Financial Services Administrator

6 months ago


Stockport, United Kingdom McGregor Recruitment Full time

**FINANCIAL SERVICES ADMINISTRATOR - £24,000 - £29,000**

**Hyprid Working and Flexi Time**

**50% working in office and 50% working from home**

**Hours between hours of 8am-6pm - 7.5 hours per day**

Our client is a very well-established Financial Services/ Wealth Management company who work with a variety of clients and have been established for over 25 years. Now looking for a bright and proactive individual who has worked within Financial Services/Wealth Management for a minimum of one year and looking for the next step in their career. This role would suit someone who enjoys Administrative work and is happy to commit to a role long term.

The successful individual will work alongside Chartered Financial Planners and support the team in processing new business and the management of existing clients. You will have regular contact with clients and enjoy communicating with clients and be used to working in a confidential manner. The role will be busy and interesting and you will be based within a supportive and friendly team.

The Duties:

- Processing Transfers, Top Ups, Withdrawals, Income, Fund Switches, Bed & ISA and protection in an accurate manner - through to completion
- Understanding of 3rd party providers platforms
- Maintaining the personal diary system on client management system to ensure all tasks are prioritised and completed
- Dealing with a high level of confidential information
- Responsible for handling any client queries and resolving all issues in a professional and timely manner
- Mange all post relating to new business cases
- Typing client correspondence and reports
- Maintaining client records on back-office system
- Ad hoc administrative duties as required

**Experience required**:

- Experience of working within Financial Services or Wealth Management would be desirable - ideally a minimum of one year’s experience
- Whole of market experience
- Excellent communication skills
- Good telephone manner
- Used to working in a team
- Keen interest in Financial Services
- Good attention to details
- Ability to work in a team

**The Benefits**:

- Competitive salary
- Hybrid working
- 26 days holidays + all bank holidays (3 days to be used at Christmas)
- Company Pension Scheme
- Access to Benefit Hub which includes discounts to products, tickets, etc.
- Group Life Scheme
- Flexible working
- Performance related bonus

**Job Types**: Full-time, Permanent

**Salary**: £24,000.00-£29,000.00 per year

**Benefits**:

- Casual dress
- Company events
- Company pension
- Financial planning services
- Free parking
- Health & wellbeing programme
- Language training provided
- Life insurance
- On-site parking
- Sick pay
- Work from home

Schedule:

- 8 hour shift
- Day shift
- Flexitime
- Monday to Friday
- No weekends

Supplemental pay types:

- Yearly bonus

Ability to Commute:

- Stockport (required)

Ability to Relocate:

- Stockport: Relocate before starting work (required)

Work Location: In person



  • Stockport, United Kingdom McGregor Recruitment Full time

    **FINANCIAL SERVICES ADMINISTRATOR - £25,000 - £30,000** **Hyprid Working and Flexi Time!** **50% working in office and 50% working from home** **Flexible working hours between hours of 8am-6pm - 7.5 hours per day** Our client is a very well-established **Financial Services/ Wealth Management** company who work with a variety of clients and have been...


  • Stockport, United Kingdom McGregor Recruitment Full time

    **FINANCIAL SERVICES ADMINISTRATOR - £24,000 - £29,000** **Hyprid Working and Flexi Time!** **50% working in office and 50% working from home** **Hours between hours of 8am-6pm - 7.5 hours per day** Our client is a very well-established **Financial Services/ Wealth Management** company who work with a variety of clients and have been established for...


  • Stockport, United Kingdom McGregor Recruitment Full time

    **FINANCIAL SERVICES ADMINISTRATOR - £24,000 - £29,000** **Hyprid Working and Flexi Time!** **50% working in office and 50% working from home** **Hours between hours of 8am-6pm - 7.5 hours per day** Our client is a very well-established **Financial Services/ Wealth Management** company who work with a variety of clients and have been established for...


  • Stockport, United Kingdom McGregor Recruitment Full time

    **FINANCIAL SERVICES ADMINISTRATOR - £24,000 - £29,000** **Hyprid Working and Flexi Time!** **50% working in office and 50% working from home** **Hours between hours of 8am-6pm - 7.5 hours per day** Our client is a very well-established **Financial Services/ Wealth Management** company who work with a variety of clients and have been established for...


  • Stockport, Stockport, United Kingdom Grassroots Recruitment Limited Full time

    About the RoleWe are seeking an experienced Administrative Assistant to join our team in a Financial Services environment. Key responsibilities include providing reception work, answering the telephone, taking messages, and welcoming clients and visitors.


  • Stockport, United Kingdom Page Personnel Full time

    Trainee IFA Administrator - Wealth management firm near Stockport **About Our Client**: Due to internal promotions, this firm is looking to recruit an entry level role and allow someone to take on a role that will offer progression as well as study support. As Graduate Financial Services Administrator, you will be responsible for: - Managing client review...


  • Stockport, United Kingdom McGregor Recruitment Full time

    **FINANCIAL SERVICES ADMINISTRATOR - £25,000 - £30,000** **Hyprid Working and Flexi Time!** **50% working in office and 50% working from home** **Flexible working hours between hours of 8am-6pm - 7.5 hours per day** Our client is a very well-established **Financial Services/ Wealth Management** company who work with a variety of clients and have been...


  • Stockport, United Kingdom NDH Financial Limited Full time

    **Company description** NDH Financial is one of the UK's leading insolvency companies. We assist individuals all over the UK who are struggling financially with their debts to help them to consolidate reduce their payments to something more affordable, freeze all their interest and charges and get any unaffordable debts written off. **Job...


  • Stockport, United Kingdom NDH Financial Limited Full time

    **Company description** NDH Financial is one of the UK's leading insolvency companies. We assist individuals all over the UK who are struggling financially with their debts to help them to consolidate reduce their payments to something more affordable, freeze all their interest and charges and get any unaffordable debts written off. **Job...


  • Stockport, Stockport, United Kingdom Axon Moore Full time

    About the Role:We are seeking a highly organized and detail-oriented Financial Administrator to join our team at Axon Moore. As a key member of our finance department, you will be responsible for processing invoices, expense claims, and other financial documents.Key Responsibilities:Verify and reconcile invoices and statements with purchase orders and...


  • Stockport, Stockport, United Kingdom Prestige Recruitment Group Full time

    Job Summary:Prestige Recruitment Group seeks a skilled IFA Administrator to support our financial planning advisors in preparing financial plans and investment recommendations. The successful candidate will process account applications, transfers, and other paperwork, while handling administrative tasks with ease.About the Role:This is a hybrid working...


  • Stockport, United Kingdom Together Financial Services Limited Full time

    Company Description We're Together.For over 50 years, we've helped thousands of people, businesses and professionals unlock their property ambitions with our common-sense approach to lending.That means we take the time to understand our customers and find a property finance solution that works for them.Our door is always open, so we can often help when other...

  • Service Administrator

    6 months ago


    Stockport, United Kingdom P & A Services Ltd Full time

    Well established catering equipment supplier and service company based in Hazel Grove with over 40 Years trading are looking for a part time service administrator to join our team. Duties will include: Logging service calls to job system Raising Risk Assessments and Method Statements Checking Completed jobs and sending information to suppliers for...


  • Stockport, United Kingdom Together Financial Services Limited Full time

    Company Description We're Together - the market leading property finance experts with an entrepreneurial spirit.Based in Cheadle, South Manchester, we've been established since in 1974 and have built a team of over 750 colleagues, who are passionate about supporting individuals and businesses achieve their property ambitions by making finance work for...


  • Stockport, Stockport, United Kingdom Agility Resoucing Full time

    Job Description:Agility Resourcing is seeking a skilled Junior Financial Administrator to join our team. As a Junior Financial Administrator, you will play a vital role in assisting the Finance Director with various financial duties, gaining valuable experience and ownership of tasks.About the Role:The successful candidate will be responsible for producing...

  • Administrator - Temp

    7 months ago


    Stockport, United Kingdom Four Financial Full time

    **_Temporary position._** **Job role**: Administrator **Location**:Stockport **Hourly Rate**: £11-12ph DOE Our client is a UK based, family owned group of companies that provide the manufacturing, supply and transportation of hygiene products. **What does the role involve?** - Ordering stock & PPE/uniform - Data input on systems - Being a helping hand...


  • Stockport, United Kingdom Capio Recruitment Full time

    **Job Role: Financial Planning Administrator (Hybrid Working Available)** **Salary: £24,000 to £30,000 + Bonus & Benefits** **Location: Stockport** Our client is a firm of independent financial planners in a brilliant location just outside of the centre of Stockport, offering free parking! They have a fast growing reputation as one of the top financial...


  • Stockport, United Kingdom Brooktech Maintenance Services Limited Full time

    **Brooktech Maintenance Services Ltd.** **Customer Service Administrator** Brooktech Maintenance Services are recruiting a full-time customer service administrator to join our established HVAC company. Brooktech Maintenance Services Limited, has been established for over 10 years and we are looking to add to our team. Based in Stockport we provide a full...


  • Stockport, Stockport, United Kingdom OCU Full time

    About the RoleWe are seeking a highly skilled Financial Administrator to join our team in Stockport. As a key member of our finance department, you will be responsible for maintaining accurate financial records, processing invoices, and supporting various accounting activities.The ideal candidate will have strong numerical skills, excellent attention to...


  • Stockport, Stockport, United Kingdom Integra Talent Group Full time

    About the Role:As a highly experienced Manufacturing business based in Stockport, we are seeking an accomplished Financial Administrator to join our growing finance team following a recent acquisition.The successful candidate will have strong communication skills, a proactive attitude, and the ability to handle accounts payable related matters in a...