Financial Support Executive

2 months ago


Milton Keynes, United Kingdom CV-Library Full time

Financial Support Executive – Milton Keynes - £30k - £45k per annum plus excellent benefits

Our client is a well established and successful financial company based in Milton Keynes; due to their continued success they are expanding their team and recruitment for an experienced Financial Support Executive.

Main responsibilities of the role will include:

* Provide administrative assistance to the clients Financial Advisers

* Attending client meetings; taking relevant notes and fact finding when requires

* Assisting with client queries in the expected time frame

* Contacting providers regarding client information and completing letters of authority on client’s policies

* Handling day to day administrative tasks such as managing client files and updating client records as appropriate.

All applicants should possess the following skills / experience:

* Previous financial experience is essential

* Excellent administration skills

* Strong analytical and numerical skills

* Excellent written and verbal communication abilities

Hours of work: Monday to Thursday 8am – 5pm and Friday 8am – 2:30pm

Keywords: financial, finance, financial admin, financial administrator, financial support, finance support, finance executive, financial executive, admin, admin support, client support, client support manager, support manager, support executive, financial exec, Milton Keynes, Buckinghamshire



  • Milton Keynes, United Kingdom Career Cross Limited Full time

    Financial Support Executive – Milton Keynes - £30k - £45k per annum plus excellent benefitsOur client is a well established and successful financial company based in Milton Keynes; due to their continued success they are expanding their team and recruitment for an experienced Financial Support Executive.Main responsibilities of the role will include: *...


  • Milton Keynes, Buckinghamshire, United Kingdom Career Cross Limited Full time €30,000 - €45,000

    Financial Support Executive – Milton Keynes - £30k - £45k per annum plus excellent benefits Our client is a well established and successful financial company based in Milton Keynes; due to their continued success they are expanding their team and recruitment for an experienced Financial Support Executive. Main responsibilities of the role will...

  • Financial Accountant

    4 weeks ago


    Milton Keynes, Milton Keynes, United Kingdom financial-advisor Full time

    Financial Accountant OpportunityWe are seeking a highly skilled Financial Accountant to join our central finance team in Milton Keynes. As a key member of our team, you will play a crucial role in providing financial and management information to internal and external customers.Key Responsibilities:Provide financial and management information to support...


  • Milton Keynes, Milton Keynes, United Kingdom Volkswagen Financial Services Full time

    About the Role:The Sales Support Executive will provide vital support to our Sales Team, building relationships directly with customers and offering first-class customer service. This role is crucial in delivering service excellence to the VWFS Fleet customer leasing portfolio and contributing to the growth and development of the department.Key...

  • Financial Accountant

    4 weeks ago


    Milton Keynes, Milton Keynes, United Kingdom financial-advisor Full time

    We are seeking a highly skilled Financial Accountant to join our central finance team in Milton Keynes. As a key member of our team, you will play a crucial role in providing financial and management information to internal and external customers. Your responsibilities will include:Key Responsibilities:Providing financial and management information to...

  • Financial Accountant

    3 weeks ago


    Milton Keynes, Milton Keynes, United Kingdom Volkswagen Financial Services Full time

    Job SummaryVolkswagen Financial Services is seeking a highly skilled Financial Accountant to join our team. As a key member of our finance department, you will be responsible for building, improving, and maintaining a robust controls environment to ensure the accuracy and reliability of our financial reporting.Key ResponsibilitiesDevelop and implement...


  • Milton Keynes, United Kingdom Perspective Financial Group Ltd Full time

    **We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...


  • Milton Keynes, United Kingdom Perspective Financial Group Ltd Full time

    **We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...


  • Milton Keynes, Milton Keynes, United Kingdom Perspective Financial Group Ltd Full time

    Financial Administrator OpportunityWe are seeking a highly motivated and experienced Financial Administrator to join our team at Perspective Financial Group Ltd. This is a fantastic opportunity to develop your skills in financial administration and work with a successful and established administration team.Key ResponsibilitiesProvide high-quality...


  • Milton Keynes, Milton Keynes, United Kingdom Volkswagen Financial Services Full time

    About Volkswagen Financial ServicesWe are committed to being an inclusive employer and welcome applications from everyone. Our diversity and inclusion statement is more than just words - it's a reflection of our values and commitment to creating a workplace where everyone can thrive.Job SummaryThis is a full-time permanent opportunity for a 35-hour week with...


  • Milton Keynes, Milton Keynes, United Kingdom Perspective Financial Group Ltd Full time

    We are seeking a highly skilled Financial Administrator to join our team at Perspective Financial Group Ltd. As a key member of our administration team, you will be responsible for providing exceptional support to our clients and colleagues.Key ResponsibilitiesProvide high-quality administrative support to our clients and colleagues, including responding to...


  • Milton Keynes, Milton Keynes, United Kingdom Volkswagen Financial Services Full time

    About the Role:Volkswagen Financial Services is seeking a highly skilled and experienced Customer Resolution Team Manager to lead our Customer Resolutions team. As a key member of our team, you will be responsible for managing the performance of the team of Executives, providing effective coaching and support to ensure great customer outcomes.Key...

  • Mortgage Advisor

    4 weeks ago


    Milton Keynes, Milton Keynes, United Kingdom Collective Financial Planning Full time

    At Collective Financial Planning, we are seeking an experienced Mortgage Advisor to join our team of financial experts. As a Mortgage Advisor, you will play a crucial role in delivering exceptional advice to clients across the country.Key Responsibilities:Conducting face-to-face, telephone, or video appointments with clients to understand their needs and...


  • Milton Keynes, United Kingdom Mercedes Benz Financial Services Full time

    Job Advert **Financial Services Apprenticeship Scheme** Mercedes-Benz Financial Services is a leading Financial Services provider within the automotive world, growing through innovation, great products and a range of initiatives to give our customers the very best. At the heart of our business is a desire to offer our customers finance offers which make...


  • Milton Keynes, Milton Keynes, United Kingdom Volkswagen Financial Services Full time

    About Our TeamVolkswagen Financial Services is committed to delivering exceptional customer experiences, and our Customer Resolutions team plays a vital role in achieving this goal. As a Customer Resolutions Team Lead, you will be responsible for managing a team of Customer Resolutions Executives, ensuring they have the necessary tools and support to resolve...


  • Milton Keynes, Milton Keynes, United Kingdom Volkswagen Financial Services Full time

    About Our TeamVolkswagen Financial Services is committed to delivering exceptional customer experiences, and our Customer Resolutions team plays a vital role in achieving this goal. As a Customer Resolutions Team Lead, you will be responsible for managing a team of Customer Resolutions Executives, ensuring they have the necessary tools and support to resolve...

  • Commercial Lawyer

    4 weeks ago


    Milton Keynes, Milton Keynes, United Kingdom Volkswagen Financial Services Full time

    Job Title: Commercial Lawyer - Fleet and IT SupportWe are seeking an experienced Commercial Lawyer to join our Legal team on a fixed-term contract. As a Commercial Lawyer, you will provide legal support to our Fleet and IT business areas, ensuring that legal risks are monitored and controlled.Key Responsibilities:Develop and implement legal strategies to...


  • Milton Keynes, United Kingdom CV-Library Full time

    Events Support Executive We’re looking for an experienced Events Support Executive to join an important charity helping vulnerable children across the world.   Position: Events Support Executive (Maternity Cover) Location: Milton Keynes (UK-based applicants only) Hours: Part-time, 18 hours per week. Mandatory working days Tuesdays and...


  • Milton Keynes, United Kingdom NFP People Full time

    Events Support Executive We’re looking for an experienced Events Support Executive to join an important charity helping vulnerable children across the world. Position: Events Support Executive (Maternity Cover) Location: Milton Keynes (UK-based applicants only) Hours: Part-time, 18 hours per week. Mandatory working days Tuesdays and Wednesdays with the...


  • Milton Keynes, United Kingdom World Vision UK Full time

    Events Support Executive   We’re looking for an experienced Events Support Executive to join World Vision, an important charity helping vulnerable children across the world. Position: Events Support Executive (Maternity Cover) Location: Milton Keynes (UK-based applicants only) Hours: Part-time, 18 hours per week. Mandatory working days Tuesdays and...