Financial services administrator jobs in MitchamCreate job alerts

Our client is a successful and well established top London Mortgage Brokerage and they are currently looking for an experienced Mortgage Administrator to join the team \n There is the chance of 2 days from home and 3 days in the London office \n You must have experience doing Mortgages Administration in an independent brokerage \n We are looking for experienced Administrators who have dealt with a full panel of Lenders \n Base circa £30-32000 plus benefits and quarterly bonus \n Mon-Fri only \n Office is based near Southwark/Blackfriars tube near London Bridge. \n For this and other Financial Services roles in West Sussex please call Jason at Astral

A Property Management Assistant is required to support a busy Block Management team in Sutton on a maternity cover basis, with the potential for the role to become permanent. This would suit an organised administrator with an interest in property and some previous property industry experience would be helpful. \n Worth Recruiting - Property Industry Recruitment \n Job Title: Property Management Assistant \n Sector: Block Management \n Location: Sutton, SM1 \n Salary: £32,000 per annum (Subject to experience and qualifications) \n Position: Permanent - Full Time \n Reference: WR96723 \n Working alongside Property Managers, you'll assist with day-to-day administration, maintenance issues, client communications and contractor liaison. The role is fully office-based and offers exposure to residential block management, major works, Section 20 procedures and insurance claims within a collaborative team. \n What's in it for you (Benefits) \n\n • Maternity cover role with potential to become permanent\n, • Opportunity to gain valuable residential block management experience\n, • Fully office-based role just minutes from Sutton train station\n, • Supportive and collaborative working environment\n, • Opportunity to develop your property management knowledge \n\n The Company \n\n • Property services business covering a range of property-related disciplines\n, • Professional and client-focused approach to property management\n, • Collaborative office environment with a strong emphasis on service and teamwork \n\n What You'll Be Doing (Key Responsibilities) as a Property Management Assistant \n\n • Support Property Managers with day-to-day administration and incoming enquiries\n, • Monitor emails, prepare correspondence and maintain accurate records\n, • Log maintenance issues, instruct contractors and track repairs through to completion\n, • Liaise with lessees, contractors and other external contacts\n, • Assist with communications, mail merges, circulars and Section 20 requirements\n, • Provide general administrative support to the Block Management team, including filing, insurance claims and contractor records \n\n What our client is looking for (Skills & Experience) \n\n • Previous administration or property experience preferred\n, • Interest in residential block management\n, • Excellent organisational and time management skills\n, • Strong attention to detail and ability to prioritise\n, • Confident written and verbal communication skills\n, • Good working knowledge of Word, Excel and Outlook\n, • Professional, self-motivated and flexible approach\n, • Ability to work effectively as part of a team and manage multiple tasks\n\n Is this the role for you? \n Contact Worth Recruiting now! If you are interested in this Property Management Assistant role, please contact the Property Recruitment Team at Worth Recruiting immediately, quoting job reference: WR96723. \n About Your Application: \n\n • Response Time: We receive a great many applications and respond as quickly as possible. If you have not heard from us within 48 working hours, please assume that on this occasion your application has not been successful.\n, • Data Protection: Worth Recruiting is acting as a recruitment agency in relation to this position. By submitting your application, you consent to Worth Recruiting processing and storing your data for the purposes of your job search. For more information, please see our privacy policy on our website.\n, • Confidentiality: All communications with Worth Recruiting are completely confidential. We will always need to speak with you before we are able to submit your CV to our client.\n, • Please Note: This vacancy summary is intended as a general guide only and should not be used as a definitive job description. Our client's job description, including details like the salary, may change without prior notice and in any case may be influenced by the skills, qualifications, previous experience, attitude, and ability of a candidate. \n\n About Worth Recruiting: Worth Recruiting provides a bespoke recruitment service to the Property Industry offering roles in Estate Agency, Lettings, Commercial Property, Surveying, Property Management, Financial Services, and Prop Tech. Find out more at: worthrecruiting.me. \n Job Reference: WR96723 - Property Management Assistant- Property Management \n

This client has quickly established a reputation for first class service, innovative ideas and a willingness to work alongside other firms of advisers to ensure that clients’ needs and expectations are met. They are looking for a dynamic Senior Pensions Administrator who will be responsible for all aspects of the day to day administration of a number of DB pension schemes. You will be involved in the manual calculation and payment of benefits, production of reports, efficient handling of correspondence, e-mail and telephone enquiries from scheme members and third party institutions, assisting with scheme renewal queries and issuing of benefit statements as required. Also you will be performing calculations and communication of pension increases and undertaking general checking and peer review responsibilities for less experienced team members. To be successful for this position, the right Pensions Administrator will need to have a proven knowledge of DB pension arrangements, awareness of service standards and statutory disclosure requirements, experience of using Profund oPen administration platform and have the ability to work as part of a team. To be considered for this role you must have at least 2 years recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and DPC/QPA/RPC would preferable but not essential. \n \n \n \n Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.

This client has quickly established a reputation for first class service, innovative ideas, and a willingness to work alongside other firms of advisers to ensure that clients’ needs, and expectations are met. They are looking for a Deputy Pensions Team Leader who will be responsible for supporting the Pensions Team Leader in managing the personal development of team members so that they achieve both team targets and actively encourage their learning and development. The general duties of the role will include checking and authorising the work of the team in accordance with scheme rules and current industry legislation. The ideal Deputy Pensions Team Leader will be already working as a Deputy Pensions Team Leader or Senior Pensions Administrator within the Third-Party Administration sector and should possess strong leadership and advanced technical pensions knowledge. They should be team orientated with excellent interpersonal skills and a logical approach to problem solving, as well as being flexible with the ability to work under pressure and to deadlines; effectively prioritising your own workloads and those of others by allocating work within the team. APMI, DPA, CPC or equivalent professional qualification would preferable but not essential. With a great remuneration package on offer, good flexible working, and the chance to help build and improve the business during this time of growth, this is truly a great opportunity not to be missed. \n \n \n \n Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.

This client has quickly established a reputation for first class service, innovative ideas and a willingness to work alongside other firms of advisers to ensure that clients’ needs and expectations are met. They are looking for a dynamic Pensions Administrator who will be responsible for all aspects of the day to day administration of a number of DB and DC pension schemes. You will be involved in the manual calculation and payment of benefits, production of reports, efficient handling of correspondence, e-mail and telephone enquiries from scheme members and third party institutions, assisting with scheme renewal queries and issuing of benefit statements as required. Also you will be performing calculations and communication of pension increases and undertaking general checking and peer review responsibilities for less experienced team members. To be successful for this position, the right Pensions Administrator will need to have a proven knowledge of DB and DC pension arrangements, awareness of service standards and statutory disclosure requirements, experience of using Profund oPen administration platform and have the ability to work as part of a team. To be considered for this role you must have at least 2 years recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and DPC/QPA/RPC would preferable but not essential. \n \n \n Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.

Our client is a successful and well established top London Mortgage Brokerage and they are currently looking for an experienced Mortgage and Protection Administrator to join the team \n The client is happy to offer Remote working with ad hoc visits to the London office \n This is such a rare option in todays market \n You must have experience doing Mortgages Administration in an independent brokerage \n We are looking for experienced Administrators who have dealt with a full panel of Lenders \n Base circa £30-35000 plus benefits and bonus \n Mon-Fri only \n For this and other Financial Services roles in West Sussex please call Jason at Astral

Financial Administrator (Wealth Management) \n Sutton \n Salary £32,000-£38,000 pa \n \n Join a Firm Where Excellence Is the Standard \n Are you an experienced Financial Planning Administrator looking for an opportunity to join a genuinely prestigious Chartered Financial Planning firm where your contribution will be recognised, your development encouraged and your career given room to flourish? \n This is an exceptional opportunity to join a multi-award-winning firm of Chartered Financial Planners with an outstanding reputation for delivering sophisticated, genuinely holistic financial planning to private clients and their families. \n Having worked closely with this business for a number of years, we know first-hand that this is an organisation that combines professional excellence with a refreshingly personable culture. Their continued success has been built organically, through the strength of their client relationships, the quality of their advice and the calibre of their people. \n Due to continued growth in an established adviser's client portfolio, they are now looking to appoint a Financial Planning Administrator / Wealth Planning Administrator to provide dedicated support to their financial advisors. \n This is an opportunity to become an integral part of a successful team and play a pivotal role in ensuring clients receive the exceptional service for which the business is renowned. \n \n The Opportunity \n Working alongside an approachable, highly successful Chartered Financial Adviser and their Paraplanning team, you will provide comprehensive administrative support throughout the client journey. \n You will be involved in a broad and rewarding range of responsibilities, including: \n\n • Supporting the onboarding of new clients, gathering personal and financial information and ensuring all documentation is completed accurately.\n, • Conducting AML and client verification checks.\n, • Preparing and issuing Letters of Authority and liaising with providers and third parties.\n, • Supporting the end-to-end annual review process, ensuring clients receive a seamless and professional experience.\n, • Liaising directly with clients, developing trusted relationships and becoming a familiar and valued point of contact.\n, • Maintaining accurate client records and ensuring all administrative processes are completed efficiently and to a high standard.\n, • Providing wider administrative and technical support to the adviser and Paraplanning team as required.\n\n Importantly, this is not a purely back-office administration position. You will have genuine exposure to clients and will have the opportunity to develop strong, long-term relationships with the advisors that you are supporting. \n \n About You \n You will ideally have 1–2 years' experience within Financial Services, preferably gained within a Financial Planning, Wealth Management or IFA environment. \n You may be an experienced Administrator looking for your next step, someone returning to financial services after a career break, or perhaps an individual seeking a more balanced role where you can continue to use your professional skills without the intensity of a heavily target-driven environment. \n What matters most is that you are: \n\n • Organised, conscientious and exceptionally detail-oriented.\n, • Comfortable working across a varied range of Financial Planning administration.\n, • Confident communicating with clients and building professional relationships.\n, • Professional, personable and naturally service-focused.\n, • Able to manage competing priorities whilst maintaining accuracy.\n, • Keen to develop your knowledge and build a long-term career within Wealth Management.\n\n Previous experience with client onboarding, AML, Letters of Authority and annual review processes would be highly advantageous. \n \n Why This Opportunity? \n There are Financial Planning businesses where administration is simply about processing paperwork. \n This isn't one of them. \n Here, you will be joining a highly regarded, ethical and genuinely people-focused organisation where the quality of the client experience is paramount. \n You will work alongside a successful and approachable adviser who values their team, recognises individual contribution and is committed to providing additional training and support where required. \n For the right person, this could be the opportunity to establish a long-term and rewarding career within an exceptional Wealth Management environment, whilst enjoying the stability, flexibility and work-life balance that comes with a well-established and forward-thinking firm. \n \n The Package \n\n • £32,000 – £38,000 salary, depending on experience\n, • Bonus\n, • 25 days' holiday\n, • Excellent benefits package\n, • Part-home / hybrid working\n, • Genuine career development and progression\n, • Extensive training and support\n, • A friendly, supportive and highly professional working environment\n\n Interested? \n If you are an ambitious and personable Financial Planning Administrator who would relish the opportunity to join a highly successful Financial Planning firm, we would be delighted to hear from you. \n Please send your CV and contact details to Ryan Wootten at Financial Divisions. \n Financial Divisions – Wealth Management Recruitment Specialists \n \n #IFA #FinancialPlanning #FinancialServices #WealthManagement #FinancialPlanningJobs #IFAJobs #Paraplanning #FinancialAdministration #SurreyJobs #CheamJobs

This client has quickly established a reputation for first class service, innovative ideas and a willingness to work alongside other firms of advisers to ensure that clients’ needs and expectations are met. They are looking for a dynamic Senior Pensions Project Administrator whose purpose will be to plan and carry out projects and Scheme Events using Profund Classic, oPen, and other tools as required within the agreed time and budget constraints. The Pensions Project Administrator will provide support and technical expertise to the Pensions Managers in delivering ad-hoc client projects as well as assisting in Pension Scheme Installations. The Senior Pensions Project Administrator will also undertake in project tasks and provide reports to communicate progress/unexpected issues with the project sponsor. You will also need to have relevant experience with exposure to technical issues relating to pension scheme legislation and systems. To be considered for this role you must have at least 3-4 years recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and DPC/QPA/RPC would preferable but not essential. This role would suit an enthusiastic individual, who has a proactive approach and a proven track record within pensions consulting. \n \n \n Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.

Kenneth Brian Associates are recruiting on behalf of a well-established Financial Services organisation who are looking to add an experienced administrator to their growing team. A minimum of 1 year's experience working within the Financial Services sector (essential).

Senior Accounts Receivable Administrator Senior Accounts Receivable & Reconciliations Administrator - Croydon - Excellent benefits and Progression Are you a recent finance / accounting grad looking for work within a successful accounting function? Are you looking for permanent work in the Croydon area with a leading company? Do you possess excellent customer service skills and a keen eye for numbers and detail? Are you looking to develop your accounting skills? Our leading Property Management company based in Croydon is seeking a professional and motivated Senior Accounts Receivable Administrator to work from there Croydon office. Working as part of an established and successful accounting team, you will play a key role in processing inbound funds and providing clients and 3rd parties with excellent customer service and query resolution. Leading brand company Extensive training and progression Hybrid / Flexible working (after probation) Full training provided Excellent office environment / team Duties Include: To ensure that all receipts are posted & accounts are reconciled in line with good financial practices guidelines. Ensure that all operational targets are met and that all assigned tasks are completed, adhering to all compliance requirements. To ensure that all incoming queries via email, telephone or other methods are dealt with in a timely, efficient, and professional manner in the name of excellent customer service. Assist the department manager in developing a culture of "right first-time" within the Account Receivables & Reconciliation Team. Ensuring that all tasks undertaken are performed to the best of your ability, highlighting any concerns as soon as possible. Collaborate closely with other department within Client Finance to ensure effective coordination of accounting functions for the best possible service to local branches and clients. Liaise with other departments within the group to ensure that inter departmental services provided to the branches are fit for purpose, in the line with the needs of the Client and that these services are delivered in the best interests of good estate management. Reviewing and assisting to implement changes in policy and procedures. To engage with the IT team with regards to the proposal and integration of system enhancements and to ensure adequate testing is undertaken by the Accounts Receivables & Reconciliation team. Handle any other duties that arise due to the growth of the operation and its subsidiary businesses.Experience needed: Accounts related experience would be beneficial High level of attention to detail and numerical accuracy required Well-developed interpersonal and oral communications skills Good customer services skills and professional Keen to learn and progress For further details, please apply today Randstad CPE values diversity and promotes equality. No terminology in this advert is intended to discriminate against any of the protected characteristics that fall under the Equality Act 2010. We encourage and welcome applications from all sections of society and are more than happy to discuss reasonable adjustments and/or additional arrangements as required to support your application. Candidates must be eligible to live and work in the UK. For the purposes of the Conduct Regulations 2003, when advertising permanent vacancies we are acting as an Employment Agency, and when advertising temporary/contract vacancies we are acting as an Employment Business

Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Support troubleshooting, testing and issue resolution for the Corporate Services Helpdes

Financial Services Administrator Leicester. Salary to c£27,000 pa + benefits I am currently recruiting for a Client Relationship Manager (Financial Services Administrator) to join an award-winning Wealth Management Company in Leicester. Researching and collation of information in relation to advice

What youll be doing: Owning and improving provider relationships becoming the go-to contactManaging and organising client documentation and digital files (Zoho CRM & WorkDrive)Supporting advisers

Senior Client Relationship Manager (Senior Financial Services Administrator) Leicester. Salary to c£30,000 pa + benefits I am currently recruiting for a Senior Client Relationship Manager (Senior Financial Services Administrator) to join an award-winning Wealth Management Company in Leicester. Rese

The ideal candidate for thisFinancial Services Administratorrole will require: Previous administration exposure in financial services is essential Previous exposure writing suitability reports Experience using Intelligence Office systems is preferred but not essential A naturally confident communica

To be considered for this opportunity, applicants should have previous experience within a financial services environment, ideally supporting Independent Financial Advisers (IFAs), Wealth Managers, or Financial Planners. As a Financial Services Administrator, you will be responsible for providing co

Previous experience in financial services, specifically supporting an Independent Financial Advisor, is essential. Independent Financial Advisor Administrator Salary:. Work from Home 1 day a week Are you an experienced IFA Administrator looking to excel in a supportive and professional environment?

The firm is looking to recruit a Finance Administrator to assist and support the Financial Services SBU Finance Manager. Provide support to the Finance Manager and SBU to Champion Workday, ensuring the system is being used consistently and efficiently across the financial services department. Suppor

We are seeking an experienced senior mortgage administrator to join the team in London, handling complex and standard cases with focus on accuracy and timely processing.

So, our financial services administrators need to be diligent in keeping track of invoices, tax payments and reimbursements. Castlegate is seeking a Financial Services Administrator. At Castlegate, we are an experienced team of financial planners based in our main office here in Grantham, many of ou

Stepping Stones Financial Planning LLP is an independent financial services intermediary focused on delivering unbiased, client-centered financial advice. Previous experience in financial services, professional services, or a client-facing administrative role is beneficial. The Client Services Admin

Good understanding of financial services industry. Senior Client Services/Wealth Management Administrator. We're assisting a highly regarded Wealth Management firm seeking an experienced Client Services Administrator to join their growing team.

Our client is a mid-size financial services firm which is a. Systems Administrators are responsible for the workstations and servers of our rapidly expanding trading operations. In addition to all systems work both on the desktops and in the data centres, Systems Administrators frequently interact w

Aspire JOBS Limited is seeking an experienced Financial Services Administrator to join their team in London. The role suits someone with 1–2 years of Financial Services Admin experience, ideally handling Investments such as ISA, Pensions, GIA and Onshore/Offshore Bonds, and familiar with regulator

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.

BDO is seeking a Finance Administrator to support the Financial Services SBU Finance Manager in monitoring and improving the unit's financial performance. You will help champion Workday usage across the department, manage working capital, and provide timely financial analysis and reporting to FS hea

You may already be working within a wealth management, financial planning or wider financial services environment and be looking for an opportunity to:. We are currently assisting a highly regarded Wealth Manager with an exciting opportunity for an experienced Client Services/IFA Administror to join

They are looking for an experienced senior mortgage administrator to join their team.

The Senior Financial Planning Administrator will provide Client Services Support to Financial Planners and Directors, maintaining high standards that they offer their clients - arranging meeting packs for client meetings. The Senior Financial Planning Administrator will provide general administratio

Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Support administration of Lease renewals and financial processing for EMEA/APAC offices.

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

Previous experience within IFA Administration, Financial Services, Wealth Management or Financial Planning. Knowledge of financial products and financial planning. Working towards the CII Diploma in Regulated Financial Planning (DipPFS).

Due to continued success in providing fee-based advice to both private and commercial clients, this successful practice is seeking a professional and proactive EB / Senior Financial Services Administrator with strong Group Risk experience to support the corporate team and financial planning process.

This is a fully remote role where you’ll play a key part in improving operational efficiency, building strong relationships with providers, and helping the wider team deliver an exceptional service to clients with significant and often complex financial needs. Previous experience within a financia

A fantastic opportunity is available for an experienced Mortgage Administrator to join our client, a leading financial services brokerage based in London.

Previous experience within IFA Administration, Financial Services, Wealth Management or Financial Planning. Knowledge of financial products and financial planning. IFA Administrator, Client Relationship Support.

You'll be required to have previous experience in a Financial Services Administrator or IFA Administrator role and be comfortable working within an independent financial advice, financial planning or wealth management environment. My client is a growing independent financial planning firm based in R

Seeking a Financial Services Administrator to provide administrative support to Financial Advisers, manage client records, process applications, and handle transactions for pensions and investments.

Financial Services Administrator. We are seeking an Financial Services Administrator to join our Lincoln based client on a full time permanent basis. As an Financial Services Administrator, your key duties will be the following:.

M chten Sie Teil von Europas f hrendem Premium- Gesundheits - und Wellnesskonzern werden ?.Unsere Teammitglieder sind die Botschafter unseres Unternehmens und das Herzst ck unseres Handelns.Wir sind auf der Suche nach einer leidenschaftlichen Rezeptionistin f r unser Team!.Als Rezeptionist begr en S

Our Customer Care Administrators provide excellent customer service to the network by building relationships, resolving queries on a wide variety of complex topics and processing orders and changes.