273 Savings jobs in the United Kingdom

Savings Administrator

Basingstoke, South East £23810 annum Castle Trust Bank

Posted 8 days ago

Job Viewed

Tap Again To Close

Job Description

Permanent

The opportunity

We have an opportunity for an Administrator to join us on the exciting and rewarding path we are taking here at Castle Trust Bank. We pride ourselves in being a fintech challenger bank, providing specialist property mortgages, retail finance lending and savings accounts to a variety of customers.

Joining the Saving Operations team and reporting to our Savings Administration Team Leader, you will pay a key role in servicing our savings customers through completing a variety of administrative tasks associated with their accounts. From the opening of accounts and efficiently onboarding customers, through to estate management and ISA processing, this is a varied role where you will be involved in any administrative tasks and responding to customer enquiries in writing and by telephone, where required.

Considering the nature of our business, we are regulated by the FCA and PRA, which means that we need to ensure compliance with these regulatory obligations at all times, including Treating Customers Fairly. You will be involved with process control reporting and review operational procedures as required to ensure compliance with our regulatory requirements. You will play an important role in delivering a positive experience for our customers, providing excellent customer service and being a true representative of the Castle Trust Bank brand.

This is a full-time role, based in our Basingstoke office, hours are Monday to Friday, 09:00 to 17:30.

What we are looking for in you….

What is important to us is that you have proven experience working as an administrator, ideally within the financial services industry. Considering the nature of this role, if you have savings or investments product knowledge experience, this would be highly advantageous. It is also important that you have excellent communication skills, with a passion for delivering a first-class customer experience. The role is varied; therefore, you will need to be comfortable in prioritising your tasks effectively and completing them proactively. Our environment is constantly evolving; therefore, it is also important that you are comfortable with adapting to change. 

What is equally important is that you are comfortable working well autonomously, as well as part of a team with the ability to pay meticulous attention to detail. You will need to be confident working with various computer systems; therefore it is desired that you have a good understanding of Microsoft Office products. 

What’s in it for you…

As well as a competitive salary (starting at £23,810 per annum), we offer an annual performance related bonus based on individual and company performance. In addition, a generous contributory pension scheme through Hargreaves Lansdown, life assurance, 25 days annual leave (plus bank holidays on top) with the option to buy/sell up to 5 additional days (terms apply). In addition, you will receive an extra day paid annual leave for Volunteering. 

Wellbeing is also high on our agenda, and we offer healthcare benefits through Equipsme. In addition, all colleagues have free access to Telus Health EAP to support their health and wellbeing. We also offer free eye test vouchers and discounted gym membership, and if that’s not enough, we also offer season ticket travel loans (if applicable).

Caught your attention?  If so, we’d love to talk to you and tell you more about what it’s like to work at Castle Trust Bank – The Place To Work! 

Castle Trust Bank is an equal opportunity employer where we celebrate diversity and are committed to creating an inclusive environment for all our colleagues to thrive. We welcome applications from all and will not discriminate against any status/characteristic protected by law and will always base our decisions on merit.

We are proud to support people with disabilities and are committed to be a Disability Confident employer. If you are a person with a disability and meet the minimum criteria for the role you will be offered an interview. Should you require any reasonable adjustment to support you in your application for one of our opportunities, please contact 

Check out our careers page:     

This advertiser has chosen not to accept applicants from your region.

Savings Support Team Leader - Wrexham

Chetwood Bank

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

Savings Support Team Leader - Wrexham Salary:

As the Savings Customer Service Team Leader (Back Office), you will be responsible for managing the day-to-day operations of the Back Office team. This includes overseeing administrative tasks and ensuring customer requests are processed efficiently in line with business objectives. You will also be expected to identify and implement operational improvements, while leading and developing a team of Customer Service Agents to deliver high quality, effective customer service.

Key Responsibilities

· Oversee the performance of the Back Office team, ensuring business objectives and SLAs are consistently met
· Analyse administrative task data against service levels to identify trends and plan resources to meet demand and optimise productivity
· Lead, motivate, and coach the team, providing feedback and arranging training to maintain high-quality customer service and performance
· Act as the main point of contact for escalated referrals, including vulnerable customers and sensitive situations, managing complex responses
· Monitor and review the quality of customer interactions, recommending improvements to enhance satisfaction
· Identify opportunities to streamline processes and maximise operational efficiencies
· Provide input on policy and procedure updates to ensure regulatory compliance and positive customer outcomes
· Conduct regular 1-2-1s and performance reviews, assessing individual performance and agreeing development plans
· Support reporting requirements, including preparing MI packs for forums and committees as needed 
· Proactively manage operational risks outlined in the RCSA, ensuring controls are effectively designed, tested, and performed · Ensure compliance with relevant financial regulations and internal policies 
· Collaborate with stakeholders across the business to align team performance with overall business objectives

Skills, Knowledge and Expertise

• At least 2 years’ experience leading a Back Office Support Team is desirable
• Proven ability to analyse data and develop resource plans to meet operational demands is essential

• Strong background in handling escalations and resolving complex queries, including those involving vulnerable customers or sensitive situations, is essential
• Direct experience in conducting performance reviews, managing performance, and overseeing absence management is essential
• Knowledge of financial services and relevant regulations is essential
• Experience working in a fast-paced, change-oriented environment is desirable
• Sound understanding of Risk Control and Self-Assessment processes is desirable
• Strong verbal and written communication skills
• Analytical and problem-solving mindset 
• Customer-focused with the ability to manage sensitive situations 
• Confident and effective team leadership 
• Adaptable and resilient in a changing environment 
• Compliance and risk awareness

Benefits
  • Competitive salary
  • 25 days holiday PLUS your BIRTHDAY off
  • Pension contribution with Royal London
  • Life Assurance
  • Private medical, dental and optical health insurance with Axa
  • Hybrid working – Wrexham 
  • Free breakfast available 
About Chetwood Bank

We’re a UK-based digital bank dedicated to getting the basics right and offering straightforward savings and mortgages

Data Protection

We anticipate that we will retain your data as part of the recruitment process for no longer than is necessary for the purpose for which it was collected unless we have sought your consent to keep your data for future suitable job vacancies.Cifas The personal information we have collected from you will be shared with Cifas who will use it to prevent fraud, other unlawful or dishonest conduct, malpractice, and other seriously improper conduct. If any of these are detected you could be refused certain services or employment. Your personal information will also be used to verify your identity. Further details of how your information will be used by us and Cifas, and your data protection rights, can be found by Bank does not accept speculative or unsolicited CVs from Recruitment Agencies. Any unsolicited CVs received will be treated as the property of Chetwood Bank and Terms & Conditions associated with the use of such CVs will be considered null and void.

This advertiser has chosen not to accept applicants from your region.

National Savings & Investments - Deputy Spending Principal

Darlington, North East HM Treasury

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

full time

Are you looking for a stretching and exciting role working with the sponsor and spending team of one of the largest savings organisations in the UK? If so, we’d love to hear from you !


About the Team

The Debt & Reserves Management (DRM) team manages key financial assets and liabilities on the public sector balance sheet – using analysis, oversight and our stakeholder links to Bank of England, the Debt Management Office, National Savings & Investments and the Royal Mint.


This role is part of the Retail Debt and Cash Issuance (RDCI) branch in DRM, a friendly, supportive and dynamic team leading on a wide ranging and high-profile set of policy issues, with significant engagement from ministers and Special Advisers. The branch is responsible for developing strategy and legislation related to banknote and coins; working closely with the Bank of England and the Royal Mint; sponsorship, policy and spending for National Savings and Investments (NS&I).


About the Job

As NS&I’s sponsor and spending team, DRM supports NS&I in developing the strategic, operational, and financial framework it operates under. This covers a range of areas such as supporting NS&I in developing its strategy to raise finance, advising Ministers on NS&I’s strategic framework, and ensuring NS&I is adequately funded to deliver its objectives, including delivery of its major transformation programme. Delivery of this programme makes up a significant portion of NS&I’s spending review settlement, and scrutinising programme-related spending will be a key area of focus for the post-holder. DRM is also responsible for advising Ministers on any wider policy or operational measures that impact NS&I’s performance and debt-raising role.


In this role, you will:

·   Support NS&I through spending processes, such as Main and Supplementary Estimates. This will involve independently liaising with stakeholders in NS&I’s Finance team and across HM Treasury to ensure delivery is smooth and in line with government priorities.

·   Oversee spending on NS&I’s Transformation Programme to ensure compliance with HM Treasury spend controls and the SR25 settlement. This includes keeping track of NS&I’s in-year financial position and advising seniors and ministers on any emerging risks, such as underspends. There will be scope to consider innovative approaches to managing any risks and increasing the effectiveness of spending controls.

·   Scrutinise in-year expenditure of NS&I’s capital and resource budgets. This includes evaluating business cases and spending proposals to put forward recommendations based on a deep understanding of NS&I’s financial position. This will require close collaboration with seniors in NS&I and teams across HM Treasury to evaluate the impact of spending decisions and balance HMT and NS&I’s priorities, challenging expenditure where necessary.

·   Lead policy development relating to NS&I’s short and long-term strategy. The post-holder will advise the EST on NS&I’s annual service delivery metrics to ensure they are sufficiently stretching and balance outcomes for the consumer, taxpayer and customer. The post holder will also need to work closely with NS&I’s Strategy Directorate to influence the development of NS&I’s medium and long-term strategy to ensure alignment with government and organisational priorities and advise EST on approving this strategy ahead of March 2026.

·   Lead appointments to NS&I’s Board and the relationship with NS&I’s People Directorate. This involves advising EST and seniors on all matters relating to NS&I’s workforce and people strategy, such as annual pay remit increases. The post holder will also need to work closely with seniors across NS&I and HMT to lead and advise ministers on recruitment campaigns to appoint additional non-executive directors to NS&I’s board.


About You

You will be able to evaluate different and sometimes competing evidence sources to come to a conclusion and advise senior partners. Collaborate effectively with a range of stakeholders, including other organisations and prioritise and progress varied pieces of work in a timely and effective way.


Some of the Benefits our people love!

·   25 days annual leave (rising to 30 after 5 years), plus 8 public holidays and the King’s birthday (unless you have a legacy arrangement as an existing Civil Servant). Additionally, we operate flexitime systems, allowing employees to take up to an additional 2 days off each month

·   Flexible working patterns (part-time, job-share, condensed hours)

·   Generous parental and adoption leave packages

·   Access to a generous Defined Benefit pension scheme with employer contributions of 28.97%

·   Access to a cycle-to-work salary sacrifice scheme and season ticket advances

·   A range of active staff networks, based around interests (e.g. analysts, music society, sports and social club) and diversity


For more information about the role and how to apply, please follow the apply link.

If you need any reasonable adjustments to take part in the selection process, please tell us about this in your online application form

This advertiser has chosen not to accept applicants from your region.

Financial Services Administrator

Antrim, Northern Ireland £21500 - £28000 Annually OPRA GROUP

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

contract

An Exciting 18-Month Graduate Programme in an Established Financial Service Business
Location: Belfast, hybrid (3 days per week in the office)
Start Date: 27 October 2025
Contract: Fully paid, fixed term for 18 months, with strong potential for permanent conversion

Over the course of 18 months, you will receive structured training, mentoring, and hands-on experience in client onboarding operations. You will work alongside experienced professionals from day one, take on meaningful responsibility, and build skills that enable progression into senior, specialist, or operational roles.

As a Financial Services Administrator, you will:

  • Support the end-to-end onboarding of new clients, ensuring compliance and seamless process flow
  • Engage with stakeholders internally to gather requirements, manage expectations, and drive onboarding readiness
  • Prepare and maintain accurate documentation and records to regulatory and internal standards
  • Resolve or escalate onboarding issues, delays, or risk points
  • Contribute ideas to streamline onboarding processes and enhance efficiency


What We're Looking For:

  • You might be a school leaver, recent graduate, early in your career, or looking for a change. You should bring:
  • A Level or equivalent qualifications and GCSE Maths and English (Grade C or above) .
  • Basic understanding of technology (i.e. Microsoft suite) .
  • A high level of attention to detail and a strong focus on quality and experience following strict processes and requirements.
  • Demonstrate an inquisitive nature, be inclined to investigate, identify issues and solve problems, and dig under the surface of challenges.
  • Strong written and verbal communication skills.
  • Ability to manage personal performance and willingness to take on board feedback.


Benefits:

  • Work in a high-growth team that values your development and long-term career goals
  • Gain early responsibility and direct exposure to client operations
  • Build a solid foundation for a long-term career in professional services
  • Alongside your starting salary, there will be a performance review every 6 months, with potential salary uplift at 12 months
  • Paid-for training and ongoing development support through one-to-one coaching and access to our award-winning trainers
  • Health cash plan
  • Cycle to work scheme

Programme Benefits & Progression:

  • Full pay as you undertake structured training in onboarding, compliance, stakeholder management, and process improvement
  • Mentoring, coaching, and performance reviews every 6 months
  • Opportunity to convert to a permanent role at the end of 18 months
  • Clear progression routes: senior onboarding roles, operational leadership, or movement into compliance, risk, or transformation streams

If you think this fantastic opportunity is for you, please apply!

Interviewing from: 1st October 2025

Potential Start Date: 27th October 2025

This advertiser has chosen not to accept applicants from your region.

Financial Services Administrator

Surrey, South East £28000 - £32000 Annually Astral Recruitment

Posted 7 days ago

Job Viewed

Tap Again To Close

Job Description

permanent

Our client is a successful and well established Chartered IFA firm with branches all over the country

They are currently looking for a Financial Services Administrator to join the team in Gatwick

We will consider someone from a Pensions background or a provider background as long as you have good knowledge of the industry

The company is a market leading award winning IFA fim with great career opportunities and in this instance all training will be provided

We will consider inexperienced or experienced IFA Administrators for this role

The client is willing to pay up to 32000 maybe more for the right person and the chance of an immediate start

This is an office based role in Gatwick so please only apply if you can get to this location

This advertiser has chosen not to accept applicants from your region.

Financial Services Administrator

Surrey, South East £23000 - £26000 Annually Howett Thorpe

Posted 8 days ago

Job Viewed

Tap Again To Close

Job Description

permanent

This well-established wealth management organisation based on the outskirts of Woking are seeking a Financial Services Administrator to join their team. You will be joining a growing company that is eager to find an individual that will progress within the business and full training will be provided. Furthermore, this role will be fully office based, and you must be a car driver to commute to their location. A brilliant opportunity for a driven individual that is keen to progress within the financial services industry.

Job Title :    Financial Services Administrator

Job Type :    Permanent, full time

Location :    Woking, Surrey

Salary :    £23,000 - £6,000 per annum

Reference no :   15894

Financial Services Administrator – Benefits

  • 25 days holiday plus bank holidays
  • li>Company bonus scheme
  • Car parking onsite
  • Pension scheme
  • Study support package

Financial Services Administrator – About The Role

In this role you will be reporting into the Operations Manager and will be working within a sub team of 3. You will be supporting the advisers with daily tasks to ensure a smooth client servicing process.  Your key responsibilities will be:

  • Assisting with pre-meeting research and documentation including gathering information from client files, documents and valuations for the Financial Advisers and uploading to on-line client files as required.
  • Assisting with any follow up actions from client meetings.
  • Responsible for updates and maintenance of the CRM system, filing and other IT systems.
  • Responsible for the administration of client information for the Partner/paraplanner, ensuring in all information is  gathered in a timely fashion and prepared fully before submitting to paraplanner to write case.
  • li>Responsible for Letter of Authority’s - Delivering letters of authority to our prospects, chasing and compiling the data from providers onto a prospects file and liaising with SJP administration centres and external 3rd parties. < i>Managing the client’s financial information and documents including collating information from various sources and updating/creating the Client Financial Review documents. < i>Responsible for client facing compliance – completing various forms with client data. < i>Preparing presentation documents for Partner & Adviser.
  • Completion of various application forms and documentation on the client’s behalf and with their express permission.

The successful Financial Services Administrator will have:

    < i>Experience or desire to work in the financial services industry is essential
  • Strong communication skills
  • Willing to study/develop in the industry

Howett Thorpe are acting as a recruitment agency in relation to this role and comply with all relevant UK legislation and do not discriminate on any protected characteristics. Due to the high volume of applications we currently receive, we are unable to respond to all candidates. If you do not hear from a Consultant within 5 working days, please assume that you have not been successful.

Refer a friend

If this job is not of interest to you, but you know a friend or colleague who may be interested, recommend them to us and receive a minimum of £100 in vouchers we assist them in securing a permanent role and a minimum of 5 in vouchers if we place them in a temporary assignment. (Terms & conditions apply)

This advertiser has chosen not to accept applicants from your region.

Financial Services Administrator

Belfast, Northern Ireland £30000 - £40000 Annually Additional Resources

Posted 14 days ago

Job Viewed

Tap Again To Close

Job Description

permanent

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.

This advertiser has chosen not to accept applicants from your region.
Be The First To Know

About the latest Savings Jobs in United Kingdom !

Financial Services Administrator

Leicester, East Midlands £25000 - £30000 Annually Regional Recruitment Services

Posted 14 days ago

Job Viewed

Tap Again To Close

Job Description

permanent

Job Title: Financial Services Administrator

Location: Leicester

Salary: £25,000 to £0,000

Hours of Work: Full-time, Monday to Friday

We are currently recruiting for an experienced Financial Services Administrator to join a respected independent financial advisory (IFA) practice based in Leicester. This is a fantastic opportunity for someone with a background in financial services administration who thrives in a professional, client-focused environment. You will play a key role in ensuring the smooth running of day-to-day operations while providing valuable support to advisers and clients.

Duties of a Financial Services Administrator

Reporting to the management team, you will be responsible for:

  • Providing comprehensive administrative support across protection, pensions and investment cases.
  • Progressing cases by liaising with advisers, providers, and third parties.
  • Preparing client documentation and suitability reports.
  • Delivering excellent client service, dealing with queries and resolving issues promptly.
  • Producing documents and spreadsheets using Microsoft Word, Excel, and Outlook.
  • Assisting colleagues with process improvements to enhance efficiency.
  • Ensuring all work complies with financial services regulations and company standards.

Skills and Experience of a Financial Services Administrator

As a Financial Services Administrator, you will need to demonstrate:

  • Previous recent experience in financial services administration (minimum 2 years).
  • Solid understanding of processes within pensions, investments, and/or protection.
  • Competency with Microsoft Office (Word, Excel, Outlook) and CRM systems.
  • Strong organisational skills with the ability to manage multiple priorities effectively.
  • Excellent communication and interpersonal skills for working with clients and providers.
  • A high level of attention to detail and the ability to meet deadlines in a busy environment.

What the client offers a Financial Services Administrator

This client offers:

  • Competitive salary starting from 5,000 per year
  • A supportive and collaborative working environment

About the Client

Our client is a well-established IFA firm, providing independent advice and long-term planning solutions to individuals and businesses across Leicester and the surrounding area. They are known for their approachable service and commitment to delivering trusted financial advice.

Next Steps

Apply to this Financial Services Administrator role through this advert. If you would like more information, please contact Chloe in our Commercial team on (phone number removed).

If successful, you will need to complete a digital registration with our agency (if not already registered). If you have not been contacted within 7 days of your application, please assume you have not been shortlisted at this stage. However, we may retain your details for other suitable opportunities.

About Regional Recruitment Services – A Recruitment Agency in Leicester

This role is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency established in 2008. We provide permanent, temporary and contract solutions across the Commercial, Construction, Industrial and Engineering sectors. To view more vacancies nationwide, please visit our website ((url removed)).

This advertiser has chosen not to accept applicants from your region.

Financial Services Administrator

West Sussex, South East £30000 - £35000 Annually Adecco

Posted 14 days ago

Job Viewed

Tap Again To Close

Job Description

permanent

Join Our Team as a Financial Services Administrator!

Are you an experienced Financial Services Administrator with a passion for pensions and Independent Financial Adviser (IFA) support? If you thrive in a professional yet relaxed atmosphere and are eager to provide high-quality administrative support, we have the perfect opportunity for you in Horsham!

About the Role:
As a Financial Services Administrator, you will be an integral part of our dynamic team, supporting our IFAs in all aspects of pensions and investment administration. Your expertise in pension products and processes will ensure our clients receive exceptional service.

Key Responsibilities:

  • Provide comprehensive administrative support for Financial Advisers.
  • Manage and maintain client records within our CRM system.
  • Process new business applications and ongoing client transactions, including fund switches, income and withdrawals.
  • Liaise with product providers to monitor and progress new business.
  • Keep clients updated throughout the process.
  • Processing and chasing Letters of Authority.

What We're Looking For:

  • Previous experience within the Financial Services industry is essential.
  • Strong organisational skills with a methodical and accurate approach.
  • Ability to work under pressure and manage multiple tasks efficiently.
  • Excellent communication skills across all levels.

Why Join Us?

  • Competitive Salary: 30k - 35k, depending on experience.
  • Work-Life Balance: Full-time hours, 9am to 5pm.
  • Convenient Location: Just a 12-minute walk from Horsham train station.

How to Apply:
If you have the pension expertise and IFA background we're looking for, we'd love to hear from you! Please send your CV and a cover letter outlining your relevant experience and why you'd be a great fit for our team.

Join us in making a difference in the financial services industry-apply today! Your next exciting career adventure awaits!

Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

This advertiser has chosen not to accept applicants from your region.

Financial Services Administrator

Braunstone, East Midlands £25000 - £28000 Annually North Oak Recruitment

Posted 14 days ago

Job Viewed

Tap Again To Close

Job Description

permanent

FinancialServicesAdministrator

Leicester(potentialofhybrid/1dayperweekathomeafterqualifyingperiod)

Salary25,000-28,000+benefits(ourrefAL1386)

Fulltimeor4daysperweekavailable

Myclient,withvariouslocationsacrosstheUK,hasanenviablereputationwithintheindependentwealthmanagementindustry,andtheynowhaveanexcitingnewopportunityforanexperiencedWealthManagementAdministratortojointheirLeicesterbasedteam.

Responsibilities

  • Researchabroadrangeoffinancialproductsacrossallfinancialsectors
  • Maintainregularcontactwithclientsprovidingassistancewhererequired
  • Liaisewithvariousproviders,gatheringandcorrelatingplan/policyinformationandensuringasmoothandtimelybusinessprocess
  • ManagingandmaintainingapreciserecordofpipelineandsubmittedbusinessinordertobeabletoupdateclientsandAdviseraccordingly
  • SendingLettersofAuthority
  • Collateandevaluateclientpolicy/investment/pension
  • ResearchingproductsandfundsusingsoftwaresuchasSelectAPensionandFEAnalytics
  • GeneralAdministrationandclientsupportduties
  • Createandmaintainclientfilesandenterdetailsontoback-officedatabase
  • SubmittingNewBusinessoninternalandexternalsystems
  • Preparepaperworkforpre-saleandpost-sale
  • Maintainregularcontactwithclients,bookingclientsinforannualreviewsandmanagementofreviewprocess
  • Monitoringoftrailfees,Invoicingclientsfornewandongoingfeeswhereapplicableandsubsequentmonitoringandfollowup
  • Developabroadknowledgeoffinancialproductsincludingbothindividualandemployerpensionknowledge,investmentsandprotectionproducts

Theidealperson-Administrator

  • AbilitytobuildstrongworkingrelationshipswithboththeIFA,andtherestoftheteam.
  • Previousexperienceofworkingwithinasimilarrolewithinafinancialservicesbusinessisdesirable.
  • ExperienceusingFinancialresearchtools.
  • Workingtowardsdiplomaqualificationpreferred,butnotessential.
  • Itisessentialthatyoupossessstrongcommunicationskills,haveahighattentionfordetail,andhaveinterpersonalandorganisationalskillswiththeabilitytoworkinabusy,funandprofessionalenvironment.
  • Youmustbehappytoworkonyourownandaspartofateamandhaveexcellenttimemanagementskills.
  • GoodITskillsincludingOffice365.
  • Capableofmeetingdeadlinesandbeingabletoprioritiseeffectively.
  • Goodtelephonemanner.

Benefits -Companypensionscheme|Deathinservice|25daysannualleave|FlexibleBenefits|Birthdayasanadditionaldayoff|Opportunitytopurchaseadditionalholidays|Enhancedfamilyfriendlypolicies|Cycletoworkscheme

Ifthisroleisofinterest,pleaseapplywithanup-to-dateCV.Weaimtorespondtoallapplicationswithin10days.BysubmittingyourCVyouconsenttoitbeingretainedforuseinconnectionwiththisandfuturerelevantand/orsimilarvacancies,youcanofcourse,optoutofthisatanytimebyemailingus.FullPrivacyNoticecanbefoundonourwebsite.

This advertiser has chosen not to accept applicants from your region.
 

Nearby Locations

Other Jobs Near Me

Industry

  1. request_quote Accounting
  2. work Administrative
  3. eco Agriculture Forestry
  4. smart_toy AI & Emerging Technologies
  5. school Apprenticeships & Trainee
  6. apartment Architecture
  7. palette Arts & Entertainment
  8. directions_car Automotive
  9. flight_takeoff Aviation
  10. account_balance Banking & Finance
  11. local_florist Beauty & Wellness
  12. restaurant Catering
  13. volunteer_activism Charity & Voluntary
  14. science Chemical Engineering
  15. child_friendly Childcare
  16. foundation Civil Engineering
  17. clean_hands Cleaning & Sanitation
  18. diversity_3 Community & Social Care
  19. construction Construction
  20. brush Creative & Digital
  21. currency_bitcoin Crypto & Blockchain
  22. support_agent Customer Service & Helpdesk
  23. medical_services Dental
  24. medical_services Driving & Transport
  25. medical_services E Commerce & Social Media
  26. school Education & Teaching
  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
View All Savings Jobs