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Service Service Employment Agency Limited
Peterborough
My client, a well-established and award winning Financial Planning firm located on the southern outskirts of Peterborough, at present, they are currently looking to bolster their administrative IFA support team. The ideal candidate will come from an IFA administrative background however my client will consider someone with a transferable administra
Job Source: Service Service Employment Agency LimitedService Service Employment Agency Limited
Stamford
My client is a successful and well established wealth management firm, based in the picturesque market town of Stamford; they are currently looking for a Senior Administrator to join their busy team, supporting a large team of professional advisers. The hours of work are 9.00am-17:00pm, this is an office based position. My client offers a competiti
Job Source: Service Service Employment Agency LimitedPARADIGM EMPLOYMENT SERVICES LTD
Spalding
Financial Administrator Exciting opportunity for a Financial Administrator to join one of UK’s leading Wealth Management and Financial Advisory specialists based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source
Job Source: PARADIGM EMPLOYMENT SERVICES LTDParadigm Employment Services
Spalding
Financial Administrator Exciting opportunity for a Financial Administrator to join one of UK’s leading Wealth Management and Financial Advisory specialists based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source
Job Source: Paradigm Employment ServicesHeat Recruitment
Peterborough
Financial Planning Administrator - Peterborough - Up to £35,000 This is a fantastic opportunity for an experienced administrator looking to make the next step in their career for an highly successful company, in one of their offices in Peterborough. They specialise in providing high-quality personal advice on many aspects of wealth management and
Job Source: Heat RecruitmentBrevere Group
Huntingdon
Are you interested in developing within corporate financial services, looking for a new role in a dynamic and supportive environment, offer long term career opportunities? Due to continued success in providing fee-based advice to both private and commercial clients, this successful practice requires a professional and proactive EB / Financial Servi
Job Source: Brevere GroupIntegrity Plus Ltd
Spalding
Our client, an exciting business based in Spalding is looking to recruit a Customer Service Assistant/Administrator with SAP experience on a permanent contract. Hours - 8.15 am to 5.00 pm Monday to Thursday and 08.15 - 2.30 Friday on a rota. Overview - To provide an excellent service to customers processing sales orders for nominated customers an
Job Source: Integrity Plus LtdRandstad Delivery
Corby
Are you an organised individual with a good eye for detail? Do you consider yourself to be a strong communicator and an asset to a busy team? Are you based in or around Corby? We have a temporary Customer Service Support role available within TATA Steel's Corby site. This role is ideal for someone with good IT skills and is proactive, approachable
Job Source: Randstad DeliveryPeterborough
My client is a well-established and award winning Financial Planning firm located on the southern outskirts of Peterborough, at present, they are currently looking to bolster their administrative IFA support team.
The ideal candidate will have strong and transferable administration skills with a desire to break into the Financial Services sector and establish their career.
Role Purpose
To provide a first-class administration and support service to our team of Financial Planners, to meet and exceed the expectations of this prestigious firms loyal clients.
Principal Accountabilities
Working in conjunction with the adviser and paraplanner, to ensure that a very high level of financial planning support and servicing is provided to all our clients.
To process new business in an accurate and timely manner in accordance with agreed service standards and standards for Treating Customers Fairly.
To service on-going business and assist with delivery of our client review service in a timely manner in accordance with agreed service standards and standards for Treating Customers Fairly.
To provide accurate fund valuations/client review packs as required for on-going client servicing and financial reporting.
To communicate the progress of business to Managers, Directors, Clients and Consultants as appropriate.
To foster good working relationships with Managers, Colleagues and Consultants.
To use our internal diary system to effectively plan and prioritise workload, and to ensure client servicing is conducted as agreed.
To contribute to day to day activities such as answering telephones, opening and distributing post, scanning and printing and ensuring telephone/office cover is maintained.
To ensure complete and accurate client records are maintained electronically, complying with the requirements of the Data Protection Act 2018.
To maintain continuous professional development (CPD) in line with Company policy and maintain an annual CPD log.
To conduct project work and associated tasks as requested by Managers and / or Directors.
Examination Requirements
To achieve the Certificate in Financial Services or equivalent within 3 years of commencing the role (paid for and supported).
Hours of work 9-5 Monday to Friday
Holiday 25 days + BH’s
Private Pension
Working from home is supported but this role will be predominantly office based
4 x death in service
Cycle to work scheme
My client support and pay for qualifications and encourage/assist study
Biannual, discretionary, profit related pay
Financial Services Administrator jobs in Peterborough
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