Financial Services Administrator
5 months ago
We are urgently seeking an experienced Personal Financial Administrator to join an existing team supporting 9 Financial Advisers.
Specifically you'll be responsible for:
* New business processing (investments, pensions, mortgages & life).
* Valuations.
* Client servicing, e.g., switches, rebalance, withdrawals etc.
* Providing quotes using exchange and platforms.
* Dealing with policy enquiries.
* Telephone and reception duties as required.
* General Admin support including handling post and typing.
The ideal candidate for this role will have experience working within Financial Services Administration, this could be from a Bank, Insurance Company, Mortgage Brokers or Pensions firm, but ideally from a Financial Advisory firm. You will be organised & methodical, have excellent attention to detail, be organised and able to prioritise and meet deadlines and have effective communication skills both written and verbal. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previously, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon
-
Administrator (Financial Services)
5 months ago
Chester, United Kingdom Broster Buchanan Full timeFinancial Services Administrator - Chester - £30,000 + benefits Our client, a well-established and expanding Chester-based financial services company is looking for an experienced Administrator to join their growing team. This is a global business, with a family feel, which offers flexible working, career progression and a very high level of development...
-
Financial Services Administrator
2 months ago
Chester, United Kingdom CV-Library Full timeMy client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking an...
-
Financial Services Administrator
1 week ago
Chester, Cheshire, United Kingdom Page Personnel Sales Full timeAbout the RoleWe are seeking a skilled Paraplanner to join our team at Page Personnel Sales. As a Paraplanner, you will be responsible for providing administration support to our Financial Planners, ensuring that our clients receive high-quality service.Key ResponsibilitiesPrepare suitability reports and client review packs for investments, pensions, and...
-
Financial Administrator
5 months ago
Chester, United Kingdom NC Associates Full time**Financial Administrator / £24,000 - £28,000 / Chester / Fully Funded Qualifications / Career Development / Permanent** NC Associates are recruiting an Experience Financial Administrator to join a Chartered Independent Financial Advisers based in Chester. **Duties**: - New business processing (investments, pensions, mortgages & life). - Client...
-
Financial Administrator
5 months ago
Chester, United Kingdom Recruit UK Full time**Job Title**: Financial Administrator **Industry**: Financial services **Location**:Chester **Salary**:Up to £30,000 (negotiable depending on experience) **Job reference**:8913 Recruit UK is working with a Chartered wealth management firm looking for an experienced financial administrator to join their friendly team. We are representing an excellent...
-
Treasury Operations Manager
1 week ago
Chester, Cheshire, United Kingdom TOGETHER FINANCIAL SERVICES LIMITED Full timeJob Title: Treasury Operations ManagerWe are seeking a seasoned Treasury Operations Manager to join our team at Together Financial Services Limited. As a key member of our Treasury function, you will be responsible for managing cash and liquidity, interest rate risks, and covenant monitoring within agreed limits.Key Responsibilities:Support the development...
-
Financial Planning Administrator
3 weeks ago
Chester, Cheshire, United Kingdom Heat Recruitment Ltd Full timeFinancial Planning AdministratorHeat Recruitment Ltd is seeking an experienced Financial Planning Administrator to join their team. As an IFA Administrator, you will play a vital role in supporting several highly successful advisers and their HNW clientele.Key Responsibilities:• Provide administrative support to financial planners and their clients•...
-
Financial Crime Testing and Control Lead
1 week ago
Chester, Cheshire, United Kingdom TOGETHER FINANCIAL SERVICES LIMITED Full timeFinancial Crime Testing and Systems Configuration LeadWe're looking for an experienced Financial Crime Testing and Systems Configuration Lead to join our team at Together Financial Services Limited. As a key member of our organization, you will play a pivotal role in a major transformation project, leading critical testing and configuration efforts on the...
-
Chester, Cheshire, United Kingdom TOGETHER FINANCIAL SERVICES LIMITED Full timeJoin Together Financial Services LimitedWe are seeking an experienced Financial Crime Testing and Configuration Lead to join our team in Cheadle, Cheshire.About the RoleThis is a pivotal position within a major transformation project, focusing on leading critical testing and configuration efforts for the RiskNarrative platform. As a key member of our team,...
-
Financial Administrator
4 weeks ago
Chester, Cheshire, United Kingdom Nixon Caunce Associates Full timePay & Bill Administrator Role OverviewThis is an excellent opportunity to join a leading business as the Pay & Bill Administrator. You will be responsible for processing timesheets, producing invoices, and completing financial reconciliation processes in a timely and accurate manner.Key Responsibilities:Review payroll submissions and ensure accurate and...
-
Financial Administrator
4 weeks ago
Chester, Cheshire, United Kingdom Nixon Caunce Associates Full timePay & Bill Administrator Role OverviewThis is an exciting opportunity to join a leading business as a Pay & Bill Administrator. As a key member of the team, you will be responsible for processing timesheets and subsequent payments to workers, producing invoices in the client's required format, and completing financial reconciliation processes in a timely and...
-
Financial Administrator
4 weeks ago
Chester, Cheshire, United Kingdom Nixon Caunce Associates Full timePay & Bill Administrator Role OverviewThis is an excellent opportunity to join a leading business who are based in the North West region. As the Pay & Bill Administrator, you will be responsible for processing of all timesheets and subsequent payments to all workers across a variety of payment vehicles, production of invoices in the client required format...
-
Financial Administrator
4 weeks ago
Chester, Cheshire, United Kingdom Nixon Caunce Associates Full timePay & Bill Administrator Role OverviewThis is an excellent opportunity to join a leading business who are based in the North West region. As the Pay & Bill Administrator, you will be responsible for processing of all timesheets and subsequent payments to all workers across a variety of payment vehicles, production of invoices in the client required format...
-
Financial Administrator
4 weeks ago
Chester, Cheshire, United Kingdom Adecco Full time £24,000 - £26,000Job Title: Payroll & Finance Administrator - temp to permLocation: Chester City Centre - hybrid workingContract Details: Full-time, Mon-Fri, 9-5:30 (possible late working on a Wednesday/Thursday, time back provided)Key Responsibilities:* Preparing hours in Excel* Importing and keying payroll data* Resolving payroll queries* Extracting payroll reports from...
-
Customer Service Specialist
5 months ago
Chester, United Kingdom Charterhouse Recruitment Services Full time**CUSTOMER SERVICE SPECIALIST (FINANCIAL SERVICES)** We are delighted to working with our client based in Chester who are expanding their Savings team with a Customer Service Specialist. Our client is a unique and growing business within the financial services sector, who pride themselves on being a customer-focussed business who champion the financial...
-
Financial Administrator
7 days ago
Chester, Cheshire, United Kingdom Nixon Caunce Associates Full timePay and Bill Administrator Role OverviewThis is an excellent opportunity to join a leading business to process timesheets and payments, produce invoices, and complete financial reconciliations in a timely and accurate manner.Key Responsibilities:Review brand payroll submissions and ensure processes are completed accurately and on time.Prepare and deliver...
-
Senior Financial Administrator
4 weeks ago
Chester, Cheshire, United Kingdom Bennett and Game Recruitment LTD Full timeJob OverviewBennett and Game Recruitment LTD is seeking a highly skilled Senior Financial Administrator to join their team. The ideal candidate will have experience in financial operations and be able to provide exceptional support to the accounting team.The successful candidate will be responsible for managing financial data, preparing financial reports,...
-
Administrator
4 weeks ago
Chester, United Kingdom Anchor Group Services Full timeJob Role: Administrator Working Hours: Monday–Friday, 9am –5pm, 35 hours per week Pay: £20,436 per annum Location: Chester Business Park, CH4 9QE Overview We have a fantastic job opportunity for an Administrator to support our Human Resources department. We are looking for someone with excellent organisational skills and the ability to...
-
Administrative Assistant
4 weeks ago
Chester, Cheshire, United Kingdom Anchor Group Services Full timeJob Role: AdministratorWe are seeking a highly organized and detail-oriented Administrator to join our Human Resources department at Anchor Group Services. As an Administrator, you will play a crucial role in supporting the HR team with various administrative tasks, ensuring the smooth operation of the department.Key Responsibilities:Provide exceptional...
-
Financial Services Coordinator
3 weeks ago
Chester, Cheshire, United Kingdom Recruit UK | Certified B Corp™ Full timeRole OverviewWe are seeking a skilled Financial Services Coordinator to join our Wealth Planning team within the Financial Advice arm of the business. As a Financial Services Coordinator, you will provide important support to advisers and their clients to provide a smooth client-centric service.Key ResponsibilitiesEnsure a smooth client onboarding...