financial services support

Dynamite Recruitment Solutions Ltd

Dynamite Recruitment are supporting a small independent financial planning firm near Fareham on the recruit of a <strong>Paraplanner</strong> to support the Advisors and help with some administrative duties as part of a small, friendly team. Focused on delivering personal, high-quality advice. <strong>Key Responsibilities</strong> <ul> <li>Prepare suitability reports and support advisers with research and analysis.</li><li>Assist with cashflow modelling and product research.</li><li>Liaise with clients and providers to gather information.</li><li>Maintain accurate client records and process new business.</li><li>Provide administrative support such as scheduling meetings and handling paperwork.</li></ul> <strong>Skills & Experience</strong> <ul> <li>1+ year in paraplanning or financial services.</li><li>Working towards or holding Level 4 Diploma (desirable).</li><li>Good technical knowledge of pensions, investments, and protection.</li><li>Strong attention to detail and communication skills.</li><li>Confident using back-office and financial planning software.</li></ul> <strong>What We Offer</strong> <ul> <li>Competitive salary</li><li>Training and qualification support</li><li>Friendly team and flexible working options</li></ul> £35,000 - £40,000 Full time or Part time For more information please apply or contact Tegan at Dynamite Recruitment

Paraplanner

Fusion BPO Services

<div><p>Are you looking for collections jobs in Kolkata, customer service jobs in Kolkata, or a stable opportunity in the financial services support domain? Fusion CX is hiring Customer Service Associates for its Collections process in Kolkata. If you can communicate confidently in English and Hindi, handle customer conversations professionally, and are eager to grow in a performance-driven role, this position is an excellent fit.</p>
<p>Whether you are an experienced collections executive or a fresher interested in financial process roles, this opportunity lets you build strong domain experience while contributing to high-impact recovery and customer support operations.</p>
<h2 class="jobSectionHeader"><b>Job Description:</b></h2>
<p>As a Customer Service Associate in the Collections process, you will manage customer interactions related to overdue payments, financial products, and repayment reminders. You will work through inbound and outbound calls, maintain accurate records, follow SOPs, and ensure timely follow-ups to support smooth recovery cycles. This is a Work-from-Office position based in Kolkata.</p>
<h2 class="jobSectionHeader"><b>Key Responsibilities</b></h2>
<p>Your responsibilities as a Customer Service Associate in the Collections process include:</p>
<ul><li><p>Work flexibly across all seven days as required by the business schedule.</p>
</li><li><p>Communicate clearly and efficiently with customers in both English and Hindi.</p>
</li><li><p>Handle customer interactions professionally and maintain excellent communication etiquette.</p>
</li><li><p>Manage inbound and outbound collection calls aligned with standard procedures.</p>
</li><li><p>Ensure timely follow-ups on overdue accounts and monitor outstanding payments.</p>
</li><li><p>Build and maintain strong relationships with customers to support effective debt recovery.</p>
</li><li><p>Execute collection activities accurately and efficiently to meet process expectations.</p>
</li><li><p>Demonstrate understanding of financial products such as Personal Loans, Business Loans, and Credit Cards.</p>
</li><li><p>Work towards achieving monthly recovery, sales, and collection targets.</p>
</li><li><p>Document interactions accurately and follow required compliance guidelines.</p>
</li><li><p>Perform all assigned collection tasks effectively, based on business needs.</p>
</li></ul><h2 class="jobSectionHeader"><b>Job Requirements:</b></h2>
<p>To succeed in this role, you must meet the following requirements:</p>
<ul><li><p><b>Education:</b> Minimum qualification is Class 12th pass.</p>
</li><li><p><b>Languages:</b> Ability to converse efficiently in both Hindi and English.</p>
</li><li><p><b>Experience:</b></p>
<ul><li><p>Minimum 6 months of experience in collections is preferred.</p>
</li><li><p>Freshers may also apply if they have strong communication skills.</p>
</li></ul></li><li><p><b>Certification:</b> Candidates with a DRA Certificate are preferred. Non-DRA candidates may also apply (including freshers).</p>
</li><li><p><b>Skills &amp; Domain Knowledge:</b></p>
<ul><li><p>Good communication and interpersonal skills.</p>
</li><li><p>Ability to manage collection processes effectively.</p>
</li><li><p>Basic knowledge of financial products (loans, credit cards, business loans).</p>
</li><li><p>Ability to handle targets and work under pressure.</p>
</li><li><p>Strong follow-up skills and a customer-focused approach.</p>
</li></ul></li></ul><h2 class="jobSectionHeader"><b>Why Join Fusion CX Kolkata?</b></h2>
<p>At Fusion CX, you join a work culture built on performance, transparency, and long-term growth. As part of our Kolkata team, you benefit from:</p>
<ul><li><p><b>Stable career growth</b> in a financial services support role.</p>
</li><li><p><b>Skill-building opportunities</b> in customer communication, collections, and financial products.</p>
</li><li><p><b>Supportive workplace environment</b> with structured processes and guidance.</p>
</li><li><p><b>Performance-oriented culture</b> with recognition for consistent achievers.</p>
</li></ul><p>If you&rsquo;re searching for collections jobs in Kolkata, customer service roles in financial services, or an opportunity to grow in a performance-focused environment, apply now and build your future with Fusion CX.</p></div>

Customer Service Associate – Collections – Kolkata, India

Burgh Recruitment Ltd

<p><strong>Financial Services Administrator</strong></p><p><strong>Location: Remote</strong></p><p><strong>Salary: Up to £40,000 (DoE)</strong></p><p><strong>Working as part of the team at an Appointed Representative of St. James's Place Plc. </strong></p><p>An excellent opportunity has arisen for a professional Financial Services Administrator. You will be part of a fast-paced team managing the work generated by the Partner and offering support as required. </p><p>This business is well established and highly successful. You will be employed by the Practice.</p><p><strong>The Role: Financial Services Administrator</strong></p><ul><li>You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice</li><li>You will be a point of contact for clients and third parties dealing with general enquiries</li><li>You will be responsible for business submission using bespoke software</li><li>You will need to ensure that business obtained is being processed in a timely way</li><li>Due to the nature of the business, tasks must be completed within a timely manner. </li></ul><p>You will be expected to have the knowledge to undertake this role, but training can be given in some areas, and you will have the opportunity to progress within the SJP Accreditation framework</p><p><strong>The Person: Financial Services Administrator</strong></p><p>This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a 'can do' working style. </p><ul><li>You will have been working in Financial Services for several years and have good all-round knowledge which you are looking to expand and develop</li><li>You have excellent IT and communication skills, are highly organised and can make decisions</li><li>Ideally, you have used the CRM Salesforce</li><li>You are a self-starter and able to work with little or no supervision</li><li>It is essential that as a Senior Administrator you are confident in dealing with third parties and can work with total discretion.</li><li>A relevant qualification such as the FPC or progress towards the Level 4 Diploma would be an advantage but is not essential.</li></ul><p>St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. </p><p>SJP has funds under management in excess of £198.5bn. This business is well established and highly successful. </p><p>Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.</p><p><strong>When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.</strong></p>

Financial Services Administrator

Ameriprise Financial

<div>Support advisors in creating and delivering comprehensive financial plans for their retail clients.<p></p><p><b>
Key Responsibilities</b></p><ul><li>
Support financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household level</li><li>
Data inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful examination of clients&rsquo; financial documents and advisor inputs</li><li>
Generate reports through approved planning tools</li><li>
Upskilling oneself with U.S. financial planning concepts to help discuss/prepare plan strategies/ suggestions with advisors in the U.S. via phone or e-mail</li><li>
Based on client&rsquo;s financial situation, document advice in the required format shared by the advisors</li><li>
Perform activities involved in preparing detailed financial plans within the defined turnaround time and quality metrices</li><li>
Manage multiple and evolving priorities and expectations, by working closely with team members and business partners in focused and responsive manner</li></ul><p><b><br>
Required Qualifications</b></p><ul><li>
6 months - 2 years of work experience in financial services sector is preferred (preferably in a multinational environment)</li><li>
Postgraduation in Finance/ Diploma in Financial Planning/ Graduation in Commerce/ Mathematics/ Economics/ Business Management with minimum of 50% marks</li><li>
Excellent verbal and written communication skills</li><li>
Analytical skills to develop data-driven reports with attention to detail.</li><li>
Demonstrated ability multitask - manage time and prioritize tasks to meet deadlines</li><li>
Strong interpersonal skills</li><li>
Willingness to work in a team structure</li></ul><p><b><br>
Preferred Qualifications</b></p><ul><li>
Exposure to financial products like mutual funds, insurance, retirement plans, financial planning, etc. would be an added advantage</li><li>
Cross cultural competence</li></ul><p></p><p><b>
About Our Company</b><br>
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm&rsquo;s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You&rsquo;ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.</p><p></p><p>
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.</p><p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Timings</b></p></div></div></div></div></div></div></div>
(8:00p-4:30a)<p></p><div><div><div><div><div><div><div><p><b>
India Business Unit</b></p></div></div></div></div></div></div></div>
AWMPO AWMP&amp;S President's Office<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Business Support &amp; Operations</div>

Financial Plng Analyst IND

Reed

<p><strong>Skilled Great IFA Financial Services Administrator role to join a wonderful, Lovely Company in the High Wycombe area Office Based. </strong></p> <p><strong>This office-based role is within the Company's Independent Financial Services support team. The candidate will be working alongside the existing team assisting with all levels of administration and financial reporting. The ideal candidate should be confident, self-motivated and be able to work effectively by yourself as well as being part of a team. An excellent attention to detail is a must.</strong></p> <p><strong>You must be able to organise your own work and prioritise your own diary once work has been allocated to you in your role. The candidate must have at least three years' experience within a Financial Services Administration role with a wide product knowledge.</strong></p> <p><strong>Qualifications Required</strong></p> <p><strong>The preferred candidate should be confident and have strong numeracy and reporting skills for certain </strong></p> <p><strong>A Good understanding of Microsoft software including Word, Excel and Outlook Knowledge of Intelliflo would be advantageous.</strong></p> <p><strong>Provider/Platform experience and Brooks Macdonald, Advance Embark and Utmost, Tatton, AVIVA would be beneficial but not essential.</strong></p> <p><strong>Day to day duties would involve: -</strong></p> <ol> <li><strong>Assisting in the preparation of annual reviews</strong></li><li><strong>Completion of files to meet and set the compliance standards</strong></li><li><strong>Liaising with providers and clients by telephone/correspondence in relation to new and existing business INCLUDING PENSIONS, INVESTMENTS, LIFE COVER & EMPLOYEE BENEFITS</strong></li><li><strong>Assisting in the preparation of simple suitability reports</strong></li><li><strong>Processing and submission of new business (online and postal applications) and monitoring applications</strong></li><li><strong>Input of adviser fees/commission onto IO and the raising of invoices</strong></li><li><strong>Chasing of adviser fees from provider, where required.</strong></li><li><strong>Processing amendments to existing plans e.g. fund switches</strong></li><li><strong>Updating and maintaining client information through Intelliflo</strong></li><li><strong>Personal Diary management in Outlook and Intelliflo</strong></li><li><strong>General administration duties which will include filing electronic documents, binding, scanning etc</strong></li><li> <p><strong>GREAT ROLE FOR A SKILLED IFA ADMINISTRATOR WITH AS OUTLINED A MINIMUM OF 3 YEARS EXPERIENCE AS A SKILLED FINANCIAL SERVICES IFA ADMINISTRATOR IN THIS GREAT COMPANY. </strong></p> <p><strong>APPLICATION IS PURELY FOR CANDIDATES WITH THE SKILL SET AND PENSIONS AND INVESTMENTS AS OUTLINED, AND A MINIMUM OF 3 YEARS EXPERIENCE IN THE ROLE TO APPLY AND BE INTERVIEWED. </strong> </p> </li></ol>

IFA Financial Administrator - BASED IN GREAT HIGH WYCOMBE

North Oak Recruitment Ltd

<p><strong>IFA Technical Administrator </strong></p><p><strong>South Leics (our ref AL1380) - Office based role</strong></p><p><strong>Salary to £30,000 dep on exp excellent benefits inc parking</strong></p><p>This is a full-time position, 37.5 hours per week, 9 am - 5 pm, (30 minutes unpaid lunch break), Monday to Friday.</p><p>My client is a very well-established IFA, who provide wealth management advice to both private and corporate clients. They now have an exciting new opportunity for an individual who has at least 2 years' experience within financial services, to join their IFA administration support team. Experience in Financial Services is essential, with enthusiasm and commitment in delivering a first-class service, to both clients and colleagues, being paramount.</p><p><strong>The Role:</strong></p><ul><li>Letter of Authority administration and processes.</li><li>Making of appointment packs/General administrative duties where required.</li><li>Valuations.</li><li>Telephoning providers.</li><li>Letter writing/Photocopying</li><li>Prepare cash flow modelling (information gathering and understanding)</li><li>Prepare portfolio comparison analytics</li><li>Action fund switches & carry out attitude to risk questionnaires</li><li>Booking then preparing new and existing client appointment packs</li><li>Adviser diary management</li><li>Regular engagement with clients and providers via telephone, email and letter</li><li>Produce 'no action' and fund switch suitability letters</li><li>Maintain clear and compliant records</li><li>Attend departmental meetings and training</li><li>Process new business applications</li><li>Liaising with providers to ensure new business is completed in a timely manner, identifying/resolving any issues/queries, and updating client/adviser accordingly.</li><li>Death claims - informing relevant companies, obtaining correct documentation to complete a death claim. Liaising with family members in an empathising manner.</li><li>Keep up to date with all relevant product, legislative and technical changes, as required.</li></ul><p><strong>Ideal skills/experience:</strong></p><ul><li>Previous experience in an Administration role (minimum of 5 years), <strong>with 2 of those years being within the Financial Services sector.</strong></li><li>Thrives in a fast paced and accurate data input environment.</li><li>Understanding of regulations/compliance (advantageous).</li><li>A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g.,back-office system (Xplan/Curo).</li><li>Excellent customer facing interactions, good administration skills/phone manner and IT skills</li><li>Well-presented.</li><li>Self-motivated and organised, with a good work ethic.</li><li>Will take personal responsibility for the quality and timeliness of work and can achieve results with minimal supervision.</li><li>Able to stay focused on tasks, despite distractions and interruptions.</li><li>Be an integral part of the team - a good communicator, willing to input new ideas and suggestions to improve process.</li><li>Flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change.</li></ul><p>If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.</p>

IFA Technical Administrator

Wallace Bates Limited

<p>Our client is a national financial services provider currently undergoing a restructure and seeking an Idependent Financial Adviser in Bristol. The role involves providing holistic financial planning advice to high-net-worth private clients. The main duties for this position is to service an existing client bank. </p><p>The role is primarily home-based, with office attendance required once a week, potentially more during the initial period.</p><p>Applicants should possess a full Financial Services Diploma Level 4 and require some relevant experience as a Financial Adviser, IFA, or Bancassurance Adviser within the Financial Services sector. </p><p>This position provides comprehensive Paraplanning and Administration support, a basic salary, performance-related bonus, and benefits package.</p>

Independent Financial Planner

Search 10000+ Financial services support jobs near you this January. New roles added regularly across leading industries. Apply today.