The purpose of this role is to process and control accounting transactions relating to our clients' insurance policies.
This role is instrumental in protecting our clients' money under the CASS 5 rules whilst providing an efficient and compliant service to our stakeholders.
General
This role profile is applicable to business areas such as Cash allocation, Bank reconciliation, Insurer & Bordereaux Reconciliation, Client, Insurer & Introducer Payments, Client & Insurer Money Calculations and Credit Control.
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.
The Company: Regionally renowned and very well-established wealth management firm looking to bring in an experienced, private wealth focused IFA Administrator as they expand their Adviser Support team:
Hybrid/Home Working: 100% office-based with ad-hoc flex to WFH as required
The purpose of this role is to process and control accounting transactions.
Chase & Holland are delighted to be working with this market leading, fast growing international group of companies who are offering a fantastic opportunity to join their finance function.
NJR Recruitment are delighted to be recruiting for a well-established, Independent Financial Planning company that, due to expansion, are looking for an experienced Administrator to lead a team of financial planning administrators who support a number of Advisers on a day to day basis in their offices in Wakefield.
The successful candidate will be joining a company who have built up an excellent reputation within the industry for their high quality approach to their clients, and ongoing support and training for their staff.
Recruit Wealth are representing one of the UK's fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices.
Our client offers expert, regulated, independent advice to private clients, companies and trustee's in all areas of Financial Planning & Wealth Management.
With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals.
Your objective is to provide exceptional support to the Accounts Team, impress customers with your charisma, maintain organised inboxes, and enhance customer accounts with a touch of finesse.
This role offers attractive benefits, including 24 holidays for well-deserved breaks, a comprehensive pension plan, and complimentary parking.
Join a team of exceptional professionals at a leading healthcare institution with a rich history of excellence spanning twenty-five years.
As a result of continued expansion our client, a growing and established firm of actuaries and consultants, are currently looking to recruit a Pensions Administrator due to increased business volumes offering home / hybrid working.
Responsibilities
Working as part of a team to administer a range of corporate pension schemes, primarily DB (defined benefit) / final salary based.
Undertaking a variety of tasks including amending leavers / joiners, scheme calculations, claims deaths etc.
We are on the lookout for a dedicated and efficient individual to join our team and provide a confidential business support service to our front line and statutory services.
This is a temporary contract until July, with a review for extension.
The role is office-based at location S70 2DR and offers a salary of £12.59 per hour.