Financial Services Administrator
4 hours ago
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Tunbridge Wells.
The RoleWorking in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy, including preparing and maintaining client records, learning all aspects of the business, and becoming a valued member of the team. You will also be responsible for keeping up to date with legislative and industry changes that affect the business and its clients.
As a key member of the team, you will provide support to one or more financial advisers on a range of different client cases, including administrative duties, client service, and technical support to assist the financial adviser in their duties.
Key Responsibilities- Research a broad range of financial products across all financial sectors
- Maintain regular contact with clients and provide excellent customer service
- Assist the financial adviser in preparing recommendations and maintaining client records
- Keep up to date with legislative and industry changes that affect the business and its clients
- Support the financial adviser in their duties, including administrative tasks and client service
This is an exciting opportunity for a responsible, self-motivated, and well-organized candidate with good IT skills to develop their career in a fast-growing financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role to Diploma level.
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Financial Services Administrator
2 days ago
Tunbridge Wells, Kent, United Kingdom Robinson Financial Careers Full timeA new opportunity has arisen for an experienced Administrator to join Robinson Financial Careers, a national, Chartered Wealth Management Firm, at their offices in Tunbridge Wells.The RoleWorking in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy,...
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Financial Services Administrator
2 days ago
Tunbridge Wells, Kent, United Kingdom Robinson Financial Careers Full timeA new opportunity has arisen for an experienced Administrator to join Robinson Financial Careers, a national, Chartered Wealth Management Firm, at their offices in Tunbridge Wells.The RoleWorking in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy,...
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Financial Services Administrator
5 days ago
Tunbridge Wells, Kent, United Kingdom Robinson Financial Careers Full timeAbout the RoleWe are seeking an experienced Administrator to join our team at Robinson Financial Careers, a national, Chartered Wealth Management Firm. The successful candidate will assist our Financial Adviser in preparing recommendations in line with company policy, including preparing and maintaining client records.Key ResponsibilitiesResearch a broad...
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Financial Services Administrator
5 days ago
Tunbridge Wells, Kent, United Kingdom Robinson Financial Careers Full timeAbout the RoleWe are seeking an experienced Administrator to join our team at Robinson Financial Careers, a national, Chartered Wealth Management Firm. The successful candidate will assist our Financial Adviser in preparing recommendations in line with company policy, including preparing and maintaining client records.Key ResponsibilitiesResearch a broad...
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Financial Services Administrator
3 weeks ago
Tunbridge Wells, Kent, United Kingdom Office Angels Full timeJob Title: Temporary Savings Administrator Contract: Full-time - Fixed Term Contract Location: Remote Opportunity Responsible to: Head of Financial Operations Pay: £15 - £18 per hour We are seeking a skilled Temporary Savings Administrator to join our team at Office Angels. As a key member of our financial operations department, you will be responsible for...
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Financial Services Administrator
3 weeks ago
Tunbridge Wells, Kent, United Kingdom Office Angels Full timeJob Title: Temporary Savings Administrator Contract: Full-time - Fixed Term Contract Location: Remote Opportunity Responsible to: Head of Financial Operations Pay: £15 - £18 per hour We are seeking a skilled Temporary Savings Administrator to join our team at Office Angels. As a key member of our financial operations department, you will be responsible for...
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Financial Services Administrator
2 weeks ago
Tunbridge Wells, Kent, United Kingdom Office Angels Full timeJob Title: Temporary Savings Administrator Contract: Full-time - Fixed Term Contract Location: Remote Opportunity Responsible to: Head of Financial Operations Pay: £15 - £18 per hour We are seeking a skilled Temporary Savings Administrator to join our team at Office Angels. As a key member of our financial operations team, you will be responsible for...
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Financial Services Administrator
2 weeks ago
Tunbridge Wells, Kent, United Kingdom Office Angels Full timeJob Title: Temporary Savings Administrator Contract: Full-time - Fixed Term Contract Location: Remote Opportunity Responsible to: Head of Financial Operations Pay: £15 - £18 per hour We are seeking a skilled Temporary Savings Administrator to join our team at Office Angels. As a key member of our financial operations team, you will be responsible for...
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Financial Services Administrator
3 weeks ago
Tunbridge Wells, Kent, United Kingdom Office Angels Full timeJob Title: Temporary Savings Administrator Contract: Full-time - Fixed Term Contract Industry: Financial Services Reports to: Head of Financial Operations Compensation: £15 - £18 per hour Are you a detail-oriented professional with excellent customer service skills? Our client, a leading financial services organization, is seeking a Temporary Savings...
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Financial Services Administrator
3 weeks ago
Tunbridge Wells, Kent, United Kingdom Office Angels Full timeJob Title: Temporary Savings Administrator Contract: Full-time - Fixed Term Contract Industry: Financial Services Reports to: Head of Financial Operations Compensation: £15 - £18 per hour Are you a detail-oriented professional with excellent customer service skills? Our client, a leading financial services organization, is seeking a Temporary Savings...
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Financial Services Administrator
22 hours ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Blakemore Recruitment. As an IFA Administrator, you will play a crucial role in supporting our Chartered Financial Planning practice in Tunbridge Wells.Key Responsibilities:Act as the primary point of contact for clients, advisers, and third-party...
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Financial Services Administrator
18 hours ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Blakemore Recruitment. As an IFA Administrator, you will play a crucial role in supporting our Chartered Financial Planning practice in Tunbridge Wells.Key Responsibilities:Act as the primary point of contact for clients, advisers, and third-party...
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Financial Services Administrator
6 days ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Blakemore Recruitment. As an IFA Administrator, you will play a crucial role in supporting our Chartered Financial Planning practice in Tunbridge Wells.Key Responsibilities:Act as the primary point of contact between clients, advisers, and third-party...
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Financial Services Administrator
5 days ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Blakemore Recruitment. As an IFA Administrator, you will play a crucial role in supporting our Chartered Financial Planning practice in Tunbridge Wells.Key Responsibilities:Act as the primary point of contact between clients, advisers, and third-party...
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Financial Services Administrator
2 weeks ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Chartered Financial Planning practice based in a reputable financial services company who are looking to recruit a Financial Services Administrator to join their team.ROLEActing as a key point of contact between clients, financial advisers and third-party product providersEstablishing and maintaining electronic client files...
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Financial Services Administrator
2 weeks ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Chartered Financial Planning practice based in a reputable financial services company who are looking to recruit a Financial Services Administrator to join their team.ROLEActing as a key point of contact between clients, financial advisers and third-party product providersEstablishing and maintaining electronic client files...
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Financial Services Administrator
3 weeks ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Chartered Financial Planning practice based in a reputable financial services company who are looking to recruit a Financial Services Administrator to join their team.ROLEActing as a key point of contact between clients, advisers and third-party product providersEstablishing and maintaining electronic client files and...
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Financial Services Administrator
3 weeks ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Chartered Financial Planning practice based in a reputable financial services company who are looking to recruit a Financial Services Administrator to join their team.ROLEActing as a key point of contact between clients, advisers and third-party product providersEstablishing and maintaining electronic client files and...
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Financial Services Administrator
1 month ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeWe are seeking a dedicated IFA Administrator to join our esteemed team at Blakemore Recruitment, specializing in Chartered Financial Planning. KEY RESPONSIBILITIES Serve as the primary liaison among clients, financial advisers, and external product providers. Develop and uphold comprehensive electronic client records. Facilitate the processing of new...
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Financial Services Administrator
2 weeks ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled and detail-oriented IFA Administrator to support our Chartered Financial Planning practice in Tunbridge Wells.Key Responsibilities:Act as the primary point of contact for clients, advisers, and third-party providers, ensuring seamless communication and resolution of queries.Maintain accurate and up-to-date electronic client files,...