Administrator in Financial Sector
2 days ago
We are a respected financial advisory firm, Lime People Search & Select Ltd, seeking a diligent administrator to provide essential support.
Main Duties- Organize cost-related documents for periodic assessments.
- Maintain communication with clients through phone calls as needed.
- Serve as the first point of contact for incoming phone calls and direct them to the correct personnel.
- Manage incoming mail and distribute it among team members.
A motivated individual with prior experience in a financial advisory setting or a related field is desired. The successful candidate can expect a satisfactory salary and an office-based position in Sheffield.
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Office Administrator
6 days ago
Sheffield, Sheffield, United Kingdom Austin Fraser Full timeAbout This Role">We are seeking an experienced administrator to join our team, responsible for providing day-to-day support to our financial advisers and directors.">This is an excellent opportunity for a motivated and organized individual to work in a dynamic and supportive environment, providing administrative support to our team.">Key Tasks">Collate and...
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Financial Administrator
2 weeks ago
Sheffield, Sheffield, United Kingdom Lime Search & Select Ltd Full timeJob SummaryWe are seeking an experienced Financial Administrator to join our team in a Financial Advisory firm. The successful candidate will provide administration support for Financial Advisers and Directors.About the RoleProvide administrative support to Financial Advisers and DirectorsArrange basic administration requirements from file notesCollate costs...
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Financial Services Administrator
6 days ago
Sheffield, Sheffield, United Kingdom Austin Fraser Full timeAbout Austin Fraser">Our client is a fully independent nationwide financial advisory firm providing sound financial advice to both businesses and individuals.">We are seeking an experienced administrator to provide administration support for our team, responsible for the daily operations of the business.">Key Responsibilities">Collate costs and charges...
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Financial Administration Support Specialist
2 weeks ago
Sheffield, Sheffield, United Kingdom Lime People Search & Select Ltd Full timeAbout the Role">We are seeking an experienced Administrator to support our Financial Advisers and Directors with day-to-day administrative duties.">Responsibilities">The successful candidate will be responsible for arranging administration, collating costs, preparing client packs, sending letters, scanning documents, and handling telephone calls.In addition,...
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Administrative Support Specialist
2 days ago
Sheffield, Sheffield, United Kingdom Austin Fraser Full timeJob DescriptionAdministrative Support Specialist needed to provide high-level support to our Financial Advisers and Directors in a fast-paced office environment.Responsibilities include:Managing financial data and reports.Coordinating client communications.Providing administrative assistance to senior team members.Competitive salary: £25,000 per year.This...
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Sheffield, Sheffield, United Kingdom Disclaimer: ANY-Web Ltd. Full timeJob Overview">ANY-Web Ltd. is a leading provider of financial advisory services, and we are seeking an experienced administrator to join our team.">The successful candidate will provide administration support for our financial advisers and directors, including collating costs and charges information, contacting clients via telephone, and being the first...
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Administrative Support Specialist
6 days ago
Sheffield, Sheffield, United Kingdom Lime People Search & Select Ltd Full timeLime People Search & Select Ltd offers comprehensive financial guidance to businesses and individuals nationwide through its team of experienced financial advisors.About the JobOur company seeks an Administrator to join our team, providing administrative support to our financial advisors and directors.Gather costs and charges data for annual...
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Administrative Assistant
2 weeks ago
Sheffield, Sheffield, United Kingdom Lime People Search & Select Ltd Full timeJob Summary">We are seeking a highly organized and efficient Administrator to join our team at Lime People Search & Select Ltd.">Key Responsibilities">The successful candidate will be responsible for arranging administration, collating costs, preparing client packs, sending letters, scanning documents, and handling telephone calls.In addition, the role will...
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Financial Services Administrator
6 days ago
Sheffield, Sheffield, United Kingdom Disclaimer: ANY-Web Ltd. Full timeAbout UsANY-Web Ltd. is a nationwide financial advisory firm providing sound guidance to businesses and individuals across various areas.Job OverviewWe are seeking an experienced administrator to provide support for our financial advisors and directors.Key Responsibilities:Collate costs & charges information for annual reviews.Contact clients via phone when...
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Financial Administrator
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Data Administrator for Education Sector
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Senior Financial Administrator
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Office Administrator for Financial Firm
6 days ago
Sheffield, Sheffield, United Kingdom Disclaimer: ANY-Web Ltd. Full timeCompany OverviewDisclaimer: ANY-Web Ltd. is a leading independent financial advisory firm offering expert advice to individuals and businesses across various areas.Job DescriptionWe require an administrative professional to support our team responsible for providing financial services.Responsibilities:Gather data for annual cost reviews.Make phone calls to...
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Business Administrator Trainee
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Sheffield, Sheffield, United Kingdom Getting In Limited Full timeWe are looking for a highly organized and efficient individual to fill the role of Office Administration Apprentice. As an apprentice, you will gain valuable experience in various aspects of office administration, including typing, document creation, and data entry.Key ResponsibilitiesMaintaining accurate records and databasesProviding general clerical...
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Administrative Support Professional
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Sheffield, Sheffield, United Kingdom Austin Fraser Full timeAbout Our Client">Austin Fraser is a leading financial advisory firm providing expert advice to businesses and individuals across various disciplines.">We are seeking an experienced administrative professional to join our team, responsible for providing day-to-day support to our financial advisers and directors.">Responsibilities">To collate and prepare...
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Administrative Assistant
2 weeks ago
Sheffield, Sheffield, United Kingdom Lime Search & Select Ltd Full timeJob Title: Financial AdministratorWe are seeking an experienced Financial Administrator to join our team in a Financial Advisory firm. The successful candidate will provide administration support for Financial Advisers and Directors.About the RoleThe Financial Administrator will be responsible for providing high-level administration support to our Financial...
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Financial Administrator
3 days ago
Sheffield, Sheffield, United Kingdom Pratap Partnership Ltd Full timeWe are seeking a highly skilled Financial Administrator to join our team at Pratap Partnership Ltd. This is a part-time position, working 24 hours over 3 days per week.The successful candidate will provide support to the Company Accountant and the wider team:Maintaining accurate financial records and performing routine accounting tasks;Preparing and...
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Financial Services Administrator
6 days ago
Sheffield, Sheffield, United Kingdom CV-Library Full timeMy client, a prominent nationwide Financial Advisory firm, is seeking an experienced Administrative Support Specialist to join their team. The ideal candidate will have around 1+ years of experience working within a Financial Advisory firm as an Administrator or PA.The successful candidate will be responsible for providing administration support for both the...
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Financial Planning Administrator
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Sheffield, Sheffield, United Kingdom Lime People Search & Select Ltd Full timeAre you a highly organized and detail-focused individual looking for a challenging role in financial services? We are seeking an experienced IFA Administrator to join our team at Lime People Search & Select Ltd, based in Sheffield. The successful candidate will have 1-3 years of experience working as an Administrator within a Financial Planning / Financial...
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Financial Services Administrator
1 month ago
Sheffield, Sheffield, United Kingdom Succession Wealth Full timeUnlock your career in financial services administration with Succession WealthA leading financial advisory firm, we're seeking an organised and competent Financial Services Administrator to join our team.Liaising with policy providers for policy details and obtaining policy illustrations.Processing new business applications, tracking to completion.Preparing...