Administrator (Financial Services) - Kent, United Kingdom - Synchronicity Group

    Synchronicity Group
    Synchronicity Group Kent, United Kingdom

    1 month ago

    Show more Collapse job
    Default job background
    Full time
    Description

    IFA Administrator, Kent. Up to £35,000 plus benefits.

    We are working with a well-established IFA based in Kent who are looking for an experienced Administrator with previous experience gained within Financial Services in an Administration role. Operating for over 30 years, with 30+ staff, you will work in a team of 5, supporting a team of Paraplanners and Financial Advisers. Opportunity to further progress and develop your career within Financial Services is available.

    The role:

    • Administration and maintenance of client files
    • Processing new business applications using various platforms
    • Ensuring that financial transactions are completed correctly & compliantly
    • Assist with preparing for client review meetings
    • Administration and maintenance of company records
    • Play a role in developing their back-office system
    • Liaising with product and system providers
    • Fee and commission reconciliation
    • File audits as required

    To apply:

    • You must have previous experience gained in Financial Services preferably within an IFA.
    • Strong communications skills, able to demonstrate the ability to interact with colleagues and clients clearly and concisely.
    • Customer focused. Ensuring the customer is always provided with the highest possible service.
    • Solid working experience of Word, Excel & Outlook.
    • Experience working with Quilter Transact and/or Fidelity Platforms is desirable.

    For further information about this and many other great opportunities in Financial Services, please contact Synchronicity Wealth.


    We have other current jobs related to this field that you can find below

  • The Leigh Academy

    Administrator

    3 weeks ago


    The Leigh Academy Kent, United Kingdom

    **Are you a highly organised and efficient Administrator? Do you work with a high level of professionalism in everything that you do? Are you keen to join an inspirational academy?** · The Leigh Academy has a great exciting opportunity to appoint an **Administrator **responsible ...

  • NHS Professionals

    Administrator

    3 weeks ago


    NHS Professionals Kent, United Kingdom

    **Job Title**:Administrator · **Location**:Kent & Canterbury Hospital, Ethelbert Road, Canterbury, Kent, CT1 3NG · **Trust Location**:East Kent Hospitals NHS Foundation Trust · Would you like to be a part of a team that works well together, always there to help each other? If you ...

  • Gallifordtry

    Team Administrator

    3 weeks ago


    Gallifordtry Kent, United Kingdom

    Note for Recruitment Agencies:_ · - We prefer to hire directly and we will be in touch with our PSL Agencies if this role is eligible for release._ · - We do not accept speculative CVs from agencies. If speculative CVs are sent, no fee will be applicable - please direct all queri ...


  • OPTIMAL RECRUITMENT SOLUTIONS LIMITED Kent, United Kingdom

    **Optimal Recruitment** are now assisting with the search for a **Commercial Administrator **to join a well established Engineering and Construction company based in **Kent** or **Sussex.** As they have offices in both regions, you can be based from either location and there is a ...

  • Skanska

    Project Administrator

    2 weeks ago


    Skanska Kent, United Kingdom

    **General information**: · **City/town**: · - Kent**Job field**: · - Construction**External closing date**: · - Friday, March 17, 2023**Type of contract**: · - Permanent**ID**: · - 2518**Description and requirements**: · Our Building Services team are looking for a Projects Admin ...

  • Oxleas NHS Foundation Trust

    Team Administrator

    3 weeks ago


    Oxleas NHS Foundation Trust Kent, United Kingdom

    Bexley care are looking to recruit a motivated, enthusiastic and dedicated Administrator to support the Complex Case Team. · The post holder will be responsible for providing an integrated and comprehensive administration service to the Complex Case Team. · You will need to demon ...

  • United Living

    Project Administrator

    2 weeks ago


    United Living Kent, United Kingdom

    United Living is a fast-paced, ambitious and rapidly expanding business, with huge plans for the future. Our Property Services team work with a number of key local authority and housing association partners, and we are currently looking for a Project Administrator who will be wor ...


  • Charlier Construction Ltd Kent, United Kingdom

    The Role: Full-time Receptionist and Administrator · We are looking for a full-time office administrator and receptionist to join a well-established construction company in Hythe. · - Good communication skills. · - Excellent administrative skills. · - Experience of using Microsof ...


  • On Track Recruitment Kent, United Kingdom

    This is a brilliant opportunity for a confident and personable individual to assist on reception for a busy establishment. · **Your day will include the following**: · Answering incoming calls · Assisting with any queries · Greeting visitors, signing them in/out · General recepti ...

  • Hilden Park School

    Senior Administrator

    3 weeks ago


    Hilden Park School Kent, United Kingdom

    **Team**:Education and Teaching · **Location**: Tonbridge, Kent · **Salary**: £27,852 - £32,909 + excellent benefits · **Contract Type**: Permanent · **Position Type**: Full Time · **Interview Date**:Monday, 18 September 2023 · **Closing date**: Sunday, 17 September 2023, 23:59 · ...


  • CXK Ltd Kent, United Kingdom

    **Location**: HMP Elmley, Kent · - **Contract**: Permanent, Part-Time (3 days per week) · - **Salary**: £19,429 - £21,033 pro rata (depending on skills and experience) · - **Closing Date**: 27th February 2023 · CXK is an award-winning charity that empowers young people and adults ...

  • Oxleas NHS Foundation Trust

    Team Administrator

    2 weeks ago


    Oxleas NHS Foundation Trust Kent, United Kingdom

    To liaise between team and patients regarding clinics and appts. To help with handover details to the team to allow smooth running of the service. · To provide integrated and comprehensive secretarial and administrative support to the Women Service dealing with client enquiries a ...

  • Ebbsfleet Green Primary School

    Academy Administrator

    3 weeks ago


    Ebbsfleet Green Primary School Kent, United Kingdom

    Hours: 37 hours per week, 41 weeks per year · Ebbsfleet Green Primary Academy is part of the Maritime Academy Trust, an innovative partnership of schools in Greenwich, Bexley, Kent & Medway. Our academies transform through collaboration and an entrepreneurial curriculum which equ ...


  • Resourcing Group Kent, United Kingdom

    I am currently recruiting for a contract support administrator to work for a large grounds maintenance contractor · The role will involve dealing invoices, stock checks, materials, rota, staff payroll and all other administrative support · Resourcing Group is acting as an Employm ...


  • Bromley Healthcare Kent, United Kingdom

    Administrative and project officer for urgent and emergency care and discharge - Band 4 · 3 month Fixed term contract, possible extension to a further 6 months · £28,057 - £30,390 Inclusive of Hcas · **Bromley Healthcare are recruiting this role for One Bromley**: · The role is i ...


  • Connect2Staff Kent, United Kingdom

    This is a new exciting role working for a luxury e-commerce business, that has been established for over 20 years · offering fantastic opportunities for a driven and enthusiastic individual who has a passion in B2B sales, Customer service and Marketing. · Hours are Monday - Frida ...


  • Premier Work Support Kent, United Kingdom

    An exciting opportunity has arisen working for one of our clients on a permanent basis as an **HR and Payroll Administrator** to join their small friendly team. · You will have strong Sage Payroll experience, be a good communicator and have Word and Excel skills. You will have pr ...


  • Service Care Kent, United Kingdom

    Location: Sidcup (with agile working options available) · Contract: 6 months + · The Information Rights Unit are the MPS experts with regard to the Data Protection Act (DPA), the Freedom of Information Act (FOIA) and related Information Sharing matters. · The role of the Triage O ...


  • Service Care Kent, United Kingdom

    Service Care Solutions, on behalf of our client, is currently recruiting for a DPA Caseworker to join the Information Rights Unit at the MPS.Please see below for more information or contact Lewis Ashcroft on · **Job Description**: · The DPA Right of Access team is responsible fo ...

  • Office Angels

    Administrator

    3 weeks ago


    Office Angels Kent, United Kingdom

    Administrator · Immediate Start · £12.00-£12.50 phr · Monday - Friday 8.30am - 5.30pm · Are you a confident Administrator looking for a role to start immediately? · Looking for a minimum of 2 months work with potential to extend? · Our lovely client based close to Hoo is looki ...