Financial Services Administrator

**Job Title: Financial Services Administrator** **Duties include**: Provide administration support to financial advisers Liaising with clients and other third parties - dealing with queries Updating the database Preparing meeting packs Sending review letters Processing fund switches, rebalances and withdrawals **Requirements**: Previous financial...

**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...

Job Title: Financial Services AdministratorLocation: Hale, AltrinchamWe are seeking a highly skilled Financial Services Administrator to join our award-winning Wealth Management business. The successful candidate will be responsible for administering and progressing applications, managing leads, and liaising with clients and consultants.The ideal candidate...

We are seeking an organised and detail-oriented Reception and Administration Professional to join our operations team at Capstone Financial. As the first point of contact, you will handle reception duties, manage meeting room bookings, run reports, and provide administrative support to the adviser team. This role requires proficiency in Microsoft packages,...

About the RoleWe are seeking a highly organized and efficient Administrative Assistant to join our operations team at Capstone Financial.The successful candidate will have exceptional telephone skills and be confident speaking with clients to book appointments.Responsibilities include reception duties, managing meeting room bookings, running reports,...

Company OverviewIDEX Consulting is a growing chartered financial planning business seeking an experienced administrator to join our team. We are looking for someone with strong administrative skills and the ability to work accurately and efficiently.Key ResponsibilitiesPipeline management involves ensuring all business is recorded and chased through to...

**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...

**Financial Administrator** Salary £25,000 - £29,000 South Manchester, Cheshire - £25,000 - £29,000 - Excellent benefits package & career development. Wealth Management firm who have won numerous financial services awards is looking to recruit within its IFA Support team. This Cheshire based firm is a big believer in career development and rewarding...

**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...

We are looking for a highly motivated and organized individual to fill the role of Financial Administrator at Monkhouse Schoolwear.As a Financial Administrator, you will be responsible for providing administrative support to our finance team, including tasks such as filing and archiving of financial documents, data entry, and preparation of reports.You will...

Job DetailsCapstone Financial is seeking a highly skilled Reception and Administration Coordinator to join our Operations team. As a key member of our team, you will be responsible for providing exceptional customer service to our adviser team and clients, ensuring that new business cases are processed efficiently and accurately.In this role, you will be...

At NOW, we want everyone that interacts with the business to be better off because of it. We are now looking for a passionate individual to join our Practice Support Team. **The right character for this role will**: - Have a friendly and helpful manner - Be excellent with customers and clients, face to face and over the phone - Be proactive - Adopt a 'can...

Our client is a funding business for SME across the UK. The role is full time Mon-Fri office based in Altrincham, Cheshire. Main duties: Creating financial contracts Managing Docusign agreements Providing customer service Managing documents and files Creating customer funding certificates Assisting in daily administrative tasks Keying in data into...

**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...

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...

Job DescriptionGibson Hollyhomes requires a skilled Financial Administrator to manage financial transactions, maintain accurate records, and provide administrative support to the accounting team.This role involves:Managing cash flow and preparing financial reportsMaintaining accurate and up-to-date financial recordsProviding administrative support to the...

**Financial Administrator** - WOO00JX **Finance Administrator** ***£500 Welcome Bonus** **Woodend Care Home, Bradgate Road, Altrincham, WA14 4QU** It’s the small things that can often make the biggest difference. At Bupa Care Homes, we know it's our privilege to care for people - supporting them to live with dignity and independence. Right now, we’re...

**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...