Financial Services Administrator
Posted 10 days ago
Job Viewed
Job Description
An opportunity Has Arisen for a Financial Services Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As a Financial Services Administrator , you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 – £40,000.
You Will Be Responsible For:
- Leading, mentoring, and developing the client support team.
- Allocating and monitoring workloads to ensure deadlines are achieved.
- Managing complex or high-priority client administration tasks directly.
- Overseeing onboarding, annual reviews, and day-to-day service delivery.
- Acting as the main operational point of contact between advisers and paraplanners.
- Monitoring workflow and addressing bottlenecks before they escalate.
- Maintaining compliance and ensuring quality standards are met.
- Driving continuous improvement across systems and processes.
- (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For:
- Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role.
- At least 2 years of experience in financial services
- A strong background in financial services administration (pensions, investments, insurance, or wealth management).
- Proven ability to lead teams and manage multiple priorities effectively.
- Excellent attention to detail and accuracy in all tasks.
- Strong organisational skills and effective communication.
What’s on Offer:
- Competitive salary
- Generous holiday entitlement.
- Professional development and qualification support.
- Company pension and wellbeing initiatives.
- Enhanced family leave policies.
- Additional leave and regular company events.
- Supportive and collaborative working culture.
This is a fantastic opportunity to take on a pivotal leadership role within a progressive financial services organisation.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Financial Services Administrator
Posted 6 days ago
Job Viewed
Job Description
An opportunity Has Arisen for a Financial Services Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As a Financial Services Administrator , you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 – £40,000.
You Will Be Responsible For:
- Leading, mentoring, and developing the client support team.
- Allocating and monitoring workloads to ensure deadlines are achieved.
- Managing complex or high-priority client administration tasks directly.
- Overseeing onboarding, annual reviews, and day-to-day service delivery.
- Acting as the main operational point of contact between advisers and paraplanners.
- Monitoring workflow and addressing bottlenecks before they escalate.
- Maintaining compliance and ensuring quality standards are met.
- Driving continuous improvement across systems and processes.
- (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For:
- Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role.
- At least 2 years of experience in financial services
- A strong background in financial services administration (pensions, investments, insurance, or wealth management).
- Proven ability to lead teams and manage multiple priorities effectively.
- Excellent attention to detail and accuracy in all tasks.
- Strong organisational skills and effective communication.
What’s on Offer:
- Competitive salary
- Generous holiday entitlement.
- Professional development and qualification support.
- Company pension and wellbeing initiatives.
- Enhanced family leave policies.
- Additional leave and regular company events.
- Supportive and collaborative working culture.
This is a fantastic opportunity to take on a pivotal leadership role within a progressive financial services organisation.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Complaints Handler - Financial Services
Posted today
Job Viewed
Job Description
Complaints Handler – Banking & Financial Services (Remote)
Teleperformance certified as great place to work UK in 2023! . At Teleperformance, we deliver an outstanding customer experience, at every single opportunity, as a result of our commitment, passion and dedication to excellence.
Due to our success we have exciting opportunities in our Banking and Financial Service sector – You must be able to evidence at least 1 years previous experience in the Banking and Financial Service Industry
Start Dates : Nov 2025
- Salary : £14.16 per hour
- Location : Work From Home
- Shifts : Full Time 8am-8pm Mon-Sat (Subject to Change)
- Training : 2 weeks then 2 weeks Grad Bay
- Contract : Permanent
- Background Checking :
- Right to Work in the UK
- Criminal Record Check
- Credit Check
- Any other associated checks
Values we look for you to have:
- Process Excellence- Doing things well means something to you and you will always strive to improve on your work.
- Collaboration - You enjoy working with others and you like working as a team player.
- Communication- You can speak and write clearly and in a confident manner.
- Emotional Intelligence - You possess the ability to be emotionally intelligent meaning you are able to empathise, be kind and be good with others.
- Open-Mindedness- You are able to be open to different ways of thinking and new ideas.
- Critical Thinking- You are able to think logically when making decisions.
- Solution Orientation- Having a forward thinking mindset focused on resolving challenges.
- Entrepreneurship- Taking ownership, not being afraid to take on new tasks, develop and have a self-driven mindset.
Job Profile Summary
A highly motivated individual who delivers on customer promises and consistently demonstrates and maintains strong knowledge of different products, policies and procedures within work streams. Able to work flexibly across different work streams including responding to medium complex/regulated complaints. Communicates clearly with customers and colleagues both orally and in written form, ensuring decisions can be understood by customers. Enjoys a fast paced environment and adapts well to change. Ensures adherence to policies, Training & Competence scheme and risk frameworks at all times whilst delivering excellent customer service in the resolution of complaints within SLAs and deadlines.
Job Description
Works within current standard compliance processes, systems, and procedures, and reports simple non-compliance issues.
Prepares routine letters, memoranda and reports for approval, while following up on pending issues.
Provides a quality service to customers by processing cases, dealing with complex queries and/or investigating and resolving customer problems, and may identify new customer retention or business opportunities.
Produces accurate reports for others by collecting data from a variety of standard sources and inputting that data into standard formats.
Prepares moderately complex documents by using multiple computer applications (such as Microsoft Office), while also gathering and summarising data for reports.
Develops personal capabilities using existing formal and informal training opportunities.
Processes and responds to a broad range of questions and issues raised through any communications channels (in person, telephone, email, etc.).
Collects and prepares standard data related to ongoing issues.
Disclaimer Please be vigilant against job scams. Teleperformance will never contact you about anything other than your application through our official channels - UK phone number, text or Teleperformance or talent.icims email address. . If you receive any suspicious communications claiming to be from Teleperformance, please disregard them and report the incident to our team. Your security is our priority.
Disclaimer Please note, only candidates who meet specific language proficiency scores will be able to proceed on this campaign, this supersedes any other pass mark you may receive. Where you pass the assessment but not the above requirements we will endeavour to find other suitable roles for you however this may not be possible, in this instance we reserve the right to reject your application.
Complaints Handler - Financial Services
Posted today
Job Viewed
Job Description
Complaints Handler – Banking & Financial Services (Remote)
Teleperformance certified as great place to work UK in 2023! . At Teleperformance, we deliver an outstanding customer experience, at every single opportunity, as a result of our commitment, passion and dedication to excellence.
Due to our success we have exciting opportunities in our Banking and Financial Service sector – You must be able to evidence at least 1 years previous experience in the Banking and Financial Service Industry
Start Dates : Nov 2025
- Salary : £14.16 per hour
- Location : Work From Home
- Shifts : Full Time 8am-8pm Mon-Sat (Subject to Change)
- Training : 2 weeks then 2 weeks Grad Bay
- Contract : Permanent
- Background Checking :
- Right to Work in the UK
- Criminal Record Check
- Credit Check
- Any other associated checks
Values we look for you to have:
- Process Excellence- Doing things well means something to you and you will always strive to improve on your work.
- Collaboration - You enjoy working with others and you like working as a team player.
- Communication- You can speak and write clearly and in a confident manner.
- Emotional Intelligence - You possess the ability to be emotionally intelligent meaning you are able to empathise, be kind and be good with others.
- Open-Mindedness- You are able to be open to different ways of thinking and new ideas.
- Critical Thinking- You are able to think logically when making decisions.
- Solution Orientation- Having a forward thinking mindset focused on resolving challenges.
- Entrepreneurship- Taking ownership, not being afraid to take on new tasks, develop and have a self-driven mindset.
Job Profile Summary
A highly motivated individual who delivers on customer promises and consistently demonstrates and maintains strong knowledge of different products, policies and procedures within work streams. Able to work flexibly across different work streams including responding to medium complex/regulated complaints. Communicates clearly with customers and colleagues both orally and in written form, ensuring decisions can be understood by customers. Enjoys a fast paced environment and adapts well to change. Ensures adherence to policies, Training & Competence scheme and risk frameworks at all times whilst delivering excellent customer service in the resolution of complaints within SLAs and deadlines.
Job Description
Works within current standard compliance processes, systems, and procedures, and reports simple non-compliance issues.
Prepares routine letters, memoranda and reports for approval, while following up on pending issues.
Provides a quality service to customers by processing cases, dealing with complex queries and/or investigating and resolving customer problems, and may identify new customer retention or business opportunities.
Produces accurate reports for others by collecting data from a variety of standard sources and inputting that data into standard formats.
Prepares moderately complex documents by using multiple computer applications (such as Microsoft Office), while also gathering and summarising data for reports.
Develops personal capabilities using existing formal and informal training opportunities.
Processes and responds to a broad range of questions and issues raised through any communications channels (in person, telephone, email, etc.).
Collects and prepares standard data related to ongoing issues.
Disclaimer Please be vigilant against job scams. Teleperformance will never contact you about anything other than your application through our official channels - UK phone number, text or Teleperformance or talent.icims email address. . If you receive any suspicious communications claiming to be from Teleperformance, please disregard them and report the incident to our team. Your security is our priority.
Disclaimer Please note, only candidates who meet specific language proficiency scores will be able to proceed on this campaign, this supersedes any other pass mark you may receive. Where you pass the assessment but not the above requirements we will endeavour to find other suitable roles for you however this may not be possible, in this instance we reserve the right to reject your application.
Programme Manager, Financial Services Transformation
Posted 4 days ago
Job Viewed
Job Description
Key Responsibilities:
- Lead and manage multiple strategic transformation programmes within financial services.
- Define programme objectives, scope, governance, and key performance indicators (KPIs).
- Develop and maintain comprehensive programme plans, including budgets, timelines, and resource allocation.
- Oversee the execution of multiple projects within the programme, ensuring alignment and successful delivery.
- Manage programme risks, issues, and dependencies proactively across the portfolio.
- Engage and communicate effectively with senior stakeholders, sponsors, and project teams.
- Ensure benefits realisation and track the achievement of strategic business outcomes.
- Champion programme management best practices, methodologies, and standards.
- Facilitate change management and ensure effective adoption of new processes and systems.
- Provide strong leadership and direction to programme management offices (PMOs) and project managers.
Qualifications:
- Extensive experience in Programme Management, with a proven track record of delivering complex transformation programmes, preferably in financial services.
- Strong understanding of programme governance, risk management, and financial control.
- Exceptional stakeholder management, communication, and influencing skills, with experience engaging senior executives.
- Proficiency in programme management tools and methodologies (e.g., PRINCE2, MSP, Agile at scale).
- Demonstrated ability to lead and mentor multi-disciplinary teams.
- Strategic thinking and the ability to align programmes with organisational objectives.
- A relevant Master's degree or equivalent professional qualification.
- Experience working in a hybrid remote and in-office environment.
This high-impact hybrid role is based in Belfast, Northern Ireland, UK .
Management Consultant - Financial Services Strategy
Posted 8 days ago
Job Viewed
Job Description
Responsibilities:
- Develop and deliver strategic advice to clients within the financial services sector (banking, insurance, asset management).
- Conduct in-depth market analysis, competitive benchmarking, and feasibility studies.
- Design and articulate strategic roadmaps for business growth, innovation, and digital transformation.
- Advise on regulatory changes and their impact on financial institutions' business models.
- Identify opportunities for operational improvement and cost optimisation.
- Lead client workshops, interviews, and data gathering activities.
- Develop compelling business cases and financial models to support strategic recommendations.
- Manage project teams and ensure timely delivery of high-quality project outcomes.
- Build and maintain strong, trusted relationships with senior client stakeholders.
- Contribute to the firm's thought leadership and business development efforts within the financial services practice.
- Master's degree in Business, Finance, Economics, or a related quantitative field.
- Substantial experience in management consulting, with a proven focus on the financial services industry.
- Deep understanding of key trends, challenges, and regulatory landscape in financial services.
- Demonstrated experience in developing and implementing business strategy, digital transformation, or operational improvement initiatives.
- Exceptional analytical, problem-solving, and critical thinking skills.
- Strong financial modelling and data analysis capabilities.
- Excellent presentation, communication, and interpersonal skills.
- Proven ability to lead project teams and manage client relationships effectively.
- Familiarity with project management methodologies.
- Flexibility to travel to client sites as needed.
Senior Strategy Consultant - Financial Services
Posted 12 days ago
Job Viewed
Job Description
As a Senior Strategy Consultant, you will lead and contribute to complex strategic projects for leading financial institutions. Your responsibilities will span market analysis, business model innovation, digital transformation strategies, regulatory impact assessments, and operational efficiency improvements. You will be expected to develop insightful recommendations, build compelling business cases, and support clients in the implementation of strategic initiatives. This is a demanding yet rewarding position that offers significant opportunities for professional growth and impact.
Key responsibilities include:
- Leading the development and execution of strategic consulting engagements for financial services clients.
- Conducting in-depth market research, competitive analysis, and financial modeling.
- Identifying key strategic issues and formulating actionable recommendations.
- Designing and developing innovative business models and transformation roadmaps.
- Managing project teams, mentoring junior consultants, and ensuring high-quality deliverables.
- Building and maintaining strong relationships with senior client stakeholders.
- Contributing to business development activities, including proposal writing and client relationship management.
- Staying abreast of industry trends, regulatory changes, and emerging technologies within financial services.
- Presenting findings and recommendations to client executives and project steering committees.
The ideal candidate will possess a Master's degree or MBA from a top-tier institution, combined with a minimum of 7 years of experience in management consulting, preferably with a specialization in financial services. Demonstrable experience in strategic planning, digital strategy, or operational transformation is essential. Exceptional analytical, problem-solving, and communication skills are a prerequisite. The ability to lead teams, manage complex projects, and influence senior stakeholders is crucial. This is a unique opportunity to shape the strategic direction of major financial players from our Belfast hub, driving significant business impact and advancing your consulting career.
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Training and Competence Manager- Financial Services
Posted 10 days ago
Job Viewed
Job Description
Training & Competence Manager
Location: Ideally Northern Ireland (Belfast-based), but UK-wide applicants considered
Salary: 45,000 - 55,000 + bonus + benefits
Reporting to: Regional Manager
Are you an experienced T&C professional passionate about adviser development, regulatory standards, and business growth?
Our client is currently is seeking a dedicated Training & Competence Manager to lead the implementation of Openwork's T&C scheme across their adviser network.
This is a high-impact role focused on ensuring advisers are fully competent, compliant, and aligned with both regulatory requirements and internal sales processes. The successful candidate will support adviser on boarding, deliver training, and supervise activity in line with FCA expectations - particularly around Consumer Duty.
Key Responsibilities:
- Design and deliver training programmes across on boarding, CPD, sales process, and advice quality
- Supervise a national adviser population, ensuring compliance with T&C and KPI frameworks
- Lead regulatory training including Consumer Duty, vulnerable clients, and file quality
- Oversee adviser on-boarding and integration with operational and compliance functions
- Maintain MI and reporting on adviser competency, CPD, risk ratings, and supervision standards
Criteria
- Proven experience in adviser supervision, training, or T&C management in financial services
- Strong understanding of FCA regulations and T&C schemes (Openwork experience a plus)
- Excellent communication, coaching, and facilitation skills
- Level 4 diploma (with knowledge across mortgage, protection, and wealth advice)
- Tech-savvy with a detail-oriented approach to MI and reporting
This is a fantastic opportunity to shape adviser performance and compliance standards across a growing network. Remote/hybrid options available for the right candidate.
Please send CV via the apply link to Colleen Farquharson
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Training and Competence Manager- Financial Services
Posted 6 days ago
Job Viewed
Job Description
Training & Competence Manager
Location: Ideally Northern Ireland (Belfast-based), but UK-wide applicants considered
Salary: 45,000 - 55,000 + bonus + benefits
Reporting to: Regional Manager
Are you an experienced T&C professional passionate about adviser development, regulatory standards, and business growth?
Our client is currently is seeking a dedicated Training & Competence Manager to lead the implementation of Openwork's T&C scheme across their adviser network.
This is a high-impact role focused on ensuring advisers are fully competent, compliant, and aligned with both regulatory requirements and internal sales processes. The successful candidate will support adviser on boarding, deliver training, and supervise activity in line with FCA expectations - particularly around Consumer Duty.
Key Responsibilities:
- Design and deliver training programmes across on boarding, CPD, sales process, and advice quality
- Supervise a national adviser population, ensuring compliance with T&C and KPI frameworks
- Lead regulatory training including Consumer Duty, vulnerable clients, and file quality
- Oversee adviser on-boarding and integration with operational and compliance functions
- Maintain MI and reporting on adviser competency, CPD, risk ratings, and supervision standards
Criteria
- Proven experience in adviser supervision, training, or T&C management in financial services
- Strong understanding of FCA regulations and T&C schemes (Openwork experience a plus)
- Excellent communication, coaching, and facilitation skills
- Level 4 diploma (with knowledge across mortgage, protection, and wealth advice)
- Tech-savvy with a detail-oriented approach to MI and reporting
This is a fantastic opportunity to shape adviser performance and compliance standards across a growing network. Remote/hybrid options available for the right candidate.
Please send CV via the apply link to Colleen Farquharson
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Training and Competence Manager- Financial Services
Posted today
Job Viewed