See more Collapse

Financial Services Operations Administrator

2 months ago


Bolton, United Kingdom Page Personnel Full time

Successful financial services business
- Bolton

**About Our Client**:
As Financial Services Operations Administrator, you will be responsible for:

- Supporting operational team where required
- Processing settlements in accordance with SLAs
- Reconciling cash into and out of business and client bank accounts
- Client Money reconciliations
- CASS regulations
- Reviewing and preparing payments for clients
- Preparing monthly commission runs
- Dealing with any client queries efficiently and as quickly as possible
- Adhering to all procedures and regulatory requirements
- Escalation of issues to management in a timely manner

**The Successful Applicant**:

- Experience working in financial services
- Knowledge of CASS would be advantageous
- Strong attention to detail
- Strong numerical skills
- Excellent problem solving ability and able to deal with complex queries
- Ability to work to tight deadlines

**What's on Offer**:
You will get:

- £26,000 salary
- Study support for relevant professional qualification
- 25 days holiday plus birthday off
- Excellent pension contribution
- Discretionary bonus scheme
- Private healthcare
- Social events
- And many more


We have other current jobs related to this field that you can find below


  • Bolton, United Kingdom Page Personnel - UK Full time

    Financial Services Administrator - National wealth management firm **About Our Client**: This national wealth management firm will offer you a great role which will offer you scope to develop in the industry, as well as added incentives for performance in the role. As Financial Services Administrator, you will be responsible for: - Supporting financial...


  • Bolton, United Kingdom Page Personnel Full time

    Graduate Financial Services Administrator - Investment firm **About Our Client**: Following some internal restructuring and promotions, there is a newly created role for a Graduate Financial Services Administrator to join a large operations function in an investment firm in Bolton. As Graduate Financial Services Administrator, you will be responsible...


  • Bolton, Greater Manchester, United Kingdom Page Personnel Sales Full time

    About Our Client A successful firm with a network of offices across the UK, headquartered in Bolton. The group has built up a great reputation in their industry and has a large operations function where employees gain valuable experience. The firm has a progressive culture, supporting and providing support for professional development and offer successful...

  • Administrator

    2 weeks ago


    Bolton, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    **Wealth Management Administrator** **Location: Bolton, BL1** **Salary**:up to £26,000** (Excellent benefits including bonuses, loyalty reward scheme, pension, team social events, generous holiday allowance and exam support) **Hours: 35 hours, with potential for hybrid 3/2 in office working pattern (after probation)** **Working as part of the team at an...

  • Junior Administrator

    2 weeks ago


    Bolton, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    **Junior Administrator** **Location: Bolton, BL1** **Salary: up to £22,000 plus **(Excellent benefits including bonuses, loyalty reward scheme, pension, team social events, generous holiday allowance and exam support) **Hours: 35 hours, in office** **Are you an enthusiastic Junior Administrator eager for your next role? Could you fulfil a vital support...


  • Bolton, United Kingdom Four Financial Full time

    **Job role**: Customer Service Administrator **Location**:Bolton **Salary**: £21,000-£23,000 DOE **Benefits**:28 days holiday, Flexitime, Employee discounts & more Our client is a well-established Manufacturing and Retail Business based in Bolton since 1976. We are looking for someone who will provide an excellent service to our clients customers,...


  • Bolton, United Kingdom Four Financial Full time

    **Job role**: Customer Service Administrator **Location**:Bolton **Salary**: £21,000-£23,000 DOE **Benefits**:28 days holiday, Flexitime, Employee discounts & more Our client is a well-established Manufacturing and Retail Business based in Bolton since 1976. We are looking for someone who will provide an excellent service to our clients customers,...

  • Accounts Administrator

    2 months ago


    Bolton, United Kingdom Platinum Financial Recruitment Full time

    **LOCATION** **Bolton** **SALARY** **£25000 - £25000** **JOB TYPE** **Permanent** **REF** **HH2402-04_1707326527** **Accounts Administrator** **£25,000** **Bolton** Working for a family-run business means you aren’t just a number; you are a recognised staff member who is part of a close-knit team. The Financial Controller makes a conscious...

  • Administrator

    3 weeks ago


    Bolton, United Kingdom Four Financial Full time

    **Administrator**: **Employment Type**: Permanent - **Location**: Bolton - **Salary**: Up to £25000 per annum**Job role**: Administrator **Pay Bracket**: £25,000 **Location**:Bolton **Benefits**:22 days holiday plus Bank Holidays Our client has grown over the years and are recognised in the cleaning industry as one of the leading independent janitorial...

  • Administrator

    2 months ago


    Bolton, United Kingdom Platinum Financial Recruitment Full time

    **LOCATION** **Bolton** **SALARY** **£25000 - £25000** **JOB TYPE** **Permanent** **REF** **EW2402-1014_1707765014** **Administrator** **£25,000** **Bolton - BL6** This is a role perfectly suited to someone local to BL6 who is looking to join an extremely successful local, family business until retirement. After going meeting the team and...

  • Administrator

    3 weeks ago


    Bolton, United Kingdom Platinum Financial Recruitment Full time

    **LOCATION** **Bolton** **SALARY** **£25000 - £25000** **JOB TYPE** **Permanent** **REF** **EW2402-1014_1707765014** **Administrator** **£25,000** **Bolton - BL6** This is a role perfectly suited to someone local to BL6 who is looking to join an extremely successful local, family business until retirement. After going meeting the team and...

  • Junior Administrator

    3 weeks ago


    Bolton, United Kingdom Four Financial Full time

    **Job Title: Investment Dealing Administrator** **Salary: £20,000** **Location: Bolton** **Benefits: Hybrid working, 25 days holiday plus bank holidays, birthday off & more.** We are working with one of the UK's leading independently owned investment management specialists who are looking to recruit an Investment Dealing Administrator - Full training will...


  • Bolton, Bolton, United Kingdom MB Fitzgerald Full time

    Financial Planning, Office Administrator - Entry Level / Graduate - Bolton, Office based - Salary negotiable, £17-22K plus benefits and bonusMB Fitzgerald Recruitment are currently working on a FInancial Planning Administrator vacancy working for a Bolton based firm of Financial Advisers.The role: They are currently looking for an Office Administrator to...

  • Administrator

    3 days ago


    Bolton, Bolton, United Kingdom Platinum Financial Recruitment Full time

    LOCATIONBoltonSALARY£ £25000JOB TYPEPermanentREFEW _ Administrator£25,000Bolton - BL6This is a role perfectly suited to someone local to BL6 who is looking to join an extremely successful local, family business until retirement.After going meeting the team and seeing the offices today, it was great to see that 75% of staff members have been with them for...

  • Administrator

    4 weeks ago


    Bolton, United Kingdom Platinum Financial Recruitment Full time

    **LOCATION** **Bolton** **SALARY** **£22000 - £25000** **JOB TYPE** **Permanent** **REF** **EW2305-90_1684500206** **Administrator** **£22,000 - £25,000** **Bolton** A modern organisation in Bolton is recruiting due to sustained growth in the business. They’re moving with the times, completely paperless & have implemented cloud-based...

  • Administrator

    3 weeks ago


    Bolton, United Kingdom Four Financial Full time

    **Administrator**: **Employment Type**: Permanent - **Location**: Bolton - **Salary**: Up to £20000 per annum**Job Title: Unit Settlements Administrator** **Pay Bracket: £20,000** **Location: Bolton** We are working with one of the UK's leading independently owned investment management specialists who are looking to recruit multiple new team members....


  • Bolton, Bolton, United Kingdom Four Financial Full time

    Job Title: Investment Dealing AdministratorSalary: £20,000Location: BoltonBenefits: Hybrid working, 25 days holiday plus bank holidays, birthday off & more.We are working with one of the UK's leading independently owned investment management specialists who are looking to recruit an Investment Dealing Administrator Full training will be provided._The main...


  • Bolton, Greater Manchester, United Kingdom Venn Group Full time

    Job Title: Financial Administrator Job description: We are currently recruiting for a Financial Administrator Role based in Bolton Hours: 37.5 or 30 hours per week Duties will include: Balancing booksRecording cash transactionsPreparing reports and spreadsheetsEnsuring payments, amounts and records are accurateDaily cash postingSales ledger reconciliation...


  • Bolton, United Kingdom Venn Group Full time

    Job Title: Financial Administrator Job description: We are currently recruiting for a Financial Administrator Role based in Bolton Hours: 37.5 or 30 hours per week Duties will include: Balancing booksRecording cash transactionsPreparing reports and spreadsheetsEnsuring payments, amounts and records are accurateDaily cash postingSales ledger reconciliation...


  • Bolton, Bolton, United Kingdom Venn Group Full time

    Job Title: Financial AdministratorAbout the Company: We are excited to announce a job opportunity for a Financial Administrator with our client based in Bolton.Working Hours: 37.5 or 30 hours per weekResponsibilities:Balancing booksRecording cash transactionsPreparing reports and spreadsheetsEnsuring accuracy of payments, amounts, and recordsDaily cash...