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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.

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

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

A well-established engineering services business is looking to appoint a Service Administrator to take ownership of its service and maintenance function. This is an office-based Service Manager position with responsibility for the coordination, delivery, and development of a field service team. You

As Service Administrator you will be part of a small close knit team and will be responsible for dealing with service requests, orders and enquiries from customers; allocating service and breakdown calls to the mobile service team to meet customer requirements; keeping customers updated on any delay

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

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

Service Administrator/Advisor Apprentice. This apprenticeship offers a fantastic chance to gain hands‑on experience within a busy and professional automotive environment while developing valuable customer service and administrative skills. You will work alongside experienced colleagues, learning h

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

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.

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

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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.

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

Customer Service Administrator. Logistics and Customer Service Administrator.

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

Customer Service Administrator. Customer Service Administrator. Are you friendly, professional, and passionate about delivering excellent customer service? KIMS Hospital – Kent’s largest independent hospital – is looking for a.

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

Ethero is seeking a Service Administrator in Shrewsbury, with 5 positions available for immediate start.

We would like to present you with an exciting opportunity for a Customer Service Administrator to join our friendly team in Telford on a full time permanent basis!. As a Customer Service Administrator you will co-ordinate front line response deal with problems and customer requests, liaise with othe

A fantastic opportunity has arisen to join their family‑run, friendly and hard‑working team as a Service Administrator. As the Service Administrator, you'll be the central point of coordination for servicing and repairs of the company's high‑end products. Strong in customer service with a frie

Are you a customer service enthusiast ready to make a positive impact in the manufacturing and production industry? Our client is looking for a dedicated Customer Service Specialist to join their vibrant team in Ledbury! This is an exciting opportunity for someone with a passion for excellence and a

We have a fantastic new job opportunity for a Data Entry Administrator / Customer Service Data Processing Assistant who has excellent typing accuracy, strong organisational skills and the ability to manage data entry and customer enquiries efficiently. Working as a Data Entry Administrator / Custome

Rathbone Brothers in London is looking for a Client Service Administrator to provide comprehensive administrative and support services. The ideal candidate has good organizational skills, an interest in administration, and experience in financial services is beneficial.

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

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

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.

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You’ll work with the Technology Services Manager and provide a key role in the Technology Service Team ensuring a high level of service at all times. As our IT Administrator you’ll be part of our Technology Team and will provide administrative support for our technology service desk team. Teleph

Customer Service Administrator. Access to counselling and mental health services.

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Kingdom People is seeking a Service Administrator to join their team in Farringdon, London. The ideal candidate should have strong customer service experience, good attention to detail, and a confident phone manner.

A leading integrated supply chain company in Telford is seeking a Customer Service Administrator for a full-time permanent position.

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Service Consultant, Workshop Administrator, Service Desk Administrator, Service Advisor, Customer Support Administrator. For the successful Part-Time Service Administrator, our client is offering:. The role – Part-Time Service Administrator:.

Berry Recruitment are NOW hiring for a committed and experienced Internal Service Administrator to work for a company in Milton Park, Oxfordshire. Internal Service Administrator. As a member of the Customer Experience Team, you will be responsible for the coordination of service, repair and warranty

Join us as a Service Administrator, Criminal Justice in Wandsworth. Our team are seeking an experienced Administrator, to provide a comprehensive and efficient administrative service. We are seeking a motivated and organised Administrator to support our busy community drug and alcohol service.

Are you an Administrator and/or a Customer Service administrator looking for a new challenge, with a fun and ambitious business? Do you have a passion for making clients dreams a reality? Are you a problem solver and forward thinking?. Previous Customer Service experience (Financial Services is a bo

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. This role involves acting as the primary contact for facilities enquiries, managing requests, and ens

If you are a Customer Service Administrator, Account Coordinator, Client Services Administrator, or have worked in a similar role this could be the role for you!. Customer Service Administrator /. This includes up to 33 days holiday (including Bank Holidays, subject to service), an Employee Rewards

Service Desk Administrator - Nazeing. The role involves supporting daily operations through accurate data management, effective coordination, and high standards of customer service, ensuring the smooth and efficient running of service desk activities. Manage incoming calls via the Avaya telephone sy

A dynamic consultancy firm in the UK is looking for a Sales Administrator to join their small, collaborative team near Brackley.

Service Centre Administrator Croydon. Contribute to the efficiency and success of a high-performing service team. Review and process service invoices, credits, and warranty claims.

Candidates must have experience configuring Sales Cloud and Service Cloud, and be Salesforce Certified. Steadmanbrown is seeking a Salesforce Administrator to join their team in the Northeast of England. You will work closely with the existing team on daily maintenance and enhancements of the Salesf

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

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!.