Financial Services Administrator Job at Office Angels (Exeter)

Financial Services Administrator

BROOK STREET RECRUITMENT IS WORKING ON BEHALF OF OUR FINANCIAL SERVICES CLIENT W...

Location

United Kingdom , County Antrim

Salary:

Not provided

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

GCSEs (or equivalent) including English Language and Mathematics
Previous administration experience within an office environment
Strong organisational and time management skills
Excellent interpersonal and communication abilities
High attention to detail and accuracy
Confident using Microsoft Office and administration systems
Professional and client-focused approach

Job Responsibility

Provide administrative support to Financial Advisers and the wider Practice team
Meet and greet clients, ensuring a professional and welcoming experience
Manage appointment scheduling and confirmations for client meetings
Prepare documentation and financial reviews for adviser meetings
Type and maintain accurate meeting notes and client records
Liaise with clients regarding appointments and ongoing servicing requirements
Prepare illustrations and quotations using financial planning systems such as Solution Builder
Request and obtain ceding scheme information from providers
Liaise with providers to ensure all requirements and documentation are completed efficiently
Process client requests including fund switches and withdrawals

What we offer

Competitive salary dependent on experience
20 days annual leave plus bank holidays
Access to Private Medical Insurance Scheme
Auto-enrolment pension scheme
Ongoing training and career development opportunities within Wealth Management

Fulltime

Financial Services Administrator

Brook Street Recruitment is delighted to be working with a well-established clie...

Location

United Kingdom , Newtownards

Salary:

Not provided

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

Minimum of 2 years' experience within the financial services industry
Working knowledge of pensions and investment products
Familiarity with FCA rules, guidance, and regulatory requirements relevant to the role
Strong organisational skills with excellent attention to detail
A friendly, enthusiastic, and self-motivated approach

Job Responsibility

Handling incoming telephone enquiries from clients and investment companies
Providing general administrative support and working closely with Financial Advisers
Sorting and scanning incoming mail
Contacting clients to arrange appointments
Preparing client portfolio packs
Liaising with Financial Advisers across the firm
Preparing, submitting, and tracking new business applications
Maintaining and updating the client database
Ensuring accurate and compliant record-keeping at all times

Fulltime

Financial Services Administrator

The Private Office is looking for a professional, friendly and personable admini...

Location

United Kingdom , Leeds

Salary:

Not provided

The Private Office

Expiration Date

Until further notice

Requirements

Strong operational experience within the Financial Services Industry is desired
Proficient IT skills in core Microsoft Office systems
Organisation and prioritisation skills
Excellent verbal and written communication skills with an eye for detail
Professional telephone manner

Job Responsibility

Providing full back office support for the Client
Manage and track pipeline activity providing regular progress updates through the back office system
New Business processing including managing the activity on Curo and setting up/placing business on third party platforms/providers
Processing of other Advice such as amendments to existing investments or playing trades, withdrawals etc.
Supporting the New Client Onboarding process by completing any Curo updates or tasks as required
Supporting the Client Review process by completing any pre or post meeting tasks or actions as required
Contact and liaise with relevant product providers/third parties
Maintain the CRM system (CURO) to ensure that KYC information for clients is entered fully and accurately
Process and issue client invoices including adviser charging arrangements and liaise with the Finance team to chase overdue payments
Ensure that all tasks on CURO are completed in line with company policy and procedures

What we offer

Company discretionary bonus scheme
Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
Private Healthcare*
Group Income Protection
Life Assurance
Eye Care Scheme
Wellbeing programme
Bike to Work Scheme
Full support with professional qualifications

Fulltime

Financial Services Administrator

Brook Street Recruitment are working on behalf of our city centre client to recr...

Location

United Kingdom

Salary:

Not provided

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

Previous experience in a wealth management or independent financial advisor (IFA) firm is essential
Proficiency in MS Office, strong attention to detail, and excellent communication skills.

Job Responsibility

Client Support & Communication: Acting as a point of contact for clients, answering telephones, managing email enquiries, and handling queries professionally
Documentation & Reporting: Preparing client review packs, valuation reports, and meeting documentation
System Maintenance: Updating and maintaining client data in back-office systems, such as [CURO] or [Intelliflo]
Compliance & Procedures: Ensuring all client files and transactions adhere to [FCA compliance guidelines] and company procedures
Office Support: Handling client enquiries via phone and email, managing mail, and scheduling
Systems Management: Utilising financial management systems
Compliance: Ensuring all files adhere to FCA (Financial Conduct Authority) guidelines
Provider Liaison: Requesting and obtaining illustrations, policy information, and fund values from product providers
Office Administration: Scanning, filing, managing mail, scheduling appointments, and maintaining a tidy office environment
New Business Processing: Submitting and tracking new business applications and monitoring switches

Fulltime

Financial Services Administrator

Brook Street Recruitment is partnering with a highly regarded Wealth Management ...

Location

United Kingdom , Belfast

Salary:

Not provided

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

Minimum of 2 years' experience within financial services, ideally in a wealth management or financial planning environment
Strong understanding of financial products, including investments, pensions, and protection, along with associated tax considerations
Working knowledge of the UK regulatory framework
Excellent organisational skills with the ability to manage multiple priorities and deadlines
Strong attention to detail and a commitment to accuracy and quality
Confident communicator with a professional telephone manner and client-focused approach
Proficient in Microsoft Office applications
A collaborative team player with a flexible, proactive mindset

Job Responsibility

Provide proactive administrative and client servicing support to Wealth Managers and the wider team
Coordinate client annual reviews, preparing comprehensive meeting packs, valuations, and supporting documentation
Review compliance documentation, identifying gaps and ensuring adherence to regulatory standards
Collaborate with internal teams and external providers to implement client instructions accurately and efficiently
Liaise with back-office teams (including Dublin-based operations) to manage data updates, payments, and income processing
Conduct client call-backs to verify and action requests in line with compliance procedures
Handle sensitive processes such as deceased client administration with professionalism and strict regulatory adherence
Manage and track Letters of Authority within tight deadlines to ensure smooth client transitions
Maintain accurate, up-to-date records across all internal and third-party systems
Contribute to continuous improvement of processes, service delivery, and operational efficiency

What we offer

Competitive salary, tailored to your experience
Opportunity to work within a respected wealth management firm
Supportive team environment with exposure to a broad range of financial planning activities
Clear scope to develop your expertise and progress your career

Fulltime

Financial Services Administrator

Brook Street UK Ltd is currently recruiting for a Financial Services Administrat...

Location

United Kingdom , East Belfast

Salary:

Not provided

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

Must have experience of working within a financial advisor practice
Must be educated to GCSE standard to include English and Maths
Applicants must be proficient with the Microsoft Office Suite and have strong clerical skills
Knowledge of investments, pensions and protection products preferred

Job Responsibility

Provide administration support to the Financial Advisor
Organising client files for meetings, preparation of valuations and product research
Submission of new business applications, monitoring through to completion
Accurate inputting onto systems
Maintaining and ensuring completeness of client files for compliance purposes
Prepare draft suitability reports for clients
Liaising with clients and professional bodies
Managing/updating business pipeline and all client files
Organising appointment diary and advisor meetings
General Administration Duties

Fulltime

Financial Services Administrator

To provide centralised support for a variety of tasks, incorporating valuations,...

Location

United Kingdom , Leeds

Salary:

Not provided

The Private Office

Expiration Date

Until further notice

Requirements

Ideally some experience within financial service but not essential
Excellent Administrator with great attention to detail and a good level of Excel
Proficient IT skills in core Microsoft Office systems
Organisation and prioritisation skills
Excellent verbal and written communication skills with an eye for detail
Professional telephone manner

Job Responsibility

Maintain the accuracy of client data held on Curo, to include input and cleansing as appropriate
Manage all allocated tasks e.g. Curo and queries in a timely, compliant manner, meeting agreed performance standards in line with team SLA’s
Contact and liaise with relevant product providers/third parties to obtain accurate policy information
Support with existing client review processes including liaison with advisers for meeting bookings, data cleansing with updates to Curo as required
Handle all client disengagement requests in a timely, compliant and efficient manner that will meet the agreed performance standards
Undertake whole of market research for both standard and enhanced annuity comparisons
Preparation and collation of policy information forms in line with requirements of the Advice Delivery team
Bespoke valuation requirements for high net worth clients, not limited to Family Office Proposition, but in line with these requirements
Preparation and issuing of Letters of Authority for both new and existing clients, ensuring these are processed in line with team SLA’s and where required liaison with clients, colleagues or third parties
Complete project related activities or general tasks as instructed by your line manager or senior colleagues and follow through to completion dealing with any queries that arise from these activities

What we offer

Company discretionary bonus scheme
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
Private Healthcare*
Group Income Protection
Life Assurance
Eye Care Scheme
Wellbeing programme
Bike to Work Scheme
Full support with professional qualifications

Fulltime

Financial Services Administrator

Our client, a highly respected wealth management firm in South Belfast, is seeki...

Location

United Kingdom , South Belfast

Salary:

27000.00 - 30000.00 GBP / Year

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

Administrative and customer-facing experience gained within a professional services environment
Experience from financial services, wealth management, accountancy, insurance, legal, banking or similar sectors
Strong communication skills with a professional and confident manner
Solid IT skills, with the ability to pick up new systems quickly

Job Responsibility

Acting as the first point of contact for clients via phone, email and in-person visits
Handling incoming and outgoing client calls
Working closely with senior staff to support the management of client accounts
Processing and updating client information with accuracy
Completing a wide range of associated administrative tasks

Fulltime

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