Financial Services Administrator

4 months ago

Stockport, United Kingdom McGregor Recruitment Full time

**FINANCIAL SERVICES ADMINISTRATOR - £24,000 - £29,000**

**Hyprid Working and Flexi Time**

**50% working in office and 50% working from home**

**Hours between hours of 8am-6pm - 7.5 hours per day**

Our client is a very well-established **Financial Services/ Wealth Management** company who work with a variety of clients and have been established for over 25 years. Now looking for a bright and proactive individual who has worked within **Financial Services/Wealth Management** for a minimum of one year and looking for the next step in their career. This role would suit someone who enjoys Administrative work and is happy to commit to a role long term.

The successful individual will work alongside Chartered Financial Planners and support the team in processing new business and the management of existing clients. You will have regular contact with clients and enjoy communicating with clients and be used to working in a confidential manner. The role will be busy and interesting and you will be based within a supportive and friendly team.

The Duties:

- Processing Transfers, Top Ups, Withdrawals, Income, Fund Switches, Bed & ISA and protection in an accurate manner - through to completion
- Understanding of 3rd party providers platforms
- Maintaining the personal diary system on client management system to ensure all tasks are prioritised and completed
- Dealing with a high level of confidential information
- Responsible for handling any client queries and resolving all issues in a professional and timely manner
- Mange all post relating to new business cases
- Typing client correspondence and reports
- Maintaining client records on back-office system
- Ad hoc administrative duties as required

**Experience required**:

- Experience of working within Financial Services or Wealth Management would be desirable - ideally a minimum of one year’s experience
- Excellent communication skills
- Good telephone manner
- Used to working in a team
- Keen interest in **Financial Services or Wealth Management**
- Good attention to detail
- Ability to work in a team

**The Benefits**:

- Competitive salary
- Hybrid working
- 26 days holidays + all bank holidays (3 days to be used at Christmas)
- Company Pension Scheme
- Access to Benefit Hub which includes discounts to products, tickets, etc.
- Group Life Scheme
- Flexible working hours
- Performance related bonus

**Job Types**: Full-time, Permanent

**Salary**: £24,000.00-£28,000.00 per year

**Benefits**:

- Bereavement leave
- Casual dress
- Company pension
- Enhanced maternity leave
- Enhanced paternity leave
- Financial planning services
- Free parking
- Health & wellbeing programme
- Language training provided
- Life insurance
- On-site parking
- Work from home

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Yearly bonus

Ability to Commute:

- Stockport (required)

Ability to Relocate:

- Stockport: Relocate before starting work (required)

Work Location: In person

  • Financial Services Administrator

    4 months ago

    Stockport, United Kingdom McGregor Recruitment Full time

    **FINANCIAL SERVICES ADMINISTRATOR - £23,000 - £29,000** **Hours of work: 8.30am-4.30pm** We are recruiting for an experienced Financial Services Administrator to join a very well - established wealth management company based in Heaton Mersey. Financial Services or Wealth Management experience is a necessity. You will be based in lovely offices and be...

  • Financial Services Administrator

    4 months ago

    Stockport, United Kingdom McGregor Recruitment Full time

    **FINANCIAL SERVICES ADMINISTRATOR - £25,000 - £30,000** **Hyprid Working and Flexi Time!** **50% working in office and 50% working from home** **Flexible working hours between hours of 8am-6pm - 7.5 hours per day** Our client is a very well-established **Financial Services/ Wealth Management** company who work with a variety of clients and have been...

  • Financial Services Administrator

    3 months ago

    Stockport, United Kingdom McGregor Recruitment Full time

    **FINANCIAL SERVICES ADMINISTRATOR - £24,000 - £29,000** **Hyprid Working and Flexi Time!** **50% working in office and 50% working from home** **Hours between hours of 8am-6pm - 7.5 hours per day** Our client is a very well-established **Financial Services/ Wealth Management** company who work with a variety of clients and have been established for...

  • Financial Services Administrator

    3 months ago

    Stockport, United Kingdom McGregor Recruitment Full time

    **FINANCIAL SERVICES ADMINISTRATOR - £24,000 - £29,000** **Hyprid Working and Flexi Time!** **50% working in office and 50% working from home** **Hours between hours of 8am-6pm - 7.5 hours per day** Our client is a very well-established Financial Services/ Wealth Management company who work with a variety of clients and have been established for over...

  • Financial Services Administrator

    4 months ago

    Stockport, United Kingdom McGregor Recruitment Full time

    **FINANCIAL SERVICES ADMINISTRATOR - £24,000 - £29,000** **Hyprid Working and Flexi Time!** **50% working in office and 50% working from home** **Hours between hours of 8am-6pm - 7.5 hours per day** Our client is a very well-established **Financial Services/ Wealth Management** company who work with a variety of clients and have been established for...

  • Administrative Professional for Financial Services

    3 weeks ago

    Stockport, Stockport, United Kingdom Forrest Recruitment Full time

    IFA Administrator Stockport Permanent OpportunityOur client, a well-established provider in the financial services industry, is seeking a diligent and dynamic individual to join their Administration team. As a trusted name to their clients, they require a person who can provide exceptional support and contribute to the success of their business.Key...

  • Administrative Professional for Financial Services

    3 weeks ago

    Stockport, Stockport, United Kingdom Forrest Recruitment Full time

    IFA Administrator Stockport Permanent OpportunityOur client, a well-established provider in the financial services sector, is seeking a diligent and dynamic individual to join their Administration team. As a trusted name in their field, they require a person who can provide administrative support to ensure the smooth operation of their business.Key...

  • Financial Services Administrator

    3 days ago

    Stockport, United Kingdom Medlock Partners Ltd Full time

    IFA Administrator OpportunityMedlock Partners Ltd is seeking a highly organized and detail-oriented IFA Administrator to join their team. As a key member of the financial planning team, you will provide administrative support to Paraplanners and Financial Planners, ensuring seamless day-to-day operations.Key Responsibilities:Process client transactions...

  • Financial Services Administrator

    3 days ago

    Stockport, United Kingdom Medlock Partners Ltd Full time

    IFA Administrator OpportunityMedlock Partners Ltd is seeking a highly organized and detail-oriented IFA Administrator to join their team. As a key member of the financial planning team, you will provide administrative support to Paraplanners and Financial Planners, ensuring seamless day-to-day operations.Key Responsibilities:Process client transactions...

  • Graduate Financial Services Administrator

    3 months ago

    Stockport, United Kingdom Page Personnel Full time

    Trainee IFA Administrator - Wealth management firm near Stockport **About Our Client**: Due to internal promotions, this firm is looking to recruit an entry level role and allow someone to take on a role that will offer progression as well as study support. As Graduate Financial Services Administrator, you will be responsible for: - Managing client review...

  • Financial Administrator

    3 months ago

    Stockport, United Kingdom McGregor Recruitment Full time

    **FINANCIAL SERVICES ADMINISTRATOR - £25,000 - £30,000** **Hyprid Working and Flexi Time!** **50% working in office and 50% working from home** **Flexible working hours between hours of 8am-6pm - 7.5 hours per day** Our client is a very well-established **Financial Services/ Wealth Management** company who work with a variety of clients and have been...

  • Trainee Insolvency Administrator

    4 months ago

    Stockport, United Kingdom NDH Financial Limited Full time

    **Company description** NDH Financial is one of the UK's leading insolvency companies. We assist individuals all over the UK who are struggling financially with their debts to help them to consolidate reduce their payments to something more affordable, freeze all their interest and charges and get any unaffordable debts written off. **Job...

  • Trainee Insolvency Administrator

    4 months ago

    Stockport, United Kingdom NDH Financial Limited Full time

    **Company description** NDH Financial is one of the UK's leading insolvency companies. We assist individuals all over the UK who are struggling financially with their debts to help them to consolidate reduce their payments to something more affordable, freeze all their interest and charges and get any unaffordable debts written off. **Job...

  • Trainee Financial Planner

    2 weeks ago

    Stockport, United Kingdom EXCHANGE STREET FINANCIAL SERVICES LIMITED Full time

    About the RoleWe are seeking a highly motivated and ambitious Trainee Financial Planner to join our team at Exchange Street Financial Services Limited. As a Trainee Financial Planner, you will have the opportunity to develop your skills and knowledge in financial planning and work towards becoming a qualified financial planner.Key ResponsibilitiesAssist in...

  • Trainee Financial Planner

    2 weeks ago

    Stockport, United Kingdom EXCHANGE STREET FINANCIAL SERVICES LIMITED Full time

    About the RoleWe are seeking a highly motivated and ambitious Trainee Financial Planner to join our team at Exchange Street Financial Services Limited. As a Trainee Financial Planner, you will have the opportunity to develop your skills and knowledge in financial planning and work towards becoming a qualified financial planner.Key ResponsibilitiesAssist in...

  • Trainee Financial Planner

    2 weeks ago

    Stockport, Stockport, United Kingdom EXCHANGE STREET FINANCIAL SERVICES LIMITED Full time £40,000

    Job Summary:EXCHANGE STREET FINANCIAL SERVICES LIMITED is seeking a highly motivated and detail-oriented Trainee Financial Planner to join our team. As a Trainee Financial Planner, you will have the opportunity to work with a modern financial planning firm that utilizes evidence-based investing and a team ethos.Key Responsibilities:Assist in the preparation...

  • Trainee Financial Planner

    2 weeks ago

    Stockport, Stockport, United Kingdom EXCHANGE STREET FINANCIAL SERVICES LIMITED Full time £40,000

    Job Summary:EXCHANGE STREET FINANCIAL SERVICES LIMITED is seeking a highly motivated and detail-oriented Trainee Financial Planner to join our team. As a Trainee Financial Planner, you will have the opportunity to work with a modern financial planning firm that utilizes evidence-based investing and a team ethos.Key Responsibilities:Assist in the preparation...

  • Trainee Financial Advisor

    2 weeks ago

    Stockport, Stockport, United Kingdom EXCHANGE STREET FINANCIAL SERVICES LIMITED Full time

    About the RoleThis is an exciting opportunity to join a modern financial planning firm as a Trainee IFA. As a Trainee Financial Advisor, you will be part of a small, fiercely independent company that prioritizes employee and client well-being.The firm has a proven track record of developing its employees, with a clear plan in place to help you progress from...

  • Trainee Financial Advisor

    2 weeks ago

    Stockport, Stockport, United Kingdom EXCHANGE STREET FINANCIAL SERVICES LIMITED Full time

    About the RoleThis is an exciting opportunity to join a modern financial planning firm as a Trainee IFA. As a Trainee Financial Advisor, you will be part of a small, fiercely independent company that prioritizes employee and client well-being.The firm has a proven track record of developing its employees, with a clear plan in place to help you progress from...

  • Trainee Financial Advisor

    2 weeks ago

    Stockport, Stockport, United Kingdom EXCHANGE STREET FINANCIAL SERVICES LIMITED Full time

    Job Opportunity at Exchange Street Financial Services LimitedJob Summary:We are seeking a highly motivated and ambitious individual to join our team as a Trainee IFA. As a Trainee IFA, you will have the opportunity to develop your skills and knowledge in financial planning and work towards becoming a qualified financial advisor.About the Role:This is an...