Financial services administrator Work, Jobs in Aston Cross, Gls (with Salaries)

Financial Services Administrator
WeRecruit4You Ltd —Cheltenham
- £24,420.00 - £40,081.71 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Work from home
Quick apply
19h
HR Systems Administrator
Hazlewoods —Cheltenham
- £33,000 - £36,000 a year
- Full-time
- Data analysis skills
- Human resources
- Organisational skills
- Annual leave
- Employee assistance programme
Quick apply
Financial Services Administrator
Odyssey Financial Planning Ltd —Cheltenham
- Up to £30,000 a year
- Overtime
- Hybrid work
- Basic maths
- Organisational skills
- Financial services
Quick apply
11d
Acquisition and Interlibrary Loan Administrator
University of Gloucestershire —Longlevens
- £28,778 - £31,236 a year
- Call to connect
- Administrative experience
- University
- Communication skills
6d
Purchase Ledger Administrator
Hewer Facilities Management LTD —Gloucester
- Up to £30,000 a year
- Full-time
- Administrative experience
- QuickBooks
- Data entry
- Annual leave
Quick apply
19h
Insurance Administrator
PoloWorks —Cheltenham
- £24,787 a year
- Hybrid work
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Financial Planning Administrator - 12-month FTC
Attivo Group —Cheltenham
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
14h
Client Services Administrator
Wren Sterling —Gloucester
- £26,000 - £30,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Health & wellbeing programme
- Work from home
Quick apply
13d
Private Wealth Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Excel
- Financial services
- Communication skills
Property Finance Administrator 18-month FTC
NFU Mutual —Stratford-upon-Avon
- £26,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Annual leave
- Employee discount
6d
Business Support Administrator
Benefact Group —Cheltenham
- Full-time
- Hybrid work
- Annual leave
- Sick pay
IFA Administrator
Whateley Wealth Management —Bromsgrove
- £28,000 - £30,000 a year
- Full-time
- Microsoft Office
- Analysis skills
- Organisational skills
- Free parking
- Flexitime
Quick apply
5d
Finance Administrator
Worcestershire County Council —Cleeve Prior
- £7,156 - £7,628 a year
- English
- School
10d
Business Administrator
Pinnacle Financial Planning —Redditch
- Up to £30,000 a year
- Full-time
- Microsoft Outlook
- Customer service
- Administrative experience
Quick apply
1d
T&C Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
Trainee Pensions Administrator
Broadstone Corporate Benefits Limited —Redditch
- Full-time
- School
- Employee discount
Strutt & Parker - Administrator
BNP Paribas —Cirencester
- Full-time
- Microsoft Outlook
- Customer service
- Organisational skills
- Annual leave
- Employee discount
Patient Administrator
Circle Health Group —Droitwich
- £24,947 a year
- Full-time
- Hospital
- Employee discount
- Life insurance
Asset Value CAD Administrator
Last Mile Group —Stonehouse
- Up to £27,000 a year
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
7d
Conveyancing Legal Assistant
Eventus Recruitment Group —Redditch
- £26,000 - £28,000 a year
- Call to connect
- Administrative experience
- Organisational skills
- IT
- Employee assistance programme
13d

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financial services administrator jobs near aston cross, gls

Financial Services Administrator

WeRecruit4You Ltd
Cheltenham

Quick apply

Job details

Full-time
£24,420.00 - £40,081.71 a year
19 hours ago

Benefits

Free parking
Work from home
Sick pay
On-site parking

Qualifications

Microsoft Word
Financial planning
Microsoft Excel
Microsoft Outlook
Data analysis skills
Microsoft Office
Organisational skills
Financial services
Communication skills
Banking

Full job description

Financial Services Administrator

WeRecruit4You Ltd is recruiting on behalf of a well-established and growing financial services client for a highly organised and detail-oriented Financial Services Administrator.

This is an excellent opportunity for an experienced administrator looking to develop their career within the financial services sector. The successful candidate will play a key role in supporting a professional financial planning team, ensuring the smooth and efficient delivery of administrative and client service functions.

Key Responsibilities

Prepare, compile and maintain accurate reports and documentation using Microsoft Word and Excel.
Support financial planning activities by assisting with the analysis and organisation of financial data.
Manage client communications via telephone, email and written correspondence, providing a professional and high standard of customer service.
Coordinate diaries, appointments and meetings using Microsoft Outlook.
Maintain client records and documentation, ensuring information is accurate, compliant and up to date.
Provide general administrative support including filing, data entry and document management.
Assist in the preparation of financial documentation, reports and client presentations.
Liaise effectively with internal departments and external stakeholders to ensure a smooth workflow.
Handle confidential and sensitive information with discretion and professionalism.

Candidate Requirements

Previous administration experience within financial services, financial planning, mortgages, banking, insurance or a related sector.
Strong organisational skills with the ability to manage multiple tasks and priorities effectively.
Excellent written and verbal communication skills.
High attention to detail and accuracy in all aspects of work.
Strong report preparation and data analysis skills.
Proficient in Microsoft Office applications, including Word, Excel and Outlook.
Ability to work independently while also contributing positively within a team environment.
Experience supporting financial advisers or financial planning teams would be advantageous but is not essential.

What's on Offer

Opportunity to join a respected and professional financial services organisation.
Supportive team environment with ongoing training and development.
Career progression opportunities within the financial services sector.
Competitive salary and benefits package.

If you are an organised, proactive and customer-focused administrator seeking your next opportunity within financial services, we would love to hear from you.

Apply today through WeRecruit4You Ltd. Or Alternatively ring us on 07377 730975

Pay: £24,420.00-£40,081.71 per year

Benefits:

Free parking
On-site parking
Sick pay
Work from home

Experience:

Financial Administration: 2 years (preferred)

Willingness to travel:

75% (preferred)

Work Location: In person

Quick apply

Refine Your Search

financial services administrator jobs in aston cross, gls

Financial Services Administrator

HR Systems Administrator

Financial Services Administrator

Acquisition and Interlibrary Loan Administrator

Purchase Ledger Administrator

Insurance Administrator

Financial Planning Administrator - 12-month FTC

Client Services Administrator

Private Wealth Administrator

Property Finance Administrator 18-month FTC

Business Support Administrator

IFA Administrator

Finance Administrator

Business Administrator

T&C Administrator

Trainee Pensions Administrator

Strutt & Parker - Administrator

Patient Administrator

Asset Value CAD Administrator

Conveyancing Legal Assistant

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