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Kelly Services
United Kingdom
Are you an experienced Financial Services Administrator looking for a new opportunity? Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you! What's in it for you? Salary: up to £32,000 doe Hours of work: 9am - 5pm with a 1 hour lunc
Job Source: Kelly ServicesKelly Services (UK) Ltd
Warwickshire
Are you an experienced Financial Services Administrator looking for a new opportunity? Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you! What's in it for you? Salary: up to £32,000 doe Hours of work: 9am - 5pm with a 1 hour lunch
Job Source: Kelly Services (UK) LtdKelly Services
United Kingdom
Are you an experienced Financial Services Administrator looking for a new opportunity? Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you! What's in it for you? Salary: up to £32,000 Hours of work: 9am - 5pm with a 1 hour lunch (3
Job Source: Kelly ServicesZOOP RECRUITMENT LTD
Market Harborough
We are looking for an experienced Financial Services Administrator (Client Delivery Lead) to join our client. This person would ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met. The ideal candidate will work from our Mar
Job Source: ZOOP RECRUITMENT LTDFocus Search and Selection
Leicester
Financial Services Administrator £20,000 to £28,000 salary We are looking for a Financial Services Administrator to join a Financial Services firm in the Leicester area. You will ideally have experience of working within Financial Services, but this isn’t essential because full training will be provided. As a Financial Services Administrator, your
Job Source: Focus Search and SelectionHeat Recruitment Ltd
Great Bowden
Financial Services Administrator - Market Harborough - up to £30,000 The opportunity for a Financial Services Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients. The Opportunity During a period of growth, our partner is looking for someo
Job Source: Heat Recruitment LtdFocus Search and Selection
Leicester
Financial Services Administrator £20,000 to £28,000 salary We are looking for a Financial Services Administrator to join a Financial Services firm in the Leicester area. You will ideally have experience of working within Financial Services, but this isn’t essential because full training will be provided. As a Financial Services Administrator, your
Job Source: Focus Search and SelectionHeat Recruitment
Market Harborough
Financial Services Administrator - Market Harborough - up to £30,000 The opportunity for a Financial Services Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients. The Opportunity During a period of growth, our partner is looking for someone
Job Source: Heat RecruitmentLeicester
Financial Services Administrator
£20,000 to £28,000 salary
We are looking for a Financial Services Administrator to join a Financial Services firm in the Leicester area. You will ideally have experience of working within Financial Services, but this isn’t essential because full training will be provided.
As a Financial Services Administrator, your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and supporting the internal team.
Core tasks
Undertake core tasks such as photocopying, answering telephone as required, distribution of post and associated mail items within office.
Set up client file and ensure any relevant checklist is completed accurately.
Preparing New Client meeting packs
Issuing Engagement Letters.
Upload documentation to back office system
Produce valuations
Prepare New Business packs for presentation meeting, including illustrations.
Servicing existing & new business queries.
Maintain effective communications with the client.
Oversee administration and processing to completion.
Issue policy documents and confirmation letter.
Make appointments as required.
In return you will be offered a salary of £20,000 to £28,000, generous benefits package and bonus structure.
Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.
Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Financial Services Administrator - Narborough jobs in Leicester
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