Financial Services Administrator Lead

2 days ago


Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full time

Wealthtime, a division of Novia Financial plc, is seeking an experienced Client Services Administrator to join our team. As a key member of our operational team, you will be responsible for delivering exceptional customer service, processing high volumes of instructions with accuracy, and supporting queries and requests from Financial Adviser firms.

About Us

Wealthtime is a leading provider of wealth management services, committed to delivering exceptional customer experiences. Our team works closely with Financial Adviser firms and valued clients to build strong relationships and provide tailored solutions.

Job Requirements

To succeed in this role, you must have excellent communication skills, empathy, and the ability to remain patient and calm under pressure. You should also possess problem-solving skills, product/service knowledge, adaptability, time management, conflict resolution, attention to detail, and professionalism.

Key Responsibilities:
  • Customer Service: Deliver exceptional customer service to Financial Adviser firms and valued clients
  • Instruction Processing: Process high volumes of instructions with accuracy and attention to detail
  • Query Resolution: Support queries and requests from Financial Adviser firms
  • Relationship Building: Build strong relationships with valued clients
Benefits

$55,000 - $65,000 per annum, depending on experience



  • Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full time

    About UsWe are Novia Financial plc, a leading financial services company dedicated to providing high-quality administration services. Our team is committed to delivering exceptional customer experiences and exceeding industry standards.Job Description:This Senior Administrative Service Manager role is a key position within our organization, responsible for...


  • Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full time

    About the RoleThe successful candidate will oversee the day-to-day administration and service delivery requirements of the team, ensuring all work is processed to the highest standard and within specified service level agreements.Key Responsibilities:Investigate and resolve complaints, breaches, and escalated queries, in addition to other areas of the...


  • Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full time

    About the JobWe are seeking an experienced Team Administration Oversight Specialist to join our team at Novia Financial plc. This role is responsible for overseeing the day-to-day administration and service delivery requirements of the team, ensuring all work is processed to the highest standard and within specified service level agreements.Key...


  • Bath, Bath and North East Somerset, United Kingdom Chase De Vere Full time

    Role DescriptionWe are looking for a financial services team lead to join our team at Chase De Vere. As a top independent financial adviser, you will play a key role in providing exceptional client service and managing our administration team.Main DutiesTeam Leadership: Collaborate closely with the Regional Operations Manager to implement process...


  • Bath, Bath and North East Somerset, United Kingdom Novia Financial Full time

    Key ResponsibilitiesThe Financial Support Specialist will provide administrative support across our diverse range of product wrappers on the Novia platform, processing New Investments and ensuring accurate and efficient results.You will work collaboratively with a dedicated team to support queries and requests from Financial Adviser firms, building strong...


  • Bath, Bath and North East Somerset, United Kingdom CleverHR Full time

    We are seeking an experienced Financial Planning Administrator to join our team at a leading Wealth Management firm. As a key member of the administration team, you will provide vital support to the Wealth Client Executive and Financial Planner(s) in delivering exceptional service to clients.Key Responsibilities:Prepare and manage client annual review...


  • Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full time

    We are seeking a highly skilled and motivated Client Services Administrator to join our operational teams at Novia Financial plc.About UsWealthtime, a division of Novia Financial plc, is a leading provider of wealth management services. Our team delivers exceptional customer service while processing high volumes of instructions with accuracy and attention to...


  • Bath, Bath and North East Somerset, United Kingdom Hays Accounts and Finance Full time

    About Hays Accounts and FinanceWe are a growing SME seeking a highly skilled Financial Administrator to oversee finance and office administration.This role is ideal for problem solvers who enjoy streamlining processes and thrive in fast-paced environments.


  • Bath, Bath and North East Somerset, United Kingdom Williams Lea Limited Full time

    We are seeking an experienced Legal Administrator to join our team at Williams Lea Limited. As a key member of our support staff, you will provide high-quality administrative support, manage client data, and ensure compliance with company policies.About the CompanyWilliams Lea Limited is a leading global provider of skilled business-critical support services...


  • Bath, Bath and North East Somerset, United Kingdom Transformation Unit Full time

    We are looking for a skilled Healthcare Service Coordinator to join our team at the Transformation Unit, Royal United Hospitals Bath NHS Foundation Trust.About the RoleThis exciting opportunity involves working closely with the IDS Lead to develop and implement strategies to improve patient care and outcomes.Your key responsibilities will include...


  • Bath, Bath and North East Somerset, United Kingdom ZipRecruiter Full time

    Job TitleInterim Project Management Office Professional.Company OverviewA leading financial services consultancy based in Bath seeks an experienced interim Project Management Office professional to work on a large client programme.Job SummaryThis role demands extensive knowledge of the financial services industry combined with typical PMO skills, including...


  • Bath, Bath and North East Somerset, United Kingdom Novia Financial Full time

    About the RoleThe Client Service Coordinator will provide exceptional customer service to Financial Adviser firms, responding to queries and requests in a timely and efficient manner.You will work closely with our operational teams to ensure seamless processing of high volumes of instructions, using your attention to detail and commitment to accuracy to meet...


  • Bath, Bath and North East Somerset, United Kingdom Heat Recruitment Ltd Full time

    At Heat Recruitment Ltd, we are looking for an experienced Financial Services Administrator to join our client's team. This exciting opportunity is ideal for someone with a background in implementing new business and a strong knowledge of investment and pension products.Job OverviewWe are seeking a highly motivated individual who can provide administrative...


  • Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full time

    Wealthtime, a division of Novia Financial plc, is a leading provider of wealth management services. We are seeking an experienced Client Services Administrator to join our team and contribute to delivering exceptional customer experiences.About UsWealthtime is committed to providing tailored solutions to Financial Adviser firms and valued clients. Our team...


  • Bath, Bath and North East Somerset, United Kingdom Chase de Vere Full time

    Job OverviewWe are looking for a talented Senior Administrative Manager to join our operations team at Chase de Vere. This is a dynamic role that requires strong organizational skills and the ability to lead a team of administrators.About the Company:Chase de Vere is a leading independent financial advisory firm with a strong reputation for delivering...


  • Bath, Bath and North East Somerset, United Kingdom Novia Financial Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Business Operations Associate to join our team. As a key member of our operational teams, you will play a vital role in processing high volumes of instructions while delivering exceptional customer service.As a Business Operations Associate, you will work collaboratively with a dedicated team...


  • Bath, Bath and North East Somerset, United Kingdom Chase de Vere Full time

    Job DescriptionWe are seeking a highly skilled Operations Team Lead Specialist to join our team at Chase de Vere. This is a challenging role that requires strong leadership skills and the ability to motivate and develop a team of administrators.About the Role:The successful candidate will be responsible for managing a team of administrators, providing...


  • Bath, Bath and North East Somerset, United Kingdom CV-Library Full time

    Job SummaryWe are seeking an experienced Financial Services Director to lead our accounts department. The ideal candidate will have a strong background in financial management and be able to provide strategic direction to our accounting team.This is a fantastic opportunity for a senior finance professional to join a reputable company and take on a leadership...


  • Bath, Bath and North East Somerset, United Kingdom Chase De Vere Full time

    Job OverviewWe are seeking a highly skilled and experienced Financial Management specialist to lead our administration team. As a top independent financial adviser, you will play a key role in providing exceptional client service and overseeing the day-to-day operations of the team.Key ResponsibilitiesTeam Leadership: Collaborate closely with the Regional...


  • Bath, Bath and North East Somerset, United Kingdom IDEX Consulting Full time

    Located in the picturesque towns of Cheltenham and Bath, this esteemed financial advisory group is seeking a diligent IFA Administrator to join their dynamic team.This reputable organization prides itself on fostering a supportive culture that prioritizes employee growth and satisfaction. They take great pleasure in recognizing and rewarding their staff,...