Financial Services Administrator

2 weeks ago


Royal Leamington Spa, United Kingdom NJR Recruitment Full time

Job Description:

NJR Recruitment is partnering with a well-established National Firm of Independent Financial Planners to find an experienced Administrator to join their team in Nottingham.

The successful candidate will provide full support to an Adviser in all aspects of client support, including:

  • Meeting preparation
  • Collating documents and research for report preparation
  • Submitting new business on and off platforms
  • Income payments and withdrawals
  • Preparing files for client visits
  • Producing Valuations and Illustrations
  • Liaising with internal and external stakeholders
  • Maintenance of administration systems
  • Ensuring accurate and up-to-date client data
  • Maintenance of diary management system
  • Completing daily workflow in line with SLA's
  • Scanning and attaching documentation to client records

This role is suitable for someone with experience in the financial services industry, particularly in the Pensions & Investments arena, and ideally with experience using Intelligent Office.

The successful candidate will require excellent attention to detail and the ability to provide a first-class service to clients and consultants.



  • Leamington Spa, Warwickshire, United Kingdom Simpson Financial Services Limited Full time

    Job OpportunityWe are seeking a highly organized and detail-oriented individual to join our administration team at Simpson Financial Services Limited. As a Financial Services Coordinator, you will be responsible for providing administrative support to our mortgage and life companies, as well as dealing with incoming and outgoing telephone calls.Key...


  • Leamington Spa, Warwickshire, United Kingdom Simpson Financial Services Limited Full time

    Job OpportunityWe are seeking a skilled and ambitious administrator to join our administration team at Simpson Financial Services Limited.The role is based in our Leamington Spa office and involves:Making calls and requests to mortgage and life companiesAnswering and dealing with incoming telephone callsMaking outgoing telephone callsSupporting our Mortgage...

  • Office Administrator

    5 months ago


    Leamington Spa, United Kingdom Leam Financial Services Full time

    We are looking for an experienced administrator to join our small team to support the financial advisors within the company. We are looking for someone to join us for the long term and be a key member of the administration team. The job role would entail: - Answering the telephone and welcoming clients to the office - Opening the incoming post / sending...


  • Leamington Spa, Warwickshire, United Kingdom NJR Recruitment Full time

    Job Title: Financial Services AdministratorJob Summary:We are seeking an experienced Financial Services Administrator to join our team in Nottingham. The successful candidate will provide full support to an Adviser in all aspects of client support, including meeting preparation, collating documents, and submitting new business.Key Responsibilities:Meeting...


  • Leamington Spa, Warwickshire, United Kingdom NJR Recruitment Full time

    Job SummaryNJR Recruitment is seeking an experienced Administrator to join a well-known National Firm of Independent Financial Planners in Nottingham. The successful candidate will provide full support to an Adviser in all aspects of client support, including meeting preparation, document collation, and submission of new business.Key ResponsibilitiesPrepare...


  • Leamington Spa, Warwickshire, United Kingdom NJR Recruitment Full time

    Benefits:Holiday entitlement increases with service, from 23 days plus statutory public holidays to 29 days plus statutory public holidays after 10 years. Our contributory pension scheme offers an employer contribution of 5% and an employee minimum contribution of 3%.We also offer a GDIS scheme with 2 x salary life assurance, a health cash plan, and...


  • Leamington Spa, Warwickshire, United Kingdom NJR Recruitment Full time

    Benefits and Perks * 23 days annual leave plus statutory public holidays, increasing to 26 days after 5 years and 29 days after 10 years * Contributory pension scheme with employer contribution of 5% and employee minimum contribution of 3% * GDIS scheme with 2 x salary life assurance * Health cash plan * Development and training opportunities, including...


  • Leamington Spa, Warwickshire, United Kingdom Redwood Search Full time

    We are seeking a highly organized and detail-oriented Senior Financial Services Administrator to join our client's team in a Financial Services environment. The ideal candidate will have a minimum of 1-2 years of experience in a similar role, with a strong understanding of pensions and investments.The successful candidate will be responsible for supporting...


  • Royal Wootton Bassett, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    **Client Services Administrator** **Location: Royal Wootton Bassett - SN4** **Salary: £22,000 to £26,000** (depending on experience) + Bonus scheme, £100k DIS and Pension scheme with employer 5% contribution **Hours: Full Time - 35 hours / in office** **Working as part of the team at an Appointed Representative of St. James’s Place Plc.** This is...


  • Royal Wootton Bassett, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    **Client Services Administrator** **Location: Royal Wootton Bassett - SN4** **Salary: £22,000 to £26,000** (depending on experience) + Bonus scheme, £100k DIS and Pension scheme with employer 5% contribution **Hours: Full Time - 35 hours / in office** **Working as part of the team at an Appointed Representative of St. James’s Place Plc.** This is...


  • Leamington Spa, Warwickshire, United Kingdom MI Search Full time

    Financial Planning Administrator RoleMI Search is currently seeking a skilled Financial Planning Administrator to join their team in Warwick. As a key member of the team, you will provide administrative support to financial advisers and paraplanners, ensuring the smooth operation of the business.Key Responsibilities:Obtain provider information and collate...


  • Leamington Spa, Warwickshire, United Kingdom Simpson Financial Services Limited Full time

    Job OpportunityWe are seeking a highly motivated and organized individual to join our administration team at Simpson Financial Services Limited.Job Summary:This role involves providing administrative support to our Mortgage Capacity Experts and Trustee Accounts Specialists, as well as handling incoming and outgoing calls, and administering Group Scheme...


  • Leamington Spa, Warwickshire, United Kingdom Simpson Financial Services Limited Full time

    Job OpportunityWe are seeking a highly motivated and organized individual to join our administration team at Simpson Financial Services Limited.Job Summary:This role involves providing administrative support to our Mortgage Capacity Experts and Trustee Accounts Specialists, as well as handling incoming and outgoing calls, and administering Group Scheme...


  • Leamington Spa, Warwickshire, United Kingdom Simpson Financial Services Limited Full time

    Job OpportunityWe are seeking a highly motivated and organized individual to join our administration team at Simpson Financial Services Limited.Key Responsibilities:Make calls and requests to mortgage, life, and pension companies.Answer and deal with incoming telephone calls.Make outgoing telephone calls.Support Mortgage Capacity Experts and Trustee Accounts...


  • Leamington Spa, United Kingdom AFH Financial Group Full time

    **Independent Financial Adviser** At AFH, as we grow, we’re looking for like-minded financial advisers to join us supporting clients across the West Midlands. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future...

  • Administrator

    1 month ago


    Royal Leamington Spa, United Kingdom CV-Library Full time

    Care Home Administrator Salary £26,000 Monday To Friday 9:00am - 5:00pm BASED IN LEAMINGTON SPA Support the Manager, staff and residents in administrative tasks to ensure the smooth and efficient management of the Home and meet Head Office deadlines on financial procedures and all information returns. SPECIFIC DUTIES - Oversee and maintain...

  • Administrator

    1 month ago


    Royal Leamington Spa, United Kingdom CV-Library Full time

    Care Home Administrator Salary £26,000 Monday To Friday 9:00am - 5:00pm BASED IN LEAMINGTON SPA Support the Manager, staff and residents in administrative tasks to ensure the smooth and efficient management of the Home and meet Head Office deadlines on financial procedures and all information returns. SPECIFIC DUTIES - Oversee and maintain...


  • Leamington Spa, Warwickshire, United Kingdom FRS Ltd Full time

    Financial Administrator Needed for Award-Winning SMEFRS Ltd, a highly rated company based in Leamington Spa, is seeking an experienced Senior Financial Administrator to join their finance team.The ideal candidate will have a strong background in financial administration, including experience with Sage and AAT qualifications or relevant work experience in a...

  • Administrator

    1 month ago


    Royal Leamington Spa, United Kingdom Brook Street NMR Full time

    Care Home Administrator Salary £26,000 Monday To Friday 9:00am - 5:00pmBASED IN LEAMINGTON SPA Support the Manager, staff and residents in administrative tasks to ensure the smooth and efficient management of the Home and meet Head Office deadlines on financial procedures and all information returns.SPECIFIC DUTIES - Oversee and maintain the...


  • Royal Leamington Spa, United Kingdom CV-Library Full time

    Temp Customer Service Administrator (Immediate start) Location:Warwick  Rate: £12.92 per hour  Working hours: Monday to Friday 9:00 AM to 5:00 PM Company: Leading Retail Supply Company Overview of Customer Service Administrator A leading supplier to retail and logistics companies is seeking a dedicated and efficient temp...