Financial Services Administrator
7 months ago
My 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 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
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Administrator (Financial Services)
6 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...
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Financial Services Administrator
1 month ago
Chester, Cheshire, United Kingdom Page Personnel Sales Full timeJob Summary:As a Financial Services Administrator with Page Personnel Sales, you will play a vital role in supporting financial planners with administration tasks to deliver exceptional service to clients. Your primary responsibility will be to prepare suitability reports and client review packs for investments, pensions, and protection solutions. You will...
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Financial Services Administrator
3 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...
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Financial Services Specialist
1 month ago
Chester, Cheshire, United Kingdom TOGETHER FINANCIAL SERVICES LIMITED Full timeCompany OverviewTogether Financial Services Limited is a leading non-bank lender in the UK, offering a wide range of mortgage and secured loan products to individuals and businesses.We have a strong commitment to helping our customers achieve their property ambitions, with a common-sense approach to lending that sets us apart from other lenders.
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Financial Services Origination Director
2 hours ago
Chester, Cheshire, United Kingdom Together Financial Services Limited Full timeAbout the Role:We are seeking a highly skilled Financial Services Origination Director to join our team at Together Financial Services Limited. As a key member of our origination department, you will play a crucial role in helping thousands of people and businesses unlock their property ambitions.Job Description:This is an exciting opportunity to lead our...
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Financial Services Executive
4 days ago
Chester, Cheshire, United Kingdom TOGETHER FINANCIAL SERVICES LIMITED Full timeAbout the CompanyTogether Financial Services Limited is a market leading property finance expert with an entrepreneurial spirit. We pride ourselves on our common-sense approach to lending and offer a range of mortgage and secured loan products to individuals and businesses who are typically underserved by mainstream lenders.About the JobWe are looking for a...
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Administrative Professional
1 month ago
Chester, Cheshire, United Kingdom Lime Search & Select Ltd Full timeWe are currently looking for an Administrative Professional - Financial Services to join our team at Lime Search & Select Ltd.This exciting opportunity involves providing high-quality support to 9 Financial Advisers, ensuring seamless day-to-day operations and excellent client care.New Business AdministrationCustomer Service and Policy EnquiriesTelephony and...
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Financial Services Risk Manager
3 hours ago
Chester, Cheshire, United Kingdom TOGETHER FINANCIAL SERVICES LIMITED Full timeJob SummaryWe are seeking an experienced Risk Manager to oversee the effective operation of elements of our risk framework and toolkit, ensuring risks are identified, analyzed, mitigated, and monitored regularly. This role covers all risk types across the group, excluding regulatory compliance, legal, financial crime, financial, and credit risk.About...
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Risk and Compliance Officer
4 hours ago
Chester, Cheshire, United Kingdom TOGETHER FINANCIAL SERVICES LIMITED Full timeAbout the RoleWe are seeking a highly skilled Risk Manager to join our team at Together Financial Services Limited. In this role, you will be responsible for coordinating the implementation of our Enterprise Risk Management Framework (ERMF) and supporting senior leaders in understanding the risks we face.You will work closely with business stakeholders to...
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Financial Administrator
6 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...
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Financial Services Risk Director
4 days ago
Chester, Cheshire, United Kingdom TOGETHER FINANCIAL SERVICES LIMITED Full timeRole OverviewA Risk Manager is required to oversee the effective operation of our risk framework and toolkit, ensuring risks are identified, analyzed, mitigated, and monitored regularly. The role involves working with the business to implement the Enterprise Risk Management Framework (ERMF) activities, delivering an aligned approach to risk management across...
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Chester, United Kingdom Together Financial Services Limited Full timeCompany Description If you are considering sending an application, make sure to hit the apply button below after reading through the entire description.We're Together - the market leading property finance experts with an entrepreneurial spirit.Based in Cheadle, South Manchester, we've been established since in 1974 and have built a team of over 750...
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Administrative Support Specialist
2 weeks ago
Chester, Cheshire, United Kingdom Eventus Recruitment Group Full timeAdministrative Support Specialist - Financial ServicesWe are seeking a skilled administrative professional to join our team in Chester, Cheshire. As an Administrative Support Specialist - Financial Services, you will play a vital role in ensuring the smooth operation of our office. Your primary responsibility will be to provide exceptional administrative...
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Financial Services Professional
6 days ago
Chester-le-Street, Durham, United Kingdom Arbor Financial Credit Union Full time**Job Description:** Financial Services ProfessionalEstimated Salary: $50,000 - $70,000 per yearWe are seeking a motivated and results-driven Financial Services Professional to join our team at Arbor Financial Credit Union. As a key member of our operations team, you will be responsible for delivering exceptional service to our members while maintaining the...
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Risk Management Lead for Financial Services
5 days ago
Chester, Cheshire, United Kingdom TOGETHER FINANCIAL SERVICES LIMITED Full timeWe are seeking a highly skilled Risk Management Lead to join our 1st Line Risk Team at Together Financial Services Limited. As a key member of our team, you will play a crucial role in providing risk insight and challenge to senior stakeholders to ensure effective risk management across our mortgage business activities.About the RoleThe Risk Management Lead...
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Financial Services Specialist
3 weeks ago
Chester, Cheshire, United Kingdom First Financial Bank Full timeJob SummaryWe are seeking a highly skilled Financial Services Specialist to join our team at First Financial Bank. In this role, you will be responsible for developing and implementing investment strategies that meet the unique needs of our clients.The ideal candidate will have a strong background in finance and portfolio management, with a minimum of 3-5...
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Experienced Financial Administrator
1 month ago
Chester, Cheshire, United Kingdom Lime Search & Select Ltd Full timeLime Search & Select Ltd seeks an experienced Personal Financial Administrator to support 9 Financial Advisers.Key responsibilities include:New business processing for investments, pensions, mortgages and life insurance.Policy enquiries and customer service provision.Telephone and reception duties, including greeting clients and managing calls.General...
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Senior Financial Risk Specialist
3 weeks ago
Chester, Cheshire, United Kingdom TOGETHER FINANCIAL SERVICES LIMITED Full timeSalary: £80,000 - £120,000 per annumAs a Senior Financial Risk Manager at Together Financial Services Limited, you will be responsible for overseeing first-line financial, strategic, and climate risk management. You will develop financial risk registers to monitor the evolution of key risks, feeding into ALCO. The salary for this role is estimated to be...
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Financial Management Specialist
2 weeks ago
Chester, Cheshire, United Kingdom Together Financial Services Limited Full timeCompany OverviewWe are Together Financial Services Limited, a leading property finance company with over 50 years of experience. Our common-sense approach to lending has helped thousands of individuals, businesses, and professionals achieve their property ambitions.Our PhilosophyWe take the time to understand our customers and find a property finance...
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Financial Administrator
3 weeks ago
Chester, Cheshire, United Kingdom The Business Connection Full timeThe Business Connection seeks an experienced Financial Administrator to join their team in Chester. This role is responsible for the efficient processing of invoices, employee and company credit card expenses, and cash receipts.As a Financial Administrator, you will be based at the company's modern Head Office, which offers free parking. You will work...