Financial Services Administrator Jobs in Halifax

CB3 Associates Ltd - Leeds, United Kingdom

Prepare for client meetings by getting up to date valuations and to ensure the clients fact find has been updated and any business opportunities identified. Support the Adviser to ensure the end to end...

from: uk.lifeworq.com - 2 days ago

Leeds, England, United Kingdom

Opportunity to progress in a variety of directions including senior office support or into a front office Investment Management of Financial Planning capacity, with study support provided. As part of a...

from: jobleads.co.uk - 7 days ago

Leeds, England, United Kingdom

If you're someone who thrives on challenge, enjoys working in a collaborative team environment, and is committed to delivering excellence in client service, we want to hear from you! Maintain Curo system...

from: jobleads.co.uk - 10 days ago

Halecroft Recruitment - Hale, United Kingdom (+1 location)

Maintenance of all client policy data & associated income expectancies A good knowledge and understanding of a wide range of financial products – Ideal Tasks to be recorded and maintained via back-office...

from: CV-library.co.uk (+2 sources) - 14 days ago

Interactive Investor - Manchester, England, United Kingdom

• Maintain the organisation’s first line of defence by ensuring individual adherence to business processes and procedures that are designed to meet the regulatory standards set out in the relevant FCA...

from: jobleads.co.uk (+2 sources) - 3 days ago

CB3 Associates Ltd - Leeds LS1, West Yorkshire, Yorkshire and the Humber

Prepare for client meetings by getting up to date valuations and to ensure the clients fact find has been updated and any business opportunities identified. Support the Adviser to ensure the end to end...

from: joblookup.com (+1 source) - 21 days ago

Hybrid Recruit - WF10, Castleford, City and Borough of Wakefield, United Kingdom

* Following our full P2P Process using our Document Management System ‘Paperless’ * Regular ledger review and prompt resolution of direct debit/debit balances * Experience of Document Management Software/P2P... £24000 - £25000/annum

from: CV-library.co.uk (+1 source) - 8 days ago

Page Personnel - Bolton, Greater Manchester, United Kingdom

Dealing with any client queries efficiently and as quickly as possible Excellent problem solving ability and able to deal with complex queries Adhering to all procedures and regulatory requirements Supporting... £26000/annum

from: CV-library.co.uk (+1 source) - 25 days ago

Dawn Consulting (Sw) Limited - Manchester, Greater Manchester, North West, UK

The Role: I am recruiting a Financial Planning Assistant / Financial Services Administrator on behalf of Smart Financial Ltd., a highly regarded, well-established and ambitious Lifestyle Financial Planning... £27,000

from: totaljobs.com - 18 days ago

Recruit UK | Certified B Corp™ - Leeds LS1, West Yorkshire, Yorkshire and the Humber

Extensive benefits include pension, great holiday, group income protection and life assurance, PMI plus additional voluntary benefits. The following information provides an overview of the skills, qualities...

from: joblookup.com (+1 source) - 19 days ago