Financial Services Administrator

6 days ago

Northwich, Cheshire, United Kingdom Heat Recruitment Full time

Job Title: Financial Services Administrator - Intermediary Sales Support

Company: Heat Recruitment

Job Type: Full-time

Location: Remote

Job Description:

Role Overview:

We are seeking an experienced Financial Services Administrator to join our Intermediary Sales Support team. As a Financial Services Administrator, you will play a crucial role in providing high-quality advice and support to clients and intermediaries.

Key Responsibilities:

  • Client and Intermediary Support: Provide technical support and guidance to clients and intermediaries, responding to queries and resolving issues in a timely and professional manner.
  • Administrative Support: Assist various teams within the business, including IFAs, Fund Managers, and Business Development, with administrative tasks and technical support.
  • Communication: Develop and maintain effective communication with clients, intermediaries, and internal teams, ensuring seamless delivery of services.
  • Complaints Handling: Efficiently handle complaints and concerns, escalating issues as necessary to ensure resolution.
  • Team Support: Monitor and manage the team inbox, ensuring prompt response to client and intermediary queries.

Requirements:

  • Financial Services Experience: Previous experience within a financial planning practice or similar, such as a provider or platform.
  • Customer Service: Experience in a customer service role within financial services, with a strong focus on delivering exceptional client experiences.
  • Phone Manner: Excellent phone manner and confidence in dealing with queries via the phone.
  • Problem-Solving: Strong problem-solving skills and ability to work in a fast-paced environment.
  • Communication: Strong communication and rapport-building skills, with the ability to build trust with clients and intermediaries.

What We Offer:

  • Discretionary Annual Bonus: Opportunity to earn a discretionary annual bonus based on individual and team performance.
  • Employer Pension Contribution: 10% employer pension contribution to support your retirement savings.
  • Private Medical Insurance: Access to private medical insurance to support your health and wellbeing.
  • Life Assurance: Life assurance to provide peace of mind for you and your loved ones.
  • Annual Leave: Minimum of 25 days annual leave, plus additional days off at Christmas.
  • Discounted Gym Membership: Discounted gym membership to support your fitness and wellbeing.

How to Apply:

If you are a motivated and experienced Financial Services Administrator looking for a new challenge, please apply today. Our specialist consultants will be in touch to discuss the opportunity in more detail and answer any questions you may have.

  • Financial Services Administrator

    15 hours ago

    Northwich, Cheshire, United Kingdom Heat Recruitment Full time

    Job Title: Financial Services Administrator - Intermediary Sales SupportCompany: Heat RecruitmentJob Type: Full-timeLocation: RemoteJob Description:Role Overview:We are seeking an experienced Financial Services Administrator to join our Intermediary Sales Support team. As a Financial Services Administrator, you will play a crucial role in providing...

  • Financial Services Administrator

    16 hours ago

    Northwich, Cheshire, United Kingdom Heat Recruitment Full time

    Job Title: Financial Services Administrator - Intermediary Sales SupportCompany: Heat RecruitmentJob Type: Full-timeLocation: RemoteJob Description:Role Overview:We are seeking an experienced Financial Services Administrator to join our Intermediary Sales Support team. As a Financial Services Administrator, you will play a crucial role in providing...

  • Wealth Administrator

    1 week ago

    Northwich, Cheshire, United Kingdom Heat Recruitment Full time

    About the RoleWe are seeking an experienced Financial Services Administrator to join our team at Heat Recruitment. As a key member of our Intermediary Sales Support Team, you will play a crucial role in providing high-quality advice services to clients.Key ResponsibilitiesDeal with queries from clients and IFAs, providing technical support and resolving...

  • Financial Services Professional

    7 days ago

    Northwich, Cheshire, United Kingdom The Access Bank UK Full time

    Job SummaryThe Access Bank UK is seeking a highly motivated and ambitious graduate to join our team as a Graduate Settlements Officer. As a key member of our Treasury Operations team, you will play a crucial role in supporting the settlement of financial transactions and providing exceptional customer service.Key ResponsibilitiesInputting and processing...

  • Executive Director of Care Services

    2 weeks ago

    Northwich, Cheshire, United Kingdom Jupiter Recruitment Full time

    Job Summary:Jupiter Recruitment is seeking an experienced and dedicated Executive Director of Care Services to lead our nursing home in the Northwich, Cheshire area. As a key member of our team, you will be responsible for providing exceptional care and services to our residents and their families.Key Responsibilities:Leadership and Direction: Provide...

  • Financial Director

    4 days ago

    Northwich, Cheshire, United Kingdom Accountable Recruitment Full time

    Job Title: Financial DirectorLocation: RemoteSalary: £50,000 - £55,000 annual performance bonusWe are excited to be working with our respected client, who is a key division within a large global organisation. We are looking to recruit an experienced and hands-on Management Accountant / Financial Director. This is an exciting opportunity for a proactive...

  • Financial Director

    4 days ago

    Northwich, Cheshire, United Kingdom Accountable Recruitment Full time

    Job Title: Financial DirectorLocation: RemoteSalary: £50,000 - £55,000 annual performance bonusWe are excited to be working with our respected client, who is a key division within a large global organisation. We are looking to recruit an experienced and hands-on Management Accountant / Financial Director. This is an exciting opportunity for a proactive...

  • HR Administrator

    2 days ago

    Northwich, Cheshire, United Kingdom Johnsons 1871 Full time

    Job DescriptionAs an HR Administrator at Johnsons 1871, you will provide exceptional support to our HR team, ensuring the smooth operation of our HR functions. Your primary responsibility will be to manage the day-to-day HR administration and recruitment needs for our business units.Key ResponsibilitiesHR Administration: Manage all HR-related tasks,...

  • HR Administrator

    2 days ago

    Northwich, Cheshire, United Kingdom Johnsons 1871 Full time

    Job DescriptionAs an HR Administrator at Johnsons 1871, you will provide exceptional support to our HR team, ensuring the smooth operation of our HR functions. Your primary responsibility will be to manage the day-to-day HR administration and recruitment needs for our business units.Key ResponsibilitiesHR Administration: Manage all HR-related tasks,...

  • Financial Director

    3 days ago

    Northwich, Cheshire, United Kingdom Accountable Recruitment Full time

    Financial Leadership Opportunity We are seeking a highly skilled Financial Manager to join our team at Accountable Recruitment. As a key member of our finance department, you will be responsible for overseeing the financial operations of our organization. Key Responsibilities: Manage and analyze financial data to inform business decisions Develop and...

  • Financial Director

    3 days ago

    Northwich, Cheshire, United Kingdom Accountable Recruitment Full time

    Financial Leadership Opportunity We are seeking a highly skilled Financial Manager to join our team at Accountable Recruitment. As a key member of our finance department, you will be responsible for overseeing the financial operations of our organization. Key Responsibilities: Manage and analyze financial data to inform business decisions Develop and...

  • Financial Director

    7 days ago

    Northwich, Cheshire, United Kingdom Accountable Recruitment Full time

    Job Title: Finance ManagerJob Summary: We are seeking a highly skilled Finance Manager to join our team at Accountable Recruitment. As a key member of our finance department, you will be responsible for overseeing the financial operations of our client.Key Responsibilities:Manage and prepare financial reports, including balance sheets, income statements, and...

  • Financial Reporting Manager

    4 weeks ago

    Northwich, Cheshire, United Kingdom Antony James Recruitment Ltd Full time

    Job OverviewPosition SummaryAntony James Recruitment Ltd is pleased to announce an exciting opportunity with a prominent financial services organization. We are seeking a skilled Financial Reporting Manager to join our team. In this pivotal role, you will collaborate closely with the Financial Controller and fellow team members to oversee management...

  • Senior Financial Director

    2 weeks ago

    Northwich, Cheshire, United Kingdom Hays Accountancy and Finance Full time

    About the RoleWe are seeking an experienced Senior Financial Director to join our team at Hays Accountancy and Finance. As a key member of our team, you will be responsible for leading a portfolio of clients and managing their day-to-day financial requirements.Key ResponsibilitiesClient Management: You will be responsible for managing a portfolio of clients,...

  • Senior Financial Director

    6 days ago

    Northwich, Cheshire, United Kingdom Hays Accountancy and Finance Full time

    About the RoleWe are seeking an experienced Senior Financial Director to join our team at Hays Accountancy and Finance. As a key member of our team, you will be responsible for leading a portfolio of clients and managing their day-to-day financial requirements.Key ResponsibilitiesClient Management: You will be responsible for managing a portfolio of clients,...

  • Senior Financial Director

    2 weeks ago

    Northwich, Cheshire, United Kingdom Hays Accountancy and Finance Full time

    About the RoleWe are seeking an experienced Senior Financial Director to join our team at Hays Accountancy and Finance. As a key member of our team, you will be responsible for leading a portfolio of clients and managing their day-to-day financial requirements.Key ResponsibilitiesClient Management: You will be responsible for managing a portfolio of clients,...

  • Senior Financial Director

    5 days ago

    Northwich, Cheshire, United Kingdom Hays Accountancy and Finance Full time

    About the RoleWe are seeking an experienced Senior Financial Director to join our team at Hays Accountancy and Finance. As a key member of our team, you will be responsible for leading a portfolio of clients and managing their day-to-day financial requirements.Key ResponsibilitiesClient Management: You will be responsible for managing a portfolio of clients,...

  • Site Financial Analyst

    6 days ago

    Northwich, Cheshire, United Kingdom WM Morrisons Full time

    About The RoleWe are seeking an experienced Management Accountant to join our Manufacturing Finance team at WM Morrisons to support our Produce site in Gadbrook. As a key member of our team, you will be responsible for providing financial insights and analysis to drive business growth and improve operational performance.Key Responsibilities:Support the...

  • Site Financial Analyst

    5 days ago

    Northwich, Cheshire, United Kingdom WM Morrisons Full time

    About The RoleWe are seeking an experienced Management Accountant to join our Manufacturing Finance team at WM Morrisons to support our Produce site in Gadbrook. As a key member of our team, you will be responsible for providing financial insights and analysis to drive business growth and improve operational performance.Key Responsibilities:Support the...

  • Executive Director of Care Services

    2 days ago

    Northwich, Cheshire, United Kingdom Jupiter Recruitment Full time

    Job Summary:Jupiter Recruitment is seeking an experienced and dedicated Home Manager to lead our exceptional nursing home in the Northwich, Cheshire area. As a key member of our team, you will be responsible for providing leadership and direction to our staff team, promoting a culture of kindness, compassion, and empathy.Key Responsibilities:Provide...