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Financial Services Administrator A well-established, friendly and professional financial advice and planning business is looking for a confident and experienced Financial Services Administrator to support the smooth running of its Yateley office. This is a varied role for someone who enjoys a fast-paced environment, takes pride in outstanding client service and is happy to get involved in both managing and completing day-to-day workload. If you’ve also worked in the following roles, we’d also like to hear from you: Financial Advisor Administrator, IFA Administrator, Financial Administrator, Financial Planning Administrator, Financial Adviser Administrator, Wealth Management Administrator, Client Services Administrator, Client Support Administrator, Financial Services Assistant, Administrator SALARY: circa. £28,000 to £38,000 per annum pro-rata LOCATION: Yateley, Hampshire JOB TYPE: Full-Time, Permanent (Part-Time Hours will also be considered and can be discussed during the interview) JOB OVERVIEW This is an excellent opportunity for a Financial Services Administrator to join a growing financial advice and planning business that supports clients across the UK. Working with the Operations Manager and wider remote team, you will provide efficient administrative support across client cases, provider communications, client review documentation, online systems, compliance records and general office activity. The role would suit someone with strong financial services administration experience, a professional and friendly approach, excellent attention to detail and the ability to prioritise work in a busy, client-focused environment. DUTIES Your duties as the Financial Services Administrator include: • Case Processing: Process brokered cases from application through to completion, • Client and Provider Liaison: Communicate with clients and product providers by telephone and email, route calls appropriately and handle basic and technical client queries where possible, • Review Documentation: Produce client planning review documentation accurately and efficiently, • Research Support: Carry out protection and general insurance research as required, • Systems Administration: Use online systems to enter, obtain and collate information, producing relevant documentation where required, • Policy Retention: Support the business retention of existing policies, • Meeting Coordination: Arrange and participate in meetings, conferences and team activities, • Compliance Records: Maintain registers and client information databases in line with internal compliance requirements, • Workload Management: Prioritise workload to ensure activities are timely, compliant and completed to agreed performance standards, • Service Improvement: Contribute positively to service levels and KPIs, identifying opportunities for improvement, • Office Support: Complete general office duties including scanning, filing and other tasks that support the effective operation of the service CANDIDATE REQUIREMENTS • Previous experience within the financial services sector, including administration and processing experience, • A strong client service ethic, • Understanding of working with and extracting data from financial services platforms, • CII exams or an equivalent qualification to A Level standard, • Friendly and professional attitude with a proactive, can-do approach, • Microsoft Office experience, • Confident written, verbal and face-to-face communication skills with colleagues, clients and providers, • Able to commute within a realistic travelling distance of the Yateley office, • Accurate keyboard and data entry skills, • Good time management with the ability to prioritise workload and meet challenging deadlines, • Excellent attention to detail HOW TO APPLY To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV’s of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose. JOB REF: AWDO-P14976 Full-Time, Permanent Admin Jobs, Careers and Vacancies. Find a new job and work in Yateley, Hampshire. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online. AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency. awd online | http://www.awdo.co.uk AWD-IN-SPJ

Veterinary Care Assistant (VCA). Veterinary Care Assistant (VCA). As a Veterinary Care Assistant, you'll play a vital role in ensuring the smooth day-to-day running of the practice and delivering outstanding care to our patients.

Children's Support Worker - driving essential.Join Nurseplus as a Children's Support Worker – Make a Difference Every Day.At Nurseplus, every shift you work is an opportunity to make a real difference in the lives of those in need.SEN schools, learning disability and challenging behaviour settings

We're hiring Sales Assistants to:. We're looking for a Sales Assistant – known in our team as a Customer Advisor – to help support all kinds of adventure.

Female Support Worker - Christchurch (BH23).Full-Time and Part-Time Roles Available.A full UK/EU driving licence is essential.At Dimensions, you can bring your whole self to work and be celebrated for it.We believe in inclusion, respect, and practical support so you feel seen, valued, and able to t

As a Sales Assistant, you'll be committed to delivering an outstanding level of service, and you'll be professional, driven and enthusiastic. The Sales Assistant role is customer facing, providing the best service on our trade counter and over the phone, maximising sales at every opportunity. Come a

We offer high-quality, specialist care to some of the most disadvantaged and vulnerable children in society.Every young person in our care is supported by a team of experienced, empathetic staff within warm, welcoming homes.Our approach is built around emotional safety, trust, and consistent daily r

We are currently recruiting warm, flexible, and motivated individuals to work as peripatetic Support Workers across Tyneside and Durham.You will provide person-centred support to people living in bespoke developments, helping them thrive in their own tenancies.This role involves travelling across No

We are looking for a passionate and experienced Support Worker to take on the role of Senior Support Worker in our busy complex supported services.It is essential that the applicant has experience with working with people with complex needs.The successful applicant will support senior managers to pr

Nursery Assistant/Practitioner Location: Wokingham RG40 Pay: £14. Worldwide Education, one of the UK's leading education supply agencies, is looking for caring, enthusiastic, and reliable Nursery Assistant/Practitioner to support nurseries across Southampton area. This is a fantastic opportunity fo

As our kitchen assistant, you will play a vital role in supporting the day-to-day operations of our care homes kitchen. We're seeking a Kitchen Assistant to help us achieve our goals.

Are you a passionate and caring individual looking for a rewarding career with excellent training and opportunities for development? Join Care UK, a multi award winning care provider as a Care Assistant.

The Rehabilitation of Offenders Act 1974 and the Exceptions Order 1975, provides information about which convictions must be declared during job applications and related exceptions and further information about filtering offences can be found in the DBS filtering guide. Adapting and simplifying info

Rough Sleepers Allowance, plus Unsociable Hours shift allowance.The working pattern includes two early morning shifts, starting at 5.Are you passionate about ending the cycle of rough sleeping for people who are experiencing homelessness? Are you interested in a career in housing support, mental hea

Senior Care Assistant -Weymouth DT4 0TX. Person specification (Senior Care Assistant).

If you would like more information, please get in touch with our recruitment team by calling: 01743 272880.

As an Activities Assistant, you will play a key role in enhancing daily life within a specialist complex care setting, supporting individuals with a range of complex physical and mental health needs.

Youll thrive as a Health Care Assistant, with the guidance of our Nursing team available 24 hours a day. Were looking for an enthusiastic and dedicated individual to join our team of Health Care Assistants.

We are currently recruiting experienced and compassionate Residential Child Support Workers to join our growing agency team supporting children and young people across residential childrens homes and supported accommodation settings.This is a rewarding opportunity for individuals passionate about ma

If youve also worked in the following roles, wed also like to hear from you: Assistant Depot Manager, Senior Hire Sales Assistant, Senior Equipment Hire Sales Assistant, Lifting Equipment Hire Supervisor, Tool Hire Supervisor, Equipment Hire Supervisor, Depot Supervisor, Hire Controller, Hire Desk S

Working in retail as a Sales Assistant (known internally as a Service Specialist!) is genuinely different at Topps Tiles.

Waking Night Residential Childcare Support Worker.Apple Orchard provides safe, nurturing environments where young people can build positive relationships, overcome past challenges and achieve their full potential.We're looking for friendly, outgoing.Waking Night Residential Childcare Support Workers

IMPORTANT NOTICE: We are unable to provide work sponsorships or accommodate visa switches.Make a Real Difference Every Day.Are you ready for a career where every day matters?.At Dolphin Homes, we dont just provide support we create meaningful lives.We are looking for a passionate and motivated Senio

We are looking for dedicated and compassionate Health Care Assistants to join our team in Tameside.

As our service expands, we offer an exciting opportunity to join our Complex Care team as a Senior Care Assistant in Medway. Join our team as a Senior Care Assistant in Medway!.

Various shifts (early, mid and late).Looking for a role where you're trusted to keep people safe and every shift has purpose?.This is a role where you'll play an important part in keeping customers, colleagues and visitors safe, while being part of a supportive team.If you're confident, professional

Support Worker Make Every Day Matter!.Paid training & career development.Strong English communication skills (spoken & written).Previous experience in a care/support setting.The legal right to live and work in the UK.A valid manual UK driving licence.Supporting daily routines from morning support

Senior Residential Support Worker.Average of 39 hours per week- weekly rota pattern alternates.Unqualified: Base salary of £28,260.Qualified (full diploma Level 5 or equivalent): Base salary of £29,253.Sleep-in allowance: £45 per night (8-10 per month).Annual performance & loyalty bonus.Company p

Children's Support Worker - Driver.Join Nurseplus as a Children's Support Worker – Make a Difference Every Day.At Nurseplus, every shift you work is an opportunity to make a real difference in the lives of those in need.SEN schools, learning disability and challenging behaviour settings, as well a

We are excited to offer an opportunity for an experienced Senior Residential Support Worker to be part of the opening team of a brand-new childrens home.The home will operate with a 2:1 staffing ratio, providing high levels of therapeutic intervention and consistent care.This specialist setting is d

Leeds, Bradford, Wakefield & Halifax.A variety of shifts available including.Weekend availability is required.Depending on the package of care, shifts may be provided on either a 2:1 or 1:1 basis.Applicants must have the right to work in the UK.Sponsorship is not available for this role.A full UK dr

Senior Residential Children's Support Worker.Full-Time | Permanent | 2 on, 4 off Rota.Operating multiple children's homes, supported accommodation services and specialist training settings, they have a strong track record of delivering high-quality care and investing in their staff.They are now expa

Residential Childcare Support Worker (Sessional/Casual).Headway Adolescent Resources were formed in 1999 and has established a good reputation in the residential adolescent childcare sector, and pride themselves in having the insight and ability to care for young people as individuals in a holistic

With services in Pontefract, Wakefield, Eggborough and Barnsley we currently have vacancies throughout.Qualified (full diploma Level 3 qualified or equivalent):.Full training and support to gain your Level 3 Diploma in Childcare or Level 4 Apprenticeship.Employee discounts at over 740 retailers.Refe

PAYE (inclusive of holiday pay).Tuesday & Wednesday: 4:00pm8:30pm.Alternate Saturday: 9:00am6:00pm and Sunday: 11:30am6:00pm.Drive (UK license- manual or automatic).Support Worker in the Chichester area.Do you share our belief that disability is not a barrier, and it doesnt have to stop anyone from

Hourly Personal Care Assistant. Complex needs Personal Care Assistant needed in Marlborough, Wiltshire - Immediate start!. She is looking for a team of care assistants to provide her with every aspect of daily living support and personal care.

Come and join the Agincare family as a Care Assistant. A day in the life of a Care Assistant.

Candidates should take the time to read all the elements of this job advert carefully Please make your application promptly.Looking for a job that feels good? Become a Support Worker with Avenues – Lee-on-the-Solent, Hampshire.Shift times: 7am-2pm, 2pm-10pm or a long day 7am-10pm£25,845 per year