Prestigious Financial Services Professional

6 days ago


Stevenage, Hertfordshire, United Kingdom Tate Full time
Job Description:

We are currently recruiting for a highly skilled Corporate Services Administrator to join our team at a prestigious Financial Services organisation based in Stevenage. 

The successful candidate must have previous experience working for an Independent Financial Adviser and have proven experience working with GLA, GIP, GPMI, and GCIC etc, preferably with experience in auto-enrolment pension schemes.

Job Responsibilities:
  1. Assist the Financial Advisor with administrative support on pension schemes, including communicating with clients.
  2. Conduct thorough research and maintain accurate records of client enquiries.
  3. Support the annual review process, providing feedback as necessary.
  4. Handle day-to-day client and colleague queries.
  5. Attend client meetings as required.
  6. Provide ad-hoc administrative assistance to the Client Services Team.
Requirements:
  • Proven experience in the Financial Services sector, with relevant skills in GLA, GIP, GPMI, and GCIC etc.
  • Ability to meet tight deadlines and work under pressure.
  • Excellent communication skills, both written and oral.
  • Respectful team player and highly organised.
Benefits:

We offer a comprehensive benefits package, including:

  • 4x salary life cover.
  • Enrolment in our company pension scheme, with an employee and employer contribution of 5%, utilising salary exchange.
  • At the end of a six-month probation period, eligibility to join the company Cash Plan, funded by the company.
  • 28 days annual holiday, with up to three days to be taken over the Christmas break.


  • Stevenage, Hertfordshire, United Kingdom Exchange Street Claims & Financial Services Full time

    Executive Financial Planner PositionAt Exchange Street Claims & Financial Services, we're seeking an experienced Financial Planner to drive our business forward. This is an exciting opportunity for someone who thrives in a dynamic environment.Key Responsibilities:Meet clients and assess their current portfoliosEvaluate the benefits of transitioning clients...


  • Stevenage, Hertfordshire, United Kingdom M Group Services Full time

    About The RoleWe are seeking a highly skilled Banking Analyst to join our expanding Financial Shared Service Centre (FSSC) team based in Stevenage, on a 12 month fixed term contract.You will report to the Sub Ledger Manager and will support the Finance Shared Service Centre operations by being responsible for the daily reconciliation and administration of a...


  • Stevenage, Hertfordshire, United Kingdom M Group Services Full time

    About The RoleWe are seeking a skilled Banking Analyst to join our expanding Financial Shared Service Centre team based in Stevenage, on a 12 month fixed term contract.About the roleYou will report to the Sub Ledger Manager and will support the Finance Shared Service Centre operations by being responsible for the daily reconciliation and administration of a...

  • Financial Analyst

    1 month ago


    Stevenage, Hertfordshire, United Kingdom M Group Services Full time

    About The RoleWe are seeking a highly skilled Financial Analyst to join our expanding Financial Shared Service Centre (FSSC) team based in Stevenage, on a 12 month fixed term contract.You will report to the Sub Ledger Manager and will support the Finance Shared Service Centre operations by being responsible for the daily reconciliation and administration of...

  • Financial Analyst

    1 month ago


    Stevenage, Hertfordshire, United Kingdom M Group Services Full time

    About The RoleWe are seeking a highly skilled Financial Analyst to join our expanding Financial Shared Service Centre (FSSC) team based in Stevenage, on a 12 month fixed term contract.You will report to the Sub Ledger Manager and will support the Finance Shared Service Centre operations by being responsible for the daily reconciliation and administration of...


  • Stevenage, Hertfordshire, United Kingdom M Group Services Full time

    About The RoleWe are seeking a highly skilled Banking Analyst to join our expanding Financial Shared Service Centre (FSSC) team based in Stevenage, on a 12 month fixed term contract.About the roleYou will report to the Sub Ledger Manager and will support the Finance Shared Service Centre operations by being responsible for the daily reconciliation and...


  • Stevenage, Hertfordshire, United Kingdom Wayman Learning Trust Full time

    Job SummaryWe are seeking a qualified DT Teacher to join our highly successful and well-resourced department at a prestigious mixed school in Ipswich. The successful candidate will be expected to teach Key Stage 3 and 4 DT.About the DepartmentOur department is known for its commitment to providing a supportive and stimulating learning environment for...


  • Stevenage, Hertfordshire, United Kingdom Tate Full time

    Corporate Services AdministratorWe are currently recruiting for a prestigious Financial Services organisation based in the UK. The role is for a full-time Corporate Services Administrator - the successful candidate must have had previous experience working for an Independent Financial Advisers and have proven experience working with GLA, GIP, GPMI, GCIC etc...


  • Stevenage, Hertfordshire, United Kingdom Wayman Learning Trust Full time

    DT Teacher OpportunityWe are seeking an accomplished DT Teacher to join our thriving department at Wayman Learning Trust's prestigious mixed school in Ipswich. The successful candidate will be expected to teach at Key Stage 3 and 4, benefiting from a well-resourced and supportive environment.Key ResponsibilitiesDeliver engaging DT lessons at Key Stage 3 and...


  • Stevenage, Hertfordshire, United Kingdom Butler Rose Full time

    Senior Accountant RoleWe are seeking an experienced and qualified Senior Accountant to join our team at Butler Rose. As a Senior Accountant, you will be responsible for managing a diverse portfolio of clients and providing a wide range of accounting services.Key Responsibilities:Preparing year-end financial statements and managing tax returnsOverseeing...


  • Stevenage, Hertfordshire, United Kingdom Butler Rose Full time

    Senior Accountant RoleWe are seeking an experienced Senior Accountant to join our team at Butler Rose. As a Senior Accountant, you will be responsible for managing a diverse portfolio of clients and providing a wide range of accounting services.Key Responsibilities:Managing client portfolios and providing accounting services, including year-end financial...


  • Stevenage, Hertfordshire, United Kingdom M Group Services Full time

    {"About The Role":"We are looking to offer a Banking Analyst the opportunity to join our expanding Financial Shared Service Centre (FSSC) team based in Stevenage, on a 12 month fixed term contract.You will report to the Sub Ledger Manager and will support the Finance Shared Service Centre operations by being responsible for the daily reconciliation and...


  • Stevenage, Hertfordshire, United Kingdom Armstrong Knight Full time

    The role involves assisting with accounts preparation for various clients, from invoicing to month-end accounts. You may also be involved in audit work, with training provided if needed.The successful candidate will have 2-3 years of experience in an Accountancy Practice, with general accounts preparation and audit work experience.Excellent communication and...

  • Commercial Director

    3 weeks ago


    Stevenage, Hertfordshire, United Kingdom M Group Services Full time

    About The RoleM Group Services is seeking a highly skilled Commercial Director to join our expanding Central Commercial Function. As a key member of our team, you will be responsible for providing oversight of commercial performance, processes, and teams across our operating businesses.With the rapid growth of the company, you will play a vital role in...

  • Service Advisor

    3 weeks ago


    Stevenage, Hertfordshire, United Kingdom The Recruitment Solution Full time

    Service Advisor OpportunityAre you a customer-focused individual looking for a challenging role in the automotive industry? We have an exciting opportunity for a Service Advisor to join our team at a prestigious luxury brand dealership in Hertfordshire.Key Responsibilities:Meet and greet customers, ensuring a positive experienceBook in vehicles, raise and...

  • Financial Planner

    4 weeks ago


    Stevenage, Hertfordshire, United Kingdom Exchange Street Claims ltd Full time

    About the RoleWe are seeking an experienced Financial Planner to join our team at Exchange Street Claims ltd. As a Financial Advisor, you will work from home servicing a book of existing clients, focusing on retaining and growing their business.Key ResponsibilitiesProvide expert financial planning services to clients, including retirement planning and wealth...

  • Financial Planner

    4 weeks ago


    Stevenage, Hertfordshire, United Kingdom Exchange Street Claims ltd Full time

    About the RoleWe are seeking an experienced Financial Planner to join our team at Exchange Street Claims ltd. As a Financial Advisor, you will work from home servicing a book of existing clients, focusing on retaining and growing their business.Key ResponsibilitiesProvide expert financial planning services to clients, including retirement planning and wealth...


  • Stevenage, Hertfordshire, United Kingdom Charity Link Full time

    We are seeking a highly motivated Field Sales Executive to promote the work of some of the country's most prestigious charities. As a Field Sales Executive, you will have the opportunity to work with a dynamic team at Charity Link and make a real difference in the lives of others.**Key Benefits:**• A competitive basic salary of £23.8k, with the potential...

  • Field Sales Ambassador

    2 months ago


    Stevenage, Hertfordshire, United Kingdom Charity Link Full time

    We are seeking a highly motivated Field Sales Executive to promote the work of some of the country's most prestigious charities. As a Field Sales Executive, you will have the opportunity to work with a dynamic team at Charity Link and make a real difference in the lives of others.**Key Benefits:**• A competitive basic salary of £23.8k, with the potential...


  • Stevenage, Hertfordshire, United Kingdom Reed Full time

    Corporate Financial Administrator Job Description **Job Summary:** We are seeking a highly skilled Corporate Financial Administrator to join our team. As a Corporate Financial Administrator, you will be responsible for providing administrative support to our financial services team. **Key Responsibilities:** * Provide administrative support to the...