Financial Administrator
5 months ago
**We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.**
We regard financial planning as a profession, providing specialist expertise to individuals, families, companies and trustees. A significant number of our client relationships endure for more than 25 years and span four generations of a family.
The qualities we look for in people who wish to join us include sharing our client-centric approach, having the focus and drive required to produce excellent results, and having a passion for learning and development.
Our Purpose, Vision and Values are at the core of what we do.
**Our Purpose**: We provide expert, specialised financial planning and wealth management advice that enables our clients to make full and effective use of their financial resources, so they can plan for and achieve the future they desire.
**Our Vision**: To build a sustainable and socially responsible business that is trusted by our employees and clients, never detracting from our core value that our clients come first in everything we do.
**Our Six Values**:Our clients are at the heart of everything we do. Our six core values guide what we do every day:
- We are client-centric
- We will do the right thing
- We always deliver
- We become a trusted member of the family
- We continually set standards of excellence
- We believe in teamwork
Perspective is dedicated to encouraging a supportive and inclusive culture amongst our whole workforce.
**Position**:
Are you looking to develop your Financial Administration skills by joining a Market Leading Wealth Management Company with an established and successful administration team?
If the answer is yes, we have the opportunity you are looking for
We have a fantastic vacancy for a Financial Administrator to join our busy Huddersfield Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.
**Office**: Perspective (HNH) Ltd
**Location**: Huddersfield
**Hours**:Monday - Friday 9am to 5pm with a one hour break (35 hours)
**Salary**: Competitive dependant on experience and qualifications. Available upon request.
**Benefits**: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.
**Specific Responsibilities**
This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including, but not limited, to:
- Client correspondence, written and verbal.
- Processing New Business.
- Preparation of client review packs.
- Arranging client meetings and managing the Adviser’s diary.
- Illustration requests.
- Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
- Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
- Taking phone calls, enquiries and requests, and handling them where appropriate.
- Back-office support.
Due to the nature of the business, the role may also include additional responsibilities considered reasonable.
**Requirements**:
You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.
You will also be skilled in, or have the ability to learn:
- Good working knowledge of IO and Platform.
- Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
- Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
- Management and prioritising workloads.
- Excellent planning, organisational and multi-tasking abilities.
- Analytical and problem-solving skills.
- Flexibility/ adaptability to cope with change.
- Excellent communication skills at all levels.
- A team player with a positive attitude.
-
Financial Administrator
5 months ago
Huddersfield, United Kingdom Perspective Financial Group Ltd Full time**We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...
-
Financial Services Administrator
5 months ago
Huddersfield, United Kingdom Dolby Financial Planning Ltd Full timeDolby Financial Planning is part of M&G Wealth Advice, a well-respected financial services company. Our focus is on helping clients achieve their aims, goals, and objectives, we do this by providing financial planning advice delivered in a way that makes them feel heard and taken care of. You will be joining us in an exciting chapter of growth in our...
-
Financial Administrator
1 month ago
Huddersfield, Kirklees, United Kingdom Bupa Full timeFinancial Administrator Job DescriptionAbout the Role:We are seeking a highly organized and detail-oriented Financial Administrator to join our team at Bupa Care Services. As a Financial Administrator, you will play a crucial role in ensuring the smooth operation of our financial processes, providing excellent customer service, and maintaining accurate...
-
Financial Administrator
1 month ago
Huddersfield, Kirklees, United Kingdom Bupa Full timeFinancial Administrator Job DescriptionAbout the Role:We are seeking a highly organized and detail-oriented Financial Administrator to join our team at Bupa Care Services. As a Financial Administrator, you will play a crucial role in ensuring the smooth operation of our financial processes, providing excellent customer service, and maintaining accurate...
-
Financial Administrator
4 weeks ago
Huddersfield, Kirklees, United Kingdom Bupa Global Full timeJob Summary: We are seeking a skilled Financial Administrator to join our team at Bupa Global. As a Financial Administrator, you will be responsible for providing financial support to our care homes, ensuring accurate and timely processing of financial transactions, and maintaining a well-organized filing system. Key Responsibilities:Process financial...
-
Financial Administrator
3 weeks ago
Huddersfield, United Kingdom Stafflex Full timeJob Title: Financial AdministratorJob Summary:We are seeking a skilled Financial Administrator to join our team at Stafflex. As a Financial Administrator, you will be responsible for handling various financial tasks, including VAT submissions, compliance checks, and all other VAT-related matters for a diverse range of clients.Key Responsibilities:• Full...
-
Financial Administrator
4 weeks ago
Huddersfield, Kirklees, United Kingdom RG Consultancy Full timeWe are seeking a skilled Financial Administrator to join our team at RG Consultancy. As an Accounts Assistant, you will be responsible for a variety of tasks including bank reconciliations, processing purchase ledger invoices, and assisting with VAT returns.Key responsibilities include:Reconciling bank statements and ensuring accurate financial...
-
Financial Administrator
4 weeks ago
Huddersfield, Kirklees, United Kingdom Sewell Wallis Ltd Full timeJob Title: Financial AdministratorJob Summary: We are seeking an experienced Financial Administrator to join our team at Sewell Wallis Ltd. The successful candidate will be responsible for processing purchase ledger invoices in a timely and efficient manner.Key Responsibilities:Processing of purchase ledger invoicesAd hoc duties to support the wider finance...
-
Financial Administrator
4 weeks ago
Huddersfield, Kirklees, United Kingdom Environment Kirklees Ltd ta EPIKS Full timeWe are seeking a highly skilled Financial Administrator to join our team at Environment Kirklees Ltd t/a EPIKS. The successful candidate will be responsible for preparing monthly management accounts, working with our auditors on annual accounts, and handling payments for at least 6 employees on PAYE.The ideal candidate will have a good working knowledge of...
-
Financial Administrator
4 weeks ago
Huddersfield, Kirklees, United Kingdom Environment Kirklees Ltd ta EPIKS Full timeJob Title: Financial AdministratorEPIKS (Environment Kirklees Ltd) is a pioneering not-for-profit company run by volunteer directors, employing a small team of staff and volunteers working locally on climate-related issues.We are seeking a part-time Financial Administrator with proven book-keeping skills and financial management experience to help us deliver...
-
Financial Administrator
5 months ago
Huddersfield, United Kingdom Bupa Full timeFinancial Administrator **Requisition Title**: : Financial Administrator ** Job Number**: CLE00AA Cleveland House 2 Cleveland Road Huddersfield West Yorkshire HD1 4PN Location Status : On site ** Description**:** Job title: Financial Administrator** **Location**:Cleveland House Care Home, 2 Cleveland Rd, Huddersfield HD1 4PN** **Salary:...
-
Financial Administrator
3 weeks ago
Huddersfield, Kirklees, United Kingdom Environment Kirklees Ltd ta EPIKS Full timeJob Title: Financial AdministratorJob Summary: We are seeking a highly skilled Financial Administrator to join our team at Environment Kirklees Ltd t/a EPIKS. The successful candidate will be responsible for preparing monthly management accounts, working with our auditors on annual accounts, handling payments for at least 6 employees on PAYE, managing VAT...
-
Financial Administrator
5 months ago
Huddersfield, United Kingdom Bupa Care Homes Full timeJob Number: LIN0071 Lindley Grange Acre Street Huddersfield West Yorkshire HD3 3EJ Location Status On site **Financial Administrator (Part Time)** **Lindley Grange Care Home, **Acre Street, Huddersfield, HD3 3EJ** **£11.25 - £14.50ph plus excellent Bupa Benefits** **Permanent Contract. Part Time, 18.5 hours pw. Monday to Friday** **We make health...
-
Financial Administrator
4 weeks ago
Huddersfield, Kirklees, United Kingdom Environment Kirklees Ltd ta EPIKS Full timeEPIKS, a pioneering not-for-profit company, is seeking a part-time Finance Manager to support its environmental projects. The successful candidate will have proven book-keeping skills and financial management experience.The role involves preparing monthly management accounts, working with auditors on annual accounts, handling PAYE payments for employees,...
-
Financial Administrator
2 months ago
Huddersfield, United Kingdom Bupa Full timeDescription Job title: Financial Administrator Location: Cleveland House Care Home, 2 Cleveland Rd, Huddersfield HD1 4PN Salary: Competitive Contract: Permanent Shift Pattern: Monday to Friday. 37.5 hours per week. Full-Time Welcome Bonus: £1000 Should you be successfully hired into this role, we are pleased to be able to offer you...
-
Financial Services Administrator
5 months ago
Huddersfield, United Kingdom NJR Recruitment Full timeNJR Recruitment is delighted to be currently working with a well known SJP practice that specialise in providing high quality personal advice on many aspects of wealth management. Based on the outskirts of Huddersfield, our client is looking to recruit an experienced Financial Services Administrator to support the financial planners who advise on a range of...
-
Administrator
5 months ago
Huddersfield, United Kingdom NFP People Limited Full timeAdministrator We have an opportunity for an experienced administrator to provide support for the project delivery team. Position: Project Administrator Location: Bradley, Huddersfield, Hybrid Hours: Full time, 37 hours per week **Salary**: £22,049.00 Duration: This is a temporary position until July 27 Benefits: Include 25 days paid holiday (rising...
-
Financial Administrator
2 weeks ago
Huddersfield, Kirklees, United Kingdom Stafflex Full timeJob Title: BookkeeperJob Summary:We are seeking a skilled Bookkeeper to join our team at Stafflex in Huddersfield. As a Bookkeeper, you will be responsible for maintaining accurate financial records, managing accounts payable and receivable, and ensuring compliance with VAT regulations.Key Responsibilities:Manage daily financial transactions, including...
-
Administrator / Senior Administrator
5 months ago
Huddersfield, United Kingdom Carlton Mays Full timeIFA Administrator / Senior Administrator | Huddersfield | c £21K - £31K Neg / DOE We are seeking an experienced IFA Administrator to join our client at their office in Huddersfield. A background in Financial Services is desirable but not essential. You will be supporting the Financial Advisers to provide the best advice and service to a variety of...
-
Financial Services Coordinator
1 week ago
Huddersfield, Kirklees, United Kingdom Bupa Full timeAbout the roleAs a Financial Administrator at Bupa, you will play a vital part in ensuring the smooth operation of our care homes. Your key responsibility will be to manage the financial aspects of the home, including invoicing, banking, and debt management.You will work closely with our local and health authorities to ensure timely payment and accurate...