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Jacob Grey have partnered with a long standing client to hire a new Helpdesk Support Administrator. This is a fantastic opportunity to develop a career in application support in an exciting, respected and growing company which truly puts its people first. Reporting to the help desk manager, your duties will include: • Dealing with a wide range of external customer queries relating to our client's bespoke CRM software package which includes 15 varied modules (full training is provided on these modules), • Guiding customers through anything from simple, quickly resolvable queries to offering more complex advice and solutions relating to specific modules, • Dealing with both 'teething problems' relating to new customers following implementation of the client's software, as well as legacy customers seeking guidance on specific modules, • Escalating queries and matters to other teams (e.g. upgrades to existing software), • Liaising with the other members of the help desk team to resolve higher level queries, • Assisting more junior members of the team where applicable, • Liaising with the sales department and field based training team where applicable, • Ad hoc duties as and when required On offer is a market leading salary and the opportunity to work for a genuinely good business which puts its people first. Over time, for the right person, there will be the opportunity to progress into a team leadership role and/or journey into other parts of the business depending on your skill set/ambitions. You will also be rewarded with a company performance related bonus scheme, and inclusion in the companies Group Life Insurance after the first year. The successful candidate will ideally have 2 years application support experience. But our client is open to individuals with customer service experience or exposure to a similar background. You will also have the ability to manage a wide range of problems in a logical manner, in what can be a challenging and demanding environment. Above all you must be hardworking, upbeat/energetic, and possess excellent communication skills. Beneficial experience would include MS-Windows Operating Systems, Linux Operating Systems, Understanding of networking and TCP/IP and exposure to Financial/Accounting Systems Please note that this is an office-based role so candidates will need to be able to travel to Welwyn Garden City on a daily basis. We look forward to receiving your application.

Japanese speaking Financial Administrator Main Responsibilities:. Japanese speaking Financial Administrator Ideal Candidate:. All applicants for the Japanese speaking Financial Administrator must have the right to work in the country without any restrictions as the Company is not able to offer visa

Welfare Administrator Location: Staffordshire (Hybrid) Salary: £26,230 Hours: Monday – Friday between 9am-5pm We are seeking a compassionate, highly organised and proactive Welfare Administrator to join an established organisation operating within the financial services sector. This role offers the opportunity to work within a fast-paced and rewarding environment, providing vital support to vulnerable customers and ensuring cases are managed with empathy, fairness, and in line with regulatory requirements. The successful candidate will play a key role in identifying vulnerability, coordinating support measures, maintaining accurate records, and acting as a central point of contact for welfare-related matters. Our client provides services to public sector organisations across the UK and is committed to maintaining high standards of compliance, professionalism, and customer care. They offer a supportive and structured working environment with clear expectations and opportunities for development. Benefits as a Welfare Administrator: £26,230 annual salary 25 days annual leave plus bank holidays Mandatory office shutdown between Christmas and New Year Flexible hybrid working model Company pension scheme Company sick pay scheme Eye care vouchers Employee benefits platform with discounts and Employee Assistance Programme Dedicated training and development programme Workplace mental health initiatives Free secure onsite parking Key responsibilities as a Welfare Administrator: Identifying and assessing vulnerable customers in line with company policy and regulatory guidance Acting as the main point of contact for welfare-related cases, providing professional and empathetic support Managing vulnerable customer cases from referral through to resolution Managing the Welfare Team inbox, triaging and responding to enquiries within service levels Handling inbound telephone enquiries from customers, clients, and Enforcement Agents Maintaining accurate, up-to-date and audit-ready case records Producing regular and ad hoc reports on Welfare Team activity and performance Monitoring updates to external support services and ensuring internal resources remain accurate Communicating welfare-related updates across the business Supporting continuous improvement by identifying opportunities to enhance customer outcomes Providing flexible administrative support to the wider administration teamRequirements as a Welfare Administrator: Previous administrative experience, with confidence using Microsoft Office and case management systems Minimum of 2 years’ experience working with or supporting vulnerable customers Experience in a customer-facing role, including handling telephone and written enquiries Experience within a regulated or compliance-driven environment is desirable Strong organisational skills with the ability to manage multiple priorities effectively Excellent attention to detail and accuracy in record keeping and reporting Empathetic communication skills with the ability to manage sensitive situations professionally Resilient, adaptable, and able to exercise sound judgement in a fast-paced environment Ability to work independently as well as collaboratively within a teamSuccessful candidates will be required to complete relevant background checks prior to employment. Apply today to discuss the role in more detail

Jacob Grey have partnered with a long standing client to hire a new Helpdesk Support Administrator. This is a fantastic opportunity to develop a career in application support in an exciting, respected and growing company which truly puts its people first. Reporting to the help desk manager, your duties will include: • Dealing with a wide range of external customer queries relating to our client's bespoke CRM software package which includes 15 varied modules (full training is provided on these modules), • Guiding customers through anything from simple, quickly resolvable queries to offering more complex advice and solutions relating to specific modules, • Dealing with both 'teething problems' relating to new customers following implementation of the client's software, as well as legacy customers seeking guidance on specific modules, • Escalating queries and matters to other teams (e.g. upgrades to existing software), • Liaising with the other members of the help desk team to resolve higher level queries, • Assisting more junior members of the team where applicable, • Liaising with the sales department and field based training team where applicable, • Ad hoc duties as and when required On offer is a market leading salary and the opportunity to work for a genuinely good business which puts its people first. Over time, for the right person, there will be the opportunity to progress into a team leadership role and/or journey into other parts of the business depending on your skill set/ambitions. You will also be rewarded with a company performance related bonus scheme, and inclusion in the companies Group Life Insurance after the first year. The successful candidate will ideally have 2 years application support experience. But our client is open to individuals with customer service experience or exposure to a similar background. You will also have the ability to manage a wide range of problems in a logical manner, in what can be a challenging and demanding environment. Above all you must be hardworking, upbeat/energetic, and possess excellent communication skills. Beneficial experience would include MS-Windows Operating Systems, Linux Operating Systems, Understanding of networking and TCP/IP and exposure to Financial/Accounting Systems Please note that this is an office-based role so candidates will need to be able to travel to Welwyn Garden City on a daily basis. We look forward to receiving your application

A Family run construction builder based in the Tadley area looking for an Office administrator to join there already talented team.

A financial services company in Brighton seeks a highly organized Practice Administrator to support financial advisers and manage client interactions.

Preparing technical analysis for client meetings using Excel / Voyant / Financial Express and creating and updating bespoke ‘Asset Allocation’ reports.

We regulate financial services firms in the UK, to keep financial markets fair, thriving and effective. The Authorisations Division is the initial point of contact for firms and individuals seeking to provide regulated financial services in the UK.

This is an entry level role ideally suited to a graduate that would like to build a career in the Financial Planning industry with the opportunity to grow in a supportive environment. Experience in financial services desired, but not necessary.

A Japanese company is seeking a Financial Administrator who is fluent in both English and Japanese.

FINANCIAL ADMINISTRATOR (PART-TIME) - LONDON. Financial Services experience would be beneficial.

A leading accountancy and business advisory firm in Greater London seeks a Finance Administrator to assist the Financial Services SBU Finance Manager. The role involves managing financial performance on a daily basis, supporting financial analysis and reporting, and ensuring efficient Working Capita

A global financial services firm in Greater London seeks a Financial Services Administrator to provide vital support to financial advisors and clients. Join us to deliver remarkable financial solutions to clients. The ideal candidate should have at least 2 years of experience in financial services,

Financial Administrator for a Growing Financial Services Firm. An expanding financial services company is actively seeking an administrator who will support the clients of the firm. Daily financial administration to include tax returns, client portal assistance, compliance and regulation and the upd

A reputable recruitment company in London is seeking an entry-level Financial Administrator to join their team. The role offers the chance to build a career in the Financial Planning industry within a supportive environment.

Previous experience within a Financial Planning Administrator role. This is an exciting opportunity for an experienced Financial PlanningAdministrator to join a successful Advisory practice based out of their City of London office. Working within a friendly, and close-knit team this is a fantastic o

The Financial Planning Administrator is an integral member of our team in delivering outstanding client experience. The role holder will have experience working in a professional environment (2+ years) preferably within financial services and possess a good understanding of financial products and FC

Relevant financial services experience is essential and some knowledge of the Curo (Microsoft Dynamics) back office system is desirable, as are initiative and drive.

At Castlegate, we are an experienced team of financial planners based in our main office here in Grantham, many of our financial planners have achieved chartered status, which is widely regarded as the top qualification that a financial planner can attain. Castlegate is seeking a Financial Services

Financial Planning Administrator / Wealth Management Administrator / IFA Administrator. Financial Planning Administrator or IFA Administrator role with flexible working. Financial Planning Administrator / Wealth Management Administrator.

A financial services firm in the United Kingdom is seeking an experienced Financial Services Administrator with 1-2 years in the industry. The role involves supporting financial planners by setting up appointments, preparing valuations, and processing adviser instructions. Candidates must have exper

Experienced Financial Services Administrator. We are pleased to be working with a Liverpool based Financial Planning firm specialising in Financial Planning. This Financial Services role will involve:.

Financial Services Recruitment that reflects your brand. Financial Planning, London hybrid. Financial planning at Finura starts with people, not products.

A leading advisory practice in City of London seeks an experienced Financial Planning Administrator to provide exceptional support to financial advisers. The role involves administration tasks, managing client communications, and requires knowledge of financial products, especially Pensions and Inve

They now have an opportunity within their highly prestigious US Family Office team for a Financial Planning Administrator with 12‑18 months industry experience to join. This Financial Planning Administrator will be a key member of the Client Services team within the US team. They build investment

Helping to manage the financial performance of the SBU on a day-to-day basis as well as providing relevant support to the overall team within the business unit on financial matters. Supporting Finance Manager, Financial services department and SBU heads to ensure there remains a continued consistenc

Key Responsibilities - Financial Services Administrator. About the Role - Financial Services Administrator. We are seeking a highly organised and technically proficient Financial Services Administrator to provide high‑level technical and administrative support to the Practice.

Financial services administrator (level 3). Level 3 Financial services administrator apprenticeship. Training course - Financial services administrator (level 3).

A leading Wealth Management firm based in Gillingham is seeking a Financial Services Administrator. The role involves providing high-level technical and administrative support to financial planners and ensuring smooth delivery of client services. Candidates should have experience in financial servic

A leading regulatory body in the UK is looking for a Team Administrator to provide comprehensive support within the Authorisations Division.

We are currently recruiting for an enthusiastic Financial Planning Administrator for a Mayfair based Financial Planning firm. The successful candidate will be ideally working towards Diploma in Financial Planning and have worked for at least 1 year in a Financial Planning Administrator role. They cu

Position: Financial Administrator (Japanese Speaking). As a Financial Administrator, you will be involved in a broad range of finance and accounting support activities, including:. Assisting with budgeting activities and financial analysis.

Business AdministratorLocation: HorshamSalary: Highly Competitive + BonusHours: Part Time /Hybrid working pattern availableBusiness AdministratorWe are a busy and g

Japanese Speaking Financial Administrator. Submission of SAP related codes in Japanese, as requested by the Financial Controller. An experienced Administrator with an excellent attention to detail.

At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. To support the Financial Lines Underwriting divisions through defined administrative responsib

A financial services firm in London is seeking a Financial Administrator to support their clients with onboarding, financial administration, and compliance. Candidates should have experience in Independent Financial Adviser business and a degree-level education is preferred.

A leading financial planning firm is looking for a Financial Planning Administrator to support advisers and deliver high-quality client service. Ideal candidates should have experience in financial planning, possess strong organisational skills, and be detail-oriented.

A Japanese company based in Hertfordshire is currently recruiting a Financial Administrator. All applicants for the Japanese speaking Financial Administrator must have the right to work in the country without any restrictions as the Company is not able to offer visa support. Assisting with budgeting

A financial services firm in the UK seeks a Financial Services Administrator to support their Financial Planner. Ideal candidates will have excellent organizational skills, proficiency with Microsoft Office, and a willingness to learn about financial products.

A financial services provider is seeking a highly organised and detail-focused Financial Services Administrator in Liverpool City Centre. The role involves preparing client information and ensuring accurate documentation in support of financial planning.

IFA Admin / Financial Services Administrator. Financial Services Administrator. Join a dynamic team where you'll play a key role in supporting financial planners and ensuring seamless client service.

Sending and following up letters of authority with financial institutions. If you're keen to join an exceptional team who can offer a supportive environment within a well‑established and growing practice, please apply to this Practice Administrator role below or call Angela on (phone number remove

A financial services recruitment agency is looking for an experienced Financial Administrator to join their team in a hybrid role.

Underwriting Administrator - Financial Lines page is loaded## Underwriting Administrator - Financial Lineslocations: 30 Fenchurch Avenue, London, UKtime type: Full timeposted on: Posted Todayjob requisition id: JR4021**Join Starr, a global leader in commercial insurance with over a century o

A global financial services firm is seeking a highly organized Senior IFA Administrator to join their team in Greater London. This full-time role involves providing comprehensive administrative support to financial advisors, managing client onboarding, and ensuring smooth operations of financial ser

My client is now looking for an experienced Financial Services Administrator to join their team. The role would suit someone with min 1-2 years Financial Services Admin experience ideally dealing with Investments such as ISA, Pensions, GIA and Onshore/Offshore Bonds. You will be experienced and fami

A staffing agency in the United Kingdom is seeking an experienced Administrator to join a friendly team within Financial Services.

Graduate Financial Services Administrator. Graduate Financial Services Administrator. If you’ve already gained some exposure to financial services, that’s a bonus — but not essential.