Administrator

2 weeks ago

Northwich, Cheshire, United Kingdom Close Brothers Group Full time

OVERALL SUMMARY
Are you looking for your first opportunity within Financial Services? And do you have a passion for client and customer services?


This is an excellent opportunity to work with the Intermediary Sales team and provide admin support to a range of clients, including; the Business Development Directors, Independent Financial Advisers, IFA firms, Fund Managers and Intermediary Clients.

This role is crucial in ensuring that a competent and efficient service is delivered to all of these clients.

The role also offers excellent training and development for you as you start out your career in Financial Services.

RESPONSIBILITIES
Admin Support

  • Facilitate processing of all investment business/ensuring that all paperwork has been correctly completed
  • Producing Investment Proposals on behalf of the Business Development Director and IFA's
  • Producing confirmation letters
  • Obtaining terms of business and due diligence for IFA firms and setting up agency agreements
  • Account opening/database updates
  • Processing regular payment and adhoc withdrawal requests
  • Managing printing and posting requests
  • Arranging online access for clients/advisers and dealing with any queries including resetting passwords
  • Incoming letters, covering all aspects of client instruction and enquiries and ensuring the IFA is informed
  • Dealing with information requests and providing valuations, performance and costs & charges
  • Sending IO feeds and AUM information
  • Reviewing fees and producing fee statements
  • Providing statistics for monthly reporting
  • Taking incoming calls
  • General administration duties, filing, scanning etc.
Servicing Support

  • Managing the relationship with the IFA Firm and their advisers, ensuring we adhere to all service level agreements
  • Ensuring the Business Development Director is kept informed of relevant communication between Close and the client/IFA
  • Rapport building with client/IFA
  • Written communication with clients/IFAs
  • Managing workflows and ensuring that all tasks are completed within strict deadlines

Regulatory Responsibilities (Compliance/T&C)

  • Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:

  • Excellent attention to detail
  • IT skills
  • Team Player
  • Good communication skills verbal and written
  • Excellent record keeping and reporting capabilities
  • Proactive nature to gain efficiencies
  • Ability to multitask
  • Demonstration of Initiative
  • Ability to manage and prioritise own workload effectively

_ We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role._

_ To avoid any ambiguity around fees, please note that speculative CVs received by Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you._

_ #LI-EM1_

The Company


At Close Brothers Asset Management, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.

We are part of Close Brothers, a FTSE 250 leading UK merchant banking group.

We believe that everyone should think ahead, have a financial plan and invest wisely.

Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 800 people based in 14 offices across the UK.

Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.


Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients.

We strive to do the right thing and are dedicated to helping the charities that matter most to our people.


Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down.


Inclusion

The Benefits

Private medical

Discounted health checks

Stakeholder pension contribution

Gym discounts

Cycle to work scheme

Save As You Earn scheme

Purchase additional holiday

Charity & Sustainable work
At Close Brothers, we are dedicated to helping the charities that matter most to our employees.

Our donations continue to increase year on year thanks to our fundraising efforts and matched giving schemes to our employees' favourite charities.

We continue to seek out new ways to give as a group and to help employees who give their valuable time and money to causes close t

  • Administrator

    2 weeks ago

    Northwich, Cheshire, United Kingdom M TWO Search Ltd Full time

    Title: We are Hiring: Technical Administrator with Excel ExpertiseAre you someone who loves working with technology, solving problems, and has a passion for Excel? Our team is expanding and we need a skilled Technical Administrator to join us.If you enjoy a fast-paced environment and are motivated by technical challenges, this could be the ideal role for...

  • IT Administrator

    2 weeks ago

    Northwich, Cheshire, United Kingdom ADVENTIX LIMITED TA Acro Service Corporation Full time

    Summary: Mainly office based (Northwich office) with some travelling MS office (Outlook, excel) knowledge is a must Ticketing system, Power BI knowledge and IT qualification is advantage Hourly rate 10.50p Opened for 6 months but we look for longer termSummary: The main function of an administrative assistant/executive assistant is to provide highlevel...

  • Administrator

    2 weeks ago

    Northwich, Cheshire, United Kingdom Burfield Financial Planning Full time

    As an established independent financial advisory firm with a national presence, we are currently recruiting for an Administrator to provide high quality administrative support to our Financial Planners & Directors. Whilst focusing on retirement, we also provide a full range of financial solutions to both individuals and businesses alike. This role will be...

  • Sales Administrator

    2 weeks ago

    Northwich, Cheshire, United Kingdom Scantec Recruitment Full time

    A Major & Investing Food Manufacturer are currently recruiting for a Sales Administrator / Junior National Account Executive to join their team. This Sales Administrator / Junior National Account Executive will support the sales team to achieve stretching commercial KPIs by supporting the NAM / National Account Manager to deliver against the key...

  • Sales Administrator

    2 weeks ago

    Northwich, Cheshire, United Kingdom Scantec Recruitment Full time

    A Major & Investing Food Manufacturer are currently recruiting for a Sales Administrator / Junior National Account Executive to join their team. This Sales Administrator / Junior National Account Executive will support the sales team to achieve stretching commercial KPIs by supporting the NAM / National Account Manager to deliver against the key objectives....

  • Sales Administrator

    2 weeks ago

    Northwich, Cheshire, United Kingdom Scantec Recruitment Full time

    Job Description A Major & Investing Food Manufacturer are currently recruiting for a Sales Administrator / Junior National Account Executive to join their team. This Sales Administrator / Junior National Account Executive will support the sales team to achieve stretching commercial KPIs by supporting the NAM / National Account Manager to deliver against the...

  • Administrator

    2 weeks ago

    Northwich, Cheshire, United Kingdom Smart Clinic Full time

    Our company - Smart Clinic (previously APL Health)We are a progressive occupational health provider based in Northwich, Cheshire. We work with schools and businesses around the UK offering occupational health and employee wellbeing services.We constantly look to improve and offer the best possible service to our clients. We are looking for someone with the...

  • Payroll Administrator

    2 weeks ago

    Northwich, Cheshire, United Kingdom Your Life Your Way Full time

    Would you like to work for a company that makes a difference to people's lives? Do you have payroll administration experience? We need you to Join our quality care company_Position_: We are recruiting for a Payroll administrator full time_ Benefits include; Good Rate of Pay Paid annual leave Pension scheme entitlement Full training provided Confidential...

  • Administrator

    2 weeks ago

    Northwich, Cheshire, United Kingdom Randstad Tech IT Full time

    Administrator - Device ManagementLocation: Cheshire, England, United KingdomEmployment Type: Full-Time - 6 month initial contract Are you ready to play a crucial role in our Enterprise Technology Solutions division? We're seeking a talented Administrative Support professional to join our team in Cheshire. In this role, you'll be integral to our device...

  • Investment Administrator

    2 weeks ago

    Northwich, Cheshire, United Kingdom Page Personnel Finance Full time

    This is an exciting new Investment Administrator role based in Northwich We are looking to speak to people who are hoping to take their next step in financial services, particularly those with an interest in the investment or wealth management sphere.Client DetailsOur client is a successful and growing financial services provider based in Northwich. They...

  • Office Administrator

    2 weeks ago

    Northwich, Cheshire, United Kingdom Monks Building Services Ltd Full time

    Universal Building Specialists have an exciting opportunity for an Office Administrator/ Service Coordinator to join the team.Location: Cheshire, CW9 6FYSalary: £23,000 PAHours: Mon - Fri 09:00 - 17:00About Us:Office Administrator - Key Responsibilities: First point of contact for service calls, capturing and recording all new service enquiries Scheduling...

  • Patient Administrator

    2 weeks ago

    Northwich, Cheshire, United Kingdom Circle Health Group Full time

    Closing date23/06/202- HoursFull time Role TypePermanent Location(s) Alexandra Clinic NorthwichOverview:Patient AdministratorThe Alexandra Clinic - NorthwichFull Time - PermanentSalary: Up to £23,166.00 per yearThe Alexandra Clinic in Northwich is part of Circle Health Group, Britain's leading provider of independent healthcare with a nationwide network of...

  • Administration Assistant/receptionist

    2 weeks ago

    Northwich, Cheshire, United Kingdom Cheshire Residential Homes Trust Full time

    We are seeking a Receptionist/Administrative Assistant to join our team from Mid January 2024.30 hours per weekReports to: Administration & Quality Manager To be directly responsible to the Administration & Quality Manager and work alongside the Manager of the Home. To learn and understand the Care Quality Commission Regulations and the Homes policies and...

  • Administration Assistant/receptionist

    2 weeks ago

    Northwich, Cheshire, United Kingdom Cheshire Residential Homes Trust Full time

    We are seeking a Receptionist/Administrative Assistant to join our teamReports to: Administration & Quality Manager To be directly responsible to the Administration & Quality Manager and work alongside the Manager of the Home. To learn and understand the Care Quality Commission Regulations and the Homes policies and procedures. Keep abreast of all new...

  • Administration Assistant

    2 weeks ago

    Northwich, Cheshire, United Kingdom Butcher & Barlow Full time

    Hours: 5 days per week.Purpose of Role:Providing high level, comprehensive administrative and reception support to the Gadbrook Park office.Responsible to: Office ManagerDuties and Responsibilities include but are not limited to:Assisting secretarial staff within the office with various administrative tasks including opening files, filing, photocopying,...

  • Project Pa/administrator

    2 weeks ago

    Northwich, Cheshire, United Kingdom Mid Cheshire Hospitals NHS Foundation Trust Full time

    IF YOU HAVE APPLIED FOR THIS POST WITHIN THE LAST 3 MONTHS PLEASE DO NOT REAPPLYProject PA/Administrator - Band 4Full Time - 18 month fixed term contractAn exciting opportunity has arisen for an organised and motivated individual to join the team at Victoria Infirmary as a PA/Administrator, supporting the General Manger and Cheshire Elective Hub project. We...

  • Administrator

    2 weeks ago

    Northwich, Cheshire, United Kingdom Disability Positive Full time

    Disability PositiveACSS AdministratorSalary from £19,838, increasing after successful probationary periodFull Time, 35 Hours per weekFixed Term to 30 September 2024 with potential for extensionLocation: Home BasedAbout UsWe are Disability Positive.We provide services, opportunities and a voice to people living with disability and long-term health...

  • Builders Project Administrator

    2 weeks ago

    Northwich, Cheshire, United Kingdom LPB Building and roofing Full time

    As a fast-growing, privately owned building company we are currently looking for a project administrator to join our team. We are ambitious and looking for a good all-rounder, must be competent at all aspects of administration and have experience of working for a builder or builders merchants previously.As the Project Administrator you will Work as an...

  • Administrative Assistant

    2 weeks ago

    Northwich, Cheshire, United Kingdom Cheshire Fresh Clean Ltd Full time

    Job Summary:Duties: Organize and schedule appointments Assist in organizing meetings and taking detailed minutes Maintain filing systems, both electronic and physical Handle requests and queries appropriately Assist in the preparation of regularly scheduled reports Update and maintain office policies and proceduresExperience: Previous experience in an...

  • Transport Administrator

    2 weeks ago

    Northwich, Cheshire, United Kingdom Road Maintenance Services ltd Full time

    RMS are a successful Road surface treatments provider. Working throughout the United Kingdom, with an extremely successful portfolio of clients and projects. We are on the lookout for talented, ambitious individuals to join our dynamic business. We have long term career opportunities available where you can reach your full potential and enjoy being part of...