Financial Services Client Administrator
7 days ago
This role is best suited to those with at least 3 years experience as an IFA Administration. You will be providing support to established Advisor's, with emphasis on new business support and meetings. The role has a salary of up to £40,000 with Hybrid working and a great benefits package.
**The Company**
This Independent, whole-of-market financial planning and investment management firm, offering services to personal, corporate and trustee clients was established over 100 years ago. This is a growing advisory firm with offices all over the company, recently gaining increased backing to further their nationwide development.
**The Role**
You will be part of a team providing administration support, this will range from processing new business, illustrations and projections, valuations, updating the back office, liaising with providers and providing documents for suitability reports. This opportunity is perfect for those with a great understanding of a variety of products ideally experienced within Trusts/VCT/EIS although this isn't essential.
**The Benefits**:
- Salary of up to £40,000
- Death in Service (4 x annual salary)
- Private Medical Insurance provided by Vitality
- Group Income Protection
- Employee Assistance Programme
- Medicash (healthcare cash back plan)
- Pension 5% minimum (company will match up to 10%)
- Discretionary 10% annual bonus based on company performance
- 28 days + 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional year.
- Hybrid working
**Salary**: £35,000.00-£40,000.00 per year
**Benefits**:
- Company pension
- Free parking
- Health & wellbeing programme
- Life insurance
- On-site parking
- Private medical insurance
- Sick pay
- Work from home
Schedule:
- Monday to Friday
Application question(s):
- Do you have experience processing new business within IFA Administration?
**Experience**:
- IFA Admin: 1 year (required)
Work Location: Hybrid remote in Borehamwood, WD6 1TE
Reference ID: 16355168395
-
Financial Planning Administrator
2 weeks ago
Borehamwood, United Kingdom Idex Full timeA growing IFA are looking to add an experienced Financial Planning Administrator to their team in Borehamwood. This hybrid position offers a varied and challenging role, lots of career development and progress into paraplanning, advising and other areas of the business. Main duties: - Working closely with the Adviser Support Operations Manager and...
-
Borehamwood, United Kingdom Saltus Partners LLP Full timeA financial planning firm is looking for a Planning Support Administrator for a 9 month maternity leave cover in Borehamwood. The role requires strong communication skills, experience in a financial planning environment, and the ability to provide excellent customer service. The ideal candidate will be part qualified and is expected to build client...
-
Senior Financial Planner
3 weeks ago
Borehamwood, United Kingdom Exchange Street Claims & Financial Services Full timeThere aren't many people who enjoy uncertainty. And when it comes to your career there's nothing more uncertain than moving jobs.Add to that, at interview a lot of firms aren't exactly forthcoming about what you're walking in to. It can all be a bit vague, a bit wishy-washy.So how do you know you're making the right decision?You won't have that problem with...
-
Ifa Administrator
7 days ago
Borehamwood, United Kingdom Finlink Ltd Full timeAn exciting opportunity to join an established and respected Independent financial advisers based in Borehamwood as an IFA administrator. This Independent, whole-of-market financial planning and investment management firm, offering services to personal, corporate and trustee clients was established over 100 years ago. The team is made up from highly...
-
Administrator
18 hours ago
Borehamwood, United Kingdom Abbatt Property Services Full time**Location**: Borehamwood **Start date**: ASAP **Salary**: £24,500 ( increasing to £25,000 after 6 month probation ) **Hours of work**: 09:00 to 17:30 Mon - Fri - 1 hours lunch Are you looking for an opportunity to join a friendly company which offers career progression and invests in their staff? Do you have an interest in the property...
-
Service Desk Administrator
2 weeks ago
Borehamwood, United Kingdom Customer Service and Call Centres Full timeJob Title: Service desk Administrator **Salary**: £25,000 - £27,000 Contract: Permanent, Full time Location: Borehamwood Hours: 8:00am - 5:30pm Monday - Friday COMPANY PROFILE Do you have fantastic customer service and organisational skills? Our innovative and forward-thinking client based in Borehamwood is seeking a Service desk administrator to...
-
Insurance Administrator
1 week ago
Borehamwood, United Kingdom Osborne Appointments Full time**Salary**: £23k - 25k per year + benefits **Reference**: Insurance Admin **Insurance Administrator** OA is recruiting an **Insurance Administrator** to join our client’s thriving and expanding team. This role also offers great potential for growth and progression within the company. **Location**: Borehamwood **Hours**: Full-time. Monday - Friday....
-
Customer Service Administrator
1 week ago
Borehamwood, United Kingdom Smart 10 ltd Full timeJob Title: Customer Service Administrator **Salary**:£23,000 per annum Location: Borehamwood Contract: Permanent, Full Time - Monday to Friday 9am - 5pm COMPANY PROFILE Our client, a Global Trade company based in Borehamwood are looking for an enthusiastic Customer Service Administrator to join their lively team. This is a key role to provide...
-
Customer Service Administrator
7 days ago
Borehamwood, United Kingdom Smart10 Ltd Full timeJob Title: Customer Service Administrator **Salary**: £12.30 per hour Location: Borehamwood Contract: Temp - Perm, Full Time - Monday to Friday 9am - 5pm COMPANY PROFILE Our client, a Global Trade company based in Borehamwood are looking for an enthusiastic Customer Service Administrator to join their lively team. This is a key role to provide...
-
Client Services Representative
2 weeks ago
Borehamwood, United Kingdom Osborne Appointments Full time**Salary**: £35k - 38k per year + benefits **Reference**: Client Services **Client Services Representative** OA are recruiting for a **Client Services Representative **to join our client’s Landlord Action Team. **Location**: Borehamwood **Hours**: Full-time, 9am - 5:30pm, Monday to Friday. Hyrbid working available following a successful trainig...