Do you possess some administration skills and are keen to start your career within Financial Services?
An Administrator is required to join a highly regarded and well-established Financial Services business in Sheffield, where employees are truly valued, supported and rewarded.
Working within a team of 10, you will be required to provide a quality administration and support service to high net worth clients, allowing the Advisers to focus on the client relationships.
An expanding and independent financial advisory business are seeking an experienced administrator to support one of the businesses most experienced planners.
Working within a combination of office and home base you provide support for both pre and post client appointment work and be a comfortable using back office systems and managing your time efficiently.
You will ideally have strong knowledge across the areas of Investments, Pensions and Protection products and hold a good understanding of platforms.
We urgently seeking an experienced Administrator to join an existing team who are responsible for providing Administration support for both the Financial Advisers and Directors of the business.
Specifically you'll be responsible for the following:
My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments.
Our agency is pleased to offer a fixed-term position for a Data Administrator in our Policy and Compliance team until 31/04/2025.
This role is integral to our front-line services.
Key responsibilities include
Providing an efficient and confidential support service, including word processing, mass data input and reconciliation, photocopying, filing, emailing, and managing jobs on relevant systems.
This essential role offers the opportunity to develop and apply your financial administration skills within an established, successful team.
Recruit UK are hiring for someone to join a leading Wealth Management company as a Financial Services Administrator in their vibrant Huddersfield office.
You will provide comprehensive administrative support and act as a key point of contact for client queries regarding pensions, investments, and protection.
Financial Planning Administrator - Leeds, hybrid - up to £34K plus excellent company benefits
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Leeds office.
Our client are a highly reputable Financial Planning organisation with offices across the UK.