Financial services administrator Work, Jobs in Codnor, Dby (with Salaries)

Apprentice Financial Services Administrator
Fairstone —Nottingham
- Full-time
- Microsoft Excel
- English
- Computer skills
- Referral programme
- Sick pay
Quick apply
Financial Administrator
IPERA Services Limited —Chesterfield
- £15 an hour
- Part-time
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
12d
Accounts Administrator
Designer Contracts —Chesterfield
- £28,000 - £29,000 a year
- Full-time
Business Support Administrator
Nottinghamshire County Council —Nottingham
- Part-time
- Computer literacy
- Microsoft Office
- Organisational skills
- Annual leave
13d
Financial Planning Administrator
Cooper Parry —Derby
- Full-time
- Analysis skills
- Training & development
Depot Finance Administrator
DPD Group UK —Nottingham
- £28,200 a year
- Full-time
- Computer literacy
- Analysis skills
- Communication skills
- Free parking
Quick apply
8h
Operations Administrator
OCS Group —Nottingham
- Monday to Friday
- Communication skills
Quick apply
Patient Administrator
Circle Health Group —Nottingham
- Up to £25,071 a year
- Full-time
- Hospital
- Computer literacy
- Administrative experience
- Employee discount
- Life insurance
Trainee Mortgage Advisor
APR Money Ltd —Derby
- From £24,000 a year
- Full-time
- Hybrid work
- Basic maths
- Financial services
- Communication skills
- Life insurance
- Sick pay
Quick apply
3d
Mortgage Administrator
Hollybeck Limited —Derby
- From £15 an hour
- Part-time
- CRM software
- Basic maths
- Microsoft Office
- Annual leave
Quick apply
OHL Project Administrator
SOCOTEC UK & Ireland —Derby
- Full-time
- Microsoft Office
- Administrative experience
- Organisational skills
- Employee assistance programme
Quick apply
7d
Office Manager
Wellow House School —Newark-on-Trent
- Full-time
- Microsoft Office
- Administrative experience
- Organisational skills
- Free parking
- Health & wellbeing programme
Quick apply
10d
Pensions Finance Administrator
Brightwell —Chesterfield
- Microsoft Word
- Organisational skills
- Communication skills
- Free parking
- Employee assistance programme
Customs Process Administrator
Maersk —Derby
- Weekend availability
- Microsoft Outlook
Financial Planner
Park Hall Financial Services —Mansfield
- £60,000 - £65,000 a year
- Full-time
- Business development
- Analysis skills
- Organisational skills
Quick apply
Weighbridge Administrator
EMR UK —Derby
- Customer service
- Annual leave
Administrator
Welbeck Farm Shop —Whitwell
- £12,083 a year
- Part-time
- Microsoft Excel
- Organisational skills
- In-person
- Free parking
- Employee discount
Quick apply
8h
Administrator (Fixed Term)
University of Nottingham —Nottingham
- £26,908 - £28,890 a year
- Monday to Friday
- Organisational skills
- Front desk
- Work from home
- Employee discount
11d
Quality and Learner Data Administrator
Landmarks College —Sheffield
- £26,000 - £28,000 a year
- Full-time
- Continuous improvement
- Travel
- SharePoint
- Free parking
- Health & wellbeing programme
Quick apply
Senior Project Manager
Rehlko —Heanor
- Full-time
- CRM software
- Travel
- Organisational skills
- Employee assistance programme
13d

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financial services administrator jobs near codnor, dby

Apprentice Financial Services Administrator

Fairstone
Nottingham

Quick apply

Job details

Permanent | Full-time | Apprenticeship

Benefits

Company pension
Referral programme
Sick pay

Qualifications

Investment
Financial planning
Pension
Report writing
Microsoft Excel
Report generation
Stakeholder liaison
Filing
Case record updates
English
Microsoft Office Suite
Computer skills
Financial services
Communication skills
Certificate in Insurance
Time management
Office experience

Full job description

This is an exciting proposition to join a growing organisation who offer excellent opportunities to progress your career. Support for future qualifications will be keenly provided to enable the successful applicant to further their knowledge and ability in the role.

_ Role and Responsibilities_

The role will assist both the mortgage and wealth adviser teams in servicing new and existing clients. The expectation is that the split of time will be around 3 days per week on wealth, 2 days on mortgage but this will fluctuate and so it requires flexibility depending on the needs of the business and workflow.
Support to both mortgage and wealth adviser teams, following all business processes to ensure that measures are adhered to.
Review & Research a broad range of financial products across all need areas using all systems and software
Collate and evaluate client policy/investment/pension
Liaise with providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process
Create and maintain client files and enter details onto back office database in line with Fairstone standards. Full client detail to be accurately loaded to the database, data kept updated including changes to client details, plans, and diary activities.
Support in preparing annual review reports for existing clients
Creating new business reports for advisers under their guidance. New business processing and submission to Business quality, submitting onto external and internal systems
Prepare paperwork for pre and post meetings; Send Letters of Authority;
General Administration duties in line with Fairstone procedures; Other duties as they arise.
Maintain regular contact with clients, booking clients in for annual reviews, management of review process and client servicing
Liaise with lenders/providers and clients verbally and in writing to satisfy all additional requirements to process cases through to completion, submitting all lender/provider required documentation in accordance with each provider’s procedures.
Ensure cases are diarised with the correct level of priority applicable to individual circumstance; be pro-active completing all chase and keeping clients / advisors updated with progress.
Check within a timely fashion that mortgage offers, and life acceptance terms received reflect the advice provided and update all appropriate parties.

Skills and Qualifications

Previous experience working in a financial service using financial research tools is desirable but not essential. Apprenticeship available.
Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
High attention to detail, with professional and approachable communication skills with strong command of both written and spoken English
Excellent time management skills, with the ability to meet deadlines and prioritise own work effectively and support advisers achieving excellent client service
Strong interpersonal skills
Good IT skills including Office 365
Ability to work on your own and as part of a team

Benefits:

Company pension
Referral programme
Sick pay

Work Location: In person

Quick apply

Refine Your Search

financial services administrator jobs in codnor, dby

Apprentice Financial Services Administrator

Financial Administrator

Accounts Administrator

Business Support Administrator

Financial Planning Administrator

Depot Finance Administrator

Operations Administrator

Patient Administrator

Trainee Mortgage Advisor

Mortgage Administrator

OHL Project Administrator

Office Manager

Pensions Finance Administrator

Customs Process Administrator

Financial Planner

Weighbridge Administrator

Administrator

Administrator (Fixed Term)

Quality and Learner Data Administrator

Senior Project Manager

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