Client Retention/financial Services Administrator

Due to expansion our client, a financial services company, is looking for an experienced Client Retention/Financial Services Administrator to support the Paraplanners and Advisers, by providing successful delivery of operational and administrative support. Duties to Include: - Preparing client files for reviews. - Courtesy customer service calls to all...

Job OverviewLendmark Financial Services is seeking a skilled Loan Consultant II to join our team. This role offers an exciting opportunity for individuals to build strong relationships with customers and provide personalized loan solutions.The successful candidate will be responsible for:Building a customer base through sales, loan extension, and merchant...

Agility Resourcing is seeking a Financial Services Expert to join our team in Lancaster.We are offering an estimated salary of £30,000 - £45,000 per annum.The role involves working in a busy tax department providing a timely and quality service to individual and business clients.The duties include:Completion of Self-Assessment returns and tax computations...

**reference**: BBBH20478_1712157492 HR & Payroll Administrator **Vacancy Type**: Permanent **Location**: Lancaster, Lancashire **Salary**: £26000.00 - £28000.00 per annum Are you a dynamic HR & Payroll professional with a passion for supporting both personnel and payroll functions? Our client, a leading company in Lancaster, is seeking an enthusiastic...

Job OverviewWe are seeking a highly skilled and experienced Chief Financial Administrator to join our team at Queen Square Medical Practice. This is an excellent opportunity for a motivated individual to take on a key role in the financial management of our practice.

Are you an accomplished Accounts professional looking for a challenging role that leverages your credit control skills? We have an exciting opportunity at Agility Resoucing for an experienced Accounts Assistant to join our team as a key member.Job OverviewThis Accounts Assistant position is a fantastic chance to take your career to the next level, working...

Are you a Graduate with a finance or business-related degree? Are you looking to move into a role within Financial Services? If so, please read on: A highly regarded and well-established Wealth Management business are looking to recruit ambitious, professional and career focused graduates who have a keen interest in moving into financial services. To be...

Job OverviewA dynamic opportunity has arisen for a highly motivated Employment and Recruitment Service Administrator at Lancaster University's pioneering Employment and Recruitment Service.About the RoleThe successful candidate will play a pivotal role in supporting the service's operations, managing temporary recruitment on behalf of the university and...

**About The Role**: **Position**:Shared Resource Administrator **Salary**: £22,734.35 - £23, 652.82 (depending on experience) **Benefits**:Laptop, mobile phone, pension scheme, personal learning and development fund **Schedule**:Full Time, Monday to Friday **Expected Start Date**: Immediate **Location**:White Cross Industrial Estate, Alston House,...

**Ignite provides business development and client relationship services to partners in the legal sector.** **Joining our dynamic team in Lancaster as a Client Services Adviser, you will be crucial in generating new clients and managing relationships within our thriving contact centre.** **What You Bring**: - A positive outlook on life, empathy, and the...

**About us** Are you looking to take the next step on your journey? Do you want to be part of an international family whose vision is "To make their services smarter, more effective, and more personal every day"? If yes, then you could be our next investment! At Azets, you're in control of your career and with our support this will make us even stronger,...

Ignite provides business development and client relationship services to partners in the legal sector.Joining our dynamic team in Lancaster as a Client Services Adviser, you will be crucial in generating new clients and managing relationships within our thriving contact centre.What You Bring:- A positive outlook on life, empathy, and the ability to handle...

Job Summary: Agility Resourcing is seeking a highly motivated Financial Services Professional to join their team. This exciting opportunity allows individuals studying for AAT or ACCA examinations to gain experience in a broad range of clients and services.Prepare accounts, assist with audits, tax computations, VAT returns, and management accounts.Interact...

SUMMARY : The role of Loan Consultant II is to provide exceptional customer experience while providing personal loan solutions.  This position focuses on building a customer base through sales, loan extension and merchant referrals.  Role success will be based on creation of customer experience, generation of business, compliance, attainment of monthly...

SUMMARY : The Loan Consultant I provides exceptional customer experience while providing personal loan solutions.  This position focuses on building a customer base through sales, loan extension and merchant referrals.  Role success will be based on creation of customer experience, generation of business, compliance, attainment of monthly goals, and...

Eventus Recruitment are seeking a Commercial Finance Mortgage Case Manager to be based in their practice in Lancaster, Lancashire. This is a full time, permanent job position. You will be a confident communicator and negotiator, liaising with lenders and building client relationships. Furthermore, you will benefit from a bonus scheme (up to circa £1,000 per...

This role is to provide financial administration, processing and governance whilst working closely with the Operations Team with the processing of purchase receipts. The role is broad covering purchase ledger, sales ledger, asset logging and expense processing. **Responsibilities of the role**: As a Finance Administrator, you will: - Accurate input of Xero...

**Support Services Administration - 78134** **£21,355** **Lancaster**: Please note this is a part time position of 18.5 hours per week **Overview of the job** This is an administrative support job in an establishment. **Summary** The job holder will provide administrative support to ensure the safe and secure manner to aid effective record keeping in...

Currently seeking Administrator to work for our client based in Glasson Dock, Lancaster. Our client is an established and trusted supplier to the agricultural supply trade. With a range of diverse activities including feed ingredient supply, fertiliser manufacture, grain trading, provender supplies, agronomy and shipping services throughout the United...

We are seeking a highly skilled and experienced Financial Controller to join our team. As a key member of the management team, you will be responsible for overseeing the financial performance of the business, managing cash flow, and preparing financial reports.The successful candidate will have a strong background in accounting, finance, and leadership. A...