Financial Administrator
5 months ago
We are seeking a personable, detail-oriented Financial Services Administrator to join our close-knit team. As a Financial Services Administrator, you will play a critical role in ensuring a seamless experience for our clients throughout their financial planning journey. Your primary responsibilities will include:
**Key Responsibilities**:
**Client Support**: Provide exceptional administrative support to clients, addressing inquiries, processing transactions, and resolving issues in a timely and professional manner.
**Documentation and Compliance**: Assist in maintaining accurate client records, ensuring all documentation is complete and compliant with FCA regulations.
**Data Management**: Maintain and organise financial data on our back-office system, including account information and transactions.
**Meeting Preparation**: Schedule client meetings and assist in preparing annual review packs.
**Team Collaboration**: Work closely with financial advisers and other team members to ensure seamless service delivery to clients.
**Administrative Tasks**: Handle various administrative tasks such as filing, correspondence, and office organisation.
Bachelor's degree in finance, business, or a related field.
Previous experience in a similar financial services administrative role.
Strong attention to detail and excellent organisational skills.
Proficiency in Microsoft Office Suite (Word, Excel, and Outlook).
Exceptional communication and interpersonal skills.
Knowledge of financial industry regulations and compliance.
Willingness to share ideas and collaborate with our team to improve our business processes and enhance client relationships.
**Why Join Us**:
Salary is circa of £25,000 depending on experience.
Benefits package includes:
- 23 Days Holiday + Bank Holidays.
- Company Bonus Scheme.
- 4% Employer Pension Contribution.
- Company Share Scheme.
Opportunity to work in a collaborative and supportive environment.
Potential for career growth and development.
Exposure to a diverse range of financial services and clients.
A chance to make a meaningful impact on our clients' financial well-being.
Working hours 9 am to 5 pm, Monday to Friday (1 hour for lunch).
**Job Types**: Full-time, Permanent
**Salary**: £24,000.00-£25,000.00 per year
**Benefits**:
- Company pension
Schedule:
- 8 hour shift
- Monday to Friday
- No weekends
Supplemental pay types:
- Bonus scheme
Ability to Commute:
- Sale, M33 3HP (required)
Work Location: In person
-
Financial Planning Coordinator
1 month ago
Sale, Trafford, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Exchange Street Claims & Financial Services. As a key member of our small team, you will provide administrative support to our senior financial planners, ensuring the smooth operation of our financial services.Key ResponsibilitiesProcess...
-
Financial Planning Coordinator
1 month ago
Sale, Trafford, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Exchange Street Claims & Financial Services. As a key member of our small team, you will provide administrative support to our senior financial planners, ensuring the smooth operation of our financial services.Key ResponsibilitiesProcess...
-
Financial Planning Coordinator
1 month ago
Sale, Trafford, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Exchange Street Claims & Financial Services. As a key member of our small team, you will provide administrative support to our senior financial planners, ensuring the smooth operation of our financial services.Key ResponsibilitiesProcess...
-
Financial Planning Coordinator
1 month ago
Sale, Trafford, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Exchange Street Claims & Financial Services. As a key member of our small team, you will provide administrative support to our senior financial planners, ensuring the smooth operation of our financial services.Key ResponsibilitiesProcess...
-
Administrator
5 months ago
Sale, United Kingdom Platinum Financial Recruitment Full time**LOCATION** **Sale** **SALARY** **£24000 - £26000** **JOB TYPE** **Permanent** **REF** **EW2404-109197_1712593318** **Business Administrator** **£24,000 - £26,000** **Sale, Trafford** The administration function at this business is recognised as the heartbeat of their success, with that in mind they are looking for their next key hire in...
-
Administrator
5 months ago
Sale, United Kingdom Platinum Financial Recruitment Full time**LOCATION** **Sale** **SALARY** **£23000 - £23000** **JOB TYPE** **Permanent** **REF** **EW2311-021_1699623376** **Administrator** **£23,000 + Company bonus** **Sale, Trafford** It is almost unheard of to get bonus in an administration role but here it is As an employee owned business, you will earn 15% company bonus on top of your wage every...
-
Financial Planning Administrator
5 months ago
Sale, United Kingdom atomos Full time**Join Our Team as a Financial Planning Administrator**: **Career** Seize this rewarding opportunity to become a Financial Planning Administrator and elevate your professional journey. Within our dynamic environment that blends the innovative spirit of a start-up with the stability of a formidable national presence, you are positioned to make a real...
-
Financial Planning Administrator
1 month ago
Sale, United Kingdom CV-Library Full timeOur client, based in Manchester, is an independent financial advisory business with an award winning name and reputation. Specialising in pensions and retirement planning, they advise on income withdrawal management, tax, wealth management, providing all round financial well-being and security for thier clients. With a friendly and consultative approach,...
-
Administrator (Financial Adviser Support)
5 months ago
Sale, United Kingdom Cheetham Jackson Ltd Full time**Administrator (Financial Adviser Support) Role - Part time 21 hours** **Up to £21,000 pro rata** **About us**: Cheetham Jackson is a well-respected financial services company. Our focus is on helping clients achieve their aims, goals and objectives, we do this by providing financial advice delivered in a way that makes them feel heard and taken care...
-
Part Time Administrator
5 months ago
Sale, United Kingdom Platinum Financial Recruitment Full time**LOCATION** **Sale** **SALARY** **£23000 - £23000** **JOB TYPE** **Permanent** **REF** **EW2401-9107_1706108831** **Part Time Administrator** **£23,000 pro rata - 28 hours per week + Benefits** **Sale, Trafford** Sometimes in a part time role you can feel under valued or not appreciated for the work you do, this business is going to show you...
-
Financial Services Administrator
5 months ago
Sale, United Kingdom atomos Full time**Financial Planning Administrator**: **Career** Are you looking for a career rather than just a job? Do you want to be valued for what you do? Do you have experience working in a Wealth Management or Financial planning environment? We pride ourselves on helping our people understand the bigger picture and get involved in a variety of work. Your career is...
-
Pensions Administrator
5 months ago
Sale, United Kingdom Recruit UK Full timeRecruit UK is on the hunt for a committed New Business Administrator for a leading financial services company located in Sale, Greater Manchester. With over a quarter of a century in the industry, this company has set the standard in providing top-tier pension solutions to both domestic and international clients. They stand out for their innovative approach,...
-
Finance Administrator
5 months ago
Sale, United Kingdom Intrinsic Resourcing Full timeOur client, a dynamic consultancy business based in Sale, is seeking a Finance Administrator to join their growing finance team. The role will assist with a number of roles and processes within finance; debt ledger processes, monthly project invoicing, purchase ledger and project set up management. The duties will include: - Prepare and maintain financial...
-
Pension Administrator
2 weeks ago
Sale, Trafford, United Kingdom Recruit Wealth Ltd Full timePension Administrator Job DescriptionOur client, a leading industry pension provider, collaborates with regulated financial advisers to offer a range of personal pensions for UK and non-UK residents. They provide advanced pension products, which have won various industry awards, with a focus on client satisfaction. With a strong emphasis on financial...
-
Property Administrator
5 months ago
Sale, United Kingdom Recruit UK Full timeRecruit UK is seeking a diligent SSAS & SIPP Property Administrator for an award-winning pension services company located in South Greater Manchester. This firm has been a pioneer since for over 25 years, providing innovative pension solutions to both UK and international clients. Recognised for cutting-edge technology, exceptional service, and a culture...
-
Senior Administrator
4 weeks ago
Sale, Trafford, United Kingdom Forrest Recruitment Full timeSenior Administrator Job DescriptionWe are seeking a highly skilled and experienced Senior Administrator to join our team at Forrest Recruitment. As a Senior Administrator, you will play a key role in supporting our consultants and clients, providing administrative support, and maintaining efficient office systems.Key Responsibilities:Provide administrative...
-
Senior Administrator
4 weeks ago
Sale, Trafford, United Kingdom Forrest Recruitment Full timeSenior Administrator Job DescriptionWe are seeking a highly skilled and experienced Senior Administrator to join our team at Forrest Recruitment. As a Senior Administrator, you will play a key role in supporting our consultants and clients, providing administrative support, and maintaining efficient office systems.Key Responsibilities:Provide administrative...
-
Finance Administrator
1 week ago
Sale, United Kingdom Boccard Full timeAt Boccard, we are seeking a detail-oriented and proactive Procurement and Finance Assistant to join our team. The successful candidate will support the procurement and finance departments by managing administrative tasks, maintaining accurate records, and ensuring efficient operations. This role requires strong organizational skills, attention to detail,...
-
Finance Administrator
1 week ago
Sale, United Kingdom Boccard Full timeAt Boccard, we are seeking a detail-oriented and proactive Procurement and Finance Assistant to join our team. The successful candidate will support the procurement and finance departments by managing administrative tasks, maintaining accurate records, and ensuring efficient operations. This role requires strong organizational skills, attention to detail,...
-
Finance Administrator
7 days ago
Sale, United Kingdom Boccard Full timeAt Boccard, we are seeking a detail-oriented and proactive Procurement and Finance Assistant to join our team. The successful candidate will support the procurement and finance departments by managing administrative tasks, maintaining accurate records, and ensuring efficient operations. This role requires strong organizational skills, attention to detail,...