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Financial Services Administrator Location: South York - please only apply if you are able to commuteSalary: £26,000 - £32,000 per annum (depending on experience) Job type: Full time Permanent Working hours: Monday to Friday 9-5pm with an hour lunch. We are currently recruiting exclusively with a well-established financial planning firm located on the outskirts of York (bus routes from the city centre), dedicated to providing exceptional financial advice and services to their clients. We are seeking a motivated and detail-oriented Planning Administrator to join their dynamic team. Key Responsibilities: • Handling general administration tasks, including answering phones, managing emails and dealing with post., • Acting as a point of contact for clients, responding to queries, managing correspondence and following up on outstanding matters., • Assisting with the preparation for client meetings by gathering and organising client information, preparing reports and ensuring all documentation is complete., • Preparing reports and paperwork for client meetings, annual reviews and adviser discussions., • Processing client applications, submitting new business accurately and efficiently, and handling related enquiries., • Placing investment trades and fund switches in line with adviser instructions., • Liaising with providers and clients to obtain, update and chase information as required., • Maintaining accurate and up-to-date client files, records and data across internal systems and CRM platforms, ensuring compliance with regulatory requirements., • Conducting research on financial products and services to support advisers and paraplanners in developing client recommendations., • Supporting advisers and paraplanners to ensure a smooth, compliant and high-quality client experience., • Ensuring all administrative processes adhere to industry regulations and company policies. Experience required: • Previous experience in financial administration is preferred but not essential., • Administration experience is essential ideally from professional services., • Strong organisational and time management skills., • Excellent attention to detail and accuracy., • Proficiency in Microsoft Office Suite (Word, particularly Excel, Outlook)., • Familiarity with CRM systems., • Strong communication and interpersonal skills., • Ability to work independently and as part of a team., • Strong numeracy skills are essential given the role. Benefits: • Competitive salary based on experience., • Opportunities for professional development and career progression., • Supportive and collaborative work environment., • 26 days holiday plus banks increasing with length of service., • Company pension scheme., • Private medical insurance and benefits., • Free parking.

The Company: A highly reputable, York-based Chartered IFA business are looking to recruit an industry experienced Financial Planning Administrator who has ideally come from a small IFA business type background where 1 to 1 support has always been prevalent. This is a majority remote-working role and opportunity that will suit a career Administrator who is looking for a really flexible adviser support remit in a small, family-feel business environment away from the corporate world. • Head Office Location: York/Selby, • Working Setup: Majority remote working – Likely 1-day in the office per week/fortnight Package: £32-35k base DOE + bonus and company benefits • Bonus: Discretionary – Paid annually, • Holidays: 25-days + stats The Role: To succeed in this role, you will have day to day responsibility for client administration and will be expected to provide support for key areas of the financial planning process which include: • On boarding new clients to the business, ensuring the new client file is fully compliant, • Adding new client information to back-office system, • Checking that all compliance paperwork and anti-money laundering procedures have been satisfied and recorded, • Adding plan/investment information, • Preparation/Implementation of advice which includes:, • Prepare cost and charges disclosure documents, • Obtain illustrations, • Preparing application forms (both online & paper), • Print/save Factsheets & KIIDs and provide any other pre advice paperwork to accompany advice letters/emails, • Processing new business and associated service case workflows to track through to issue and investment, • Processing investment trades on behalf of clients, within required deadlines using various investment platforms and life companies, • Maintaining accurate records of these trades to ensure valuation reconciliation, • Ensure that all actions within the Diary Manager are dealt with within the required timescales and all diary entries are updated when relevant, • Ensure all client files are correctly formatted, tidy and contain all appropriate information/documentation, • Ensure that fact-find sections are completed and updated when appropriate, • Provide general office administrative support including filing, scanning, photocopying, post & franking The Person: The successful candidate must come from an IFA/wealth management background and have a minimum of 3+ years’ experience within private wealth focused adviser support. Demonstrable knowledge of, and proficiency in FE Analytics or similar would also be hugely advantageous. What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.

Private Medical Insurance (after 2 years of service).

We are looking to appoint an experienced administrator to our Value Added Services department: committed to providing first class service to our customers.

We are seeking a highly organised and professional Customer Service Administrator to join our team. Customer Service Administrator.

Job Description A very exciting opportunity has arisen for a Service Administrator/Advisor Apprentice to join our team at our site in Roche. This apprenticeship offers a fantastic chance to gain hands-on experience within a busy and professional automotive environment while developing valuable cust

A leading facilities services company in the United Kingdom is seeking a Facilities Helpdesk Administrator to provide comprehensive administrative support to the Assets & Capital Commissioning Team. The ideal candidate will have experience in a helpdesk environment, strong IT skills, and a focus on

Contek Recruitment Solutions Ltd is seeking a Service Centre Administrator in Croydon. You will join a leading manufacturer of refuse collection vehicles, assisting a high-performing service team. Your role includes raising job cards, managing service documentation, and processing invoices.

If you’ve also worked in the following roles, we’d also like to hear from you: Sales Coordinator, Internal Sales Administrator, Office Administrator, Customer Service Assistant, Order Processing Administrator, Administrative Assistant, Administration Assistant, Sales Support Administrator. As a

Jacob Thomas Associates is looking for a Warehouse Administrator in Oakham, Rutland. This role involves customer service, order processing, and administrative support within a dynamic distribution environment.

Customer Service Administrator - Temporary (ASAP Start - Ongoing). Our client is looking for a confident and proactive Customer Service Administrator to join their team on a temporary ongoing basis with an immediate start available. This is a great opportunity to join a busy and supportive environme

Customer Service Administrator. Logistics and Customer Service Administrator.

Minerva Financial is looking for an Administrator to support the day-to-day running of our office and help us continue delivering the thoughtful, client-first service our small business is built on. Experience in a client‑facing, financial services, or professional services environment. Administra

Quest Employment in Peterborough is looking for a Warehouse Service Administrator to join their busy office-based team. The ideal candidate brings strong customer service skills and a professional phone manner.

An exciting opportunity for a highly organised administrator with strong data entry, customer service and communication skills to join a busy professional environment, supporting accurate data processing and client liaison activities. If you’ve also worked in the following roles, we’d also like

Supporting continuous service improvement and evolution through proactive engagement. Identifying and helping lead service risks. Understanding of service delivery models.

This role provides parts and accessories support while ensuring excellent customer service. The ideal candidate should possess a strong background in customer service, a full UK driving licence, and be commutable to Newmarket.

Customer Service Administrator | High-End Interiors Brand | London. Harmonic are delighted to be working with a well-established luxury furniture company in their search for a Customer Service Administrator.

This role will also require the Senior Administrator to collaborate with the team manager and assistant manager to ensure the highest standards of service delivery. Provide administration and company secretarial services to a complex portfolio of client structures and entities. Our client is seeking

Warehouse Service Administrator. Keeping internal systems and records up to date, because good admin is the secret engine behind good service. Previous experience in customer service, administration, or a role where juggling competing priorities was all part of the fun.

AWD online is seeking a Sales Administrator/Customer Service Administrator based in Heathrow, West London. Candidates should have experience in sales or customer service administration, strong knowledge of CRM systems, and proficiency in Microsoft Office.

Service Administrator in Berkshire, United Kingdom. This fulltime onsite position requires a customer-focused individual to serve as the first point of contact for service inquiries and coordinate service events. The ideal candidate will bring strong experience in customer service, knowledge of SAP,

An exciting opportunity for a highly organised administrator with strong data entry, customer service and communication skills to join a busy professional environment, supporting accurate data processing and client liaison activities. We have a fantastic new job opportunity for a Data Entry Administ

Service Administrator/Advisor Apprentice. You will work alongside experienced colleagues, learning how to support the smooth day‑to‑day running of the service department and provide excellent customer care. Meeting Customers booking their vehicles in for service.

Sales Administrator / Customer Service Administrator to join a busy manufacturing office supporting sales order processing, customer enquiries, stock control and sales support within a fast-paced team environment. Handling Customer Enquiries: Responding to telephone and email enquiries while deliver

This role provides insight into the operational and commercial side of a specialist service business. High-performing individuals may have the opportunity to take on broader responsibilities over time in areas such as estimating, service operations, or project coordination. EMT Talent are currently

Overall understanding and experience relating to the end-to-end Service processes across Aftermarket and Service Delivery. The role is situated inside the Service Global Back Office team, within one of the workstreams that support the Aftermarket business & Service Operations. As a Service Back Offi

A technology services firm in the United Kingdom is seeking a Service Desk Administrator to ensure high-quality service delivery. This role involves acting as the initial point of contact for end users, managing ServiceNow tickets, and facilitating effective communication among stakeholders. Candida

United Cerebral Palsy of Georgia is looking for a Lift Service Administrator in the Bristol area. This role involves coordinating service engineers, handling customer inquiries, and managing maintenance contracts.

Office Angels, based in Chessington, is seeking a Junior Service Administrator to support our Service Team. If you have a passion for customer service and enjoy working in a dynamic setting, we invite you to apply!.

Customer Service Administrator. Customer Service Administrator. In this varied and rewarding role, you’ll provide essential administrative and reception support across departments while ensuring every patient and visitor receives a warm welcome and outstanding service.

Service Administrator - IT Services. Are you an organised, proactive communicator who thrives in a fast-paced environment? We're looking for a talented Service Administrator to join our IT services team and play a key role in delivering exceptional client experiences. As Service Administrator you'll

Service Centre Administrator Croydon. Knowledge/Expertise: Proven administration experience in a service or workshop environment; proficient in Microsoft Excel and Word (intermediate level). Support continuous improvement initiatives within the service team.

Manage service contracts, quotes, work orders, and invoicing via ServiceMax and SAP. Service Administrator / Dispatch Coordinator. We re looking for a proactive Service Administrator / Dispatch Coordinator to join a leading organisation on a 6-month fixed-term contract (with potential extension).

NHS in Wandsworth is looking for a Service Administrator to support our community drug and alcohol service.

NCH Europe is seeking a Customer Service Administrator for a 10-month fixed-term contract to join their busy sales support team. Candidates should have experience in a fast-paced customer service environment, excellent communication skills, and IT literacy. The position involves order entry, service

This role supports the delivery of voice and telecom services for business customers by handling the administrative aspects of service orders, with a strong emphasis on number porting and VoIP services. BCM One is looking for a Service Delivery Administrator to join our Pure IP Service Delivery team

Service Administrator / Customer Service Administrator Farringdon, London £14 per hour 3+ month contract (on-site). Service Administrator / Customer Service Administrator. Strong customer service experience, including complaint handling.

As a Service Administrator, you will be the backbone of the Service Team, ensuring seamless operations and outstanding communication with clients and suppliers. Excellent customer service focus and telephone manner. Impactful Role: Your work will directly contribute to the success of our service ope

Recruit4staff is seeking a Part-Time Service Administrator for a leading commercial vehicle repair company in Bromborough, UK.

As a Service Administrator, you will be the backbone of the Service Team, ensuring seamless operations and outstanding communication with clients and suppliers. Your contributions will directly enhance the efficiency of the service department, making a positive impact on their clients' experiences.

Customer Service Coordinator (Sales Administrator) page is loaded## Customer Service Coordinator (Sales Administrator)remote type: Site Basedlocations: Belpertime type: Full timeposted on: Posted Todayjob requisition id: R-13604About the roleThe DS Smith customer service team are a dyn

Are you organised, have experience using the phone in a business setting and enjoy helping people?.When someone applies for a mortgage, their home often needs a valuation.Our job is to contact the customer or tenant and book the appointment with one of our surveyors.You'll be communicating via phone

You will be customer focused with strong attention to detail, good communication skills and the ability to build good working relationships with our highly valued customers.Experience with Microsoft Word and Excel would be a distinct advantage.Strong communication and problem-solving skills.The abil

Harrison Scott Associates is seeking a Customer Services Administrator based in West Midlands.

Lynx Employment Services Ltd is looking for a Taxi Licensing Administrator in Kettering.

A well-established and successful business based in Thurrock is seeking a Service Administrator to join their busy and friendly team. This is a fantastic opportunity for someone with strong administrative skills and a passion for delivering excellent customer service.

Kingdom People is seeking a part-time Customer Administrator in Huddersfield. This role involves handling customer enquiries, processing bookings, and maintaining high service standards. If you are passionate about delivering first-class service and enjoy working in a family-run business, this could