Financial Services Administrator
3 weeks 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.
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Financial Services Administrator
1 week ago
Chester, Cheshire, United Kingdom Lime People Search & Select Ltd 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 Administrator
5 days ago
Chester, Cheshire, United Kingdom Lime People Search & Select Ltd 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 Administrator
1 week ago
Chester, Cheshire, United Kingdom Lime People Search & Select Ltd 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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Administrator (Financial Services)
1 month 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 week ago
Chester, United Kingdom Page Personnel Finance Full timeA well known growing organisation based on the outskirts of Chester City Centre is looking to recruit a Financial Services Administrator to join their busy back office function. **Client Details** This chartered IFA Practice provide their clients with robust, jargon free financial planning backed by the highest quality of personal service. They care...
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Financial Services Administrator
4 weeks ago
Chester, United Kingdom Lime People Search & Select Ltd 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 Administrator
2 weeks ago
Chester, United Kingdom Lime People Search & Select Ltd 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 Administrator
3 days ago
Chester, United Kingdom NJR Recruitment Full timeFINANCIAL PLANNING ADMINISTRATOR SALARY: 25,000 (Negotiable) HOURS: 9am - 5pm MONDAY - FRIDAY Our client is a well-established firm of Chartered and fully Independent Financial Planners based in Chester. A new opportunity is now available for a Financial Services Administrator that has experience of working within an IFA practice and is keen to develop and...
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Financial Services Administrator
2 weeks ago
Chester, United Kingdom CF30 Consulting (Independent Recruitment Consultancy) Full timeWe are recruiting an experienced, financial services administrator to work closely with our client, a Chartered Independent Financial advisers based in Chester. Their mission is to provide financial guidance and support that helps their clients achieve their goals. As a Chartered IFA, they actively encourage and fully support all of their colleagues in their...
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Compliance Administrator Financial Services
1 month ago
Chester, United Kingdom Broster Buchanan Ltd Full timeOur Chester-based financial services client is looking for a Compliance Administrator to join their expanding team. This is an exciting opportunity within a well-established, global business who are internationally renowned, and have a very impressivereputation in their field. As a growing organisation our client offers an exceptional level of career...
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Compliance Administrator Financial Services
2 months ago
Chester, United Kingdom Careers In Group Full timeOur Chester-based financial services client is looking for a Compliance Administrator to join their expanding team. This is an exciting opportunity within a well-established, global business who are internationally renowned, and have a very impressive reputationin their field. As a growing organisation our client offers an exceptional level of career...
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Financial Services Administrator
1 week ago
Knutsford, Cheshire, United Kingdom mbf Full time €27,000Job Title: Financial Services Administrator Location: Knutsford Salary: Up to £27,000 plus company benefits and bonus Job Type: Full-Time, Office-Based MBF Recruitment are working with a prestigious National Wealth Management Organisation, dedicated to providing exceptional financial planning and wealth management services. Their team in Knutsford is...
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Financial Services Administrator
1 week ago
Knutsford, Cheshire, United Kingdom mbf Full time €27,000Job Title: Financial Services Administrator Location: Knutsford Salary: Up to £27,000 plus company benefits and bonus Job Type: Full-Time, Office-Based MBF Recruitment are working with a prestigious National Wealth Management Organisation, dedicated to providing exceptional financial planning and wealth management services. Their team in Knutsford is...
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Financial Services Administrator
3 days ago
Knutsford, Cheshire, United Kingdom mbf Full time €27,000Job Description Job Title: Financial Services Administrator Location: Knutsford Salary: Up to £27,000 plus company benefits and bonus Job Type: Full-Time, Office-Based MBF Recruitment are working with a prestigious National Wealth Management Organisation, dedicated to providing exceptional financial planning and wealth management services. Their team...
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Financial Administrator
4 weeks 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...
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Financial Administrator
5 days ago
Chester, United Kingdom Innes Reid Investments Full time**Experienced Financial Administrator.** We are looking for an experienced **Personal Financial Administrator **to join our expanding team. If you have the following skills, please get in touch: - You have **previous experience** of working within Financial Services that could be within a Bank, Insurance Company, Mortgage Brokers, Pension Administrators...
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Entry Level Financial Services Administrator
6 days ago
Chester, United Kingdom Page Personnel Finance Full timeA well known growing organisation based on the outskirts of Chester City Centre is looking to recruit a Entry Level Financial Services Administrator to join their busy back office function. **Client Details** This chartered IFA Practice provide their clients with robust, jargon free financial planning backed by the highest quality of personal service. They...
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Financial Administrator
1 month ago
Chester, United Kingdom NC Associates Full time**Financial Administrator / £20,000 - £26,000 / Chester / Excellent Benefits / Permanent** NC Associates are looking to recruit a Financial Administrator to join a firm based in Chester where you will be responsible for delivering a high-quality service to their clients every day. **Duties**: - New business processing (investments, pensions, mortgages &...
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Financial Services Administrator
4 weeks ago
Northwich, Cheshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJoin a dynamic team at the forefront of the financial services industry, where innovation meets tradition to create optimal wealth management solutions for a diverse range of clients. This company pride themselves on providing a workplace of continuous improvement, encourages professional development and supports a work-life balance through flexible and...
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Financial Planning Administrator
3 days ago
Chester, United Kingdom NJR Recruitment Full timeFINANCIAL PLANNING ADMINISTRATOR LOCATION: CHESTER SALARY: UP TO 25,000 Our client is an established firm of Independent Financial Planners who are now looking to recruit a Financial Planning Administrator to join their growing Team. With an excellent reputation in the in industry, focussed on providing a complete financial planning service to their...