Financial Services Senior Administrator

1 month ago

Milton Keynes, United Kingdom CV-Library Full time

An exciting opportunity has arisen to join an award winning Financial Advisor firm as accredited by the Financial Times and is one of Buckinghamshire's fastest growing Independent Financial Advisors. The gorgeous, modern office is located in beautiful riverside location, working with a quality, professional, motivated and friendly team with the key objective being to continually be the best and ensure an excellent personal service to all clients.

If you are an exceptionally organised, logical and pragmatic thinker that has a proven track record of being a reliable, dependable team player, able to multi-task, juggling many work activities and deadlines simultaneously, you have good IT skills especially Word, Excel and a bit of PowerPoint to boot, are a great motivator to help support a small team that will report to you, then this may well be the role for you.

Role:Client Support Supervisor

Location: Milton Keynes, Bucks - you will be expected to cover the other offices located around the Bucks area.

Salary: circa £30000 - £40,000 dependent on skills, experience, and qualifications

Benefits: pension
28 days holiday (inc bank holidays) PLUS additional holidays to cover Christmas and New Year closure
parking
Continuous development (especially if you want to get into the great career of Financial services)
employee recognition awards
Friday breakfast club
Fab Festive team events
lots more

Hours: worked Monday to Friday 8.00- 500 (normally 4.00pm finish on a Friday)

Overview of the Role
As a Client Support Supervisor, you will be responsible for helping keep the client experience at very high levels. So excellent administration and organisational skills with the best attention to detail is a must eg ensuring correct details, reports, etc that are so integral to the Financial Services business.

You will be responsible for the junior client support managers (3 of them) in the office, with the objective that they are meeting and exceeding the minimum standards set within the job role, and to be a support for them from compiling reports, to collating information and everything in between

The supervisor role needs to ensure that our service obligations are being met at all times every time as would be expected of the FSA industry code

This role will also involve assisting the financial adviser with an agreed selection of clients (which will tend to be the more complex/ Higher net wealth clients in the office). Compiling reports, fact finding, attending meetings to take notes, etc

Key Responsibilities

* Identify training/coaching/upskilling required by team members

* Assist/undertake weekly meetings with to help schedule their week.

* Develop and support the junior client support managers (JCSMs)

* Show the flexibility to help with the general activates required in a small business

* Ensure JCSMs are meeting and exceeding minimum standards including by reviewing and monitoring them to help develop them

* Client Notes must be kept up to date and of course accurate

* Highlight any outstanding workloads

* Prepare documentation for client review meetings

* At client meetings take review meeting notes, update fact finds and complete decisions summary/after meeting report to client.

* Conduct regular client contact and record findings.

* Complete reports and valuations as appropriate/required.

* Undertake and Complete fund switches/Utilise client ISA allowances as appropriate - hence, if you have banking, mortgage, fs industry experience, this would be a great benefit)

* Help monitor client cash accounts on a monthly basis.

Skills & Attributes

* The ability to build sustainable relationships with colleagues as well as clients

* Strong customer service ethos, putting client’s best interests at heart of everything

* Accuracy and willingness to go the extra mile - its a very team attitude

* Maintain confidentiality.

* Clear, accurate and concise English verbal and written communication - their is a fair bit of phone work and a lot of writing

* Ability to work on own initiative and meet targets.

* Planning and organisation skills & time management.

* Flexibility that is required in a small business, and ability to adapt to change.

* ideally have been a leader of a small team to help develop and grow them

* an out and out motivator who leads by example

* Great admin skills

* Always willing to learn and develop

* Proven senior admin based experience

* must be located with a commutable distance

* full eligibility to work in the UK (no sponsorship unfortunately)

Whilst any formal financial qualifications would be a benefit this is an unregulated role, and full training will be given so are not necessarily required.

So, if you are the person we are looking for, with the related background in a financial services type sector and looking for a great team to work with and for, then please send your CV to James Newbury Appointments for review.

If you do not hear back within 5 working days, unfortunately, you will not have been shortlisted on this occasion. thank you for applying and we wish you every success in your search

  • Financial Administrator

    5 months ago

    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...

  • Financial Administrator

    5 months ago

    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...

  • Financial Administrator

    4 weeks ago

    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...

  • Financial Services Administrator

    3 weeks ago

    Milton Keynes, United Kingdom CV-Library Full time

    Are you looking for a truly solid long term professional career? Ever thought about the world of pensions and investments? Do you live in or near Milton Keynes and are educated to at last A level standard with a proven passion for great customer services and what is going on in the world of economics? Do you have great people, personal presentation and...

  • Financial Services Apprenticeship Scheme

    5 months ago

    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...

  • Financial Accountant

    4 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...

  • Senior Solution Architect

    2 weeks ago

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

    About the RoleVolkswagen Financial Services is seeking a highly skilled Senior Solution Architect to join our team. As a key member of our architecture community, you will be responsible for providing architectural design ownership at a domain level for key strategic initiatives and transformation programmes within VWFS UK.Key ResponsibilitiesDefine and...

  • Senior Administrative Officer

    2 weeks ago

    Milton Keynes, Milton Keynes, United Kingdom FCDO Services Full time

    About the Role:FCDO Services is seeking a highly skilled Executive Assistant to support the Chief of Operations portfolio. As a key member of our team, you will provide exceptional administrative support to an Executive Director, ensuring seamless coordination of their diary arrangements, preparation of papers and briefing notes, and handling their inbox and...

  • Financial Administrator

    5 months ago

    Milton Keynes, United Kingdom Ignis Doors Full time

    Overview: **Duties**: - Logging of invoices - Logging of purchase orders - Raising invoices through Xero - Creating purchase orders - Adding new clients to Xero - Payroll - Setting up payments and direct debits - HMRC P30 payments - Setting up new starters - Financial reporting (P&L, Balance Sheets etc) - Keeping track of monthly payments and money owed -...

  • Chief Financial Controls Specialist

    4 days ago

    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...

  • Financial Administrator

    5 months ago

    Milton Keynes, United Kingdom Down to Earth Recruitment Full time

    **Financial Administrator (Milton Keynes)** Recruit UK is currently offering an outstanding opportunity for a Financial Administrator to join a Wealth Management practice located in Milton Keynes. The client is in search of a full-time permanent administrator to become part of their team. Rest assured you will receive comprehensive training from the...

  • Senior Administrative Coordinator

    3 weeks ago

    Milton Keynes, Milton Keynes, United Kingdom FCDO Services Full time

    Role OverviewFCDO Services is seeking a highly organised and experienced Executive Assistant to support the senior leadership team in delivering ambitious business objectives. The successful candidate will be responsible for managing the Executive Director's diary, preparing papers and briefing notes, and handling their inbox and priorities.Key...

  • Senior Pension Administrator

    4 days ago

    Milton Keynes, United Kingdom CV-Library Full time

    ROLE PURPOSE One of our Financial Services clients require a Senior Administrator who has experience of managing and delivering Defined Contribution / Master Trust pensions support and Group Risk administration support (Hybrid working). The successful applicant will have experience of administering group life assurance schemes (both Registered and...

  • Senior Financial Services Coordinator

    4 weeks ago

    Milton Keynes, Milton Keynes, United Kingdom https:www.energyjobline.comsitemap Full time

    Are you looking for a new challenge in a dynamic Financial Planning and Administration environment?This reputable Savings and Investments firm is committed to providing a supportive work culture that encourages training and career progression. Key Benefits:Transparent team bonus schemeExam support with bonusesFlexible working arrangements after probationFree...

  • Financial Planning Administrator

    2 months ago

    Milton Keynes, United Kingdom CV-Library Full time

    Are you an experienced Financial Planning Administrator looking to pursue a new opportunity? We are supporting a leading and successful client that is looking to bring on an IFA Administrator to provide client-facing, administrative support within the the business. This Savings and Investments firm prides itself on a strong values-focused work culture that...

  • Senior Financial Services Manager

    4 weeks ago

    Milton Keynes, Milton Keynes, United Kingdom FIRE Recruitment Full time

    Job OverviewWe are seeking a highly skilled Senior Financial Services Manager to join our team at FIRE Recruitment. As a key member of our team, you will be responsible for leading our financial services practice and providing expert guidance on audit and compliance matters.About the RoleThis is an exciting opportunity for a seasoned professional to take on...

  • Financial Planning Administrator

    3 months ago

    Milton Keynes, United Kingdom Heat Recruitment Ltd Full time

    Are you an experienced Financial Planning Administrator looking to pursue a new opportunity?We are supporting a leading and successful client that is looking to bring on an IFA Administrator to provide client-facing, administrative support within the the business.This Savings and Investments firm prides itself on a strong values-focused work culture that...

  • Service & Administration Manager

    2 weeks ago

    Milton Keynes, United Kingdom CV-Library Full time

    One of our Financial Services clients require a Service and Administration Manager who has previously worked in a Financial environment managing staff to carry out the following duties: Duties Include: * Carry out Bank Reconciliations on a daily basis * Invoice Clients * Chase pension debtors * Handle Capital Liquidity * Deal with calculated...

  • Financial Services Supervisor

    3 weeks ago

    Milton Keynes, Milton Keynes, United Kingdom E-Fab Recruitment Full time

    Job Title: Financial Services SupervisorJob Description:We are seeking a highly skilled Financial Services Supervisor to join our team at E-Fab Recruitment. The ideal candidate will have experience in managing people in an Accounts department and be familiar with Financial Services regulations.Duties:Carry out daily bank reconciliationsManage a team of 4/5...

  • Financial Planning Administrator

    3 weeks ago

    Milton Keynes, Milton Keynes, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice in Milton Keynes who are looking to recruit an IFA Administrator.Key Responsibilities:New business processingDeal with client enquiries and deliver a high level of customer service to ensure that queries are actioned promptly and correctlyInvolvement in pension transfer work and drawdown related...