We are searching for a Financial Services Administrator to join a professional and friendly team in the Bracknell area.
You will play a crucial role in supporting Independent Financial Advisors, ensuring that all client communication, documentation, reports, and data are handled accurately and efficiently.
You will be responsible for maintaining client files, preparing meeting packs, processing new business applications, and ensuring compliance with industry regulations.
This role is for an experienced IFA administrator who is looking to join a business that offers a strong salary, hybrid working and an environment of growth.
Up to £36,000
The firm are always expanding and due to this expansion, they are looking to grow the team once more.
We are looking for a passionate 1st Line Support Coordinator to join a financial services company based in Bracknell and deliver excellent customer service results for our end client.
As a 1st line Support Coordinator, you will provide support to internal stakeholders and will require a broad understanding of technical procedures and products.
It is the role of the 1st line Support Coordinator to handle daily support issues, time-sensitive queries, and common challenges through to resolution.
Posted by Source4 Personnel Solutions • £25K/yr to £27K/yr
General
We are a recruitment agency currently seeking a Completions and Processing Administrator on behalf of our prestigious client based in Bracknell.
This is a temporary position for a minimum of 12 weeks, offering a dynamic work environment in a modern office complex with great transport links and free onsite parking.
Key Details
Working hours: Monday to Friday, 9 am - 5:30 pm Start date: ASAP, with occasional hybrid working potential.
Must have previous experinece ideally in Motor Finance and or an FCA regulated environment.
TheroleinvolvesworkingwithintheMotorFinanceRecovery'sdepartment,mainlyassistinganexternalteamof Appointed Representatives in field based vehicle recoveries.
Posted by The Recruiters Room • £25K/yr to £30K/yr
Our well-established client based in Bracknell are seeking an Administrator due to a recent expansion of their sales team.
The role is heavily focused around supporting the Sales team in all of their Administration such as, raising contracts and agreements, loading client information into the CRM, obtaining client references, dealing with all incoming calls, post and e-mails.
They are looking for a BRIGHT and METICULOUS candidate who have the ability to work as a part of a team and pick things up quickly.
As a Payout Administrator, you will play a crucial role in managing and processing payouts efficiently and accurately.
You will work closely with our finance and customer service teams to ensure that all transactions are handled smoothly and in compliance with company policies.
Key Responsibilities
Process and review payout requests in a timely manner.