Finncial Services Administrator

4 weeks ago


Fareham, United Kingdom CV-Library Full time

We are recruiting on behalf of a privately owned financial planning and investment management firm, committed to providing high-quality services to private clients, trusts, and smaller institutions. Founded twenty years ago, the company has grown both organically and through select acquisitions. Initially focused on investment management, they have since prioritised financial planning, making it central to our client relationships.

Today, they manage and advise on over £3 billion in client assets, achieved through a combination of organic growth and strategic acquisitions. All in all, an exciting company to be part of.

Due to the growth they are experiencing, our client are looking for a high calibre administrator to join a services team, demonstrating the best communication to their clients and troubleshoot in a timely, efficient manner.

Key responsibilities include:

The successful candidate will be delivery-focused and well-organised, with some previous customer service experience from a financial services environment. Ideally someone who is CII or RO part-qualified is preferred.

Skills and experiences we are looking for include:

*

Always prioritise the customer in everything you do

*

Deliver excellent service as your main responsibility

*

Learn about our core values, products, and services

*

Onboard new clients efficiently and support existing ones

*

Build strong relationships with customers, advisers, and paraplanners in your team

*

Contribute positively to team morale and be a great team player

*

Communicate effectively with clients via phone, email, and other channels

*

Participate in business projects

*

Knowledge of investment products such as ISAs, pensions, or bonds

*

Experience using CRM systems

*

Good team player

*

Proven ability to challenge and improve processes

*

Passionate about delivering excellent customer service

*

Self-starter who takes charge of their own development journey

You will be joining one of the South's exciting FS firms, and the opportunity to join them is made even more attractive by their excellent benefits package on offer. The role is hybrid, two days in the office, you can be as flexible as you wish with your hours (standard hours would be 8:30am - 5:30pm M-F), our client are very keen to champion flexible working for the right candidate, so essentially are keen to work around your personal life to get the best performance. How refreshing is that

Driving licence and own car is required to get to the office



  • Fareham, Hampshire, United Kingdom ReQuire Consultancy LTD Full time

    We are recruiting on behalf of a privately owned financial planning and investment management firm, committed to providing high-quality services to private clients, trusts, and smaller institutions. Founded twenty years ago, the company has grown both organically and through select acquisitions. Initially focused on investment management, they have since...

  • Service Administrator

    5 months ago


    Fareham, United Kingdom Hi-tech Property Services Ltd Full time

    As a Service Administrator you will provide administrative support and administer the office and field functions including purchase orders, contracts, compliance and office operations. You will also be willing to pitch in with a variety of tasks linked to your job to support your manager, your team, and our client. Your key tasks will include: - Generating...

  • Service Administrator

    5 months ago


    Fareham, United Kingdom Hi-Tech Property Services Ltd Full time

    As a Service Administrator you will provide administrative support and administer the office and field functions including purchase orders, contracts, compliance and office operations. You will also be willing to pitch in with a variety of tasks linked to your job to support your manager, your team, and our client. Your key tasks will include: - Main point...

  • Service Administrator

    5 months ago


    Fareham, United Kingdom Hi-tech Property Services Ltd Full time

    As a Service Administrator at Hi-Tech Property Services, you will be responsible for delivering administrative assistance to both our office and field operations. Your key tasks will include: - Answer all incoming calls to the business/helpdesk and action accordingly. - Assisting in office procedures and functions. - Dealing with customer enquiries, -...

  • Service Administrator

    5 months ago


    Fareham, United Kingdom Hi-tech Property Services Ltd Full time

    As a Service Administrator at Hi-Tech Property Services, you will be responsible for delivering administrative assistance to both our office and field operations. Your key tasks will include: - First point of call for all telephone calls into the business/helpdesk. - Assisting in office procedures and functions. - Dealing with customer enquiries, - Raising...

  • Service Administrator

    2 months ago


    Fareham, United Kingdom CV-Library Full time

    The Role Silcom Recruitment is seeking a Service Administrator for our client, a family-owned motor trade dealership located in Fareham. This is a part-time role offering a unique opportunity to join a well-established business known for its strong reputation across the South Coast and beyond. The successful candidate will provide essential administrative...


  • Fareham, Hampshire, United Kingdom HSBC Global Services Limited Full time

    Role OverviewHSBC Global Services Limited is seeking an experienced Senior Pension Administrator to join our Retirement Services team. As a key member of our team, you will be responsible for delivering a best-in-class service to our customers, ensuring the smooth administration of our Self-Invested Personal Pension (SIPP) products.Key ResponsibilitiesWork...


  • Fareham, Hampshire, United Kingdom HSBC Global Services Limited Full time

    Role OverviewHSBC Global Services Limited is seeking an experienced Senior Pension Administrator to join our Retirement Services Wealth Business Services team. As a key member of our team, you will be responsible for delivering a best-in-class service to our customers.Key ResponsibilitiesWorking closely with management and team members on role-specific...


  • Fareham, Hampshire, United Kingdom HSBC Global Services Limited Full time

    Unlock Your Potential in a Dynamic RoleHSBC Global Services Limited is seeking an experienced Senior Pension Administrator to join our Retirement Services Wealth Business Services team. As a key member of our team, you will be responsible for delivering exceptional service to our customers, working closely with management and team members to ensure seamless...

  • Service Administrator

    5 months ago


    Fareham, United Kingdom Ingersoll-Rand Full time

    We are looking for a Service Administrator to join our service team and help us achieve our goals. You will serve as a point of contact for customers with queries about products, orders and deliveries and provide support for sales representatives. Ultimately, you should be able to contribute to high quality customer service and achieve service...


  • Fareham, Hampshire, United Kingdom HSBC Global Services Limited Full time

    Unlock Your Career PotentialHSBC Global Services Limited is seeking a highly skilled and experienced SIPP Pensions Administrator to join its team in the Retirement Services department.The ideal candidate will have a strong background in self-invested personal pensions, asset reconciliation, and investment administration. They will be responsible for dealing...

  • Office Administrator

    6 months ago


    Fareham, United Kingdom AJ Electrical Services Full time

    AJ Electrical is a trusted provider of high-quality electrical services for commercial and industrial clients. With a skilled team of professionals, we deliver reliable installations, repairs, and maintenance. Our customer-centric approach, adherence to safety standards, and commitment to excellence set us apart. We have a newly refurbished office to...


  • Fareham, United Kingdom Page Personnel Full time

    The chance to work with a great team - Must have strong customer service skills **About Our Client**: As the Customer Service Administrator you will be responsible for: - Working closely with the UK Brand Manager - Processing customer orders and preparing shipments - Checking order balances and discount levels for customers - Dealing with customer...

  • Office Administrator

    5 months ago


    Fareham, United Kingdom Hi-tech Property Services Ltd Full time

    As an Office Administrator at Hi-Tech Property Services, you will be responsible for delivering administrative assistance to both our office and field operations. Your key tasks will include: - Answer incoming calls to the business/helpdesk and action accordingly. - Dealing with customer enquiries. - Assisting in office procedures and functions. - Raising...


  • Fareham, Hampshire, United Kingdom HSBC Global Services Limited Full time

    SIPP Pensions Servicing Manager - Retirement ServicesWe are seeking an experienced individual to join our team in the role of SIPP Pensions Servicing Manager - Retirement Services.In this role, you will be responsible for dealing with all areas of Self Invested Pensions from establishment, liaising with clients and advisers, dealing with third parties, and...


  • Fareham, United Kingdom Marshall Motor Group Full time

    **Trainee Service Administrator**: Job description We are currently recruiting a Trainee Service Administrator to join our Mercedes-Benz Truck & Van dealership in Fareham This is key role within the service team, and a fantastic and exciting opportunity to be part of a prestige dealership and start your career with Mercedes-Benz and Marshall Motor...


  • Fareham, United Kingdom Peta Ltd Full time

    **About The Role**: Are you enthusiastic about delivering great customer service and becoming part of strong team to help drive business forward? Are you looking for a varied role that will expose you to other areas and divisions of the business to support with your all-round development? If so, the Customer Service Administrator Apprentice is for you. PETA...


  • Fareham, Hampshire, United Kingdom HSBC Global Services Limited Full time

    SIPP Pensions Servicing Manager - Retirement ServicesUnlock Your PotentialHSBC Global Services Limited is seeking an experienced individual to join our team as a SIPP Pensions Servicing Manager - Retirement Services. In this role, you will be responsible for dealing with all areas of Self Invested Pensions from establishment, liaising with clients and...


  • Fareham, United Kingdom Platinum Facilities Maintenance Services Full time

    **Service Desk Coordinator** - Service Desk Coordinator or Helpdesk Coordinator or Facilities Administrator or Administrator._ Become a vital part of our friendly family-owned business as a Service Desk Coordinator! Located at our head office in Fareham, near Portchester, Gosport, Portsmouth, and Southampton, this is a great chance to join our team. This...


  • Fareham, United Kingdom Ortus PSR Full time

    Are you a skilled communicator with a knack for troubleshooting and delivering top-notch service? We're seeking a Client Services Administrator to join a dynamic team in the wealth management sector based in Fareham. **Why Apply?** This role presents a unique opportunity to join a prestigious wealth management firm committed to enhancing everyone's...