Financial Services Administrator
2 days ago
This range is provided by JJ SEARCH LIMITED. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeThe Company:Our client is a highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation - with a regional office based in Worcester.The Role:This is a fantastic opportunity for an individual who has some office Administration or Client Services Administration experience who is keen to pursue a client administrative role within the Financial Services sector - a Wealth Management company.The Financial Services Administrator role will suit a highly process driven individual with 1-3 years’ experience in Team Administration, (this can be from Asset Management, Private Wealth, Investment Banking, Professional Services, Insurance). Some experience working with client systems would be useful.The Financial Services Administrator will provide a high level of administrative support to a team of Wealth Planners and their clients, preparing new account paperwork and Letters of Authority for signing.The Financial Services Administrator will manage the team diary, room bookings, outlook invitations and invitations to client events.The Financial Services Administrator will manage Client queries and attend client meetings on occasion to take notes and follow up on actions.The Financial Services Administrator will also have the opportunity to learn the client systems including Xplan and Voyant.The Candidate:1-2 years’ minimum experience within a similar Administration or Client Admin support role - any industry.A real interest to work in the wealth management sector.Excellent attention to detail, and capable of working to fixed deadlines in a fast-paced environment.Well-developed interpersonal skills, and team playerProficient in IT Skills and competent in the use of MS Office softwareSeniority levelNot ApplicableEmployment typeFull-timeJob functionFinance, Administrative, and Customer ServiceIndustriesInvestment Management, Financial Services, and Investment BankingReferrals increase your chances of interviewing at JJ SEARCH LIMITED by 2xGet notified about new Administrative Assistant jobs in Worcester, England, United Kingdom. #J-18808-Ljbffr
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Financial Services Administrator
3 weeks ago
Worcester, United Kingdom Redwood Search Full timeRedwood Search are recruiting on behalf of a respected and award-winning firm of Independent Financial Advisers and Wealth Managers based in Worcester. Due to continued growth, they’re looking for a Financial Services Administrator to join their friendly, professional team.Job role: Administrative & Financial Support Role – WorcesterLocation: Worcester...
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Financial Service Administrator
3 weeks ago
Worcester, United Kingdom Redwood Search Full timeRedwood Search are recruiting on behalf of a respected and award-winning firm of Independent Financial Advisers and Wealth Managers based in Worcester. Due to continued growth, they’re looking for a Financial Services Administrator to join their friendly, professional team. Job role: Administrative & Financial Support Role – Worcester Location: Worcester...
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Financial Service Administrator
1 day ago
Worcester, United Kingdom Redwood Search Full timeRedwood Search are recruiting on behalf of a respected and award-winning firm of Independent Financial Advisers and Wealth Managers based in Worcester. Due to continued growth, they’re looking for a Financial Services Administrator to join their friendly, professional team. Job role: Administrative & Financial Support Role – Worcester Location: Worcester...
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Receptionist/administration
2 weeks ago
Worcester, United Kingdom BEDWARDINE FUNERAL SERVICES Full timeBedwardine Funeral Services Vacancy for Receptionist/Administrator (20 Hours Per Week). Bedwardine Funeral Services are a small privately owned funeral directors, on the westside of Worcester, established for over 30 years; offering a professional, caring and friendly service to our clients, at a very difficult time in their lives. We are looking for an...
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Finance Administrator
2 weeks ago
Worcester, United Kingdom D&D Network Services Full time**The Role** The Finance Administrator reports to the Operations Manager / Financial Controller and is part of a small business support team that plays a vital role in the smooth running of our UK based company. You will provide finance administration support to the Financial Controller and other members of our senior management team. **Key Duties and...
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Service Administrator
3 weeks ago
Worcester, United Kingdom Accelerated People Management Full timeService Administrator Worcestershire £25,000 - £27,000 + Training + Rapidly Growing Business + IMMEDIATE START Ideal for an Contract or Service Coordinator looking to work with a well established, growing and progressive organisation, where you will have the opportunity to work alongside the Sales Director on the best projects in the UK. This company...
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Service Administrator
3 weeks ago
Worcester, United Kingdom ACCELERATED PEOPLE MANAGEMENT Full timeService Administrator Worcestershire£25,000 - £27,000 + Training + Rapidly Growing Business + IMMEDIATE START Ideal for an Contract or Service Coordinator looking to work with a well established, growing and progressive organisation, where you will have the opportunity to work alongside the Sales Director on the best projects in the UK. This company...
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Senior Client Services Administrator
6 days ago
Worcester, Worcestershire, United Kingdom CAP Resourcing LTD Full time £33,000 - £40,000 per yearSenior Client Services Administrator – Wealth / Pensions / InvestmentsWorcestershire / Hybrid | c. £33,000 + BenefitsAre you an experienced Administrator from aWealth Management, Pensions, or Investmentsbackground who thrives on delivering exceptional client service? Looking for a role where your expertise is genuinely valued and where you can make a real...
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Independent Financial Advisor
2 days ago
Worcester, United Kingdom IDEX Consulting Ltd Full timeOverviewIndependent Financial Planner - Worcester or Coventry / Hybrid | Up to £65,000 + Bonus. Ambitious Financial Planner seeking the next step in a well-established independent financial planning firm.Are you an adviser with 2–5 years’ experience, confident managing client relationships, generating new business, and delivering holistic financial...
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Service Administrator
7 days ago
Worcester, United Kingdom Air Spectrum Environmental Ltd Full timeWe are a leading accredited Air Quality & Environmental Consultancy based in the West Midlands. We are growing and are now looking to add to our team and are looking for a Service Administrator to undertake all aspects of administration work and co-ordinate all service work. They will be able to work confidently with customers to fulfil requirements,...
