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5,475

Complaints jobs in United States

Senior Financial Administrator - London

Senior Financial Administrator - London
Artemis Recruitment Consultants Ltd
London
GBP 30,000 - 40,000
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Customer Support Specialist | Manchester, UK

Customer Support Specialist | Manchester, UK
Kroo Bank Ltd
Manchester
GBP 25,000 - 35,000

Employment Solicitor - Southampton

Employment Solicitor - Southampton
Chadwick Nott
Hedge End
GBP 50,000 - 65,000

Property Claims Team Leader

Property Claims Team Leader
Aston Charles
Peterborough
Remote
GBP 40,000 - 50,000

Financial Adviser (Self-Employed) - London

Financial Adviser (Self-Employed) - London
Artemis Recruitment Consultants Ltd
London
GBP 35,000 - 55,000
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Motor Claims Team Leader

Motor Claims Team Leader
Aston Charles
Peterborough
Remote
GBP 40,000 - 50,000

Motor Claims Team Leader

Motor Claims Team Leader
Aston Charles
Manchester
Remote
GBP 40,000 - 50,000

Motor Claims Team Leader (PI & Credit Hire)

Motor Claims Team Leader (PI & Credit Hire)
Aston Charles
Liverpool
Remote
GBP 40,000 - 50,000
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Partner - Finance Transformation Consulting Leader, Europe

Partner - Finance Transformation Consulting Leader, Europe
Wipro Technologies
London
GBP 100,000 - 180,000

Motor Claims Team Leader

Motor Claims Team Leader
Aston Charles
Leicester
Remote
GBP 40,000 - 50,000

Customer Support Specialist | London, UK

Customer Support Specialist | London, UK
Kroo Bank Ltd
London
GBP 25,000 - 35,000

Assistant Manager

Assistant Manager
South
Bristol
GBP 20,000 - 27,000

Hotel Manager

Hotel Manager
PropRec
City of Edinburgh
GBP 30,000 - 45,000

Financial Adviser - Market Harborough

Financial Adviser - Market Harborough
Artemis Recruitment Consultants Ltd
Market Harborough
GBP 30,000 - 50,000

Customer Service Administrator

Customer Service Administrator
(function(w,d,s,l,i){w[l]=w[l]|[];w[l].push({'gtm.start':new Date().getTime(),event:'gtm.js'});var f
Witham
GBP 21,000 - 25,000

Senior Staff Nurse

Senior Staff Nurse
Great Ormond Street Hospital
London
GBP 35,000 - 45,000

Health & Safety Advisor

Health & Safety Advisor
Thrive SW
Birmingham
GBP 40,000 - 45,000

Assistant Accountand/Bookkeeper

Assistant Accountand/Bookkeeper
Protalent
London
GBP 25,000 - 28,000

Trainee Financial Adviser - Leeds

Trainee Financial Adviser - Leeds
Artemis Recruitment Consultants Ltd
Leeds
GBP 24,000 - 30,000

Trainee Financial Adviser - Cumbria

Trainee Financial Adviser - Cumbria
Artemis Recruitment Consultants Ltd
England
GBP 24,000 - 30,000

Trainee Financial Adviser - Manchester

Trainee Financial Adviser - Manchester
Artemis Recruitment Consultants Ltd
Manchester
GBP 24,000 - 30,000

Motor Claims Team Leader (PI & Credit Hire)

Motor Claims Team Leader (PI & Credit Hire)
Aston Charles
Chelmsford
Remote
GBP 40,000 - 50,000

Motor Claims Team Leader

Motor Claims Team Leader
Aston Charles
Nottingham
Remote
GBP 40,000 - 50,000

Private Client Administrator (IFA) - London

Private Client Administrator (IFA) - London
Artemis Recruitment Consultants Ltd
London
GBP 30,000 - 40,000

Trainee Financial Adviser - Cheshire

Trainee Financial Adviser - Cheshire
Artemis Recruitment Consultants Ltd
England
GBP 24,000 - 30,000

Senior Financial Administrator - London

Artemis Recruitment Consultants Ltd
London
GBP 30,000 - 40,000
Job description

Type of Position: Senior Financial Administrator - London

Pay: £30k - £40k

Our client is seeking a Senior Financial Administrator to join their team in London.

Key Accountabilities:
PA and General Admin Duties
  • Organise and diarise meetings for Private Client Advisors
  • Prioritise tasks with Private Client Advisors
  • Handle calls and email queries, acting on non-technical inquiries
  • Prepare agendas and information requests for client meetings as needed
  • Assist in producing management information for central teams
  • Perform general administrative tasks such as scanning and filing
Client Servicing and Meeting Preparation
  • Use systems to submit new business to providers
  • Prepare meeting packs for client meetings and reviews
  • Prepare application forms and documents for client approval
  • Liaise with providers to ensure applications are received and complete outstanding requirements
  • Generate client portfolio valuations and statements using Intelligent Office
  • Assist with trades and portfolio rebalancing
  • Manage cash on client accounts (bonds, SIPPs, etc.)
  • Close plans on Intelligent Office and settle income expectations
Correspondence and Client Files
  • Manage follow-up tasks for meetings and submissions using iO
  • Maintain accurate client information on internal systems
  • Ensure client agreements and fee schedules are signed and stored
  • Run risk tolerances and AML checks
  • Organise and update electronic client files for easy access
Compliance
  • Assist in FCA and internal compliance procedures
  • Report suspicions of complaints and follow procedures
  • Follow AML and GDPR requirements
  • Record risk profiles and save to DMS
  • File relevant correspondence
Experience and Qualifications:
  • 5+ years in an IFA administration role
  • Knowledge of pensions, investments, ISAs, bonds, trusts, and protection
  • Experience delivering high-level client service
  • Proficiency with Transact, iO, or similar systems
  • Strong IT skills, especially Excel
  • Excellent communication skills and attention to detail
  • Understanding of FCA rules and compliance
  • Relevant qualifications are a plus but not essential

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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.

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