Financial services administrator jobs in TonbridgeCreate job alerts

Savings Administrator (Full Time, working a 4 day working week) £30,000 - £32,000 per annum Tonbridge Office Based - Working a 5 day week within a 4 day working week pattern. (32hours, 8 hours a day, 4 days a week with one day off in the week) Benefits: Generous Annual Leave + Bank Holidays, 24/7 GP, EAP, private medical (eligible), income protection, Pension, life assurance, enhanced parental/sick pay, Discounts (Perkbox), travel loans, cycle scheme, tech loans ++ ** Are you passionate about making a difference in the Banking /Charity sector? Do you thrive in a dynamic, high-volume environment while providing exceptional service? Do you have recent Banking KYC and AML and compliance knowledge? If so, we invite you to apply for the position of Savings Administrator at our client's organisation in Tonbridge! Why Join Us? As a Savings Administrator, you will play a crucial role in supporting the Savings Team in achieving its objectives. Reporting to a Head of Savings your contributions will directly impact their saving portfolio of clients and helping them with their financial needs while adhering to high standards of service and compliance. Key Responsibilities: Customer Handling: Promptly action saver account requests and respond to general inquiries via phone, email, or letter. Maintain customer confidentiality in line with Data Protection regulations. Uphold the Conduct Risk & AML framework, ensuring compliance at all timesDeposit Accounts: Conduct manual Anti-Money Laundering checks and support the opening of new accounts. Process postal applications efficiently using the core banking platform, Aurius. Electronically scanning account forms ensuring there is a clear audit trail and that transactions are compliant with the Bank's policies and a right first-time culture is achieved. Manage account maturities, closures, and withdrawals, ensuring a clear audit trail and compliance.Banking Operations: Input deposit data accurately into Aurius and perform account reconciliations. Monitor daily workloads and prioritise tasks to meet service level agreements. Document and test new products and procedures while creating inserts for departmental manuals.General Operations: Be the main point of contact for incoming calls, directing them appropriately. Assist with reception duties, including managing incoming and outgoing post. Provide management information about the savings portfolio as needed.Who You Are: Experience: At least 5 years of customer service experience in a Banking/Financial services environment. Proficient in administrative procedures and practices (KYC/AML/Consumer Drivers), with a strong focus on data entry.Knowledge: Familiarity with savings products and banking processes is a plus!Education: Minimum GCSE standard with A-C grades in Maths and English.Skills: Excellent written and verbal communication skills. A confident telephone manner High degree of work accuracy and attention to detail with an analytical approach Excellent communication skills, both verbal and written, with good knowledge of MS Office; Outlook, Word, ExcelApply now to be part of our clients dedicated Savings dedicated team, where your efforts will help us continue to support savers and make a real difference in the charity sector. Application Process: Please submit your CV online outlining your relevant experience and why you are passionate about this role. This role is being managed by Debbie Foster - Office Angels - Tunbridge Wells (phone number removed) (url removed) Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website

Financial Services AdministratorLocation: Gillingham, DorsetSalary: Highly CompetitiveJob Types: Full-time, Permanent - Hybrid working availableAre you looking for a career in Financial Services?Due to continued growth, Future Wealth Management has an exciting opportunity for you to join their frien

Citrus Financial is looking for a friendly, confident and enthusiastic Client Services Administrator to join our team near Sevenoaks. Based near Sevenoaks in Kent, Citrus Financial is a modern financial planning firm that helps individuals and families make better decisions about their money. Energy

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You will support both the Financial Adviser and clients, ensuring smooth processing, clear communication, and an excellent overall client experience. Strong working knowledge of core financial products including pensions, ISAs, General Investment Accounts, Bonds and protection. UK financial advice f

We are looking to hire an experienced Financial Planning Administrator or Client Services Manager who can become the operational anchor of the business. We are a boutique financial planning firm based in East London. The firm structure today is deliberately simple: one lead financial planner (Emma)

IFA/Client Services Administrator. At least 12 months experience delivering financial services administration support within an IFA practice. They are looking to bolster their team with the addition of a talented, committed IFA Administrator, essentially with Intelligent Office experience, to suppor

A modern financial planning firm is seeking a friendly and enthusiastic Client Services Administrator near Sevenoaks.

So, our financial services administrators need to be diligent in keeping track of invoices, tax payments and reimbursements. 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

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.

We are seeking a highly organised and detail‑focused Financial Services Administrator to support a busy Financial Planning in delivering an exceptional service to clients. This is an excellent opportunity for someone looking to develop their career within financial planning and progress their tech

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

Sewell Wallis is currently supporting a well-established North Yorkshire business based in Harrogate in their search for a Financial Services Administrator to join the small team. Experience in financial services administration. We recruit at all levels within finance from Purchase Ledger Administra

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

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.

For more information please contact Steve Barrett at Barrett Contract Services. A Family run construction builder based in the Tadley area looking for an Office administrator to join there already talented team.

A global financial services firm in Greater London seeks a Financial Services Administrator to provide vital support to financial advisors and clients. The ideal candidate should have at least 2 years of experience in financial services, exceptional organizational skills, and proficiency in Microsof

Time Appointments are working on behalf of a prestigious financial services establishment based in Ipswich, who are recruiting for a professional Financial Services Administrator to join their team.

Our client, a multi-award-winning estate agency, based in Quedgeley are looking for a confident Administrator to join their Financial Services team on a full time, permanent basis. The main purpose of this role is to provide high quality administrative support to all of the Financial Services 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

On behalf of our client we are seeking a Financial Services Administrator. As superb well‑established organisation within the financial services industry who genuinely look after their staff.

If you are an experienced Financial Services Administrator looking to join a forward-thinking firm where quality and compliance truly matter, we would love to hear from you. Financial Administrator (Technical Administrator). Financial/Technical Administrator.

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 respected financial planning firm located in St Helens is seeking an experienced Financial Administrator to manage ongoing financial cases and produce compliant documentation. The ideal candidate will have a strong background in FCA-regulated financial services and possess excellent organizational

A Financial Advisory firm in England is urgently seeking an IFA Administrator to support Directors and Advisers. This is an excellent opportunity for someone looking to grow in the financial services industry. Candidates should have 1–3 years of experience in an administrative role within a financ

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

Manchester | Up To £35,000 | Hybrid Working | 33 Days Holiday + Exam Support.You’ve spent the last few years making the chaos look easy.Providers who “didn’t receive the paperwork”? You’ve got the timestamped email.Advisers chasing updates? You’ve already sent them the summary.Clients a

Receptionist - Brussels, Belgium.Would you like to join Europe's leading premium health and wellness group?.Our team members are the ambassadors of our business and the heart of what we do.W e are on the look out for a passionate Receptionist to join our team!.As a Receptionist , you will welcome ou

This is a casual, part-time role offering flexible working.As a Bank Care Assistant at a Barchester care home, you'll help residents enjoy each day by making sure they get the quality care and support they deserve.You'll assist with daily living, providing support and companionship and sharing grea

The key purpose of a Field Care Supervisor (FCS) in our community care service is to ensure that high-quality, person-centred care is consistently delivered to clients in their own homes.Their role bridges the gap between care staff, clients, and management.To support with adhering to the high compl

As a Senior Care Assistant at a Barchester care home, you'll look after the different needs of our residents to enable us to deliver quality, person-centred care and support.Your role will involve supervising and inspiring a team of dedicated Care Assistants alongside the Deputy General Manager.You

Work collaboratively with health partners, community services, and voluntary sector agencies to support joined-up care.

Receptionist (m/w/d) - Am Michel.M chtest du Teil von Europas f hrendem Premium - Ge sundheits - und Wellnesskonzern werden ?.Unsere Teammitglieder sind die Botschafter unseres Unternehmens und das Herzst ck unseres Handelns.Wir sind auf der Suche nach leidenschaftlichen Rezeptionist en f r unser Te

Receptionist(m/w/d) - Wandsbek.M chtest du Teil von Europas f hrendem Premium - Ge sundheits - und Wellnesskonzern werden ?.Unsere Teammitglieder sind die Botschafter unseres Unternehmens und das Herzst ck unseres Handelns.Wir sind auf der Suche nach leidenschaftlichen Rezeptionist en f r unser Team

You are able to provide guidance by keeping yourself fully up-to-speed with the practice services and any additional services available.

School Receptionist (Secondary School).Redcar Start: ASAP / After Easter 2026 Full-Time | Term-Time Only Competitive hourly rate (dependent on experience).We are working with a friendly and well-organised secondary school in Redcar seeking a.This is a key role within the school, acting as the fir

SEN Support Assistant / Educational Healthcare Assistant.We are currently recruiting dedicated and compassionate SEN Support Assistants / Educational Healthcare Assistants to work on a day-to-day basis across schools in East Lancashire.This is a flexible role supporting pupils with a range of specia

SEND Care & Learning Assistant – Northumberland (Full-Time).Looking for a role where your care experience can go further?.We are recruiting a full-time SEND Care & Learning Assistant in Northumberland within a specialist setting supporting learners with additional needs.This is a role that

If needed, try out products or services ahead of your session. Earn up to £700 a week in your free time by providing feedback on everyday products and services.

Organising financial documentation for audit and compliance purposes. In this role, you will support the finance function with day-to-day accounting activities, ensuring accurate and efficient financial operations. Recording daily financial transactions and maintaining the general ledger.

Accounts Assistant required for one of our not for profit organisations based on the Wirral.The Accounts Assistant will provide support to the Senior Accountant and Head of Finance with all the daily transactional duties.The Accounts Assistant will be responsible for processing orders, invoices, pay

Robert Half Finance & Accounting are currently recruiting for a charity based in North Bristol who are looking for a Part-time Accounts Assistant to join initially on a 2 month temporary basis.Supplier & customer account reconciliations.Month end reconciliations across multiple income stream

Data Processing Administrator - Immediate Start!. Join a leading company with multiple sites across the South! We're looking for a detail-driven Administrator to support key operational and commercial functions.