Financial Administrator

4 weeks ago


Macclesfield, Cheshire East, United Kingdom Reed Full time
Job Title: Financial Administrator

We are seeking an experienced IFA Administrator to provide first-class customer service and administrative support to our team.

Key Responsibilities:
  • Manage a bank of consultants and their clients, providing excellent customer service and administrative support
  • Process various financial transactions, ensuring accuracy and timeliness
  • Understand third-party providers' platforms and processing times
  • Manage individual workload using a personal diary system to ensure timely completion of tasks
  • Investigate and handle any client/consultant queries
  • Manage post relating to new business cases
  • Handle client/provider queries over the phone and via email
  • Maintain client records on the back-office system
  • Cover receptionist duties, including managing post, phone calls, greeting clients, and dealing with third-party suppliers
Requirements:
  • Minimum of 2 years' experience working for an IFA practice
  • Experience and understanding of pension and investment products
  • Excellent interpersonal and communication skills
  • Efficiency, accuracy, and attention to detail
  • Self-motivated with the initiative to take on tasks
  • Strong organisational skills with the ability to multitask
  • Excellent telephone manner
  • Experience with Intelligent Office (IO) would be desirable
Benefits:
  • 26 holidays per year, plus an extra day for your birthday and additional days during the Christmas period
  • Hybrid working model post-probation, with a 50/50 split between office and home
  • Flexible working hours between 8am to 6pm, with core hours from 10am to 4pm
  • 37.5-hour workweek
  • Company Pension Scheme
  • Access to Benefit Hub for discounts on products and tickets
  • Group Life Scheme
  • Performance-related bonus

Apply today and we will be in touch.



  • Macclesfield, Cheshire East, United Kingdom Peaks & Plains Housing Trust Full time

    Job OverviewFinancial AdministratorWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Peaks & Plains Housing Trust. As a key member of our finance team, you will be responsible for ensuring the smooth operation of our financial transactional processes.Key Responsibilities:Manage purchase ledger, including...


  • Macclesfield, Cheshire East, United Kingdom enable Recruitment Full time

    Exciting Opportunity for a Financial Services AdministratorWe are thrilled to be partnering with a leading independent financial advice firm to find a highly skilled Financial Services Administrator to join their dynamic team.About the Role:As a Financial Services Administrator, you will provide essential support to the financial adviser and paraplanners,...


  • Macclesfield, Cheshire East, United Kingdom enable Recruitment Full time

    Exciting Opportunity for a Financial Services AdministratorWe are thrilled to be partnering with a leading independent financial advice firm to find a highly skilled Financial Services Administrator to join their dynamic team.About the Role:As a Financial Services Administrator, you will provide essential support to the financial adviser and paraplanners,...


  • Macclesfield, Cheshire East, United Kingdom NJR Recruitment Full time

    Job OpportunityNJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation based in the Macclesfield area.Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both private clients and business owners.Due to internal progression, an exciting opportunity has arisen...


  • Macclesfield, Cheshire East, United Kingdom NJR Recruitment Full time

    Exciting Opportunity in Wealth ManagementNJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation based in the Macclesfield area.Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both private clients and business owners.Due to internal progression, an...


  • Macclesfield, Cheshire East, United Kingdom NJR Recruitment Full time

    Exciting Opportunity in Wealth ManagementNJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation based in the Macclesfield area.Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both private clients and business owners.Due to internal progression, an...


  • Macclesfield, Cheshire East, United Kingdom NJR Recruitment Full time

    Job DescriptionNJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation that provides Independent Wealth Management advice to both private clients and business owners.Hybrid working25 days annual leaveA day off for your birthdayContributory pension schemePrivate HealthcareLife assuranceHealth insuranceCharity volunteer...


  • Macclesfield, Cheshire East, United Kingdom Peaks & Plains Housing Trust Full time

    Job DescriptionWe are seeking a Financial Management Assistant to join our team at Peaks & Plains Housing Trust.Key Responsibilities:Assist with financial management and administration functionsProvide support with financial reporting and analysisCollaborate with colleagues to achieve financial goalsRequirements:Proven experience in financial...


  • Macclesfield, Cheshire East, United Kingdom Peaks & Plains Housing Trust Full time

    At Peaks & Plains Housing Trust, we are seeking a skilled Financial Support Specialist to join our team. As a key member of our finance department, you will be responsible for providing administrative support to our finance team, ensuring the smooth operation of our financial processes.Key Responsibilities:Provide administrative support to the finance team,...


  • Macclesfield, Cheshire East, United Kingdom Peaks & Plains Housing Trust Full time

    We are seeking a Financial Support Specialist to join our team at Peaks & Plains Housing Trust. As a key member of our finance department, you will provide administrative support to our finance team, ensuring the smooth operation of our financial processes.Key responsibilities include:Providing financial information and data to support business...


  • Macclesfield, Cheshire East, United Kingdom NJR Recruitment Careers Full time

    Client Services Team Member OpportunityNJR Recruitment Careers is pleased to be representing a highly regarded Wealth Management organisation based in the Macclesfield area.Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both private clients and business owners. Due to internal progression, an...


  • Macclesfield, Cheshire East, United Kingdom Peaks & Plains Housing Trust Full time

    As a Financial Operations Assistant at Peaks & Plains Housing Trust, you will play a vital role in supporting our financial functions. Your responsibilities will include assisting with financial planning, budgeting, and forecasting, as well as providing administrative support to our finance team.Key responsibilities include:Providing financial data and...

  • Financial Advisor

    1 month ago


    Macclesfield, Cheshire East, United Kingdom enable recruitment | B Corp™ Full time

    Unlock Your Potential as a Financial PlannerWe are thrilled to partner with an award-winning independent financial advice firm, seeking to expand their Advice team. Our client has built a stellar reputation within the industry, priding themselves on providing bespoke advice and wealth planning expertise to clients across the UK.If you're a detail-oriented...

  • Financial Advisor

    1 month ago


    Macclesfield, Cheshire East, United Kingdom enable recruitment | B Corp™ Full time

    Unlock Your Potential as a Financial PlannerWe are thrilled to partner with an award-winning independent financial advice firm, seeking to expand their Advice team. Our client has built a stellar reputation within the industry, priding themselves on providing bespoke advice and wealth planning expertise to clients across the UK.If you're a detail-oriented...


  • Macclesfield, Cheshire East, United Kingdom NJR Recruitment Full time

    Job Opportunity: NJR Recruitment is proud to represent a highly regarded Wealth Management organisation based in the Macclesfield area. Our client holds an excellent reputation within the industry, providing Independent Wealth Management advice to private clients and business owners.Role Overview: Due to internal progression, a newly created opportunity has...


  • Macclesfield, Cheshire East, United Kingdom NJR Recruitment Full time

    Join a Highly Regarded Wealth Management OrganisationNJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation based in the Macclesfield area.Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both private clients and business owners.Due to internal...


  • Macclesfield, Cheshire East, United Kingdom Peaks & Plains Housing Trust Full time

    Job OverviewWe are seeking a highly organized and detail-oriented Financial Support Specialist to join our team at Peaks & Plains Housing Trust.The successful candidate will provide administrative support to our finance department, ensuring the smooth operation of our financial processes.Key responsibilities include:Managing financial data and...


  • Macclesfield, Cheshire East, United Kingdom enable Recruitment Full time

    Job Title: Financial Planning SpecialistAbout the Role:We are thrilled to have partnered with an award-winning independent financial advice firm who are actively looking to expand their advice team. Our client has built a brilliant reputation within the industry, and they pride themselves on providing truly bespoke advice and wealth planning expertise to...


  • Macclesfield, Cheshire East, United Kingdom Stein IAS Full time

    Unlock Your Potential in Finance with Stein IASStein IAS is a pioneering force in global B2B marketing, where data, intelligence, and innovative technology converge with bold ideas to drive revenue growth on a global scale. As a leader in our field, we're seeking a highly motivated and detail-oriented Financial Operations Specialist to join our dynamic...


  • Macclesfield, Cheshire East, United Kingdom Stein IAS Full time

    Unlock Your Potential in Finance with Stein IASStein IAS is a pioneering force in global B2B marketing, where data, intelligence, and innovative technology converge with bold ideas to drive revenue growth on a global scale. As a leader in our field, we're seeking a highly motivated and detail-oriented Financial Operations Specialist to join our dynamic...