Financial Services Administrator
4 weeks ago
This is an exciting opportunity to join a respected financial planning firm in Doncaster as an IFA Administrator.
You will be responsible for ensuring all administration for life, pensions, and investments are submitted in a timely manner, to agreed standards. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial Advisors.
Key Responsibilities:- Client servicing through creating new client packs, preparing LOAs, and ensuring documents are uploaded.
- Performing anti-money laundering checks and other compliance documentation.
- Submitting new business and tracking cases through their client database.
- 1+ years' experience as an Administrator within Financial Services.
- Good knowledge of the financial planning process.
- Enthusiasm for your profession, being forward-thinking, doing the right thing, and actively caring for your clients and colleagues.
This growing IFA firm is led by highly respected names within the financial services industry, focused on creating an inclusive culture with goal-based financial planning for clients. The business is keen to build a great place to work, with a friendly team that is passionate about treating everyone fairly and an ethos of promoting wellbeing, whilst also rewarding generously.
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Council Administrator and Financial Officer
2 months ago
Doncaster, Doncaster, United Kingdom Doncaster Council Full time**Job Summary**The Doncaster Council is seeking a highly motivated and enthusiastic individual to fill the role of Clerk to the Council and Responsible Financial Officer. This is a part-time position of 15 hours per week, requiring the successful candidate to work from their own home address, except for attendance at meetings held in the Parish Rooms.**Key...
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Council Administrator and Financial Officer
2 months ago
Doncaster, Doncaster, United Kingdom Doncaster Council Full time**Job Summary**The Doncaster Council is seeking a highly motivated and enthusiastic individual to fill the role of Clerk to the Council and Responsible Financial Officer. This is a part-time position of 15 hours per week, requiring the successful candidate to work from their own home address, except for attendance at meetings held in the Parish Rooms.**Key...
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Administrative Assistant
3 weeks ago
Doncaster, Doncaster, United Kingdom Lynx Employment Services Ltd Full timeJob Title: Administrator / Customer Service OperativeWe are seeking an experienced and motivated Administrative/Customer Service professional to join our team at Lynx Employment Services Ltd.Key Responsibilities:Provide exceptional customer service to clients and stakeholdersManage administrative tasks, including data entry, filing, and record-keepingProcess...
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Administrative Assistant
3 weeks ago
Doncaster, Doncaster, United Kingdom Lynx Employment Services Ltd Full timeJob Title: Administrator / Customer Service OperativeWe are seeking an experienced and motivated Administrative/Customer Service professional to join our team at Lynx Employment Services Ltd.Key Responsibilities:Provide exceptional customer service to clients and stakeholdersManage administrative tasks, including data entry, filing, and record-keepingProcess...
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Financial Services Manager
2 weeks ago
Doncaster, Doncaster, United Kingdom Elevation Recruitment Group Full timeJob Title: Financial Services ManagerElevation Recruitment Group is seeking a highly skilled Financial Services Manager to join their team in Doncaster. The successful candidate will report directly to the Financial Controller and be responsible for providing timely and accurate management accounting information, analysis, and contributing to the efficient...
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Customer Service Administrator
7 days ago
Doncaster, Doncaster, United Kingdom NRS Healthcare Full timeAbout the RoleWe are seeking a skilled Customer Service Administrator to join our team at NRS Healthcare. As a key member of our Community Service Centre, you will play a vital role in ensuring a smooth customer experience related to our Rotherham contract.Key ResponsibilitiesLiaise with internal and external stakeholders to provide exceptional customer...
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Financial Services Professional
4 weeks ago
Doncaster, Doncaster, United Kingdom Integrated Talent Partnership Full timeJob OpportunityWe are seeking a highly skilled and motivated Financial Services Professional to join our team at Integrated Talent Partnership.As a key member of our wealth management team, you will have the opportunity to work with a progressive and client-focused firm that values your expertise and supports your growth.Our ideal candidate is a Financial...
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Financial Services Professional
4 weeks ago
Doncaster, Doncaster, United Kingdom Integrated Talent Partnership Full timeJob OpportunityWe are seeking a highly skilled and motivated Financial Services Professional to join our team at Integrated Talent Partnership.As a key member of our wealth management team, you will have the opportunity to work with a progressive and client-focused firm that values your expertise and supports your growth.Our ideal candidate is a Financial...
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Financial Services Professional
1 month ago
Doncaster, Doncaster, United Kingdom Integrated Talent Partnership Full timeJob OpportunityWe are seeking a highly skilled and motivated Financial Services Professional to join our team at Integrated Talent Partnership.As a key member of our wealth management team, you will have the opportunity to work with a progressive and client-focused firm that values your expertise and supports your growth.Our ideal candidate is a Financial...
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Financial Services Professional
1 month ago
Doncaster, Doncaster, United Kingdom Integrated Talent Partnership Full timeJob OpportunityWe are seeking a highly skilled and motivated Financial Services Professional to join our team at Integrated Talent Partnership.As a key member of our wealth management team, you will have the opportunity to work with a progressive and client-focused firm that values your expertise and supports your growth.Our ideal candidate is a Financial...
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Customer Service Administrator
1 week ago
Doncaster, Doncaster, United Kingdom NRS Healthcare Full timeAbout the Role:This is an exciting opportunity to join NRS Healthcare as a Customer Service Administrator, supporting our Community Service Centre in Doncaster.As a key member of our Customer Service team, you will be responsible for liaising with internal and external stakeholders to ensure a smooth customer experience related to the Rotherham contract.We...
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Financial Planner
3 weeks ago
Doncaster, Doncaster, United Kingdom Recruit UK Full timeFinancial Adviser RoleRecruit UK is working with a well-established UK Financial Advice company to find a skilled Financial Adviser to join their team in Doncaster.This firm specializes in providing independent financial planning and wealth management advice to high-net-worth clients. As a Financial Adviser, you will collaborate with a Senior Financial...
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Financial Planner
3 weeks ago
Doncaster, Doncaster, United Kingdom Recruit UK Full timeFinancial Adviser RoleRecruit UK is working with a well-established UK Financial Advice company to find a skilled Financial Adviser to join their team in Doncaster.This firm specializes in providing independent financial planning and wealth management advice to high-net-worth clients. As a Financial Adviser, you will collaborate with a Senior Financial...
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Financial Services Professional
1 month ago
Doncaster, Doncaster, United Kingdom Lime People Search & Select Ltd Full timeLime People Search & Select Ltd is seeking an experienced and qualified Financial Adviser to join their team. The ideal candidate will have a Chartered Level 6/7 Qualification and a proven track record of providing expert advice on investments, private pensions, and tax planning. The role will involve a mix of telephone-based and face-to-face advice, with a...
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Financial Services Professional
1 month ago
Doncaster, Doncaster, United Kingdom Lime People Search & Select Ltd Full timeLime People Search & Select Ltd is seeking an experienced and qualified Financial Adviser to join their team. The ideal candidate will have a Chartered Level 6/7 Qualification and a proven track record of providing expert advice on investments, private pensions, and tax planning. The role will involve a mix of telephone-based and face-to-face advice, with a...
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Financial Services Manager
2 weeks ago
Doncaster, Doncaster, United Kingdom Elevation Recruitment Group Full timeFinance Manager Job OpportunityElevation Recruitment Group is pleased to be working with a successful and well-established Financial Services Business in Doncaster as they seek a Finance Manager to join their team. This role is ideal for a part-qualified or qualified Accountant looking to take the next step in their career into a more managerial position....
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Financial Services Manager
2 weeks ago
Doncaster, Doncaster, United Kingdom Elevation Recruitment Group Full timeElevation Recruitment Group is seeking a highly skilled Financial Services Manager to join their team in Doncaster. As a key member of the finance department, you will be responsible for providing timely and accurate management accounting information, analysis, and contributing to the efficient and controlled operation of the finance department.Key...
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Financial Assistant
4 weeks ago
Doncaster, Doncaster, United Kingdom PRATAP PARTNERSHIP LTD Full timeAssistant Accountant Job DescriptionPRATAP PARTNERSHIP LTD is seeking a highly skilled and motivated Assistant Accountant to join their team. As a key member of the finance department, you will play a crucial role in maintaining the accuracy and integrity of the company's financial records.Key Responsibilities:Financial Reconciliations: Ensure the accuracy...
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Financial Assistant
4 weeks ago
Doncaster, Doncaster, United Kingdom PRATAP PARTNERSHIP LTD Full timeAssistant Accountant Job DescriptionPRATAP PARTNERSHIP LTD is seeking a highly skilled and motivated Assistant Accountant to join their team. As a key member of the finance department, you will play a crucial role in maintaining the accuracy and integrity of the company's financial records.Key Responsibilities:Financial Reconciliations: Ensure the accuracy...
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Financial Assistant
3 weeks ago
Doncaster, Doncaster, United Kingdom PRATAP PARTNERSHIP LTD Full timeAssistant Accountant Job DescriptionPRATAP PARTNERSHIP LTD is seeking a highly skilled and motivated Assistant Accountant to join their team. As a key member of the finance department, you will play a crucial role in maintaining the accuracy and integrity of the company's financial records.Key Responsibilities:Financial Reconciliations: Ensure the accuracy...