Administrative Role in Financial Services

6 days ago


Leicester, Leicester, United Kingdom CV-Library Full time

Job Overview

We are looking for an experienced administrator to join our team at True Potential Wealth Management, a leading financial advice firm based in Burbage, Leicestershire.

This permanent full-time or reduced hours role involves supporting our financial advisers with administrative tasks, including processing pension and investment work, preparing for annual reviews, and booking client meetings.

To succeed in this role, you will need to have solid experience in administration, particularly in the financial or professional services industry, and be proficient in Microsoft packages.

We offer a competitive salary, 33 days of holiday, and a supportive team environment.

Key Responsibilities:

  • Administrative support to financial advisers
  • Processing pension and investment work
  • Preparing for annual reviews
  • Booking client meetings

Salary: £29,500 per annum (dependent on experience)

Benefits:

  • Competitive salary and benefits package
  • 33 days of holiday (including bank holidays)
  • Full support and training provided
  • Modern office environment and supportive team to work with


  • Leicester, Leicester, United Kingdom Rec Financial Full time

    About the Role">This finance administration role at Rec Financial offers an exciting opportunity for individuals looking to develop their skills and expertise in a dynamic environment.">The successful candidate will work closely with the Operations Manager to ensure seamless credit control and cash allocation processes.">Main Responsibilities:">">Manage and...


  • Leicester, Leicester, United Kingdom Rec Financial Full time

    REC Financial, a thriving West Leicester-based company, invites applications for a Finance Administrator position on a full-time permanent basis. As a key member of the team, you will contribute to the company's continued growth and success by providing exceptional financial support services.Role Overview:Pursue credit control activities, ensuring timely...


  • Leicester, Leicester, United Kingdom Rec Financial Full time

    We are looking for an experienced Payroll Administrator to join our team at Rec Financial. The successful candidate will be responsible for processing payroll, ensuring compliance with HMRC and pension regulations, and handling client communications.About UsRec Financial is a well-established accountancy practice based in Leicestershire. We are committed to...


  • Leicester, Leicester, United Kingdom Rec Financial Full time

    Job Title: Payroll AdministratorWe are seeking an experienced Payroll Administrator to join our team at a well-established Accountancy Practice in Leicestershire.Key Responsibilities:Process payroll according to both weekly and monthly schedulesVerify accuracy of PAYE, NI, and pension deductionsThe successful candidate will be responsible for ensuring all...


  • Leicester, Leicester, United Kingdom Bibby Financial Services Full time

    Join Our Team">We are seeking a skilled Export Credit Manager - Hybrid Remote to join our team at Bibby Financial Services. As a key member of our export credit management team, you will be responsible for managing and maintaining our trade relationships with international partners.About the Role">This is an exciting opportunity for anyone looking to take...


  • Leicester, Leicester, United Kingdom Bibby Financial Services Full time

    **Company Overview**Bibby Financial Services Careers is a leading provider of financial services solutions. Our company culture is built around collaboration, innovation, and customer satisfaction.We are committed to delivering exceptional results and building long-term relationships with our clients. Our team of experienced professionals is dedicated to...


  • Leicester, Leicester, United Kingdom Rec Financial Full time

    Finance Administrator Opportunity at REC FinancialWe are recruiting a Finance Administrator to join our team in West Leicester on a full-time permanent basis.As a Finance Administrator, your key responsibilities will include managing credit control and cash allocation, creating sales quotes for national accounts, and supporting the office with various...


  • Leicester, Leicester, United Kingdom Rec Financial Full time

    **Administrative Assistant (Finance) Job Description**This is an exciting opportunity to join REC Financial as an Administrative Assistant (Finance), supporting our team with various tasks related to finance administration. As a key member of our team, you will be responsible for credit control, cash allocation management, and sales quote creation for...


  • Leicester, Leicester, United Kingdom NJR Recruitment Ltd Full time

    Job DescriptionNJR Recruitment Ltd is seeking a highly skilled Financial Services Administrator to join their team in Leicester. The successful candidate will be responsible for providing long-term administration support to the Financial Planners with an emphasis on client review.Key Responsibilities:Making client appointments and producing...


  • Leicester, Leicester, United Kingdom Medlock Partners Full time

    About the RoleWe are seeking an experienced Financial Services Administrator to join our team in Leicestershire. The successful candidate will be responsible for providing administrative support to our IFA team, ensuring compliance with regulatory requirements and delivering exceptional customer service. ResponsibilitiesComply with the Financial Services and...


  • Leicester, Leicester, United Kingdom CV-Library Full time

    Company OverviewWe are a dynamic and progressive firm of Independent Financial Planners, renowned for our exceptional client relationships. Our ongoing growth and recent promotions have created an exciting opportunity for an ambitious IFA Administrator to join our team.


  • Leicester, Leicester, United Kingdom Medlock Partners Full time

    About Medlock Partners">Medlock Partners is a forward-thinking, independent financial planning firm that prides itself on delivering bespoke advice to its valued clients. As a result of ongoing growth and recent promotions, an exciting opportunity has arisen for a motivated IFA administrator to join our dynamic team.We are seeking a highly organized...


  • Leicester, Leicester, United Kingdom Rec Financial Full time

    **Apprentice Role in Financial Services**REC Financial is looking for a motivated Apprentice to join our team in West Leicester. As a Finance Administrator Apprentice, you will assist with various tasks related to finance administration, including credit control, cash allocation management, and sales quote creation for national accounts.You will receive...

  • Financial Assistant

    1 week ago


    Leicester, Leicester, United Kingdom Rec Financial Full time

    Leicester Financial ServicesWe are seeking a highly motivated Financial Assistant to join our dynamic team in Leicester. This is a part-time, temporary role that offers the successful candidate an excellent opportunity to gain experience in a reputable and forward-thinking company.The ideal candidate will have a good financial background and strong IT...


  • Leicester, Leicester, United Kingdom Rec Financial Full time

    **Rec Financial: Finance Administrator Position Overview**We are seeking a skilled Finance Administrator to join our team at REC Financial, based in West Leicester. This is a full-time permanent position that offers comprehensive on-site training and the opportunity to develop your skills in finance administration.The successful candidate will report...


  • Leicester, Leicester, United Kingdom Rec Financial Full time

    About the RoleWe are currently seeking a Bookkeeper to join our dynamic team at Rec Financial in North Leicester. The successful candidate will be responsible for supporting all aspects of general bookkeeping within the business, including managing Sage Xero, payroll processing, and dealing with various financial tasks.To be considered for this role, you...


  • Leicester, Leicester, United Kingdom Rec Financial Full time

    Financial Services Operations Management RoleWe are seeking an experienced Finance Business Partner to join our team at Rec Financial in Leicestershire. This role will involve leading the firm's budgeting and forecasting activities, driving commercial understanding, and improving operational impact through data-led decision making.The ideal candidate will be...


  • Leicester, Leicester, United Kingdom Rec Financial Full time

    Rec Financial is pleased to be recruiting a Leicester based Finance Officer. This full-time temporary role offers a unique opportunity to join an established business, working on a hybrid basis Monday to Friday.Job DescriptionThe successful candidate will have a fantastic opportunity to work in a flexible and forward-thinking company. Key responsibilities...


  • Leicester, Leicester, United Kingdom Rec Financial Full time

    Are you an ambitious and detail-oriented individual seeking a new challenge? REC Financial, a forward-thinking West Leicester business, is looking for a skilled Finance Administrator to join its dynamic team on a full-time permanent basis.Responsibilities:Manage credit control processes, ensuring prompt payment collection.Develop and implement sales quotes...


  • Leicester, Leicester, United Kingdom Rec Financial Full time

    As a Payroll Administrator at Rec Financial, you will be responsible for the accurate and timely processing of payroll, ensuring compliance with all relevant regulations and maintaining excellent relationships with clients. This is an excellent opportunity to develop your skills and expertise in a dynamic and supportive environment.About the Role:This is a...