Financial administrator Work, Jobs in Oadby, Lec (with Salaries)

Apprentice Financial Services Administrator
Fairstone —Nottingham
- Full-time
- Microsoft Excel
- English
- Computer skills
- Referral programme
- Sick pay
Quick apply
Cost Clerk
COLAS ROADS UK —Coventry
- £24,800 - £32,000 a year
- Hybrid work
- Microsoft Outlook
- Databases
- Administrative experience
- Annual leave
- Employee discount
Wealth Planning Administrator
Armstrongs Chartered Accountants —Nuneaton
- £27,000 - £32,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
Quick apply
6d
Hotel Administrator - Part-time
Hilton —Derby
- £12.71 an hour
- Part-time
- Customer service
- Hotel
- Administrative experience
- Employee stock purchase plan
- Annual leave
Customs Process Administrator
Maersk —Derby
- Weekend availability
- Microsoft Outlook
Business and Operations Officer
Loughborough University —Loughborough
- £28,000 - £30,000 a year
- Full-time
- Administrative experience
- Analysis skills
- Recruiting
- Free parking
- Annual leave
Document Management Administrator (6month FTC) - Nuneaton
GRS Group —Nuneaton
- £23,000 - £24,000 a year
- Full-time
- Data entry
- Employee assistance programme
Quick apply
21h
Patient Administrator
Circle Health Group —Nottingham
- Up to £25,071 a year
- Full-time
- Hospital
- Computer literacy
- Administrative experience
- Employee discount
- Life insurance
Payments Administrator
Clothing R Us —East Leake
- £14 an hour
- Part-time
- Organisational skills
- In-person
- Free parking
Quick apply
Nursery Office Administrator
The Dunchurch Montessori Nursery School —Rugby
- £19,500 a year
- Part-time
- Google Suite
- English
- Administrative experience
- Free parking
Quick apply
14d
HR Administrator
LKQ Corporation —Tamworth
- Full-time
- Computer literacy
- Human resources
- Contracts
- Annual leave
- Employee assistance programme
6d
Contracts Administrator - Plumbing & Heating
PTS —Crick
- Full-time
- Computer literacy
- Databases
- Computer skills
- Annual leave
- Employee assistance programme
6d
Operations Administrator
OCS Group —Nottingham
- Monday to Friday
- Communication skills
Administrator (part time)
PPG Health In Justice —Oakham
- Up to £11,429 a year
- Monday to Friday
- Inventory control
- Computer literacy
- Databases
- Employee discount
Transport Administrator
Nuvision Logistics Ltd —Crick
- £26,500 - £28,500 a year
- Full-time
- Customer service
- Data analysis skills
- Analysis skills
- Free parking
Quick apply
Administrator Team Leader - Nuneaton
GRS Group —Nuneaton
- Full-time
- Continuous improvement
- Leadership
- Time management
- Employee assistance programme
Quick apply
5d
Warehouse clerical
DHL Supply Chain —Kettering
- Computer literacy
- Data entry
- Warehouse experience
- Free parking
Consultant - CDM
PickEverard —Leicester
- Mentoring
- Annual leave
- Employee assistance programme
Purchasing Administrator
Digital Concept Engineering —Hinckley
- £12.71 - £13.50 an hour
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Administrative experience
- Free parking
- Employee discount
Quick apply
12d
School Administration Apprenticeship
SCCU Group —Rugby
- £8 an hour
- Monday to Friday
- Microsoft Outlook
- Computer literacy
- Data entry
Quick apply
5d

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financial administrator jobs near oadby, lec

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 administrator jobs in oadby, lec

Apprentice Financial Services Administrator

Cost Clerk

Wealth Planning Administrator

Hotel Administrator - Part-time

Customs Process Administrator

Business and Operations Officer

Document Management Administrator (6month FTC) - Nuneaton

Patient Administrator

Payments Administrator

Nursery Office Administrator

HR Administrator

Contracts Administrator - Plumbing & Heating

Operations Administrator

Administrator (part time)

Transport Administrator

Administrator Team Leader - Nuneaton

Warehouse clerical

Consultant - CDM

Purchasing Administrator

School Administration Apprenticeship

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