Financial advisory support occupations Work, Jobs in Devizes, Wil (with Salaries)

Administrator - Financial Services Sector
CMD Recruitment —Swindon
- £25,000 - £30,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Computer skills
14d
Technical Administrator
Ellis James Partners Ltd —Corsham
- £26,000 - £30,000 a year
- Microsoft Office
- Administrative experience
- Communication skills
3d
Administration Assistant - Investment Team - Hybrid
Argentis Group Limited —Bath
- £28,000 - £32,500 a year
- Full-time
- Hybrid work
- English
- Financial services
- Communication skills
Quick apply
13d
Trainee Financial Adviser
The Private Office —Bath
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Financial Administrator
LilleyCo Financial Services —Hungerford
- £25,000 - £30,000 a year
- Full-time
- Customer service
- Organisational skills
- Financial services
- Free parking
Quick apply
Paraplanner (Marlborough)
Perspective Financial Group —Marlborough
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Pensions Administrator
UK Research and Innovation —Swindon
- £25,842 a year
- Temporary
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Annual leave
- Employee assistance programme
18h
Administrator
Usay Compare —Cirencester
- £26,228 a year
- Full-time
- Microsoft Outlook
- Communication skills
Quick apply
Pensions Administrator
UK Research and Innovation (UKRI) —Swindon
- £25,842 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Annual leave
- Employee assistance programme
1d
Senior Wealth Administrator
Royal Bank of Canada —Bath
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
12d
Wealth Paraplanner
Royal Bank of Canada —Bath
- Full-time
- Customer service
- Communication skills
- Tax experience
7h
Paraplanner
Old Mill —Chippenham
- Full-time
- Hybrid work
- Analysis skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
1d

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Technical Administrator
Ellis James Partners Ltd —Corsham
This includes processing incoming post, scanning and allocating documentation, and ensuring client records are kept accurate and up to date across internal…
£26,000 - £30,000 a year
3d
Service Administrator
WR HVACR —Street
Posted: 01/06/26 Recruiter: WR HVACR Reference: 3115925612 Type: Permanent Salary: £35,000 Annual Location: Street, Somerset Description: Overview A well…
£35,000 a year
3d

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Administrator - Financial Services Sector

CMD Recruitment -
Swindon

Apply Now

Job details

Permanent
£25,000 - £30,000 a year
14 days ago

Qualifications

Microsoft Word
Microsoft Excel
Computer skills
Financial services
Communication skills

Full job description

Posted: 21/05/26 Recruiter: CMD Recruitment Reference: 3111601890 Type: Permanent Salary: £25,000 - £30,000 Annual Location: Swindon, Wiltshire Description:

Administrator - Financial Services Industry

£25,000pa - £30,000pa depending on experience

Swindon - Office based

Full-time, PermanentAre you an enthusiastic Administrator with experience in the Financial Services sector, having worked as an IFA, Pension, Investment, or Mortgage Administrator previously? Are you looking for a new role within a growing organisation? If YES, we want to hear from you!

My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Swindon. Working in collaboration with the team, you will provide administration support to the Financial Advisors, and become a point of contact for clients, answering their queries around mortgages, pensions, investments and protection.

Responsibilities

Submit applications to providers
Prepare paperwork for client meetings
Update the in-house CRM system
Liaise with providers by phone and email
Liaise with clients by phone and email
Using the quotation system for in-house services
Provide Advisors with template letters for completion
Submit online applications
Producing reports

Person Specification

Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage, investment, pension, or similar sector, or as an IFA Administrator
Ability to manage own time and take initiative to search out solutions
Excellent communication skills
Good computer knowledge and ability to work with Microsoft Word and Excel
Ability to build rapport with clients

Working hours for this role are Monday - Friday 8.30 am - 4.30 pm OR 9.00 am - 5.00 pm and it is a fully office-based role - please do not apply if you are looking for hybrid working

Successful candidates will be contacted within 7 working days of their applications. Should you not hear from us within this time, please assume that your application was unsuccessful.

Apply Now

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financial advisory support occupations jobs in devizes, wil

Administrator - Financial Services Sector

Technical Administrator

Administration Assistant - Investment Team - Hybrid

Trainee Financial Adviser

Financial Administrator

Paraplanner (Marlborough)

Pensions Administrator

Administrator

Pensions Administrator

Senior Wealth Administrator

Wealth Paraplanner

Paraplanner

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