Administration Centres and Paraplanners via telephoneDraft...

Welcome to EngineeringUKWe offer a dynamic work environment where you can grow and develop your skills as a pension administrator. Our team is committed to delivering exceptional customer service and supporting our clients throughout their pension journey.Key ResponsibilitiesVerify pension account openings and ensure compliance with regulatory...

About the RoleWe are seeking a highly skilled Pension Administrator to join our team at Schroders. As a key member of our administration team, you will be responsible for delivering a high level of customer service to our clients.About YouTo succeed in this role, you should have experience in administration and processing, ideally within the Financial...

About the PositionWe are recruiting an experienced Administration Assistant to join our team at Schroders Recruitment. This role offers the opportunity to work closely with our financial planning advisers, providing administrative support and contributing to the delivery of exceptional client service.Your Key Tasks:Administrative Support: Deliver...

ProTalent Limited is seeking a Financial Operations Assistant to join our team. In this role, you will be responsible for providing bookkeeping and administrative support to our clients. This includes preparing financial statements, reconciling bank accounts, and maintaining accurate records. You will also work closely with our clients to ensure their...

Job Title: Financial Services AssistantCompany Profile:ProTalent are working with a successful accountancy practice that offers a wide range of financial services to its clients. Our firm is known for its expertise and professionalism, and we are committed to delivering high-quality services to our clients.Job Description:This role involves assisting our...

About the role:">Horsham District Council seeks a highly organised Property Finance Administrator to support the Property and Facilities team with day-to-day administration of property-related financial activities, performance analysis, and risk reporting.Key responsibilities:">Processing invoices for payment through the T1 financial management...

Support RoleSchroders Recruitment is seeking an experienced Administrative Support Professional to fill a 6-month maternity cover position as a Financial Planning Support Specialist.This is an excellent opportunity to develop your skills and gain experience in a dynamic and supportive team.About the RoleAs a key member of our client-facing teams, you will be...

About the Opportunity: We are looking for a Financial Services Assistant to help us grow our business. You will spend at least 60% of your working week in the office, collaborating with our team to provide excellent customer service. Your key responsibilities will include negotiating settlement terms with debtors, liaising with clients, and preparing claims...

Welcome to EngineeringUKWe are committed to providing award-winning technology and support services to help financial advisers succeed. Our team of administrators delivers exceptional customer service, ensuring a seamless experience for our clients.Job OverviewThis role involves working as part of our administration team, supporting the delivery of...

Administrative Support JobWe are looking for a highly organized and detail-oriented Wealth Management Administrator Assistant to join our team at Schroders Recruitment.This is a 6-month maternity cover position.About the TeamAs a key member of our client-facing teams, you will be responsible for providing administrative support to our financial planning...

Servicing AdviserEstimated Salary: £52,500.00 per annumAbout the CompanyFirst Recruitment Services is seeking a skilled Financial Adviser to manage client servicing reviews, build and maintain strong client relationships, and ensure compliance with regulatory requirements.Key ResponsibilitiesConduct client meetings, both in-person and via video call, to...