Financial services administrator Work, Jobs in Lazonby, Cma (with Salaries)

Financial Services Administrator
David Allen —Carlisle
- £21,500 - £25,000 a year
- Full-time
- Administrative experience
- Organisational skills
- Financial services
- Free parking
- Flexitime
Quick apply
Business Administrator
Barrnon Ltd —Appleby-In-Westmorland
- £22,000 - £24,000 a year
- Full-time
- Customer service
- Word processing
- English
- Free parking
Quick apply
5d
Printing Administrator
Border Offset Printers Ltd —Carlisle
- From £12.71 an hour
- Full-time
- Computer literacy
- Organisational skills
- Computer skills
- Free parking
Quick apply
3d
Financial Adviser (Penrith)
Perspective Financial Group —Penrith
- Monday to Friday
- Analysis skills
- Financial services
- Communication skills
- Referral programme
Occupational Health Advisor
pladis —Carlisle
- Part-time
- Remote
- Computer literacy
- Case management
- Organisational skills
- Employee assistance programme
- Employee discount

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financial services administrator jobs near lazonby, cma

Financial Services Administrator

David Allen
Carlisle

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Job details

Permanent | Full-time
£21,500 - £25,000 a year

Benefits

Free parking
Financial planning services
Flexitime
Discounted or free food
Company pension
Company events
Employee discount
Paid volunteer time
Bereavement leave
Life insurance
Referral programme
Sick pay
On-site parking

Qualifications

Financial planning
Report writing
Stakeholder liaison
Administrative support experience
Administrative experience
Organisational skills
Financial services

Full job description

Join #TeamDA as a Financial Services Administrator

Do you enjoy helping people, staying organised and being part of a supportive team?

We are looking for a Financial Services Administrator to join our dedicated Financial Services team. This is a fantastic opportunity to become part of a professional yet friendly environment where your contribution will make a real difference to both colleagues and clients.

As a key member of the team, you will be responsible for a variety of administrative tasks including managing diaries, arranging client appointments, maintaining accurate records and liaising with clients and providers. Your ability to stay organised, communicate effectively and work accurately will help us continue to deliver an exceptional service.

Whether you already have administrative experience or are looking to develop your skills within financial services, we are looking for someone with enthusiasm, professionalism and a willingness to learn and grow with us.

About the role

As a Financial Services Administrator, you will provide vital administrative support to our Financial Services team, helping to deliver an efficient, accurate and client focused service.

Working closely with colleagues, clients and providers, you will support the day to day running of the department by managing client information, arranging appointments, maintaining records and ensuring all work is completed to a high standard and in line with regulatory requirements.

Your role will include:

Managing incoming and outgoing correspondence and maintaining accurate records
Arranging client appointments and managing team diaries
Liaising with clients, providers and colleagues in a professional manner
Updating and maintaining client information within back office systems
Supporting the preparation of reports and other administrative tasks
Assisting with fee reconciliations and general departmental administration
Ensuring work is completed accurately, securely and in compliance with regulations
Planning and prioritising your workload to meet team deadlines
Supporting improvements to systems and processes across the department

You will be supported by an experienced and friendly team who will help you develop your knowledge and confidence within financial services administration. This is an excellent opportunity for someone who is organised, detail oriented and looking to build a long term career within a professional and client focused environment.

Application Process

Please review the full job description and person specification on the careers section of our website before applying.

To apply, send your CV along with a brief summary explaining why you are a great fit for this role to [email protected].

Please note – We do not accept applications from agencies.

We may close applications early if we receive a high volume of interest.

Pay: £21,500.00-£25,000.00 per year

Benefits:

Bereavement leave
Company events
Company pension
Discounted or free food
Employee discount
Financial planning services
Flexitime
Free parking
Life insurance
On-site parking
Paid volunteer time
Referral programme
Sick pay

Work Location: In person

Quick apply

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financial services administrator jobs in lazonby, cma

Financial Services Administrator

Business Administrator

Printing Administrator

Financial Adviser (Penrith)

Occupational Health Advisor

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