Entry Level Financial Administrator

6 months ago


Northwich, United Kingdom Recruit UK Full time

**Job Title: Financial Administrator - Fixed Term**

**Industry: Wealth Management**

**Location: Northwich**

**Salary: up to £25,000 (higher negotiable dependent on experience)**

Recruit UK are proud to be working with one of the UKs leading wealth management firms, who are currently looking for a Financial Administrator to join their Northwich team. As a Financial Administrator, you will play a key role in ensuring the smooth functioning of the company’s operation processes, and be responsible for tasks such as handling payments, resolving issues, maintaining up to date records and you must hold previous experience within a wealth management or asset management firm.

**Duties will include**:

- Handle payments, account changes, and ensure safe handling of assets for SIPP & OFB providers.
- Be a main point of contact and process requests for resolving issues with third-party providers and internal teams.
- Maintain relationships with new SIPP and Offshore Bond Providers.
- Manage relationships and processes with existing SIPP & Offshore Bond Providers.
- Work alongside Front Office teams, Fund Managers and Financial Advisers.
- Oversee onboarding and transfers for SIPP & Offshore Bond accounts and report any issues.
- Organize and check account opening notifications and related queries.
- Keep CRM system up to date
- Review and improve current operations processes.
- Assist in producing MI and tasks related to risk events in the Client Operations department.

**Benefits**:

- Salary between £20,000 - £25,000 (negotiable on experience)
- 25 days holiday (option to buy more)
- Life Assurance (x4 salary)
- Discretionary bonus
- Juicy company pension scheme (10% contribution)
- Private health insurance
- Employee Wellbeing Assistance programme
- Season Ticket Loan
- Share incentive scheme
- Access to financial advice
- Hybrid working opportunities

**Skills and experience required**:

- Previous experience within operations in a wealth management or asset management firm
- Risk management skills
- Pensions experience
- CISI Investment Operations Certificate desirable
- Ability to multitask
- Problem solving skills
- Excellent communication skills - both written and verbal
- Ability to work independently and as a team

About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management Firm in Northwich on a Financial Administration role.

Our commitment to you:
Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.

**Salary**: £22,000.00-£25,000.00 per year

**Benefits**:

- Company pension
- On-site parking
- Work from home

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Northwich: reliably commute or plan to relocate before starting work (required)

Work Location: In person



  • Northwich, United Kingdom Adele Carr Financial Recruitment Full time

    **reference**: 20363a_1710924868 Entry Level HR Administrator **Vacancy Type**: Permanent **Location**: Northwich, Cheshire **Salary**: £25000 - £27000 per annum Are you someone with solid administration skills eager to kickstart your career in HR? Our client, a respected company located in Northwich, is on the lookout for a proactive HR Administrator...


  • Northwich, United Kingdom Platinum Financial Services Full time

    **Administrator in Financial Services - £24,000 pa** This is an excellent opportunity to join an established firm of Independent Financial advisers with their offices based in Northwich, Cheshire. The company is currently expanding and are looking to bring in a financial administrator. This presents an exciting opportunity where you can develop and...


  • Northwich, United Kingdom Adele Carr Payroll Recruitment Full time

    Are you someone with solid administration skills eager to kickstart your career in HR? Our client, a respected company located in Northwich, is on the lookout for a proactive HR Administrator to join their vibrant team. **Responsibilities**: - **Assisting HR Functions**: Support various HR activities, including recruitment, onboarding, and offboarding...

  • Administrator

    6 months ago


    Northwich, United Kingdom Burfield Financial Planning Full time

    As an established independent financial advisory firm with a national presence, we are currently recruiting for an Administrator to provide high quality administrative support to our Financial Planners & Directors. Whilst focusing on retirement, we also provide a full range of financial solutions to both individuals and businesses alike. This role will be...

  • Data Entry

    5 months ago


    Northwich, United Kingdom Just Recruitment Group Full time

    Just Temps are looking for Data Entry staff needed for our Client based in Northwich Cheshire, Immediate start, must have fast accurate Data Entry skills. 8am-5pm Monday to Friday, this is an ongoing temporary role, potential of temporary to permanent. £10.50 per hour, paid weekly in arrears, holiday pay accrued on every hour worked. Call Just Temps 01787...

  • Personal Assistant

    5 months ago


    Northwich, United Kingdom Allied Global Engineering Ltd Full time

    Duties: - Organise and manage schedules, appointments, and travel arrangements - Assist in the preparation of reports, presentations, and data entry tasks - Handle phone calls and correspondence with professionalism and efficiency - Maintain office filing systems and ensure documents are organised - Utilise Google Suite for various administrative tasks -...


  • Northwich, United Kingdom Haywood & Jackson Fabrication Ltd Full time

    **Responsibilities**: - Perform various administrative and office tasks to support daily operations - Manage supplier & customer invoices - Maintain accurate training & HR records - Conduct data entry in SAGE 50 - Perform general office duties such as filing, photocopying, and scanning documents **Experience**: - Proficient in using Excel - Strong data...


  • Northwich, United Kingdom Cheshire Fresh Clean Ltd Full time

    Job Summary: **Duties**: - Organize and schedule appointments - Assist in organizing meetings and taking detailed minutes - Maintain filing systems, both electronic and physical - Handle requests and queries appropriately - Assist in the preparation of regularly scheduled reports - Update and maintain office policies and procedures **Experience**: -...

  • Investment Team Leader

    5 months ago


    Northwich, United Kingdom BRUIN Financial Full time

    Permanent - Northwich, **Ref**: 37317 One of the UKs largest Financial Service's organisations are looking for a Team Leader to join the team in Cheshire to manage, coach and develop the Investment Operations team. Daily responsibilities will include; - Providing leadership and direction to the Transfers Team, managing the team members on a day to day...

  • Senior Administrator

    5 months ago


    Northwich, United Kingdom CAPPER GROUP LTD Full time

    **Location**: Working from home with an expectation of attending meetings when required at the office site based in Northwich Capper Group LTD is a local provider of high pressure jetting, tanker vacuuming and industrial cleaning. With a commitment to safety and innovation we ensure our services provide vital maintenance and upkeep for our clients. We are...

  • Accounts Administrator

    5 months ago


    Northwich, United Kingdom Residential Management Group Full time

    **Accounts Administrator / from £21,389 / Permanent / Full Time / Hybrid+Northwich** Residential Management Group (RMG) has an exciting opportunity for an **Accounts Administrator **to join a small finance team based in Northwich. **This is a hybrid role, with 2 or 3 days a week at our Northwich Office, the remainder will be homebased, or you can work...


  • Northwich, United Kingdom Cheshire Residential Homes Trust Full time

    We are seeking a **Receptionist/Administrative Assistant** to join our team! **Reports to: Administration & Quality Manager** - To be directly responsible to the Administration & Quality Manager and work alongside the Manager of the Home. - To learn and understand the Care Quality Commission Regulations and the Homes policies and procedures. - Keep abreast...

  • Business Graduate

    5 months ago


    Northwich, United Kingdom Howard James Recruitment & Training Full time

    Our clients are a leading international bank and due to growth within the company they are looking to recruit a bright and ambitious business graduate to join the team based in Northwich. Working within the International Development team you will assist the team in developing business plans for entry into new jurisdictions, additional duties will...

  • Administrator

    5 months ago


    Northwich, United Kingdom NJR Recruitment Full time

    ADMINISTRATOR - Financial Planning Practice LOCATION : Northwich SALARY: 23,000 - 28,000 Our Client, a well-established Wealth Management Practice with a credible name in the market now have an excellent opportunity for an Administrator to join their team. This is an exciting opportunity for a motivated individual to join a thriving and successful...


  • Northwich, United Kingdom Close Brothers Group Full time

    **RESPONSIBILITIES** - Undertake all relevant payment processing (both in and out) activity and ongoing fee processing and monitoring relating to new and existing CBAM clients, on the Fusion, PULSE and Symphony systems, within agreed SLAs - Undertake client contact for various elements of the client withdrawal process and for verifying Source of Funds for...

  • Financial Admin

    5 months ago


    Northwich, United Kingdom Pertemps Network Group Full time

    **Job Description**: **Financial Admin** Pertemps Crewe are delighted to be working alongside our well-respected client based in Northwich, who are within the early years education sector, to locate a skilled financial admin to join their team. **Salary**: £12.87 Per hour **Hours**: 08:30 - 16:00, 3 days per week (21 hours per week) **Duration**:...


  • Northwich, Cheshire, United Kingdom Accountable Recruitment Full time

    Job Description for Finance ManagerAccountable Recruitment seeks a skilled Finance Manager to join their team in Northwich.As a Finance Manager, you will be responsible for preparing and managing financial reports, forecasts, and budgets.You will oversee a team of two and report directly to the Managing Director.This opportunity is ideal for a hands-on...

  • Administrator

    5 months ago


    Northwich, United Kingdom Connells Group Full time

    At** Swetenhams,** we're looking for a highly motivated **Branch Administrator **to support our fantastic team in branch in **Northwich**. As our **Branch Administrator **you will take ownership of office administration accurately and efficiently and in a professional manner, within a busy customer facing environment. **What’s in it for you as our Branch...

  • HR Administrator

    1 week ago


    Northwich, Cheshire, United Kingdom Dechra Full time

    We are seeking a skilled HR Administrator to join our Shared Services team at Dechra. In this role, you will play a critical part in delivering efficient and effective HR services to employees.About the OpportunityThis is an exciting opportunity for a talented HR professional to contribute to the success of our organisation. As Group HR Administrator, you...

  • Administrator

    6 months ago


    Northwich, United Kingdom Close Brothers Group Full time

    **OVERALL SUMMARY** Are you looking for your first opportunity within Financial Services? And do you have a passion for client and customer services? This is an excellent opportunity to work with the Intermediary Sales team and provide admin support to a range of clients, including; the Business Development Directors, Independent Financial Advisers, IFA...