Financial Services Professional

1 week ago


Shrewsbury, Shropshire, United Kingdom Page Personnel Sales Full time

We are seeking a highly skilled Financial Services Administrator to provide exceptional support to our financial advisers in the day-to-day running of our business. This role involves ensuring compliance with regulatory requirements, providing excellent client servicing, and maintaining accurate records.

  • Supporting financial advisers with administrative tasks and ensuring effective systems and processes are in place
  • Tracking compliance, regulatory, and legislative requirements
  • Liaising with the practice, clients, and third parties to ensure seamless communication
  • Maintaining end-to-end business processes and ensuring accuracy in all reports
  • Developing strong relationships with clients and assisting them with queries
  • Excellent customer service skills and ability to build strong relationships with internal and external stakeholders
  • Strong communication and organisational skills
  • Attention to detail and administration experience within financial services
  • Estimated salary: £24,500 - £26,000 per annum
  • 25 days annual leave
  • Company pension scheme
  • Healthcare benefits
  • Study support for relevant professional qualifications
  • Opportunities for career progression within the firm
  • Free parking on site
  • Flexible working hours


  • Shrewsbury, Shropshire, United Kingdom Tate Full time

    Job OverviewWe are seeking a skilled Financial Services Advisor to join our team at Tate. As a Financial Services Advisor, you will play a key role in providing exceptional customer service and supporting our customers with their financial needs.In this role, you will have the opportunity to develop your skills and knowledge in the financial services...


  • Shrewsbury, Shropshire, United Kingdom Prince Personnel Limited Full time

    About the RoleWe are seeking a highly skilled Financial Accounting Professional to join our team in Shrewsbury. The successful candidate will be responsible for producing first draft financial statements, identifying and resolving client queries, and drafting tax computations.Key Responsibilities:Prepare accurate and timely financial statements for complex...


  • Shrewsbury, Shropshire, United Kingdom Blue Orchid Recruitment Ltd Full time

    About Blue Orchid Recruitment LtdBlue Orchid Recruitment Ltd is a leading charity that empowers individuals to move forward. As a local, independent organization, we strive to make a positive impact in our community by guiding our work towards life-changing services.Key Responsibilities:As a Trustee with financial expertise, you will oversee finances at a...


  • Shrewsbury, Shropshire, United Kingdom Nationwide Building Society Full time

    Nationwide Building Society is seeking a Financial Services Advisor to join our team. This role is based in Shrewsbury and offers a competitive salary of £20,000 - £25,000 per annum.About the RoleWe are looking for an individual who can provide excellent customer service and support to our members. As a Financial Services Advisor, you will be responsible...


  • Shrewsbury, Shropshire, United Kingdom Om Search Consultants Ltd Full time

    A forward-thinking privately owned service and solutions business based in the Shropshire region is seeking a highly skilled Financial Controller to join their established finance function. This is an exciting opportunity to deliver comprehensive financial management, reporting, and control, and drive business growth.Responsibilities:Oversee the daily...


  • Shrewsbury, Shropshire, United Kingdom Radius Payment Solutions Full time

    Job Title: Financial Services ManagerAbout the Role:We are seeking an experienced Financial Services Manager to join our mid-market team at Radius Payment Solutions.About You:You will be responsible for ensuring that all phone calls are answered promptly and in line with company guidelines. This involves processing resignations and new connection orders,...


  • Shrewsbury, Shropshire, United Kingdom Schroders Full time

    Financial Planner Support RoleWe are seeking a highly organized and administratively skilled individual to provide support to our financial planners in Shrewsbury. As a key member of our team, you will be responsible for ensuring the smooth delivery of our advice process, from preparing meeting packs to handling client enquiries.**Responsibilities*** Prepare...


  • Shrewsbury, Shropshire, United Kingdom NJR Recruitment Full time

    We are seeking a highly skilled Financial Services Administrator to join our team at NJR Recruitment.Key Responsibilities:Utilise client data for illustrationsProcess new businessPrepare letters of authority for client policy informationAnswer calls and deal with clients and third-party queriesProduce quotationsManage task lists and prioritise workload...


  • Shrewsbury, Shropshire, United Kingdom NJR Recruitment Full time

    Job OverviewNJR Recruitment is seeking a highly organised and detail-focused Senior Financial Services Coordinator to join their team. As an Administrator to Senior IFA, you will be responsible for supporting the consultants in processing Pension & Investment applications.About the RoleThis is a fantastic opportunity to work with a dynamic team in a...


  • Shrewsbury, Shropshire, United Kingdom NJR Recruitment Full time

    Job Description: Client Services CoordinatorIn this exciting role, you will work closely with financial advisors to deliver exceptional client service and support. Your primary responsibilities will include:Providing timely and accurate administration support to financial plannersEnsuring seamless communication between clients, financial advisors, and...

  • Financial Controller

    2 months ago


    Shrewsbury, Shropshire, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance Manager Job DescriptionWe are seeking a highly skilled and experienced Finance Manager to join our finance team at beBee Professionals in Shrewsbury, UK.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets to ensure the company's financial stability and compliance with regulations.Oversee cash flow management, financial...

  • Financial Director

    2 months ago


    Shrewsbury, Shropshire, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance Manager Job DescriptionWe are seeking a highly skilled and experienced Finance Manager to join our finance team at beBee Professionals in Shrewsbury, UK.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets to ensure the company's financial stability and growth.Oversee financial reporting, analysis, and compliance with...


  • Shrewsbury, Shropshire, United Kingdom Lambert Smith Hampton Full time

    Job Title: Service Charge Financial AnalystLocation: ShrewsburyAbout Us: As a leading commercial real estate consultancy, Lambert Smith Hampton provides valuation services for loan security and advises lenders, investors, and occupiers in the public and private sector.Main Responsibilities: Our team member will produce residential service charge accounts,...


  • Shrewsbury, Shropshire, United Kingdom Clark Wood Full time

    Audit & Accounts Senior Position in ShrewsburyClark Wood, a renowned recruitment agency, is partnering with a leading regional firm of chartered accountants in Shropshire to find an exceptional Audit & Accounts Senior for their team in Shrewsbury.This exciting opportunity allows you to take on a varied role with exposure to a diverse range of clients from...


  • Shrewsbury, Shropshire, United Kingdom Future Engineering Recruitment Ltd Full time

    Job Title: Electrical Service ProfessionalWe are seeking an experienced Electrical Service Professional to join our team in the Midlands area.Location: Telford, Wolverhampton, Birmingham, Shrewsbury.Estimated Salary: £32,000 - £37,000 per annum, depending on experience.Job OverviewThis reputable company is a leading provider of specialized equipment and...


  • Shrewsbury, Shropshire, United Kingdom Addington Ball Recruitment Full time

    About the RoleWe are seeking an experienced Financial Accountant to join our team at Addington Ball Recruitment. This is an exciting opportunity for a qualified practice accountant to manage a portfolio of clients and provide bespoke services in the preparation of accounts.As a Financial Accountant, you will be responsible for analysing financial statements,...


  • Shrewsbury, Shropshire, United Kingdom Prince Personnel Limited Full time

    Accountancy Senior RoleWe are working with a leading accountancy practice in Shrewsbury, seeking an experienced Accounts Senior to join their team on a permanent basis.About the Firm:The firm provides accounting services to clients across various sectors, and we are looking for someone to join their team who has a strong background in financial reporting.Key...


  • Shrewsbury, Shropshire, United Kingdom beBee Professionals Full time £45,000 - £65,000

    At beBee Professionals, we are seeking a highly skilled Financial Planning Manager to oversee financial planning, reporting, and analysis. The ideal candidate will have a strong understanding of financial management, budgeting, and forecasting.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets.Monitor and manage cash flow to...


  • Shrewsbury, Shropshire, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a Senior Financial Analyst to join our finance team at beBee Professionals. The ideal candidate will have a strong understanding of financial management, budgeting, and forecasting, and be able to analyze complex financial data.Key Responsibilities:Analyze financial data to identify trends and areas for improvement.Develop and implement...


  • Shrewsbury, Shropshire, United Kingdom beBee Professionals Full time £45,000 - £65,000

    beBee Professionals is seeking a detail-oriented and experienced Financial Manager to join our finance team in Shrewsbury, United Kingdom.Key Responsibilities:Prepare financial reports, forecasts, and budgets for management review.Monitor and manage the company's cash flow, ensuring financial stability.Oversee month-end and year-end financial processes,...