Financial Services Administrator

**This job is being readvertised due to applicants claiming to have experience when they did not**. The role involves the full range of office administration tasks including: Speaking to clients on the telephone. Opening and scanning mail. Processing LOAs. Sending documents for electronic signature. Updating spreadsheets. Generating...

Position: Financial Services AdministratorLocation: NottinghamHours: Monday-Friday, 9am-5pm Salary: £30k - £32k Are you an experienced Administrator with a background in Financial Services? We're looking for a Senior Administrator to join our client, where you'll play a vital role in keeping our operations running smoothly and ensuring top-notch service...

This company offers genuine career development, a structured training programme, a superb work environment, and outstanding benefits including 28 days' holidays plus bank holidays, a company bonus, subsidised city centre parking, 9% pension and much more. This role would suit someone with 1+ years’ experience in Financial Planning Administration or...

**About us** Tamed Support Solutions provides market leading outsourced administration support to mortgage and protection brokers across the UK. Due to our continued growth we have a fantastic opportunity for an administrator to support the volumes of advisers who want to work with us. **Job description** The role will involve: - Providing mortgage and...

**About us** Tamed Support Solutions provides market leading outsourced administration support to mortgage and protection brokers across the UK. Due to our continued growth we have a fantastic opportunity for an administrator to support the volumes of advisers who want to work with us in our new Nottingham office. **Job description** The role will...

Job Title: Senior IFA AdministratorSalary: NottinghamLocation: £24,000 - £28,000A reputable business with significant growth over recent years is seeking an experienced Wealth Management Administrator to join their team.With multiple offices across the UK, this firm offers a strong benefits package, including flexible working options, to support the growth...

About Harper Finance:We are a forward-thinking financial services company seeking a skilled Professional Administrator in Financial Services to join our team.Job Description:This is an excellent opportunity for a driven individual to work in a dynamic environment, overseeing administration workflows and ensuring smooth processes.Main Responsibilities:Develop...

**Key Duties and Responsibilities**: - Binding, scanning, printing and filing duties, as required - Basic letters and correspondence - Data entry of back office system (Full training to be given) - Maintaining and updating client records - Attending internal/external training courses and events where required - E-filing and saving documents onto the back...

About Harper Finance:We are a reputable financial services company looking for a skilled Administrative Coordinator for Financial Services to join our team.Job Overview:This role offers an exciting opportunity for a motivated individual to contribute to the growth and success of our company.Main Responsibilities:Oversee administration workflows and ensure...

About Us Our Client are a well established Boutique firm of Independent Financial Planners dealing with a client bank of High Net Worth clients. They offer a friendly and professional working environment where development is fully encouraged and supported. They now have an exciting opportunity for an experienced Financial Services Administrator to join...

The administrator will provide an effective and efficient support service to the department and dedicated advisers, updating advisers pipelines and document preparation. As Case Administrator, you will be responsible for: - Liaising with 3rd, clients and advisers. - Work closely with advisers, creating a great team, to provide outstanding customer...

The administrator will provide an effective and efficient support service to the department and dedicated advisers, updating advisers pipelines and document preparation. As Case Administrator, you will be responsible for: - Liaising with 3rd, clients and advisers. - Work closely with advisers, creating a great team, to provide outstanding customer...

Job Title: Financial AdministratorWe are seeking a skilled Financial Administrator to join our team at Microlise. As a key member of our Credit Control team, you will be responsible for ensuring timely payments from our customers, maintaining accurate records, and providing exceptional customer service.Key Responsibilities:Ownership of a portfolio of...

This role would ideally suit someone with 1+ years’ experience in Financial Planning Administration or Financial Services Administration, looking to build a career in a Wealth Management setting. This company offers genuine career development, a structured training programme, a superb work environment, and outstanding benefits including 25 days' holidays,...

We are recruiting a highly skilled Financial Administrator to join our team at Cherry Professional in Nottingham. As a key member of the finance department, you will play a vital role in ensuring the smooth operation of our financial processes.The successful candidate will be responsible for processing supplier invoices, checking statements, calculating...

**James Phillip are working with a local IFA brokerage looking for an Review Coordinator/Office Administrator** to join a friendly growing team in Nottingam. Part time role, three days a week office based. 9am - 5pm Within the role you will be responsible for setting up and ongoing coordination of administrative procedures to enable the office to run...

Excellent opportunity for an experienced financial planner to join a unique practice. Employed position in a company that offer truly holistic financial advice to a large client base, they are now looking for an IFA as a 'farmer' to join their team to manage a client portfolio. No need to bring clients. No sales targets !! Just give great advice. As a long...

DescriptionAs a Financial Planning Administrator, you will provide efficient and effective administration that promptly enacts and supports the advice given to and authorised by our clients. You will be passionate about client care and dedicated to excellence, with an appetite for learning and personal growth and a willingness to support and champion...

DescriptionAs a Financial Planning Administrator, you will provide efficient and effective administration that promptly enacts and supports the advice given to and authorised by our clients. You will be passionate about client care and dedicated to excellence, with an appetite for learning and personal growth and a willingness to support and champion...

Role Overview: We are seeking an experienced Financial Administrator to join our client, an award-winning Nottinghamshire based IFA, in a full-time position. The successful candidate will work from home on Mondays and Fridays, providing a great work-life balance.Key Responsibilities:Process authority letters and gather data about clients' investments,...