Financial Administrator

6 days ago


Sunderland, Sunderland, United Kingdom Robinson Financial Careers Full time
About the Role

We are seeking a highly organized and detail-oriented Financial Administrator to join our team at Robinson Financial Careers. As a key member of our Wealth Management team, you will play a vital role in supporting our Financial Advisers in delivering exceptional client service.

Key Responsibilities
  • Assist Financial Advisers in preparing recommendations and maintaining client records
  • Research and stay up-to-date with legislative and industry changes affecting our business and clients
  • Provide administrative support, including client service and technical assistance
  • Manage and maintain accurate records of pipeline and submitted business
  • Collaborate with various providers to gather and correlate plan/policy information
  • Develop a broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products
Requirements
  • Previous experience in a similar role within a financial services business
  • Strong communication and interpersonal skills
  • High attention to detail and organizational skills
  • Ability to work in a busy and fast-paced environment
  • Good IT skills, including Office 365
  • Excellent time management and prioritization skills
What We Offer
  • Competitive salary and benefits package
  • Opportunities for career development and training
  • Support for industry-recognized certifications
  • A dynamic and supportive work environment


  • Sunderland, Sunderland, United Kingdom Robinson Financial Careers Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Robinson Financial Careers. As a key member of our Wealth Management team, you will provide administrative support to our Financial Advisers and contribute to the success of our business.Key ResponsibilitiesAssist Financial Advisers in preparing...


  • Sunderland, Sunderland, United Kingdom Robinson Financial Careers Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Robinson Financial Careers. As a key member of our Wealth Management team, you will provide administrative support to our Financial Advisers and contribute to the success of our business.Key ResponsibilitiesAssist Financial Advisers in preparing...


  • Sunderland, Sunderland, United Kingdom Robinson Financial Careers Full time

    Job Opportunity at Robinson Financial CareersAbout the RoleWe are seeking a talented and numerate individual to join our team as a Graduate Trainee Paraplanner. As a key member of our team, you will be responsible for providing administrative support to our Financial Planners, while also developing your skills and knowledge in financial planning and...


  • Sunderland, Sunderland, United Kingdom Robinson Financial Careers Full time

    Join Our Team at Robinson Financial CareersAbout the RoleWe are seeking a talented and numerate individual to join our team as a Graduate Trainee Paraplanner. As a key member of our team, you will be responsible for providing administrative support to our Financial Planners, while also developing your skills and knowledge in financial planning and...


  • Sunderland, Sunderland, United Kingdom Robinson Financial Careers Full time

    Join Our Team at Robinson Financial CareersAbout the RoleWe are seeking a talented and numerate individual to join our team as a Graduate Trainee Paraplanner. As a key member of our team, you will be responsible for providing administrative support to our Financial Planners, while also developing your skills and knowledge in financial planning and...


  • Sunderland, Sunderland, United Kingdom Tempest Jones Full time

    About the RoleWe are seeking a highly organized and client-focused individual to join our team as a Financial Planning Administrator at Tempest Jones. This is an excellent opportunity to work with a successful organization that has a long history of helping clients achieve their financial goals.Key ResponsibilitiesProvide full administrative support to the...


  • Sunderland, Sunderland, United Kingdom Tempest Jones Full time

    About the RoleWe are seeking a highly organized and client-focused individual to join our team as a Financial Planning Administrator at Tempest Jones. This is an excellent opportunity to work with a successful organization that has a long history of helping clients achieve their financial goals.Key ResponsibilitiesProvide full administrative support to the...


  • Sunderland, Sunderland, United Kingdom Bryony Gibson Consulting Full time

    {"h1": "Part-time Finance Officer", "p": "We are seeking a highly skilled and experienced Part-time Finance Officer to join our team at Bryony Gibson Consulting. As a key member of our finance team, you will be responsible for overseeing all financial functions and related tasks for our charity clients.Key Responsibilities:* Process and pay all invoices*...


  • Sunderland, Sunderland, United Kingdom Bryony Gibson Consulting Full time

    {"h1": "Part-time Finance Officer", "p": "We are seeking a highly skilled and experienced Part-time Finance Officer to join our team at Bryony Gibson Consulting. As a key member of our finance team, you will be responsible for overseeing all financial functions and related tasks for our charity clients.Key Responsibilities:* Process and pay all invoices*...


  • Sunderland, Sunderland, United Kingdom AESC UK Full time

    Job OverviewAESC UK is seeking a highly skilled Financial Operations Specialist to join our team. As a key member of our finance department, you will be responsible for a range of finance tasks that will contribute to the growth and success of our business.Main Responsibilities:Accounts Payable and Accounts Receivable Processing: You will be responsible for...


  • Sunderland, Sunderland, United Kingdom Jackson Hogg Full time

    The Accounts Assistant/Payroll Administrator will ensure effective, efficient and accurate processing of financial transactions by assisting the Finance Team in line with the Finance Manual and Operating Framework. In this role, you will need to deliver an efficient service to the Business Unit in relation to Weekly Payroll Processing and Human Resource...


  • Sunderland, Sunderland, United Kingdom Jackson Hogg Full time

    The Accounts Assistant/Payroll Administrator will ensure effective, efficient and accurate processing of financial transactions by assisting the Finance Team in line with the Finance Manual and Operating Framework. In this role, you will need to deliver an efficient service to the Business Unit in relation to Weekly Payroll Processing and Human Resource...


  • Sunderland, Sunderland, United Kingdom AESC UK Full time

    Job OverviewAESC UK is seeking a highly skilled and organized Financial Operations Specialist to join our team. As a key member of our finance department, you will be responsible for a range of finance tasks that will contribute to the growth and success of our business.Main Responsibilities:Accounts Payable and Accounts Receivable Processing: You will be...


  • Sunderland, Sunderland, United Kingdom Jackson Hogg Full time

    The Accounts Assistant/Payroll Administrator will ensure effective, efficient and accurate processing of financial transactions by assisting the Finance Team in line with the Finance Manual and Operating Framework. In this role, you will need to deliver an efficient service to the Business Unit in relation to Weekly Payroll Processing and Human Resource...


  • Sunderland, Sunderland, United Kingdom Jackson Hogg Full time

    The Accounts Assistant/Payroll Administrator will ensure effective, efficient and accurate processing of financial transactions by assisting the Finance Team in line with the Finance Manual and Operating Framework. In this role, you will need to deliver an efficient service to the Business Unit in relation to Weekly Payroll Processing and Human Resource...


  • Sunderland, Sunderland, United Kingdom Jackson Hogg Full time

    The Accounts Assistant/Payroll Administrator will ensure effective, efficient and accurate processing of financial transactions by assisting the Finance Team in line with the Finance Manual and Operating Framework. In this role, you will need to deliver an efficient service to the Business Unit in relation to Weekly Payroll Processing and Human Resource...


  • Sunderland, Sunderland, United Kingdom Jackson Hogg Full time

    The Accounts Assistant/Payroll Administrator will ensure effective, efficient and accurate processing of financial transactions by assisting the Finance Team in line with the Finance Manual and Operating Framework. In this role, you will need to deliver an efficient service to the Business Unit in relation to Weekly Payroll Processing and Human Resource...


  • Sunderland, Sunderland, United Kingdom Jackson Hogg Full time

    The Accounts Assistant/Payroll Administrator will ensure effective, efficient and accurate processing of financial transactions by assisting the Finance Team in line with the Finance Manual and Operating Framework. In this role, you will need to deliver an efficient service to the Business Unit in relation to Weekly Payroll Processing and Human Resource...


  • Sunderland, Sunderland, United Kingdom AESC UK Full time

    Job OverviewAESC UK is seeking a highly skilled Financial Operations Specialist to join our team. As a key member of our finance department, you will be responsible for a range of finance tasks that will contribute to the growth and success of our business.Main Responsibilities:Accounts Payable and Accounts Receivable Processing: You will be responsible for...


  • Sunderland, Sunderland, United Kingdom Heels & Brogues Group Limited Full time

    Job Title:Lead Financial ConsultantLocation:Remote or Hybrid Options AvailableSalary:£30,000 - £50,000 per annum, plus performance-based bonusesEmployment Type:Full-Time or Part-Time (up to 40 hours per week, or 12-20 hours per week)About Us:Heels & Brogues Group Limited is collaborating with an innovative accountancy firm that prioritizes forward-thinking...