Financial Services Administrator

4 days ago


Chelmsford, Essex, United Kingdom Castle Wealth Ltd Full time

Castle Wealth Ltd is seeking an experienced administrator to support our growing team. The successful candidate will be responsible for pre and post new business sales processing, back office administrative support, and preparing client valuations & documentation for client meetings. Key responsibilities include client liaison, diary management, creating/issuing letters of authority and obtaining relevant policy information, and assisting the Paraplanners with designated administration activities. The ideal candidate will have occupied a similar role within the Financial Services industry, ideally with an IFA firm, and be capable of handling a high workload. Experience in Intelligent Office, Assureweb and Financial Express would be an advantage. The company offers a superb opportunity to join a friendly, forward thinking company, with excellent potential for long term career development, where the efforts & achievements of each member of staff makes a valued & tangible contribution to the overall success of the team. Salary £24-£28K + Bonus, according to experience & qualifications.



  • Chelmsford, Essex, United Kingdom Financial Divisions Full time

    Financial Administrator RoleFinancial Divisions is seeking a skilled Financial Administrator to support the Paraplanners and Financial Advisers in their Essex office. As a key member of the team, you will play a vital role in preparing suitability reports, managing the LOA end-to-end process, maintaining client contact, and handling all client tasks.Key...


  • Chelmsford, Essex, United Kingdom Financial Divisions Full time

    Financial Administrator RoleFinancial Divisions is seeking a skilled Financial Administrator to support the Paraplanners and Financial Advisers in their Essex office. As a key member of the team, you will play a vital role in preparing suitability reports, managing the LOA end-to-end process, maintaining client contact, and handling all client tasks.Key...


  • Chelmsford, Essex, United Kingdom Financial Divisions Full time

    Job Summary:We are seeking a highly skilled and experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in their daily tasks, ensuring the smooth operation of our financial services.Key Responsibilities:Assist Paraplanners and...


  • Chelmsford, Essex, United Kingdom Financial Divisions Full time

    Job Summary:We are seeking a highly skilled and experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in their daily tasks, ensuring the smooth operation of our financial services.Key Responsibilities:Assist Paraplanners and...


  • Chelmsford, Essex, United Kingdom Financial Divisions Full time

    Job DescriptionRole: Financial AdministratorLocation: Colchester (Essex)Salary: £30,000 – £35,000 study support plus excellent benefits & hybrid workingAbout the Company: Our client is a forward-thinking and growing Wealth Management firm based in Colchester, Essex, with offices across various regions. They have experienced continued growth over the last...


  • Chelmsford, Essex, United Kingdom Financial Divisions Full time

    Job DescriptionRole: Financial AdministratorLocation: Colchester (Essex)Salary: £30,000 – £35,000 study support plus excellent benefits & hybrid workingAbout the Company: Our client is a forward-thinking and growing Wealth Management firm based in Colchester, Essex, with offices across various regions. They have experienced continued growth over the last...


  • Chelmsford, Essex, United Kingdom Financial Divisions Full time

    Job DescriptionRole: Financial AdministratorLocation: Colchester (Essex)Job Type: Full-TimeSalary: £30,000 - £35,000 per annumBenefits: Study support, excellent benefits, and hybrid workingAbout the Company: Our client is a forward-thinking and growing Wealth Management company based in Colchester, Essex, with offices across various regions.Job Summary: We...


  • Chelmsford, Essex, United Kingdom Financial Divisions Full time

    Job DescriptionRole: Financial AdministratorLocation: Colchester (Essex)Job Type: Full-TimeSalary: £30,000 - £35,000 per annumBenefits: Study support, excellent benefits, and hybrid workingAbout the Company: Our client is a forward-thinking and growing Wealth Management company based in Colchester, Essex, with offices across various regions.Job Summary: We...


  • Chelmsford, Essex, United Kingdom Gcbrecruitment Full time

    We are seeking an experienced Financial Administrator to join our client's team in the Chelmsford area. As a Financial Administrator, you will be responsible for providing administrative support to the Financial Planners and contributing to the growth of the business.The ideal candidate will have a strong background in finance and administration, with...


  • Chelmsford, Essex, United Kingdom Financial Divisions Full time

    Job Summary:Financial Divisions is seeking a highly skilled and experienced Financial Administrator to join our team in Colchester, Essex. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in their daily tasks, ensuring the smooth operation of our business.Key Responsibilities:Assist Paraplanners...


  • Chelmsford, Essex, United Kingdom Financial Divisions Full time

    Job Summary:Financial Divisions is seeking a highly skilled and experienced Financial Administrator to join our team in Colchester, Essex. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in their daily tasks, ensuring the smooth operation of our business.Key Responsibilities:Assist Paraplanners...


  • Chelmsford, Essex, United Kingdom Finlink Ltd Full time

    {"title": "Financial Services Administrator", "content": "Job SummaryWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Finlink Ltd. As a key member of our administrative team, you will provide critical support to our advisors and paraplanners, ensuring seamless day-to-day operations and exceptional...


  • Chelmsford, Essex, United Kingdom Finlink Ltd Full time

    {"title": "Financial Services Administrator", "content": "Job SummaryWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Finlink Ltd. As a key member of our administrative team, you will provide critical support to our advisors and paraplanners, ensuring seamless day-to-day operations and exceptional...


  • Chelmsford, Essex, United Kingdom Castle Wealth Ltd Full time

    Castle Wealth Ltd is seeking an experienced administrator to support our growing team. The successful candidate will be responsible for pre and post new business sales processing, back office administrative support, and preparing client valuations & documentation for client meetings. Key responsibilities include client liaison, diary management,...


  • Chelmsford, Essex, United Kingdom Castle Wealth Ltd Full time

    Castle Wealth Ltd is seeking an experienced administrator to support our growing team. The successful candidate will be responsible for pre and post new business sales processing, back office administrative support, and preparing client valuations & documentation for client meetings. Key responsibilities include client liaison, diary management,...


  • Chelmsford, Essex, United Kingdom Castle Wealth Ltd Full time

    Administrative Support Role for IFA PracticeWe are a well-established IFA practice seeking an experienced administrator to join our growing team. The successful candidate will be based at our Ford End office in Chelmsford and will be required to work full-time, although part-time options may be considered.Key Responsibilities:Pre and post-new business sales...


  • Chelmsford, Essex, United Kingdom Castle Wealth Ltd Full time

    Administrative Support Role for IFA PracticeWe are a well-established IFA practice seeking an experienced administrator to join our growing team. The successful candidate will be based at our Ford End office in Chelmsford and will be required to work full-time, although part-time options may be considered.Key Responsibilities:Pre and post-new business sales...


  • Chelmsford, Essex, United Kingdom Finlink Ltd Full time

    About the RoleWe are seeking an experienced IFA Administrator to join our expanding team at Finlink Ltd. As a key member of our team, you will provide administrative support to our advisors and paraplanners, ensuring the smooth delivery of our services to clients.Key ResponsibilitiesProcess new business and update the back office accuratelyLiaise with...


  • Chelmsford, Essex, United Kingdom Finlink Ltd Full time

    About the RoleWe are seeking an experienced IFA Administrator to join our expanding team at Finlink Ltd. As a key member of our team, you will provide administrative support to our advisors and paraplanners, ensuring the smooth delivery of our services to clients.Key ResponsibilitiesProcess new business and update the back office accuratelyLiaise with...


  • Chelmsford, Essex, United Kingdom GCB Recruitment Full time

    Job Summary:We are seeking an experienced Administrator to join our client's team in the Chelmsford area. As a Financial Administrator, you will be responsible for providing administrative support to the financial planning team.Key Responsibilities:Process new business applications and assist with suitability reportsBook client reviews and support the...