Financial Services Administrator

11 hours ago


Farnham, United Kingdom CV-Library Full time

Great opportunity to join a growing financial services business with offices in central Farnham. Ideally our client is seeing an individual with experience working in financial services/wealth management administration who enjoys supporting financial advisors and building relationships with clients and providing an excellent customer experience.

Financial Services Administrator Benefits and Package:

* 09:00 – 17:00 (Monday to Friday)

* Free On Site Parking

* 20 Days Annual Leave

* 5 days a week in the office

* Up to 5% annual bonus paid in December

* Quarterly bonus scheme

* All expenses paid annual conference trip

Financial Services Administrator Key Responsibilities and Accountabilities:

* Submit all new business applications to providers and monitor progress within pre-set timescales.

* Audit documents received from your allocated adviser to ensure they meet our compliance requirements.

* Liaise with your allocated advisers to ensure the efficient processing of applications and outstanding requirements.

* Communicate with clients to provide a first-class client journey.

* Submit Dealing Instructions to providers to facilitate new investments and withdrawals.

* Build relationships with allocated advisers.

* Liaise with providers and trustees to ensure the smooth administration of applications and client instructions.

* Adhere to administrative systems, policies, and procedures.

* Update and manage data within our CRM

* Actively learn and complete training to satisfy compliance requirements and improve personal knowledge

* Adopt the company team culture and spirit with supporting the administration team ethos.

Financial Services Administrator Qualities:

* Experience working in the financial services sector or a relevant qualification and genuine interest in developing a career in financial services/wealth management

* Good IT skills (Microsoft Office suite and CRM systems).

* Methodical and thorough approach to work, being able to work to deadlines.

* Strong attention to detail and capacity to follow process and procedures in a regulated and compliant environment.

Thank you for your application however due to the high volume of candidates applying, if you have not heard back from us within 5 days please assume that you have not been successful on this occasion



  • Farnham, United Kingdom Profiles Personnel Full time

    ***FINANCIAL SERVICES ADMINISTRATOR***Due to business growth we are on the hunt for a talented IFA Administrator to join our client's administrative team. You will need at least a year's financial services administration experience ideally in client and advisor support. This is a great opportunity for LP2 or CII qualified candidates. Note this is a permanent...


  • Farnham, United Kingdom Profiles Personnel Full time

    ***FINANCIAL SERVICES ADMINISTRATOR***Due to business growth we are on the hunt for a talented IFA Administrator to join our client's administrative team. You will need at least a year's financial services administration experience ideally in client and advisor support. This is a great opportunity for LP2 or CII qualified candidates. Note this is a permanent...


  • Farnham, Surrey, United Kingdom Profiles Personnel Full time

    ### Key Responsibilities As a skilled IFA Administrator, you will be responsible for ensuring the smooth day-to-day administration of our Financial Planning and Investment firm. This will include: * Inputting client details onto our in-house system * Managing new business administration, including liaising with clients and product providers * Maintaining...


  • Farnham, Surrey, United Kingdom Profiles Personnel Full time

    IFA Administrator OpportunityWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Profiles Personnel. As a key member of our Financial Planning and Investment firm, you will play a vital role in supporting our advisers and ensuring the smooth operation of our business.Key Responsibilities:Manage client data and ensure...


  • Farnham, Surrey, United Kingdom Profiles Personnel Full time

    IFA Administrator OpportunityWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Profiles Personnel. As a key member of our Financial Planning and Investment firm, you will play a vital role in supporting our advisers and ensuring the smooth operation of our business.Key Responsibilities:Manage client data and ensure...


  • Farnham, Surrey, United Kingdom Profiles Personnel Full time

    We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Profiles Personnel. The ideal candidate will have a background in Financial Services or Paraplanning and be eager to progress their career in a supportive and collaborative environment.The successful candidate will be responsible for:Client File...


  • Farnham, Surrey, United Kingdom Profiles Personnel Full time

    **Administrative Support Specialist**Profiles Personnel is seeking a skilled Administrative Support Specialist to join our client's administrative team. This is a permanent full-time opportunity, however candidates who meet the criteria and are seeking part-time hours will also be considered.Key responsibilities for the Administrative Support Specialist...


  • Farnham, Surrey, United Kingdom Profiles Personnel Full time

    Financial Services AdministratorProfiles Personnel is seeking a skilled Financial Services Administrator to support our client's administrative team. This is a fantastic opportunity for individuals with a year's experience in financial services administration, ideally in client and advisor support.Key Responsibilities:Liaise with policy providers to obtain...


  • Farnham, United Kingdom Lamb Personnel Ltd Full time

    Accounts Administrator Job DescriptionLamb Personnel Ltd is seeking a skilled and experienced Accounts Administrator to join their Finance team on a full-time, permanent basis.Key Responsibilities:Assist in the production of monthly management accounts, ensuring accuracy and timeliness.Take ownership of the Sales Ledger, including raising sales invoices and...


  • Farnham, United Kingdom Lamb Personnel Ltd Full time

    Accounts Administrator Job DescriptionLamb Personnel Ltd is seeking a skilled and experienced Accounts Administrator to join their Finance team on a full-time, permanent basis.Key Responsibilities:Assist in the production of monthly management accounts, ensuring accuracy and timeliness.Take ownership of the Sales Ledger, including raising sales invoices and...


  • Farnham, Surrey, United Kingdom Profiles Personnel Full time

    Financial Services Administrator OpportunityProfiles Personnel is seeking a skilled Financial Services Administrator to join our client's administrative team. This is a permanent full-time opportunity, but candidates who meet the criteria and are seeking part-time hours will also be considered.Key Responsibilities:Liaise with policy providers to obtain...


  • Farnham, Surrey, United Kingdom Profiles Personnel Full time

    Financial Services Administrator OpportunityWe are seeking a skilled Financial Services Administrator to join our client's administrative team at Profiles Personnel. This is a permanent full-time opportunity, but candidates who meet the criteria and are seeking part-time hours will also be considered.Key Responsibilities:Liaise with policy providers to...


  • Farnham, Surrey, United Kingdom Profiles Personnel Full time

    Financial Services Administrator OpportunityWe are seeking a skilled Financial Services Administrator to join our client's administrative team at Profiles Personnel. This is a permanent full-time opportunity, but candidates who meet the criteria and are seeking part-time hours will also be considered.Key Responsibilities:Liaise with policy providers to...


  • Farnham, Surrey, United Kingdom Profiles Personnel Full time

    ***IFA ADMINISTRATOR***Due to exceptional business growth, a new opportunity has arisen for a detail-oriented and efficient IFA Administrator to join a Financial Planning and Investment firm. This organisation has built a reputation for putting clients at the heart of what they do and being a supportive and collaborative team.Key Responsibilities:Providing...


  • Farnham, Surrey, United Kingdom Profiles Personnel Full time

    Administrative Support for Financial ServicesProfiles Personnel is seeking an efficient and detail-oriented Financial Planning and Investment Administrator to join their team. This role offers the opportunity to progress your career into a Paraplanning position.Key Responsibilities:Input client details onto an in-house systemNew business administrationLiaise...


  • Farnham, Surrey, United Kingdom Profiles Personnel Full time

    **Financial Services Administrator Opportunity**We are seeking a skilled Financial Services Administrator to join our client's administrative team. The ideal candidate will have at least a year's experience in financial services administration, preferably in client and advisor support.The successful candidate will be responsible for:Liaising with policy...


  • Farnham, Surrey, United Kingdom Profiles Personnel Full time

    Administrative Support SpecialistProfiles Personnel is seeking an experienced Administrative Support Specialist to join their Financial Planning and Investment firm. This is an excellent opportunity for a detail-oriented individual to work in a supportive and collaborative team environment.The ideal candidate will have a background in Financial Services or...


  • Farnham, Surrey, United Kingdom Profiles Personnel Careers Full time

    Financial Planning and Investment AdministratorProfiles Personnel Careers is seeking an efficient and detail-oriented Financial Planning and Investment Administrator to join their Financial Planning and Investment firm. This locally based organisation has built a reputation for putting their clients at the heart of what they do and being a supportive and...


  • Farnham, Surrey, United Kingdom Profiles Personnel Full time

    Financial Services Administrator RoleWe are seeking a skilled Financial Services Administrator to join our client's administrative team. This is a permanent full-time opportunity to work in an exciting and dynamic environment, with the potential for part-time hours.Key Responsibilities:Liaise with policy providers for policy details and obtain policy...


  • Farnham, Surrey, United Kingdom Profiles Personnel Full time

    Financial Services Administrator OpportunityWe are seeking a skilled Financial Services Administrator to join our client's administrative team. This is a permanent full-time opportunity, but candidates who meet the criteria and are seeking part-time hours will also be considered.Key Responsibilities:Liaise with policy providers to obtain policy details and...