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Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Financial Services Administrator Location: Colchester (Office-based with hybrid working options) Salary: £25,000–£31,000 Benefits: • Pension, • Private healthcare Our client is a growing financial services firm focused on delivering exceptional client service while supporting professional development. They provide a structured environment with clear career progression, productivity goals, and ongoing training opportunities. Key Responsibilities: • Provide comprehensive administrative support to a portfolio of clients., • Manage appointments, diary, email, and tasks for clients and PAs., • Liaise with fund and ceding scheme providers to collect client information., • Transcribe dictation, prepare meeting notes, and maintain accurate client records in CRM systems., • Process EBS applications, protection plans, and client illustrations., • Produce review letters and reports, and prepare documentation for meetings., • Maintain Salesforce and internal systems, ensuring data accuracy., • Organise client and internal events as required., • Proven SJP experience in financial services administration., • Strong organisational and time-management skills., • Excellent written and verbal communication skills., • Ability to manage multiple client tasks and portfolios efficiently., • Familiarity with Salesforce and SJP platforms., • Experience with client reporting and analytics. Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We’ll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven’t heard from us within 7 days, please assume your application has not been successful on this occasion.

• Contract type:Permanent /Hours: 36.25, • Salary:£34,820.76 - £44,195.58 + £312 Office at Home Allowance per annum Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required. The role is full time (36.25 hours per week) permanent and home basedwith regular visits to stores acrossNorthern Ireland.The ideal candidate should live within this area or a commutable distance. At Barnardo's,we believe in children and every sale in our stores helps fund vital services that transform lives. This is your opportunity to lead with purpose while making a real impact. What You'll Be Doing: As Area Business Manager, you'll be responsible for the overall performance of a portfolio of retail stores. Your focus will be on: • Maximising sales, profit and income through strategic store management, • Requirements to visit stores on a regular basis, • Leading and inspiring store managers to deliver exceptional customer service and strong commercial results, • Ensuring consistent operational standards across all locations, • Managing budgets, KPIs, staffing, merchandising and compliance Generating the money we need to make children's lives better is a truly fulfilling role so if you'd like to use your talent to make a positive difference then we would love to hear from you! The full Job description and Person profile isavailable below. Please read this before applying to ensure that the job matches your skills and experience. *As part of Barnardo's ongoing commitment to safeguarding, our retail recruitment process requires that successful candidates are asked to consent to a Basic criminal records check. Please note due to the high volume of applications for some posts, this advert might close before the displayed closing date. We recommend that you apply for this role as soon as possible. Interview Date:Where an interview date has been given in the advert, this will be the only date available. Please check this before proceeding with your application. Benefits • Discounts at 100's of retailers, • Employee suggestion scheme, • Company pension At Barnardo's we believe in children no matter who they are, what they have done or what they have been through. Please readabout our basis and values following the link below. xrnqpay You will be asked questions relating to them as part of the recruitment process for this role.