Administrative Assistant Financial Services

Job Title: Financial Services AdministratorJob Summary: We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As a key member of our administration team, you will provide administrative support to our Financial Advisers and other colleagues, ensuring the smooth operation of our business.Key...

Job DescriptionThis role is a key part of our administrative team, providing crucial support to our financial advisors and ensuring that our clients receive the best possible service.Key ResponsibilitiesAssist our financial advisors in processing new and existing business, including client reviews, compliance documents, and fund switches.Provide...

Job OverviewWe are seeking an experienced and skilled Financial Services Assistant to join our team at Intellect Group. As a key member of our financial services team, you will play a vital role in supporting our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality suitability reports.Key Responsibilities:Suitability Report...

As a Senior Financial Services Administrator with NJR Recruitment, you will have the opportunity to work with a leading Independent Wealth Management Advisory Firm based in Leeds.The ideal candidate will have proven experience working within financial services with a strong knowledge of Investment and Pension products. They will also have excellent...

Temp to Perm Purchase Ledger Clerk OpportunityVenn Group has partnered with a private company to recruit a Purchase Ledger Clerk on a temporary to permanent basis. This role offers the opportunity to work in a dynamic office environment and develop your skills in financial services.As a Purchase Ledger Clerk, you will be responsible for managing the purchase...

Overview:Are you interested in a career in financial planning? Exchange Street Claims ltd is seeking a Financial Planning Administrator to join our team.Key Responsibilities:As a Financial Planning Administrator, you will be responsible for assisting our financial planners in providing excellent client service. This will include tasks such as data entry,...

**Job Description for AAT Finance Assistant**Our client, Page Personnel Sales, is seeking a skilled Financial Assistant to join their team. The ideal candidate will have a strong background in finance and administration, with excellent MS Office and Excel skills.**Key Responsibilities:**Assist in the preparation of monthly management accounts, including P&L...

About the RoleWe are seeking an experienced Customer Solutions Expert to join our team at Lowell Financial Ltd.Key ResponsibilitiesSupport customers through various stages of the debt recovery process.Provide empathetic and professional service to meet customer needs.Meet targets and contribute to the team's success.What You'll GetA starting salary from...

About the Role:As a Trainee Paraplanner, you will be working alongside a highly professional Wealth Management team in North Leeds. The successful candidate will be responsible for ensuring clients' investment transactions are carried out accurately, assisting with meeting preparation, and providing the advisers with technical information and reports.Key...

At Getting In Limited, we are seeking a highly motivated Financial Services Assistant to join our team. This role offers the opportunity to develop your skills in financial customer service and support existing customers facing financial difficulty.The successful candidate will have excellent interpersonal skills, with the ability to communicate...

About UsWe're on a mission to make credit work better for everyone. Our goal is to provide affordable solutions to individuals facing financial challenges. We strive to deliver exceptional customer experiences and foster a collaborative environment where our employees can grow and develop their skills.Job SummaryThis role offers an exciting opportunity to...

About Us:Hollins Hall Hotel & Country Club is part of the Britannia Hotels group, a leading hospitality brand in the UK. Our hotel is set in 200 acres of stunning grounds, providing a serene environment for guests and employees alike. Located approximately 6 miles from Bradford and 5 miles from Leeds Bradford Airport, our hotel offers easy access to major...

Job DescriptionWe are seeking a skilled Financial Administrator to join our team at pyramid8. As a key member of our finance department, you will be responsible for collecting and reconciling credit notes and invoices owed to the company.Your primary focus will be on managing customer accounts, ensuring timely settlement of monthly accounts. You will also...

Join Our Team as a Financial Services CoordinatorWe are a leading global Financial Services company looking for a highly skilled Financial Services Coordinator. As a member of our team, you will be responsible for providing excellent customer support, maintaining client databases, collaborating with other teams, and ensuring client satisfaction. This is a...

Financial Administrator RoleCLD Recruitment (Leeds) Ltd is seeking a Financial Administrator to support the fee earners with financial management of matters.The successful candidate will work as part of a team, supporting the financial strategy of the firm.Key Responsibilities:Proactively manage financial processes within the team.Prepare and send bills to...

We're looking for a Financial Assistant to join our accounting team in the south of Leeds. As a key member of our team, you will be responsible for managing Purchase and Sales Ledgers, Credit Control duties, and administrative support.This role offers a fantastic opportunity to work with a professional and experienced accounting team, providing a dynamic and...

Job SummaryWe are seeking an experienced Senior Financial Administrator to join our team at Pratap Partnership Ltd. This is a unique opportunity to work with a leading international private practice law firm in Leeds, supporting the continued growth of our business.About UsWith over 250 years of experience and a global presence, we offer a competitive...

About the RoleThe Maples Group - Legal Services is seeking an IT Accounting Assistant to join our team in Leeds. As an IT Accounting Assistant, you will play a vital role in supporting the Head of IT Finance in various tasks related to financial expenditure and procurement within IT. Your key responsibilities will include:Raising purchase orders and invoices...

Job Overview:We are seeking an experienced Financial Administrator to join our team in Leeds.Your Key Responsibilities:Preparation and coordination of payment runs and adhoc payment requests.System administration and maintenance of our lease system.Online banking administration and management.Allocation of sales and purchase ledger payments.Support and...

About the Role:We are seeking an experienced Administrator to join our team at Oak Tree Lodge in Gipton, Leeds. As an Administrator, you will play a crucial role in ensuring the smooth operation of our home, providing administrative support to our staff and residents.Key Responsibilities:Implement and maintain effective administration and financial systems...