Financial Planning Administrator
5 months ago
An exciting opportunity has arisen to join our successful Financial Planning team as a Financial Planning Administrator, on a full-time basis. Previous experience in Financial Services is not a pre-requisite for this role. For someone new to this type of role, this provides a fantastic opportunity for the right individual looking to start a career in Financial Services as a Trainee Administrator. For someone with some experience, there is the ability to develop their career through structured training.
We are looking for an individual who can show an enthusiasm and positive attitude to flourish and contribute to the continued success of the business. The individual should be able to work both within a team environment and manage their own workload independently in line with the daily requirements of the business and its demands.
A full in-depth training programme will be provided to the successful individual.
The role will involve liaising with the firm’s team, clients and other third parties, therefore an ability to demonstrate professionalism and effective use of communication skills is essential. The ability to multitask and prioritise effectively is also a key element. All work is IT based, and so strong IT skills and confidence with using different systems is a requirement.
Successful progression within the role can present the individual with the future opportunity to attain professional qualifications.
A minimum requirement for applicants is a minimum Grade 5 or above in GCSE Mathematics and English Language.
Key responsibilities of the role include:
- Working on Microsoft 365 and SharePoint, plus our client management system
- Assisting the team in aspects of client record keeping, and production of reports and letters supporting client advice and meetings
- Managing incoming and outgoing post/communications
- Liaising with clients, product providers, and other parties to obtain required client information
- Organising the booking of review meetings with clients, ensuring all clients are seen within required timeframes
- Updating internal systems for changes and with new information, ensuring completeness and accuracy of information
- Ensuring data is maintained on internal systems to meet regulatory requirements
Salary will be at market rates reflective of the experience of an individual. The benefits package offered with the role will be outlined during the interview process.
**A bit about CN Financial Planning**
CN Financial Planning is a leading Independent Financial Advisor firm in the area, offering a full range of financial planning advice to individuals and businesses. We have an approach of providing the best advice, and building very strong long terms relationships with all of our clients and their families. Our advisors and our team are known as some of the best in their field. This approach has seen continued growth in the business in attracting new clients.
We’ve got a tremendous team and a huge depth of experience. Our staff are proud to work for CN Financial Planning, and proud of what we achieve for clients, and this shines through in the service they provide. Our staff are at the heart of the business and this is reflected in our focus on training and developing the team.
CN Financial Planning is part of CN Group, a leading group of Chartered Accountants, Business Advisors and Financial Planners.
**Benefits**:
- Childcare
- Company events
- Company pension
- Financial planning services
- Flexitime
- Free parking
- Life insurance
- On-site parking
- Referral programme
- Relocation assistance
- Sick pay
Schedule:
- Flexitime
- Monday to Friday
Work Location: In person
-
Financial Services Administrator
4 months ago
Cheadle, United Kingdom Sylvan Financial Management Ltd Full time**Company description** Sylvan Financial Management is a fast-growing dynamic Financial Advice firm based in Cheadle, Stockport. Our focus is on helping clients achieve their aims, goals and objectives through independent financial planning. We aim to deliver a personalised service with the client at the heart of all we do. **Job description** We are...
-
Legal Administrator
5 months ago
Cheadle Hulme, United Kingdom TFA Planning Limited ta Trust Family Associates Full timeOur Wills, Trusts and Estates department is growing and we are looking for Legal Administrators to join our busy Lifetime Planning team, based in our Cheadle Hulme office. The team work with private clients to ensure all their wills, probate and estate-related matters run smoothly so you will be responsible for providing efficient administration support...
-
Financial Services Administrator
5 months ago
Cheadle, United Kingdom Jane Deane Recruitment Limited Full timeWell established IFA practice require an experienced financial services administrator to complement their existing team. The role includes compiling comparison quotations, submitting new business, pipeline chasing and liaising closely with advisers, clients snd providers. Applicants should have previous financial services administration experience along...
-
HR Administrator
5 months ago
Cheadle, United Kingdom Adele Carr Financial Recruitment Full time**reference**: BBBH19999_1701427225 HR Administrator **Vacancy Type**: Permanent **Location**: Cheadle, Greater Manchester **Salary**: £18314.00 - £22893 per annum + Pro rata Part Time HR Administrator required for an organisation near Cheadle on a part time (30 hours over 4 days), permanent basis. The team are friendly and supportive and will provide...
-
Administrator
5 months ago
Cheadle, United Kingdom Platinum Financial Recruitment Full time**LOCATION** **Cheadle** **SALARY** **£23000 - £25000** **JOB TYPE** **Permanent** **REF** **EW2401-0296_1706545237** **Administrator** **£23,000 - £25,000** **Cheadle** This role is going to really kick start your career with a fantastic business, giving you a challenge and a promotion to work towards. You will be trained and mentored by...
-
Business Services Administrator
5 months ago
Cheadle Hulme, United Kingdom TFA Planning Limited ta Trust Family Associates Full timeOur Wills, Trusts and Estates department is growing and we are looking for a dedicated Business Service Administrator to join our busy Lifetime Planning team, based in our Cheadle Hulme office. The team work with private clients to ensure all their wills, probate and estate-related matters run smoothly providing efficient administration support across all...
-
Business Services Administrator
5 months ago
Cheadle Hulme, United Kingdom TFA Planning Limited ta Trust Family Associates Full timeOur Wills, Trusts and Estates department is growing and we are looking for a dedicated Business Services Administrator to join our busy Lifetime Planning team, based in our Cheadle Hulme office. The team work with private clients to ensure all their wills, probate and estate-related matters run smoothly, providing efficient administration support across all...
-
Financial Services Coordinator
3 weeks ago
Cheadle Hulme, Stockport, United Kingdom TOGETHER FINANCIAL SERVICES LIMITED Full timeJob Title: Processing ExecutiveAt Together Financial Services Limited, we're seeking a highly organized and detail-oriented Processing Executive to join our Corporate Lending team.About the Role:As a Processing Executive, you will be responsible for coordinating inputs and enquires into the Corporate Lending team. Your primary focus will be on managing all...
-
Financial Services Coordinator
3 weeks ago
Cheadle Hulme, Stockport, United Kingdom TOGETHER FINANCIAL SERVICES LIMITED Full timeJob Title: Processing ExecutiveAt Together Financial Services Limited, we're seeking a highly organized and detail-oriented Processing Executive to join our Corporate Lending team.About the Role:As a Processing Executive, you will be responsible for coordinating inputs and enquires into the Corporate Lending team. Your primary focus will be on managing all...
-
Financial Services Coordinator
4 weeks ago
Cheadle Hulme, Stockport, United Kingdom TOGETHER FINANCIAL SERVICES LIMITED Full timeJob Title: Processing ExecutiveJoin Together Financial Services Limited as a Processing Executive and play a vital role in our Corporate Lending team.About the RoleWe are seeking a highly organized and detail-oriented individual to coordinate inputs and enquires into our Corporate Lending team. As a Processing Executive, you will be responsible for managing...
-
Financial Services Coordinator
4 weeks ago
Cheadle Hulme, Stockport, United Kingdom TOGETHER FINANCIAL SERVICES LIMITED Full timeJob Title: Processing ExecutiveJoin Together Financial Services Limited as a Processing Executive and play a vital role in our Corporate Lending team.About the RoleWe are seeking a highly organized and detail-oriented individual to coordinate inputs and enquires into our Corporate Lending team. As a Processing Executive, you will be responsible for managing...
-
Financial Planning and Analysis Senior Analyst
4 weeks ago
Cheadle, Staffordshire, United Kingdom Together Full timeJob Title: Financial Planning and Analysis Senior AnalystWe are seeking a highly skilled Financial Planning and Analysis Senior Analyst to join our team at Together. As a key member of our financial planning team, you will play a critical role in supporting pricing decisions by delivering insightful analysis and developing financial models to enhance our...
-
Financial Planning and Analysis Senior Analyst
4 weeks ago
Cheadle, Staffordshire, United Kingdom Together Full timeJob Title: Financial Planning and Analysis Senior AnalystWe are seeking a highly skilled Financial Planning and Analysis Senior Analyst to join our team at Together. As a key member of our financial planning team, you will play a critical role in supporting pricing decisions by delivering insightful analysis and developing financial models to enhance our...
-
Financial Planning and Analysis Senior Analyst
4 weeks ago
Cheadle, Staffordshire, United Kingdom Together Full timeJob Title: Financial Planning and Analysis Senior AnalystWe are seeking a highly skilled Financial Planning and Analysis Senior Analyst to join our team at Together. As a key member of our financial planning team, you will play a critical role in supporting pricing decisions by delivering insightful analysis and developing financial models to enhance our...
-
Financial Planning and Analysis Senior Analyst
4 weeks ago
Cheadle, Staffordshire, United Kingdom Together Full timeJob Title: Financial Planning and Analysis Senior AnalystWe are seeking a highly skilled Financial Planning and Analysis Senior Analyst to join our team at Together. As a key member of our financial planning team, you will play a critical role in supporting pricing decisions by delivering insightful analysis and developing financial models to enhance our...
-
Financial Administrator
1 week ago
Cheadle Hulme, Stockport, United Kingdom Axon Moore Full timeWe are seeking a skilled Purchase Ledger Clerk to join our finance team at Axon Moore. The successful candidate will be responsible for processing invoices, expense claims, and other financial documents, verifying and reconciling invoices and statements with purchase orders and receipts.Key Responsibilities:Process invoices, expense claims, and other...
-
Senior Financial Partner
6 days ago
Cheadle, United Kingdom TOGETHER FINANCIAL SERVICES LIMITED Full timeJob Description:We are seeking a highly skilled Senior Financial Partner to join our team at Together Financial Services Limited. As a key member of our finance department, you will be responsible for providing cost business partnering services to senior managers across various business areas.Key Responsibilities:Provide forward-looking business partnering...
-
Financial Systems Administrator
2 weeks ago
Cheadle Hulme, Stockport, United Kingdom icaewjobs - JobBoard Full timeYour new company is a dynamic and entrepreneurial Real Estate business, seeking a skilled professional to join their leadership team as a Financial Systems Administrator. In this role, you will be responsible for maintaining accurate and timely data, taking the lead as system administrator for finance-related systems, and owning internal audit procedures to...
-
Financial Planning and Analysis Senior Analyst
4 weeks ago
Cheadle, Staffordshire, United Kingdom Together Full timeAbout TogetherWe're Together, the market leading property finance experts with an entrepreneurial spirit. Based in Cheadle, South Manchester, we've been established since 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 them.We pride...
-
Financial Planning and Analysis Senior Analyst
4 weeks ago
Cheadle, Staffordshire, United Kingdom Together Full timeAbout TogetherWe're Together, the market leading property finance experts with an entrepreneurial spirit. Based in Cheadle, South Manchester, we've been established since 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 them.We pride...