Current jobs related to Financial Administrator - Stockport, Stockport - Exchange Street Claims & Financial Services

  • Financial Administrator

    3 weeks ago

    Stockport, Stockport, United Kingdom Cameron Clarke Associates Full time

    Job Title: Financial AdministratorJob Summary: We are seeking a highly skilled Financial Administrator to join our team at Cameron Clarke Associates. As a Financial Administrator, you will be responsible for managing the purchase ledger process, from purchase orders through to invoices and reconciliation.Key Responsibilities:Matching, checking and coding...

  • Financial Administrator

    1 month ago

    Stockport, Stockport, United Kingdom Creative Support Full time

    Finance Assistant Job DescriptionWe are seeking a highly organized and detail-oriented Finance Assistant to join our dynamic Accounts Team at Creative Support. As a key member of our team, you will provide administrative support to our finance functions, ensuring the smooth operation of our financial processes.Key Responsibilities:Maintain accurate and...

  • Financial Administrator

    1 month ago

    Stockport, Stockport, United Kingdom Creative Support Full time

    Finance Assistant Job DescriptionWe are seeking a highly organized and detail-oriented Finance Assistant to join our dynamic Accounts Team at Creative Support. As a key member of our team, you will provide administrative support to our finance functions, ensuring the smooth operation of our financial processes.Key Responsibilities:Maintain accurate and...

  • Financial Administrator

    4 weeks ago

    Stockport, Stockport, United Kingdom Creative Support Full time

    We are seeking a highly organized and detail-oriented Financial Administrator to join our Accounts Team at Creative Support. As a key member of our team, you will be responsible for providing administrative support, including customer account administration, statement sending, and query resolution.Our ideal candidate will have excellent IT skills,...

  • Financial Planning Administrator

    3 weeks ago

    Stockport, Stockport, United Kingdom Eventus Legal Full time

    Job Title: Financial Planning AdministratorAbout the Role:We are seeking an experienced Financial Planning Administrator to join our team at Eventus Recruitment Cheshire. As a Financial Planning Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in delivering a first-class and compliant service.Key...

  • Financial Administrator

    2 weeks ago

    Stockport, Stockport, United Kingdom Essentia Solutions Group Full time

    We are seeking an experienced Administrator to join our successful and established wealth management business in Stockport.The ideal candidate will have come from a financial background and have experience in FCA regulated environments within the finance field, specifically in wealth management, pensions, or investments.This is an administration role with a...

  • Senior Financial Administrator

    7 days ago

    Stockport, Stockport, United Kingdom Page Personnel Full time

    Job SummaryWe are currently looking for a Senior Financial Administrator to join our team at Page Personnel. The role involves providing support to the management accountant in various financial tasks.Main Responsibilities:Financial TransactionsProcess and post contractor invoices, as well as create sales invoices.Account ReconciliationsConduct bank...

  • Senior Financial Services Administrator

    1 week ago

    Stockport, Stockport, United Kingdom Page Personnel Sales Full time

    Job Title: Senior Financial Services AdministratorJob Description:As a Senior Financial Services Administrator at Page Personnel Sales, you will be responsible for processing new business from start through to completion, preparing portfolio valuations and producing illustrations, and assisting advisers with research and report writing. You will also arrange...

  • Senior Financial Administrator

    4 weeks ago

    Stockport, Stockport, United Kingdom Sapphire Accounting Limited Full time

    Job Summary: We are seeking a highly skilled Senior Financial Administrator to join our team at Sapphire Accounting Limited.Key Responsibilities:Communicate with clients to ensure their financial needs are met.Maintain accurate client records in our online software.Prepare and file Quarterly VAT returns, accounts, and tax returns for limited company...

  • IFA Administrator

    2 weeks ago

    Stockport, Stockport, United Kingdom enable Recruitment Full time

    We are delighted to be partnering with an award-winning independent financial advisory firm to find an exceptional IFA Administrator to join their team. As a key member of the client support team, you will play a vital role in delivering exceptional service to clients across the UK.About the RoleThis is a fantastic opportunity for a detailed-orientated...

  • Financial Administrator

    4 weeks ago

    Stockport, Stockport, United Kingdom Circle Health Group Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Administrator to join our team at Circle Health Group.Key ResponsibilitiesTimely and accurately process patient accounts and billingEnsure compliance with department processes and policiesVerify NHS and insurance company agreements for accuracyProduce invoices for patients, consultants,...

  • Financial Administrator

    4 weeks ago

    Stockport, Stockport, United Kingdom Circle Health Group Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Administrator to join our team at Circle Health Group.Key ResponsibilitiesTimely and accurately process patient accounts and billingEnsure compliance with department processes and policiesVerify NHS and insurance company agreements for accuracyProduce invoices for patients, consultants,...

  • Senior Financial Services Coordinator

    3 weeks ago

    Stockport, Stockport, United Kingdom NJR Recruitment Full time

    Job DescriptionNJR Recruitment is seeking an experienced Senior IFA Administrator to join their team. As a key member of the organization, you will be responsible for providing exceptional administrative support to the independent financial advisers.The ideal candidate will have a strong background in financial services, excellent communication skills, and...

  • Senior IFA Administrator

    4 weeks ago

    Stockport, Stockport, United Kingdom Page Personnel Sales Full time

    Job Title: Senior IFA AdministratorWe are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Page Personnel Sales. As a Senior IFA Administrator, you will play a crucial role in supporting our financial advisors in delivering exceptional client service.Key Responsibilities:Business Processing: You will be responsible for...

  • Senior IFA Administrator

    4 weeks ago

    Stockport, Stockport, United Kingdom Page Personnel Sales Full time

    Job Title: Senior IFA AdministratorWe are seeking a highly skilled and experienced Senior IFA Administrator to join our team at Page Personnel Sales. As a Senior IFA Administrator, you will play a crucial role in supporting our financial advisors in delivering exceptional client service.Key Responsibilities:Business Processing: You will be responsible for...

  • Senior Financial Services Coordinator

    4 weeks ago

    Stockport, Stockport, United Kingdom NJR Recruitment Full time

    Financial Services Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at NJR Recruitment.The ideal candidate will have excellent communication skills, a strong work ethic, and the ability to work effectively in a fast-paced environment.As a Financial Services Administrator, you...

  • Senior Financial Services Coordinator

    1 month ago

    Stockport, Stockport, United Kingdom NJR Recruitment Full time

    Job Title: Senior IFA AdministratorNJR Recruitment is seeking a highly skilled and experienced Senior IFA Administrator to join their team. As a key member of the organization, you will be responsible for providing administrative support to the independent financial advisers, ensuring the smooth operation of the team.Key Responsibilities:Provide...

  • Senior Financial Services Coordinator

    1 month ago

    Stockport, Stockport, United Kingdom NJR Recruitment Full time

    Job Title: Senior IFA AdministratorNJR Recruitment is seeking a highly skilled and experienced Senior IFA Administrator to join their team. As a key member of the organization, you will be responsible for providing administrative support to the independent financial advisers, ensuring the smooth operation of the team.Key Responsibilities:Provide...

  • Senior IFA Administrator

    4 weeks ago

    Stockport, Stockport, United Kingdom Page Personnel Sales Full time

    Job DescriptionAs a Senior IFA Administrator at Page Personnel Sales, you will be responsible for providing administrative support to our team of financial advisors. Your key responsibilities will include:Processing new business from start to completionPreparing portfolio valuations and producing illustrationsAssisting advisers with research and report...

  • IFA Administrator

    3 weeks ago

    Stockport, Stockport, United Kingdom Adecco Full time

    About the Role:We are seeking an experienced IFA Administrator to join our team at Adecco. As an IFA Administrator, you will play a crucial role in supporting our financial advisors and ensuring the smooth operations of their practice.Key Responsibilities:Provide exceptional customer service by answering client inquiries and addressing their needs promptly...

Financial Administrator

2 months ago

Stockport, Stockport, United Kingdom Exchange Street Claims & Financial Services Full time
About the Role

We are seeking a highly organized and detail-oriented Financial Administrator to join our team at Exchange Street Claims & Financial Services. As a key member of our administration team, you will play a vital role in supporting our IFA team and ensuring the smooth operation of our financial planning services.

Key Responsibilities
  • Process new business and prepare meeting packs for our IFA team
  • Deal with Letters of Authority (LoAs) and providers on behalf of our IFAs
  • Work collaboratively with our team to ensure efficient workflow and distribution of tasks
  • Support the development of our team members through training and guidance
What We Offer

We offer a competitive salary of up to £31,000, 27 days' holiday, and a range of benefits including a Group Life Scheme and pension. We are committed to supporting the development of our team members and offer opportunities for advancement and professional growth.

Requirements

To be successful in this role, you will need:

  • Experience working as an administrator in a financial planning firm
  • Excellent organizational and communication skills
  • Able to work effectively in a team environment
  • Ability to maintain confidentiality and handle sensitive information

We are an equal opportunities employer and welcome applications from candidates who share our values and commitment to excellence.