Financial Services Administrator

Due to continued growth and internal promotion, an exciting opportunity has arisen for an experienced financial services administrator to join our team, based at our Altrincham Office, Greater Manchester. You will have knowledge of the financial planning process and ideally be experienced in providing client and financial adviser support. The role covers a...

We are looking for an additional IFA administrator/ Accounts Assistant to join our small team and support our Financial Advisers and Paraplanners. This role would suit somebody with financial services experiences or individuals who are interested in moving into the financial services industry. Duties will include but will not be limited to; - Reconciling...

**Position Summary** Due to continued growth, Capstone Financial is seeking a Client Administrator to join our busy administration team based in the Altrincham area. **Role Purpose** Supporting the adviser team and the wider operation, ensuring that new business cases are processed effectively; whilst maintaining a timely turnaround and high level of...

**Financial Services Administrator** **Altrincham, Cheshire** **Salary: £25,000 - £30,000** We are delighted to be working with a South Manchester based and award winning Financial Planning Management Practice based in Altrincham, Cheshire. They have an exciting opportunity for an experienced IFA administrator to join a well established and growing...

Our client based in Hale, Altrincham is currently looking to recruit an experienced Financial Services Administrator on a permanent basis... To provide efficient, friendly, and professional administration support to both clients & IFAs. The Role: Dealing with adhoc queries from Advisers/Clients/ProvidersTasks to be recorded and maintained via back-office...

CLIENT SERVICING ADMINISTRATOR Job title: Administrator Location: Hale, Manchester **Salary**: £22,000 to £25,000 per annum, depending on experience. Plus, quarterly bonus relating to performance. Contract: Permanent Hours: Full time Mon to Friday 35 hours per week. Closing date: 19th July 2024 The opportunity An exciting new opportunity has arisen...

**LOCATION** **Altrincham** **SALARY** **£25000 - £25000** **JOB TYPE** **Permanent** **REF** **EW2402-78_1709155201** **Customer Service Administrator** **£25,000 + Benefits** **Altrincham** This is a place where you will be for the next 10 years still enjoying your role and career and loving being amongst the incredible team. I’m not just...

**Job Title: IVA Specialist with Training for Corporate Insolvency Administrator** **Location**: Altrincham, UK **About Us**: We are a leading insolvency firm based in Altrincham, dedicated to providing comprehensive debt solutions and corporate insolvency services. With a focus on professionalism and client-centric approach, we aim to assist individuals...

Our client an established firm of financial planners based in south Manchester have a requirement for an experienced financial service administrator.Responsibilities: Providing an efficient new business processing service for sales consultants, completing trades/fund switches, and liaising with product providers and ensuring that new business is set up...

Job Title: IVA Specialist with Training for Corporate Insolvency Administrator Location: Warrington, UK About Imperium Financial Recruitment:Imperium Financial Recruitment is a leading agency specializing in connecting talented professionals with opportunities in the financial sector. With a reputation for excellence and personalized service, we strive to...

Imperium Financial Recruitment is delighted to be recruiting on behalf of a prestigious insolvency practice based in the heart of South Manchester. We are seeking a dedicated and experienced Bankruptcy Administrator to join our client's dynamic team. This role offers an exciting opportunity to manage a diverse caseload of bankruptcy files and contribute to...

An exciting opportunity has arisen for a Financial Planning Administrator to work with one of the leading Wealth management firms. **Key Purposes** To provide efficient administrative support for financial planners to assist delivery of bespoke solutions to clients as part of the financial advice process. To accurately process business in line with the...

**reference**: BBBH19130_1687776480 Administration Assistant **Vacancy Type**: Permanent **Location**: Altrincham, Greater Manchester **Salary**: Up to £18000.00 per annum Trainee Administrator - Altrincham - Permanent circa £18,000 I'm currently working with a brilliant legal firm based in Altrincham - assisting them in their search for a Trainee...

**reference**: BBBH19130_1691662225 Administration Assistant **Vacancy Type**: Permanent **Location**: Altrincham, Greater Manchester **Salary**: Up to £18000.00 per annum Trainee Administrator - Altrincham - Permanent circa £18,000 I'm currently working with a brilliant legal firm based in Altrincham - assisting them in their search for a Trainee...

Opportunity informationSalary £12000 per yearDuration 15 monthsAdvert closing date 01/09/2023DescriptionA fantastic opportunity to join a vibrant and successful company.We are seeking an enthusiastic Financial Administrator Apprentice to support our team.Key responsibilities and accountabilities are: Updating our CRM and systems adhering to both new advice...

**Role Responsibilities** The incoming Senior Financial Planning Administrator will deal with a range of client queries. Key tasks include: - Produce EIS & VCT summaries for clients when requested - Liaise with providers to resolve queries - Overseeing withdrawal requests - Processing new business submissions - Preparing meeting packs - Ensuring...

Looking for 2 x Junior Financial Planning Administrators based in Altrincham No experience needed but must have an interest in the industry. £19-23k Also required 1 x Senior Financial Planning Administrator £24-28k Lots of training and development opportunities. **Salary**: £19,000.00-£28,000.00 per year Schedule: - Monday to Friday Ability to...

Our client, a Chartered Financial Planning practice based in Altrincham are currently seeking to recruit an additional Financial Planning Administrator to join their friendly team. The organisation is well established and have a fantastic reputation in Greater Manchester and across the North West. Due to increased workload and an internal promotion, they...

Lucas Ross Limited is a boutique firm of licensed insolvency practitioners helping deliver vital business rescue and restructuring to firms across the UK, together with formal insolvency processes to generate returns to creditors. We work across all industries with small and medium sized enterprises, both commercial and not for profit. We are unique in our...

**Hours of work are Monday - Friday, 09:00 - 17:30.** **The Role**: - Undertaking administration tasks for our Agency Support Team - Maintaining and updating information within our internal databases - To ensure compliance processes are followed at all times **The Person**: - Strong organisation skills - Excellent attention to detail - A positive can-do...