ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
GCB Recruitment
Diss
Are you an experienced Administrator with a finance background looking to work on a part-time basis? We've recently taken on a new position with our client in the Diss area, who is looking for a Financial Administrator to join their team working 3 days per week. They are willing to offer training for the position, however, ideally require an indivi
Job Source: GCB RecruitmentHeat Recruitment
Norwich
Financial Planning Administrator - Norwich - 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 advis
Job Source: Heat RecruitmentSelect Appointments
Norwich
Are you someone who thrives in a dynamic administrative role, supporting a commercial department's smooth operation? Do you have a keen eye for detail and enjoy ensuring accuracy in financial processes? If so, I have an opportunity for you.My client are seeking a diligent Commercial Administrator to join their successful team, reporting directly to
Job Source: Select AppointmentsSelect Recruitment Specialists Ltd
Thorpe End
Are you someone who thrives in a dynamic administrative role, supporting a commercial department's smooth operation? Do you have a keen eye for detail and enjoy ensuring accuracy in financial processes? If so, I have an opportunity for you. My client are seeking a diligent Commercial Administrator to join their successful team, reporting directly t
Job Source: Select Recruitment Specialists LtdService Service Employment Agency Limited
Norwich
My client is a Norwich based chartered firm who have been providing advice to Norfolk and afar for over fifty years and you can become part of their success by supporting their adviser as a Technical Analyst. Job Summary To provide a welcoming, efficient, professional and effective corporate client service with a high focus on quality and accuracy
Job Source: Service Service Employment Agency LimitedBrevere Group
Norwich
Are you a diligent administrator with financial services experience, looking for a new role in a dynamic and supportive environment, offering long term career opportunities? Due to continued success in providing fee-based advice to HNW clients, this successful practice requires a professional and proactive Financial Services Administrator to provid
Job Source: Brevere GroupService Service Employment Agency Limited
Norwich
Are you a practice experienced IFA Administrator looking for a new role in the sector. My client is one of the largest Financial Planning firms in the county of Norfolk, they currently have a vacancy for a Personal Assistant who will also act as a Financial Services Administrator with exposure to Paraplanning duties such as report writing and rese
Job Source: Service Service Employment Agency LimitedService Service
Snetterton
Wonderful opportunity to work for my client based in Snetterton – huge progression and opportunities available with this forward thinking and thriving business! Sales Support Role – Snetterton – full time £22,308 p.a. plus £2K performance bonus and heaps of benefits You WILL need your own transport to get to my client Maternity cover to commence
Job Source: Service ServiceNorwich
Due to growth, our client, a reputable Chartered Firm based in Norwich are looking to bring an experienced Financial Administrator into their team. The successful candidate will provide a welcoming, efficient and professional client service with a high focus on quality and accuracy. This is an amazing company to work for, giving their employees the opportunity to progress and complete qualifications to advance their skills.
Key Responsibilities:· Prepare and issue Recommendation Letters and obtain relevant research, application forms and supporting documentation.· Process and monitor new business and 'top ups’ to existing business through to completion.· Prepare client valuations and review packs.· Process all post-review related paperwork and prepare relevant correspondence as required.· Communicate with clients and providers, responding to queries via telephone, email and post in a timely manner.· Ensure financial transactions are completed correctly and files are fully FCA compliant by following internal compliance procedures.· Ensure all client records and data are maintained accurately and efficiently.· Obtain and interpret information from providers and fund managers, keeping Financial Planners up to date with all communications.· Send out letters of authority and correspondence to clients, professional introducers and other third parties.· Prepare new client meeting packs.· Calculate fees, raise client invoices and chase outstanding fees as required.· Effective management of day-to-day work through the company’s workflow system.
Skills:· Experienced Financial Administrator· Understanding of FCA rules, ethics and financial regulations· Diploma in Financial Services is desirable· Strong IT skills, MS Office Word and Excel· Excellent organisational and communication skills· Good numeracy skills· Attention to detail· Demonstrate an adaptable approach to work· Ability to work within a team environment
Benefits:· Competitive compensation package· Generous Company Pension Contribution· Flexible Working Hours· Exam support· Continuous training and professional development opportunities· A collaborative and supportive team environment
V/12580
Financial Support Administrator jobs in Norwich
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.