Experienced Financial Administrator

4 weeks ago


Milton Keynes, Milton Keynes, United Kingdom Perspective Financial Group Ltd Full time
Financial Administrator Opportunity

We are seeking a highly motivated and experienced Financial Administrator to join our team at Perspective Financial Group Ltd. This is a fantastic opportunity to develop your skills in financial administration and work with a successful and established administration team.

Key Responsibilities
  • Provide high-quality administrative support to the team, including client correspondence and written and verbal communication.
  • Produce concise business correspondence and proofread for grammar, spelling, and punctuation with a high degree of accuracy.
  • Confidently use IT and office software packages, including Teams, Outlook, Word, and Excel.
  • Ensure all financial planning client administration is carried out in accordance with the Firm's procedures.
  • Maintain client records on the company software and ensure the client and firm's files are well presented, accurate, and compliant.
  • Provide back-office support and handle phone calls, enquiries, and requests.
Requirements
  • Experience working in a financial planning firm.
  • Motivated, friendly, and professional at all times.
  • Ability to hold conversations with third parties and represent the company in a professional manner.
Benefits
  • Competitive salary dependent on experience and qualifications.
  • 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare, and Extras Discount shopping discounts.


  • Milton Keynes, Milton Keynes, United Kingdom Perspective Financial Group Ltd Full time

    We are seeking a highly skilled Financial Administrator to join our team at Perspective Financial Group Ltd. As a key member of our administration team, you will be responsible for providing exceptional support to our clients and colleagues.Key ResponsibilitiesProvide high-quality administrative support to our clients and colleagues, including responding to...


  • Milton Keynes, Milton Keynes, United Kingdom Heat Recruitment Ltd Full time

    About the Role:As a seasoned Financial Planning Administrator, you will be responsible for providing exceptional support to our team of financial experts. With a strong focus on delivering high-quality services, you will be working in a dynamic and values-driven environment that encourages growth and development.Key Responsibilities:Providing administrative...

  • Financial Accountant

    4 weeks ago


    Milton Keynes, Milton Keynes, United Kingdom financial-advisor Full time

    Financial Accountant OpportunityWe are seeking a highly skilled Financial Accountant to join our central finance team in Milton Keynes. As a key member of our team, you will play a crucial role in providing financial and management information to internal and external customers.Key Responsibilities:Provide financial and management information to support...


  • Milton Keynes, Milton Keynes, United Kingdom Heat Recruitment Ltd Full time

    Financial Planning Administrator Job DescriptionWe are supporting a leading and successful client that is looking to bring on an IFA Administrator to provide client-facing, administrative support within the business. This Savings and Investments firm prides itself on a strong values-focused work culture that encourages training and study support progression....

  • Financial Accountant

    4 weeks ago


    Milton Keynes, Milton Keynes, United Kingdom financial-advisor Full time

    We are seeking a highly skilled Financial Accountant to join our central finance team in Milton Keynes. As a key member of our team, you will play a crucial role in providing financial and management information to internal and external customers. Your responsibilities will include:Key Responsibilities:Providing financial and management information to...


  • Milton Keynes, Milton Keynes, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice in Milton Keynes who are looking to recruit an IFA Administrator.Key Responsibilities:New business processingDeal with client enquiries and deliver a high level of customer service to ensure that queries are actioned promptly and correctlyInvolvement in pension transfer work and drawdown related...


  • Milton Keynes, Milton Keynes, United Kingdom Northampton Business Directory Full time

    At Northampton Business Directory, we are seeking a highly skilled Financial Administrator to join our team. As a key member of our finance department, you will play a crucial role in ensuring the smooth operation of our financial processes.Key Responsibilities:Invoice Preparation and Dispatch: Ensure the prompt and accurate preparation and dispatch of...


  • Milton Keynes, Milton Keynes, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice in Milton Keynes who are looking to recruit an IFA Administrator.Key Responsibilities:New business processing and administrationDelivering exceptional customer service to clients and advisersSupporting pension transfer work and drawdown related mattersManaging data input onto client...

  • Mortgage Advisor

    4 weeks ago


    Milton Keynes, Milton Keynes, United Kingdom Collective Financial Planning Full time

    At Collective Financial Planning, we are seeking an experienced Mortgage Advisor to join our team of financial experts. As a Mortgage Advisor, you will play a crucial role in delivering exceptional advice to clients across the country.Key Responsibilities:Conducting face-to-face, telephone, or video appointments with clients to understand their needs and...


  • Milton Keynes, Milton Keynes, United Kingdom FRS Ltd Full time

    Job Title: Legal Cashier/Accounts ManagerFRS Ltd is seeking an experienced Legal Cashier/Manager to join their team in Milton Keynes.Key Responsibilities:Maintain accurate and up-to-date client and nominal ledgers.Process banking and cheque transactions.Raise invoices and manage ledger accounts.Reconcile clients', deposit bank, and building society...


  • Milton Keynes, Milton Keynes, United Kingdom E-Fab Recruitment Full time

    Job Summary:We are seeking a highly experienced Financial Services Team Leader to join our team at E-Fab Recruitment. The ideal candidate will have a strong background in accounts management, with a proven track record of supervising a team of administrators.Key Responsibilities:Carry out daily bank reconciliations and ensure accurate financial...


  • Milton Keynes, Milton Keynes, United Kingdom Blakemore Recruitment Full time

    Financial Planner Job DescriptionWe are seeking an experienced and ambitious Financial Planner to join our team near Milton Keynes. As a key member of our financial planning firm, you will play a crucial role in providing holistic financial planning advice to private clients, ensuring a smooth delivery of excellent client service, and generating profitable...


  • Milton Keynes, Milton Keynes, United Kingdom Blakemore Recruitment Full time

    We are seeking an ambitious and experienced Financial Planner to join our team at a leading financial planning firm based near Milton Keynes.This is an excellent opportunity for a talented individual who wants to be involved in the business growth and direction of a dynamic company, providing a clear route into the senior management team.The company values a...


  • Milton Keynes, Milton Keynes, United Kingdom E-Fab Recruitment Full time

    Job Title: Financial Services SupervisorJob Description:We are seeking a highly skilled Financial Services Supervisor to join our team at E-Fab Recruitment. The ideal candidate will have experience in managing people in an Accounts department and be familiar with Financial Services regulations.Duties:Carry out daily bank reconciliationsManage a team of 4/5...


  • Milton Keynes, Milton Keynes, United Kingdom CV-Library Full time

    Are you looking for a new challenge in Financial Services Administration? This Savings and Investments firm offers a strong values-focused work culture that encourages training and study support progression. Key benefits include: Transparent team bonus scheme Exam support with bonuses Hybrid working available after 6 month probation Free onsite car parking...


  • Milton Keynes, Milton Keynes, United Kingdom Blakemore Recruitment Full time

    Financial Planning AssistantWe are currently recruiting for a Financial Planning practice in Milton Keynes who are looking to recruit a Financial Planning Assistant. Key Responsibilities: New business processing Deal with client enquiries and deliver a high level of customer service to ensure that queries are actioned promptly and correctly Involvement in...


  • Milton Keynes, Milton Keynes, United Kingdom The Talent Crowd Full time

    Temporary Property Administrator OpportunityWe are seeking a highly organized and experienced administrative professional to join our team in Milton Keynes. As a Temporary Property Administrator, you will be responsible for providing administrative support to our property management division.Key Responsibilities:Carry out general administrative duties to...


  • Milton Keynes, Milton Keynes, United Kingdom Blakemore Recruitment Full time

    Key ResponsibilitiesWe are seeking an experienced IFA Administrator to support our Financial Planning practice in Milton Keynes.Key Responsibilities:New business processing and administrationHandling client enquiries and delivering exceptional customer serviceAssisting with pension transfer work and drawdown related mattersSupporting advisers with their...


  • Milton Keynes, Milton Keynes, United Kingdom WD-40 Company Full time

    Job Title: Legal Contracts SpecialistAt WD-40 Company, we are seeking a skilled Legal Contracts Specialist to join our team. As a key member of our contracts administration program, you will provide semi-routine legal services support and direction to contract owners and requestors.Key Responsibilities:Provide preliminary review of contract requests to...


  • Milton Keynes, Milton Keynes, United Kingdom Morgan Financial Search Full time

    Job DescriptionOur client, a £120m turnover Service Contractor with multiple UK-based depot sites, seeks an experienced Finance Manager to lead the Central Accounts function based in Milton Keynes. This PE-backed business is currently undergoing a period of significant internal re-structuring to support its growth strategy.The successful candidate will be...