Financial Services Administrator
1 week ago
Pyramid8 are currently recruiting for a Financial Services Administrator for their client in Castleford who are looking to recruit an Administrator that has worked within financial services.
Ideally, I am looking to speak to administrators who have worked within Financial Services and have a proven track record of pensions, investments, or Life Assurance.
With over 500 clients, they are a busy office with nearly all new clients coming by referral from existing satisfied clients. Attention to detail and accuracy are of paramount importance. We pride ourselves on delivering the best advice and service obtainable anywhere, regardless of the firm size. The position is 100% office based.
To apply for the role, you must have a proven track record of Microsoft Office, be computer literate, and have worked within financial services and have familiarity with platforms like Fidelity and Transact.
Our client works in a very fast-paced, dynamic environment and the prime function of the administration role is to support the Financial Planners and be a central point of contact, liaising with clients by telephone, post, and email. Day-to-day administration duties will include the processing and servicing of Life Assurance, Pensions, and Investments for individual clients and Employee Benefits Group Schemes for corporate clients.
The role:- Supporting the Financial Advisors with administration
- New Business Processing life, pensions, investments, group pension & group protection schemes
- Service Existing Clients: review, process and administer all inquiries relating to personal and commercial clients, and ensure records are accurately maintained and serviced
- Co-ordinate Annual Review Meetings: preparation of reports for Financial Planners
- Provide Technical Support for the Financial Planners and clients
- Handle Claims: administration of claims
If you are looking to work for a growing business that invests in their staff, pays great salaries plus bonuses, and provides great benefits, then this may be the role for you, and we would love to have a chat with you further.
#J-18808-Ljbffr-
Customer Service Administrator
2 days ago
London, Greater London, United Kingdom cer Financial Full timeJob Description Customer Service AdministratorCity of London / HybridFixed-Term Contract£38,000cer Financial are working alongside a bank who are based in the City of London. They are seeking a Customer Service Administrator to work with them on a fixed-term basis.The Responsibilities of a Customer Service Administrator Will Include: Responsible for day to...
-
Financial Services Administrator
1 week ago
London, Greater London, United Kingdom Additional Resources Full timeAn exciting opportunity has arisen for a Financial Services Administrator with 2 years of experience to join a well-established financial services provider. This full-time role offers excellent benefits and a salary up to £25,000.As a Financial Services Administrator, you will play a key role in supporting financial advisers, managing administrative tasks,...
-
Financial Services Administrator
5 days ago
London, Greater London, United Kingdom Avocet Legal Full timeDani at Avocet Commercial Careers is pleased to present an exceptional opportunity for a detail-oriented Financial Services Administrator to join a thriving specialist financial advisory practice.Opportunity OverviewAn exciting position has emerged for a skilled Administrator to support a growing financial services team in a charming town in East Devon. This...
-
Financial Services Administrator
5 days ago
London, Greater London, United Kingdom Michael Page Full timeFinancial Services Administrator / Brighton / Financial Services / InsuranceClient DetailsA leading Brighton based Insurance business are looking to recruit a full time permanent Financial Services Administrator.DescriptionAs Financial Services Administrator. you will be responsible for:Completing insurance applications with customers over the...
-
Financial Services Administrator
1 week ago
London, Greater London, United Kingdom Options Resourcing Ltd Full timeAre you an experienced IFA Admin / Financial Services Administrator looking for your next challenge? Join a dynamic team where you'll play a key role in supporting financial planners and ensuring seamless client service.An excellent opportunity for a Financial Services Administrator to join a renowned organisaiton based in EdgbastonBenefits:Competitive...
-
Chartered Financial Planner
1 day ago
London, Greater London, United Kingdom Synchronicity Financial Services Full timeDivisional Director, Financial Services at Synchronicity Group - Recruitment & Executive SearchFinancial Planner – rare opportunity to inherit existing clientsAre you an experienced Financial Planner ready to take your career to the next level with a leading wealth manager who truly understands that their people are the key to success? We have an...
-
Financial Services Administrator
23 hours ago
London, Greater London, United Kingdom Jenson Fisher Consulting Ltd Full timeFinancial Services Administrator£29,000 - £34,000, plus bonus and benefitsNorth London – Hybrid RoleOur client has been established for over 40 years, providing outstanding professional financial planning services to its clients for personal and business goals. Due to expansion, they now seek a Financial Planning Administrator to support the IFAs and...
-
Practice Administrator
1 day ago
London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timePractice AdministratorLocation: London / HybridSalary: Up to £35,000 (DoE)An excellent opportunity has arisen for a professional Practice Administrator to work in London based Partner Practice of St. James's Place plc.You will be part of a fast-paced team managing the work generated by the Partner and Advisors and offering support as required. This business...
-
Financial Administrator
1 week ago
London, Greater London, United Kingdom JR United Kingdom Full timeSocial network you want to login/join with:Stratton Wealth Management is a dynamic and growing financial planning firm based in Manchester. Our business thrives on a client-centric approach, offering holistic financial planning services that ensure our clients receive tailored, expert advice. As a team, we are committed to excellence, collaboration, and...
-
Financial Advisor
11 hours ago
London, Greater London, United Kingdom Financial Divisions Full timeIndependent Financial Advisor (IFA) – Manage Retiring Adviser's Client BankAre you a seasoned Independent Financial Advisor (IFA) seeking a fresh challenge? A rapidly growing financial services firm in Northern Kent is looking for a driven individual to join their expanding team.In this role, you will manage a client bank from a newly acquired office,...
-
Service Designer
1 day ago
London, Greater London, United Kingdom Financial Ombudsman Services Full timewe encourage you to applyService DesignerAre you looking for a role that enables you to design innovative service solutions, optimise service delivery, and create exceptional customer experiences? Contract: PermanentWorking hours: 35 hours per week Salary: Circa £60,000 dependent on experienceReporting to: Transformation Projects Enablement ManagerLocation:...
-
Hays Financial Group
1 day ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeOne of our highly successful and leading businesses, Hays Financial Group are currently seeking Mortgage & Protection Advisers to join their team on an employed or self-employed basis. The company provides a range of services including Mortgage Planning, Investment & Pension Planning, Protection Advice and Insurance to numerous clients. The company...
-
Client Servicing Lead
1 day ago
London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeClient Servicing LeadHours: Full-timeLocation - London / Hybrid (3 days in office)Salary - up to £35,000 Working as part of an Appointed Representative of St. James's Place Plc. The Practice is well established and highly successful.Overall Job Purpose – Client Servicing Lead The Client Servicing Lead will oversee all aspects of client services, across...
-
Financial Administrator
1 day ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeType of Position: Financial Administrator (SJP) - Hemel HempsteadPay: £25k - £30kWe are looking for an experienced Financial Administrator to join our clients SJP Practice based in Hemel Hempstead. This position will involve supporting Financial Advisers with all areas of administration including business processing, financial administration, and client...
-
People Team Administrator
3 days ago
London, Greater London, United Kingdom Financial Services Compensation Scheme Ltd Full timeLocation London - Hybrid working with a 40% office requirementThis is a Permanent, Full Time vacancy that will close in 2 days at 23:59 BST.The VacancyWe have a great opportunity for an experienced administrator to join the People Team on a permanent basis.The People Team Administrator plays a pivotal role in maintaining the smooth functioning of all aspects...
-
Financial Advisor
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for youThis is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
-
Financial Advisor
18 hours ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for youThis is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
-
Financial Advisor
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full time*** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ***If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for youThis is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...
-
Financial Advisor
24 hours ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob Description If you are an experienced Financial Advisor seeking a more supported role, then this could be the opportunity for youThis is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background, who is frustrated in finding new clients and completing all the admin tasks that...
-
Financial Services Customer Services
1 week ago
London, Greater London, United Kingdom Huntress - Maidstone Full timeCustomer Service Agent - Financial Services£25,000-£27,000Are you passionate about delivering exceptional customer service? Do you have a keen eye for detail and strong communication skills? Our esteemed client is seeking a dedicated Financial Services Customer Assistant to join their dynamic team.About the RoleAs a Financial Services Customer Assistant,...