Financial Services Administrator
3 days ago
We are seeking an experienced Financial Services Administrator to join our team at a national client based in Marlborough. As a key member of our administration team, you will be responsible for providing high-quality support to our financial planning clients.
Key Responsibilities:- Client correspondence and communication
- Processing new business and preparing client review packs
- Arranging client meetings and managing the adviser's diary
- Illustration requests and ensuring compliance with firm procedures
- Maintaining accurate client records and files
- Providing back-office support and handling phone calls and enquiries
- Experience working in a financial planning firm
- Motivated, friendly, and professional attitude
- Excellent communication and organizational skills
- Confidence with IT and office software packages
- Ability to manage workloads and prioritize tasks
- Flexibility and adaptability to cope with change
- Competitive salary dependent on experience and qualifications
- Benefits including 25 days holiday, Bank Holidays, Birthday Leave, and more
If you are a motivated and experienced Financial Services Administrator looking for a new challenge, please send your CV to Stuart or contact him directly to discuss the opportunity.
-
Financial Administrator
2 weeks ago
Marlborough, Wiltshire, United Kingdom Perspective Financial Group Ltd Full timeJob Summary:We are seeking a highly skilled and experienced Financial Administrator to join our team at Perspective Financial Group Ltd. As a key member of our administration team, you will play a vital role in providing exceptional support to our clients and colleagues.Key Responsibilities:Provide high-quality administrative support to our financial...
-
Financial Administrator
2 weeks ago
Marlborough, Wiltshire, United Kingdom Perspective Financial Group Ltd Full timeJob Summary:We are seeking a highly skilled and experienced Financial Administrator to join our team at Perspective Financial Group Ltd. As a key member of our administration team, you will play a vital role in providing exceptional support to our clients and colleagues.Key Responsibilities:Provide high-quality administrative support to our financial...
-
Financial Services Administrator
3 weeks ago
Marlborough, Wiltshire, United Kingdom Reward Recruitment Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Reward Recruitment. As a key member of our team, you will be responsible for providing administrative support to our financial services clients.Key ResponsibilitiesClient Correspondence: You will be responsible for drafting and sending...
-
Financial Services Administrator
2 weeks ago
Marlborough, Wiltshire, United Kingdom Reward Recruitment Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Reward Recruitment. As a key member of our team, you will be responsible for providing administrative support to our financial services clients.Key ResponsibilitiesClient Correspondence: You will be responsible for drafting and sending...
-
Financial Services Administrator
1 day ago
Marlborough, Wiltshire, United Kingdom Reward Recruitment Full timeFinancial Services Administrator OpportunityWe are seeking an experienced Financial Services Administrator to join our team at a national client based in Marlborough. As a key member of our administration team, you will be responsible for providing high-quality support to our financial planning clients.Key Responsibilities:Client correspondence and...
-
Financial Services Administrator
1 day ago
Marlborough, Wiltshire, United Kingdom Reward Recruitment Full timeFinancial Services Administrator OpportunityWe are seeking an experienced Financial Services Administrator to join our team at a national client based in Marlborough. As a key member of our administration team, you will be responsible for providing high-quality support to our financial planning clients.Key Responsibilities:Client correspondence and...
-
Financial Services Administrator
2 days ago
Marlborough, Wiltshire, United Kingdom Finlink Ltd Full timeAbout Finlink LtdFinlink Ltd is a nationally recognised financial services company with a strong presence across the UK. Our commitment to delivering exceptional client experiences has driven our steady growth over the past 30 years.The RoleWe are seeking an experienced administration professional to support our paraplanners and financial advisors in...
-
Financial Services Administrator
2 days ago
Marlborough, Wiltshire, United Kingdom Finlink Ltd Full timeAbout Finlink LtdFinlink Ltd is a nationally recognised financial services company with a strong presence across the UK. Our commitment to delivering exceptional client experiences has driven our steady growth over the past 30 years.The RoleWe are seeking an experienced administration professional to support our paraplanners and financial advisors in...
-
Financial Services Administrator
7 days ago
Marlborough, Wiltshire, United Kingdom Finlink Ltd Full timeAbout the Role This is an exciting opportunity to join Finlink Ltd as an Administration Assistant, supporting the paraplanners and financial advisors to deliver exceptional client service. Key Responsibilities Act as the primary point of contact for client queries regarding pensions, investments, and protection Liaise with product providers to ensure...
-
Financial Services Administrator
7 days ago
Marlborough, Wiltshire, United Kingdom Finlink Ltd Full timeAbout the Role This is an exciting opportunity to join Finlink Ltd as an Administration Assistant, supporting the paraplanners and financial advisors to deliver exceptional client service. Key Responsibilities Act as the primary point of contact for client queries regarding pensions, investments, and protection Liaise with product providers to ensure...
-
Financial Services Administrator
4 days ago
Marlborough, Wiltshire, United Kingdom Reward Recruitment Full timeFinancial Services Administrator OpportunityWe are seeking an experienced Financial Services Administrator to join our team at a national client based in Marlborough. As a key member of our administration team, you will be responsible for providing high-quality support to our financial planning clients.Key Responsibilities:Client correspondence, written and...
-
Financial Services Administrator
4 days ago
Marlborough, Wiltshire, United Kingdom Reward Recruitment Full timeFinancial Services Administrator OpportunityWe are seeking an experienced Financial Services Administrator to join our team at a national client based in Marlborough. As a key member of our administration team, you will be responsible for providing high-quality support to our financial planning clients.Key Responsibilities:Client correspondence, written and...
-
Financial Services Administrator
3 weeks ago
Marlborough, Wiltshire, United Kingdom Finlink Ltd Full timeAbout Finlink LtdFinlink Ltd is a leading provider of financial services, dedicated to delivering exceptional advice and support to our clients. As a dynamic and growing business, we are seeking an experienced administrator to join our team.The RoleWe are looking for a highly organized and efficient administrator to support our paraplanners and financial...
-
Financial Administrator
23 hours ago
Marlborough, Wiltshire, United Kingdom Cameron James Full timeFinancial AdministratorWe are seeking a highly skilled and experienced Financial Administrator to join our team at Cameron James. As a key member of our Wealth Management department, you will play a vital role in providing exceptional administrative support to our clients and internal teams.Key Responsibilities:Client correspondence and...
-
Financial Administrator
24 hours ago
Marlborough, Wiltshire, United Kingdom Cameron James Full timeFinancial AdministratorWe are seeking a highly skilled and experienced Financial Administrator to join our team at Cameron James. As a key member of our Wealth Management department, you will play a vital role in providing exceptional administrative support to our clients and internal teams.Key Responsibilities:Client correspondence and...
-
Financial Administrator
2 days ago
Marlborough, Wiltshire, United Kingdom Cameron James Full timeFinancial AdministratorWe are seeking a highly skilled and experienced Financial Administrator to join our team at Cameron James. As a key member of our Wealth Management team, you will play a vital role in providing exceptional administrative support to our clients and colleagues.Key ResponsibilitiesProvide high-quality administrative support to our Wealth...
-
Financial Administrator
2 days ago
Marlborough, Wiltshire, United Kingdom Cameron James Full timeFinancial AdministratorWe are seeking a highly skilled and experienced Financial Administrator to join our team at Cameron James. As a key member of our Wealth Management team, you will play a vital role in providing exceptional administrative support to our clients and colleagues.Key ResponsibilitiesProvide high-quality administrative support to our Wealth...
-
Financial Services Coordinator
1 week ago
Marlborough, Wiltshire, United Kingdom Finlink Ltd Full timeAbout the Role This is an exciting opportunity to join Finlink Ltd as an Administration Assistant in their Financial Services team. As a key member of the team, you will provide administrative support to the paraplanners and financial advisors, ensuring a first-class service to internal and external parties. Key Responsibilities Act as the point of contact...
-
Financial Services Coordinator
1 week ago
Marlborough, Wiltshire, United Kingdom Finlink Ltd Full timeAbout the Role This is an exciting opportunity to join Finlink Ltd as an Administration Assistant in their Financial Services team. As a key member of the team, you will provide administrative support to the paraplanners and financial advisors, ensuring a first-class service to internal and external parties. Key Responsibilities Act as the point of contact...
-
Financial Administrator
6 days ago
Marlborough, Wiltshire, United Kingdom MAS Resourcing Full timeFinancial Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at MAS Resourcing. As a key member of our administrative team, you will provide exceptional support to our clients and colleagues.Key Responsibilities:Provide administrative support to the team, including preparing correspondence...