Financial Administrator

3 weeks ago


Knutsford, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**Knutsford, Cheshire
£24000 - £26000
18/08/2023
NJR14005

DESCRIPTION

Financial Services Administrator - Part Time
Location: Knutsford

**Salary**: 24000 - 26000

" Managing the Saleforce Database
" Preparing pre-meeting documentation for the Adviser
" Dealing with the Client Annual Reviews
" Ensuring Client appointments are made
" Creating Client Valuations & Illustrations
" Chasing Letters of Authority
" Liaising with Product Providers and third parties

REF: 14005



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

    **Administrative Assistant** **Location**:Knutsford, Cheshire **Salary**:£22,000 to £25,000 (DoE) **Hours**:Full time / In office **We are a well-established Wealth Management company providing financial services for both private and corporate clients.** An excellent opportunity has arisen for an experienced financial administrator to join our...

  • Ifa Administrator

    4 weeks ago


    Knutsford, United Kingdom Eventus Finance Full time

    Eventus Recruitment are seeking an experienced IFA Administrator to join a successful IFA / Financial Planning business based in Knutsford, Cheshire. This is a great opportunity to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You will receive 25 days holiday plus bank holidays,...

  • Sales Administrator

    7 days ago


    Knutsford, United Kingdom Prestige Recruitment Group Full time

    Communication with customers for financial or mortgage services - Diary control for consultations - Supporting the Mortgage Specialist(s) with fact find documentation - Customer compliance including Proof of ID and other supporting documentation - Chasing and assisting with outstanding documentation - Communicating with lenders, Solicitors and Estate...


  • Knutsford, Cheshire, United Kingdom IDEX Consulting Full time

    To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulatory standards To work closely with the aligned Financial Planners to deliver excellent client outcomes Maintain back-office systems and client records in line with the...


  • Knutsford, Cheshire, United Kingdom NJR Recruitment Full time

    Senior Administrator - Wealth Management An Experienced Financial Services Administrator is required to work for our client, a small, established, and growing firm of Financial Advisers. Supporting a Financial Advisers and working alongside an Administrator the successful Candidate will join the Practice at an exciting time and will become a fundamental part...


  • Knutsford, Cheshire, United Kingdom NJR Recruitment Full time

    Senior Administrator - Wealth Management An Experienced Financial Services Administrator is required to work for our client, a small, established, and growing firm of Financial Advisers. Supporting a Financial Advisers and working alongside an Administrator the successful Candidate will join the Practice at an exciting time and will become a fundamental part...

  • Senior Administrator

    4 weeks ago


    Knutsford, Cheshire, United Kingdom 808 Group Full time

    We are seeking a highly organised and detail-oriented individual to join our team as a Senior Administrator for a market leading Claims Management Company. you will play a critical role in assessing and managing claims related to unaffordable lending practices within the financial sector. This role involves investigating claims made by consumers who...


  • Knutsford, United Kingdom The Veterinary Defence Society Ltd Full time

    Job Advert The Veterinary Defence Society are offering a great opportunity to join our Claims and Membership Operational Team on Fixed Term Contract as an Operational Administrator. The role is working Monday to Wednesday, on a Fixed Term Contract, ideally starting 25th March 2024 for 12 months. You would report into the Operations Manager and act as the...


  • Knutsford, United Kingdom The Veterinary Defence Society Full time

    The Veterinary Defence Society are offering a great opportunity to join our Claims and Membership Operational Team on Fixed Term Contract as an Operational Administrator. The role is working Monday to Wednesday, on a Fixed Term Contract, starting ASAP for 12 months.Scroll down for a complete overview of what this job will require Are you the right candidate...


  • Knutsford, Cheshire, United Kingdom The Veterinary Defence Society Full time

    The Veterinary Defence Society are offering a great opportunity to join our Claims and Membership Operational Team on Fixed Term Contract as an Operational Administrator. The role is working Monday to Wednesday, on a Fixed Term Contract, starting ASAP for 12 months. You would report into the Operations Manager and act as the first point of contact for VDS...


  • Knutsford, Cheshire, United Kingdom The Veterinary Defence Society Full time

    The Veterinary Defence Society are offering a great opportunity to join our Claims and Membership Operational Team on Fixed Term Contract as an Operational Administrator. The role is working Monday to Wednesday, on a Fixed Term Contract, starting ASAP for 12 months. You would report into the Operations Manager and act as the first point of contact for VDS...


  • Knutsford, Cheshire, United Kingdom The Veterinary Defence Society Full time

    The Veterinary Defence Society are offering a great opportunity to join our Claims and Membership Operational Team on Fixed Term Contract as an Operational Administrator. The role is working Monday to Wednesday, on a Fixed Term Contract, starting ASAP for 12 months. You would report into the Operations Manager and act as the first point of contact for VDS...


  • Knutsford, United Kingdom The ICM Group Full time

    Are you a dynamic and welcoming individual who thrives in a fast-paced corporate environment? Do you possess exceptional interpersonal skills and a passion for providing top-notch service? Look no further - as we are seeking a dedicated Reception and Facilities Host to be the welcoming face of our client’s dynamic workplace! About Us: Our client provides...


  • Knutsford, Cheshire, United Kingdom The Veterinary Defence Society Full time

    The Veterinary Defence Society are offering a great opportunity to join our Claims and Membership Operational Team on Fixed Term Contract as an Operational Administrator. The role is working Monday to Wednesday, on a Fixed Term Contract, starting ASAP for 12 months. You would report into the Operations Manager and act as the first point of contact for VDS...


  • Knutsford, Cheshire, United Kingdom The Veterinary Defence Society Full time

    The Veterinary Defence Society are offering a great opportunity to join our Claims and Membership Operational Team on Fixed Term Contract as an Operational Administrator. The role is working Monday to Wednesday, on a Fixed Term Contract, starting ASAP for 12 months. You would report into the Operations Manager and act as the first point of contact for VDS...