Financial services administrator jobs in BathCreate job alerts

We are proud to be partnering with a well-established and highly respected Financial Services organisation in the search for a Client Services Administrator. From processing new applications to handling platform queries, exits and client transactions, you’ll play a key part in ensuring efficient ...

IT SYSTEMS ADMINISTRATOR £45,000 Location – Hybrid working. Mostly remote but visits to our Bath office may be necessary Fun, rewarding and with the opportunity to develop and grow your career. That’s life with L&C Mortgages, the UK’s leading fee free mortgage broker with over 160 awards to i...

Social network you want to login/join with: Robert Half is partnering with a company that manages workplace technology solutions for companies based in central London in search for a Funder Operations Administrator to join its dynamic finance operations team. - 5 Days Office-Based This is a f...

Salary: 27-30K Company: Our Client is a respected Wealth Management company that invests on behalf of private clients.Role: This is a great role for an HR Administrator working within a Financial Services environment.The HR Administrator will have some HR experience, and whilst this doesn’t have

Payroll & Pension Administrator needed for a multinational financial organisation based in Newcastle upon Tyne who are looking to employ an experienced and well-rounded Payroll & Pension Administrator that takes pride in their work with an in-depth knowledge of GDPR. The successful candidate woul...

Social network you want to login/join with: At facilit8, we provide high-quality, personal, and reliable business support for ambitious financial advisers, planners, and mortgage brokers across the UK. Built by advisers for advisers, we help our partners focus on what they love, scale without h...

Social network you want to login/join with: Founded in 1932, McLarens is a leading independent global insurance services provider with offices and operations located around the world. With a focus on complex, commercial and niche markets, the company provides loss adjusting, claims and risk man...

6 days ago Be among the first 25 applicants This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. This is a fantastic opportunity to join a highly regarded and award-winning financial services organisation that spec...

Social network you want to login/join with: Location: Remote (UK-based) with quarterly in-person meetups Working Hours: 40 hours/week, flexible with core hours 9:30–3:30 What you'll get in return: - Remote working with core hours of 9:30 a.m. – 3:30 p.m. - Flexible start/end times (work wh...

Social network you want to login/join with: Honeycomb is delighted to partner with a rapidly growing Financial Services company to recruit for a Mortgage Administrator to join their busy team based in Belfast. The role is full time and permanent. The Company The client is a forward thinking a...

Job Description About Servaada, a Wipro company: Servaada is Wipro's UK entity, authorised by the FCA (the UK financial services regulator) to undertake regulated activities on behalf of its clients, as an outsourced service provider. About the Role: This is a fixed-term contract for 12 mont...

Social network you want to login/join with: Vida Bank provides competitive savings products through Vida Savings and specialist mortgage solutions through Vida Homeloans. Our mortgage business supports Buy to Let (BTL) and residential borrowers (ROO) who find themselves underserved elsewhere. Our...

3 days ago Be among the first 25 applicants This range is provided by NRG.. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Job Title: Temporary Credit Control Administrator Location: Central Durham. Hybrid – 2 days in the office, 3 days worki...

Job Description We are proud to be partnering with a well-established and highly respected Financial Services organisation in the search for a Client Services Administrator. From processing new applications to handling platform queries, exits and client transactions, you’ll play a key part in ens...

Job Description We are proud to be partnering with a well-established and highly respected Financial Services organisation in the search for a Client Services Administrator. Our client is a recognised leader in the industry, delivering comprehensive services across Financial Planning, Employee Be...

Key responsibilities include: - Supporting colleagues and clients by managing platform queries via email and helpline - Processing transactions, account exits, Letters of Authority, and death notifications - Monitoring cash accounts and ensuring adequate balances for investment activity - Liaisin...

Job Description We are proud to be partnering with a well-established and highly respected Financial Services organisation in the search for a Client Services Administrator. Our client is a recognised leader in the industry, delivering comprehensive services across Financial Planning, Employee Be...

Client Service Specialist - Group Risk Are you an experienced employee benefits administrator? Are you open to exploring new positions? Here at Alexander Lloyd, we are currently partnered with an established employee benefits organisation that due to continued growth are looking for a Clie...

Company description: Refresco BV Job description: Are you data-driven, detail-oriented, and passionate about sustainability? Refresco, the worlds largest independent bottler, is seeking a Continuous Improvement Analyst (Waste Analyst) to lead the charge in reducing waste and improving materia...

Senior Client Administrator - £40,000 DOE – Taunton - Hybrid I’m working with a leading wealth management firm in Taunton that’s looking to welcome a Senior Client Administrator to their expanding team. Following continued success, they’re keen to hear from individuals with 12 months or more...

Due to recent client wins a leading Pension Consultancy are looking for Senior Pension Administrator’s to join their team. You will be responsible for the service provided to a portfolio of pension scheme clients that range in size. You will manage all day-to-day activities in relation to yo...

12-month fixed-term contract Fully remote Start: July About us Vida Bank provides competitive savings products through Vida Savings and specialist mortgage solutions through Vida Homeloans. Our mortgage business supports Buy to Let (BTL) and residential borrowers (ROO) who find them...

Senior Pensions Administrator – DB Schemes London - £35-45,000 depending on experience – Flexible / Hybrid Working & Excellent Benefits Package. A leading UK Financial Services Group who provides Pension & Investment Consultancy services to many of the UK’s largest Companies are looking to rec...

Essential to have experience of working in financial services administration, ideally gained within an IFA practice, together with a good understanding of administration processes involved in financial services (life, pensions, investments, mortgages). An excellent opportunity has arisen within a...

What youll need to succeed Essential to have experience of working in financial services administration, ideally gained within an IFA practice, together with a good understanding of administration processes involved in financial services (life, pensions, investments, mortgages). Desired Skills an...

What you'll be doing: Owning and improving provider relationships becoming the go-to contact Managing and organising client documentation and digital files (Zoho CRM & WorkDrive) Supporting advisers and paraplanners by preparing files, chasing third parties, and reducing admin bottlenecks Ensurin...

Administer a complex range of funds, management companies and associated fund structures and liaise with clients and intermediaries as necessary.Co-ordinate all company secretarial matters, including attendance and preparation of minutes for board and shareholder meetings.Process and co-ordinate ...

Deliver a great first impression and ongoing customer service to all visitors reflective of our company values.Continually looking for ways we can improve the client experience and support all colleagues across the business by providing an exceptional administration service in line with agreed se...

Essential to have experience of working in financial services administration, ideally gained within an IFA practice, together with a good understanding of administration processes involved in financial services (life, pensions, investments, mortgages). Essential to have experience of working in f...

Due to continued expansion of their team they are now looking to add an experienced Mortgage Administrator. They require people with experience as either a mortgage administrator or mortgage adviser (May suit an adviser looking to come away from direct selling ).

Candidates with relevant experience and job titles of; Administrative Support, Financial Services Assistant, Client Support Administrator, Trainee Financial Advisor, Trainee Paraplanner, Financial Planner Trainee, Financial Administration may also be considered for this role. Financial Services A...

We are proud to be partnering with a well-established and highly respected Financial Services organisation in the search for a Client Services Administrator. Our client is a recognised leader in the industry, delivering comprehensive services across Financial Planning, Employee Benefits and Mortg...

Build and maintain strong working relationships with clients, colleagues and other business contacts.Administration of a range of entities across various corporate vehicles, investment holding companies and fund structuring entities.Coordinate all aspects of company secretarial matters including ...

We are proud to be partnering with a well-established and highly respected Financial Services organisation in the search for a Client Services Administrator. Our client is a recognised leader in the industry, delivering comprehensive services across Financial Planning, Employee Benefits and Mortg...

Our client is looking for an Administrator for their Purchase Invoice Team on a contract until November. As an administrator within the Purchase Invoice team, your role is to:.

We are proud to be partnering with a well-established and highly respected Financial Services organisation in the search for a Client Services Administrator. Our client is a recognised leader in the industry, delivering comprehensive services across Financial Planning, Employee Benefits and Mortg...

We are looking for an experienced Financial Services Administrator (Client Delivery Lead) to join our team. Minimum of one year in a IFA Financial Services Administration Role. Must have excellent understanding of the financial planning process.

We are proud to be partnering with a well-established and highly respected Financial Services organisation in the search for a Client Services Administrator. Our client is a recognised leader in the industry, delivering comprehensive services across Financial Planning, Employee Benefits and Mortg...

Financial Services Administrator, west midlands. Previous experience as a financial planning administrator - ideally in high-net-worth or boutique IFA settings. We’re now looking for an experienced, detail-oriented Senior IFA Administrator to join our small and dynamic team.

Financial Services Administrator. Willing to work towards CeMAP/equivalent professional financial services qualification.

We are proud to be partnering with a well-established and highly respected Financial Services organisation in the search for a Client Services Administrator. Our client is a recognised leader in the industry, delivering comprehensive services across Financial Planning, Employee Benefits and Mortg...

Financial Services Administrator - Apprenticeship. The candidate will be enrolled on this programme which is specifically designed for the financial sector, offering core skills in financial services. Financial Services Administrator Level 3.

The Financial Planning Administrator will have financial planning / IFA client services experience and will provide a high level of support to a team of Financial Advisors. The Financial Planning Administrator will provide support to assist the Financial Planning Team in reaching new business and...

Deliver a great first impression and ongoing customer service to all visitors reflective of our company values.Continually looking for ways we can improve the client experience and support all colleagues across the business by providing an exceptional administration service in line with agreed se...

Due to continued expansion of their team they are now looking to add an experienced Mortgage Administrator. They require people with experience as either a mortgage administrator or mortgage adviser (May suit an adviser looking to come away from direct selling ).

Nurturing knowledge to support standards of financial advice. Mellow & Co is a Chartered Financial Practice of St. The practice has approximately 1,800 clients and is responsible for providing financial planning advice and managing their funds under management.

We are currently seeking to employ a Full-Time, experienced Senior Accounts Assistant to join our growing Team.Requirements for job role are -.Be a good communicator, both verbally and written.Be diligent and have a strong attention to detail.Be able to work as part of a team or on own initiative...

Assist with all aspects of the administration of funds, management companies and associated fund structures.Assist with all aspects of company secretarial matters including the preparation of agendas, collation and distribution of board packs, obtaining directors availability and drafting minutes...