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Recruit UK
Huntingdon
Recruit UK are hiring for someone to join a leading Wealth Management company as a Financial Services Administrator in their vibrant Ramsey office. This essential role offers the opportunity to develop and apply your financial administration skills within an established, successful team. You will provide comprehensive administrative support and ac
Job Source: Recruit UKHeat 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 RecruitmentVero HR
Peterborough
About the opportunity: We are working as an internal recruitment partner for an established and reputable firm within the financial services sector. We are presenting an exciting opportunity for a meticulous Financial Administrator/Trainee Paraplanner to join the friendly and supportive team based in Peterborough. As the Trainee Paraplanner/Fina
Job Source: Vero HRBrevere 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 GroupInteraction Recruitment
Corby
Our client is a growing business a market leader within the packaging industry, they are agile, customer-centric and fast-paced. The working environment includes: · Modern office setting · Company perks · Supportive, friendly team · Ongoing training and development opportunities They have an opportunity for a Customer Services Administrator the rol
Job Source: Interaction RecruitmentPertemps Kettering
Weldon
Pertemps are working with our Corby based client who are seeking an Aftercare Customer Service Administrator. You will have a professional attitude towards customers and stakeholders and contribute ideas towards the team. General responsibilities include: Being a self-motivated administrator working within our aftercare team. Deliver the highest
Job Source: Pertemps KetteringCulina Logistics
Spalding
Company Description Following years of accelerated growth Culina Group is now a £2.2billion+ turnover business, employing over 22,000 staff, with a fleet of more than 5,000 vehicles. Culina Group operates from over 100+ depots across the UK and Ireland, serving more than 1,000 clients over its framework of chilled, ambient, contract packaging solu
Job Source: Culina LogisticsPoint Recruitment
Huntingdon
Hybrid - £26,000 per annum £13.51 per hour - Temporary to Permanent Position for the right candidate. Our longstanding client based in Huntingdon are looking for a Finance Customer Service Administrator to join their established team. Do you have experience working in both the Customer Service and the Finance sector? (preferably business to b
Job Source: Point RecruitmentPeterborough
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 administrative background such as mortgages or legal work 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, if applicable, 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
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 administrative background such as mortgages or legal work 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, if applicable, 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
ⓘ 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.