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Reed
London
Financial Service Administrator Job Type: Full-time (9:00-17:30) Location: South West London (Hybrid) Salary: up to £35k My client is seeking a dedicated Administrator to provide comprehensive administrative support in the realm of financial planning and advice. Reporting to the Operations Manager, this role is integral to ensuring the smooth opera
Job Source: ReedOptima Recruitment
Reigate
£24,000 - £26,000 28 days holiday per year plus bank holidays 35-hour working week (Monday to Friday only, no weekends) Annual personal and company performance bonus of up to 15% of your salary Private Medical Insurance Employee Assistance Programme £150 towards glasses if your prescription changes Death In Service benefit (equal to 4 times your an
Job Source: Optima RecruitmentCranleigh Personnel
London
Financial Services Administrator Location: City of London Salary: £28,000 - £32,000 depending upon experience Hours: Full time, 4 days in the office, 1 x day working from home Are you currently working for a regional SJP office and looking to work for an SJP practice based in London? Or maybe you are working for a small SJP practice in London and
Job Source: Cranleigh PersonnelFinancial Divisions
Uxbridge, England, United Kingdom
Financial Administrator – route to Paraplanner Hillingdon, Middlesex - Hybrid Working - £35k + Bonus. Our client, a well-established Independent Financial Advice firm based near Hillingdon, offers an exceptional opportunity for you to transition into a Paraplanner role. With a rich history of providing whole-of-market financial advice on Pensions,
Job Source: Financial DivisionsShenley Recruitment
London
Financial Administrator Hybrid from London N1 (at least once a fortnight in the office) £38,000 p.a. 25 days annual leave, plus public and bank holidays. Hours: 9am to 5:30pm Our client offers an end-to-end service to streamline the property management and sales process of properties in probate. This includes property assessment, clearance and sale
Job Source: Shenley RecruitmentOffice Angels
Brentwood
Financial Administrator £23,000 - £25,000 per annum Brentwood, Essex Monday-Friday, 9am-5:30pm (hybrid working after 6-month probation) My client, a professional financial services business based in Brentwood, is seeking a confident Administrator to join their team on a permanent basis. This is an exciting opportunity to work within a dynamic and s
Job Source: Office AngelsJenson Fisher Consulting Ltd
London
My client is a Global Wealth & Asset Management business with over $5.2bn of AUM and due to growth, they are now seeking to hire a new Private Client Executive to join their business. Role Summary Private Clients at the firm are looked after by the Private Wealth team. The PWT specialises in working with complex HNW and UHNW clients, providing an
Job Source: Jenson Fisher Consulting LtdPremier Jobs UK Limited
London
This Financial Planning Administrator job is well suited to career minded individuals with ambitions to become a Paraplanner and then a Financial Adviser You will be supporting a busy Financial Adviser with ambitions to increase his funds under management by £5m every 6 months. The plan is for you to initially join as a Financial Planning Administr
Job Source: Premier Jobs UK LimitedLondon
Financial Service Administrator
Job Type: Full-time (9:00-17:30)
Location: South West London (Hybrid)
Salary: up to £35k
My client is seeking a dedicated Administrator to provide comprehensive administrative support in the realm of financial planning and advice. Reporting to the Operations Manager, this role is integral to ensuring the smooth operation of business processes and client administration.
Day-to-day of the role:
Send letters of authority and gather information from service & product providers, ensuring accuracy and completeness.
Obtain illustrations, pre-populate application forms, and check new business documentation for accuracy.
Process business applications efficiently, maintaining all supporting documentation as per company procedures.
Liaise with service & product providers for timely and accurate client responses.
Prepare client documentation and correspondence pre and post meetings, ensuring all action points from client meetings are completed.
Answer, screen, and forward incoming calls, manage incoming post, and maintain back-office systems.
Required Skills & Qualifications:
Proven experience in an administrative role, preferably within financial services.
Familiarity with the Financial Services Acts, FCA Statements of Principles & Code of Practice, and FCA Conduct Rules.
Strong organisational skills with the ability to manage multiple tasks efficiently.
Excellent communication skills, both written and verbal.
Proficiency in office software and back-office systems.
Commitment to ethical standards and compliance with relevant regulations.
Ability to keep up to date with industry changes and maintain CPD requirements.
Benefits:
Professional Development Opportunities
Group Personal Pension Plan
Death in service benefit
Sick Pay Insurance
25 days annual leave per year plus 2 extra at Christmas
Birthday Bonus Day
If you are interested in the role and would like to hear more please call or email .
Financial Services Administrator jobs in London
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