Financial adviser Work, Jobs in Belgrave, Lec (with Salaries)

Financial Services Administrator
Witcher Associates —Leicester
- £25,500 - £33,000 a year
- Full-time
- Organisational skills
- Computer skills
- Financial services
- Annual leave
Quick apply
7d
Client Services Administrator
Stepping Stones Financial Planning LLP —Leicester
- From £28,000 a year
- Full-time
- Customer service
- Administrative experience
- Analysis skills
Quick apply
10d
Trainee Mortgage Adviser
The New Homes Group —Leicester
- £25,000 - £50,000 a year
- Full-time
- Remote
- Computer skills
- Communication skills
- Annual leave
- Referral programme
Quick apply
Financial Planning Administrator / Wealth Management Administrator
Willday Wealth Management —Leicester
- £32,000 - £37,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
- Annual leave
Quick apply
13d
Financial Services Administrator
FNZ —Leicester
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
Financial Services Assistant and Junior Paraplanner
Armstrongs Wealth Planning Ltd —Nuneaton
- £28,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Referral programme
Quick apply
1d
Finance Director
loc8me —Loughborough
- Up to £100,000 a year
- Full-time
- Analysis skills
- Presentation skills
- In-person
- Free parking
- Annual leave
Quick apply
Home Insurance Adviser
Safe&Secure Insurance Services Ltd —Derby
- From £42,000 a year
- Full-time
- Sales
- Analysis skills
- In-person
- Employee discount
- Sick pay
Quick apply
9d
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
Digital Content Compliance Specialist
Bonus Skins Gaming Media UK Ltd —Leicester
- £30,000 - £43,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Flexitime
Quick apply
Financial Planner (Virtual)
The Progeny Group Limited —Nottingham
- £150,000 - £400,000 a year
- Full-time
- Remote
- Microsoft Powerpoint
- Microsoft Word
- Research
- Employee assistance programme
- Referral programme
Quick apply
Development Manager - Real Estate
Leicestershire County Council —Leicester
- £72,024 - £81,300 a year
- Full-time
- Hybrid work
- Contracts
- Budgeting
- Negotiation
- Flexible schedule
Digital Content Writer
Mortgage Advice Bureau —Derby
- Up to £40,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Analytics
- Annual leave
- Employee discount
Quick apply
6d
Schools Finance Officer
Coventry City Council —Coventry
- £33,699 - £39,862 a year
- Presentation skills
- Accounting
- Organisational skills
1d
Pension Administrator
FNZ —Nottingham
- Full-time
- Organisational skills
- Communication skills
13d
Paraplanner
RGH‑Global Limited —Leicester
- £35,000 - £41,000 a year
- Hybrid work
- Microsoft Word
- Organisational skills
Start & Sustain Adviser
East Midlands Chamber (Derbyshire, Nottinghamshire, Leicestershire) —Nottingham
- £40,000 - £42,500 a year
- Full-time
- CRM software
- Sales
- Business development
- Bereavement leave
Money Advice Caseworker
Citizens Advice —Swadlincote
- £20,839 - £23,366 a year
- Hybrid work
- Budgeting
- Communication skills
7d
Paraplanner
The Progeny Group Limited —Nottingham
- Full-time
- Hybrid work
- Microsoft Word
- Mentoring
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Customer Services Adviser (Inbound)
Financial Ombudsman Service —Coventry
- £25,856 a year
- Full-time
- Hybrid work
- Communication skills
10d

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Financial Services Administrator

Witcher Associates
Leicester

Quick apply

Job details

Full-time
£25,500 - £33,000 a year
7 days ago

Benefits

Annual leave
Company pension
Private medical insurance

Qualifications

Financial Conduct Authority guidelines
Financial planning
Pension
Report writing
Stakeholder liaison
Organisational skills
Computer skills
Financial services
Communication skills

Full job description

Financial Services Administrator

Leicester | £25,500 – £32,000 DOE | Full-time, Permanent

Witcher Associates is recruiting for a Financial Services Administrator to join an established and friendly Financial Services business in Leicester.

This is a great opportunity for someone looking to start or develop a career within Financial Services. You don't necessarily need previous experience working for an IFA or Financial Services business, but you will need to demonstrate that you already have some knowledge, exposure or understanding of the industry.

That could have come from studying a relevant course or qualification, working within banking, pensions, investments or another area of Financial Services, or simply having developed a good understanding of the sector and its terminology.

You don't need to know everything from day one, but terms such as pensions, investments, tax-free cash and taxable income shouldn't feel completely unfamiliar.

Equally, our client would be very happy to consider an experienced Financial Services, IFA, Financial Planning or Wealth Management Administrator looking for their next long-term move.

What you'll be doing

Working closely with Financial Advisers and the wider team, you'll provide administrative support while helping to ensure clients receive an efficient and professional service.

Your responsibilities will include:

Providing day-to-day administrative support to Financial Advisers
Processing and maintaining client documentation
Updating client records and ensuring information is accurate and up to date
Preparing client correspondence and documentation
Liaising with clients, product providers and third parties by telephone and email
Supporting the administration of pensions, investments, protection and other Financial Services products
Managing incoming queries and ensuring actions are completed promptly
Maintaining accurate records on the firm's back-office system
Ensuring client files and documentation meet internal and FCA requirements
Providing wider administrative support to the team when required

What we're looking for

We're keeping the level of experience fairly open. What's most important is that you have some foundation of Financial Services knowledge and a genuine interest in developing within the industry.

You'll ideally have:

Some understanding of Financial Services and IFA terminology
Good administrative and organisational skills
Excellent attention to detail
Strong written and verbal communication skills
Confidence communicating with clients and providers
Good IT skills and the ability to learn new systems
A proactive attitude and willingness to learn
The ability to work well within a small, close-knit team

Previous experience using an IFA or Financial Services back-office system would be advantageous but isn't essential.

Training & progression

This is a business that is keen to support people who want to develop.

Professional qualifications aren't required, but if you're interested in studying towards relevant Financial Services qualifications, you'll be supported and given time to develop your knowledge.

There could also be opportunities to progress further within Financial Services over time, potentially including a longer-term route towards becoming a Financial Adviser if that's something you're interested in.

Equally, there's no expectation to follow the Adviser route, and someone looking to build a long-term career within Financial Services administration would be equally welcome.

What's on offer?

£25,500 – £32,000 depending on experience
Monday to Friday, 9:00am – 5:00pm
23 days' annual leave
Workplace pension
Private healthcare following successful completion of probation
Support towards relevant professional qualifications
Long-term career development opportunities
Friendly, supportive and close-knit working environment
Potential for some hybrid flexibility once fully trained and established

The position will initially be predominantly office-based in Leicester, so you'll need to be comfortable travelling into the office regularly.

If you have some existing Financial Services knowledge and are looking for an opportunity to start, develop or continue your career within the industry, we'd love to hear from you.

Apply today or contact Witcher Associates for a confidential conversation.

Pay: £25,500.00-£33,000.00 per year

Work Location: In person

Quick apply

Refine Your Search

financial adviser jobs in belgrave, lec

Financial Services Administrator

Client Services Administrator

Trainee Mortgage Adviser

Financial Planning Administrator / Wealth Management Administrator

Financial Services Administrator

Financial Services Assistant and Junior Paraplanner

Finance Director

Home Insurance Adviser

Trainee Mortgage Advisor

Digital Content Compliance Specialist

Financial Planner (Virtual)

Development Manager - Real Estate

Digital Content Writer

Schools Finance Officer

Pension Administrator

Paraplanner

Start & Sustain Adviser

Money Advice Caseworker

Paraplanner

Customer Services Adviser (Inbound)

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