Senior Administrative Assistant Opportunity

1 day ago


Knutsford, Cheshire East, United Kingdom Eventus Recruitment Group Full time

Job Summary: We are seeking a skilled Financial Planning Administrator to join our team in Knutsford, Cheshire.

 

Key Responsibilities:

As a Financial Planning Administrator, you will provide exceptional support to our financial planning advisors.

  • Be a point of contact for both clients and third parties.
  • Respond to general enquiries by telephone and email.
  • Book client meetings and diary management.
  • Prepare documentation for Partner and Advisor meetings.
  • Complete follow-up client correspondence after meetings.
  • Update and input client information onto internal CRM systems.
  • Liaise with Head Office and Admin Centres as required.

Requirements:

 

  • Proven track record in a previous financial services administration role.
  • Excellent written English skills and the ability to work full-time from an office.
  • Positive 'can-do' attitude, able to work as part of a team and independently in a busy fast-paced office environment.
  • Confident communication skills with team members, advisors, and clients.
  • Excellent organisational skills, with the ability to manage and prioritise workloads.

Benefits and Rewards:

 

  • Contributory pension scheme.
  • Private medical insurance (after 5 years continuous service).
  • 25 days holidays (+ bank holidays).
  • Quarterly team events.
  • Support with professional development if desired.

Salary: £28,000 - £35,000 per annum depending on experience.



  • Knutsford, Cheshire East, United Kingdom Get-Recruited (UK) Ltd Full time

    Job Summary:">We are recruiting a Finance Administrator to work closely with our Senior Assistant Accountant and report directly to our Finance Director. The successful candidate will have experience in sales and purchase ledger tasks, competent in using Excel, and strong communication skills.">About the Role:">This is an exciting opportunity for someone...


  • Knutsford, Cheshire East, United Kingdom Get Recruited (UK) Ltd Full time

    About the Position">">We are seeking a Finance Administrator to work closely with the Senior Assistant Accountant and report directly into the Finance Director. The ideal candidate will have experience in finance administration, excellent communication skills, and the ability to prioritise tasks effectively.">">Key Responsibilities:">"> ">Upload and process...


  • Knutsford, Cheshire East, United Kingdom Capio Recruitment Full time

    Career Opportunity: Administrative Assistant for Financial ServicesWe are currently working alongside a boutique financial planning firm that has exciting growth plans and is seeking a new member of the client services team due to an internal promotion from this role into paraplanning.In this role, you will be responsible for supporting one of the senior...


  • Knutsford, Cheshire East, United Kingdom Get Recruited (UK) Ltd Full time

    Job Overview:Get Recruited is recruiting for an experienced Senior Accounting Assistant to work closely with the Senior Assistant Accountant and report directly into the Finance Director. The successful candidate will have a mixture of general administrative tasks and transactional finance duties, including processing invoices, dealing with supplier...


  • Knutsford, Cheshire East, United Kingdom Get-Recruited (UK) Ltd Full time

    Administrative Assistant (Finance)We are seeking a highly skilled Administrative Assistant (Finance) to join our team at Get-Recruited (UK) Ltd. As a key member of the finance team, you will be responsible for providing administrative support to the finance department, including data entry, record-keeping, and correspondence with clients and suppliers.Key...


  • Knutsford, Cheshire East, United Kingdom GetRecruited UK Ltd Full time

    This Senior Assistant Accountant role offers an exciting opportunity to join a dynamic team at GetRecruited UK Ltd. As a key member of our finance team, you will be responsible for managing the financial activities of one subsidiary and assisting in group-wide accounting. The ideal candidate will have experience in managing sales and purchase ledgers,...


  • Knutsford, Cheshire East, United Kingdom FFR Limited Full time

    We are looking for an Administrative Assistant - Sales to join our team on a part-time basis at Four Recruitment Ltd. This role offers a unique opportunity to work in a fast-paced and dynamic environment, supporting the sales team in a busy and growing property company.Key responsibilities include managing sales enquiries, maintaining accurate records,...


  • Knutsford, Cheshire East, United Kingdom Get Recruited (UK) Ltd Full time

    Job DetailsGet-Recruited (UK) Ltd is seeking a Finance Administrator to work closely with the Senior Assistant Accountant and report directly into the Finance Director.The successful candidate will have experience in sales and purchase ledger tasks, with strong communication and organisational skills.You will be responsible for processing invoices, dealing...


  • Knutsford, Cheshire East, United Kingdom Page Personnel Sales Full time

    Job Description:In this role as an Administrative Assistant - Paraplanning, you will have the opportunity to work in a dynamic team environment, supporting experienced professionals in their day-to-day tasks. Your key responsibilities will include maintaining accurate records, creating illustrations, and providing excellent client service. You will also be...


  • Knutsford, Cheshire East, United Kingdom GetRecruited UK Ltd Full time

    Job OverviewWe are seeking a highly organized and detail-oriented Finance Administrator to support our finance department. The successful candidate will work closely with the Senior Assistant Accountant and report directly to the Finance Director.


  • Knutsford, Cheshire East, United Kingdom Celsius Graduate Recruitment Limited Full time

    We are seeking a proactive Resourcing and Administration Assistant to join our operations team in Mobberley, Cheshire.


  • Knutsford, Cheshire East, United Kingdom Get-Recruited (UK) Ltd Full time

    **Job Summary:**We are seeking a skilled Financial Administrator to join our team at Get-Recruited (UK) Ltd, working closely with the Senior Assistant Accountant and reporting directly into the Finance Director. This role will involve processing invoices and supplier payments, producing cost reports for clients in a timely manner.


  • Knutsford, Cheshire East, United Kingdom Get-Recruited (UK) Ltd Full time

    About the Role:We are recruiting for a Finance Administrator to work closely with the Senior Assistant Accountant and report directly into the Finance Director at Get-Recruited (UK) Ltd.Responsibilities:Process invoices and deal with supplier paymentsProduce cost reports for clientsMonitor purchase order processing systemsLiaise with suppliers regarding...


  • Knutsford, Cheshire East, United Kingdom FFR Full time

    We are seeking a highly organized Sales Administrator to join our team at FFR. As a key member of our sales team, you will be responsible for providing excellent customer service and support.Key responsibilities include:Contacting customers via email to follow up on sales enquiriesMaintaining accurate records in our CRM systemScheduling property viewings and...


  • Knutsford, Cheshire East, United Kingdom Get Recruited Ltd Full time

    Job DescriptionWe are seeking a skilled Finance Administrator to work closely with the Senior Assistant Accountant and report directly into the Finance Director at GetRecruited UK Ltd.Key Responsibilities:Process invoices and deal with supplier paymentsProduce cost reports for clientsMonitor purchase order processing systemsLiaise with suppliers regarding...


  • Knutsford, Cheshire East, United Kingdom Eventus Recruitment Group Full time

    Eventus Recruitment GroupWe are seeking a Financial Planning Administrator to join our fast-paced team in Cheshire. This role involves providing administrative support, utilizing back-office systems, and coordinating client meetings.The ideal candidate will have previous experience in Financial Services, excellent English skills, and a positive attitude. Key...


  • Knutsford, Cheshire East, United Kingdom FFR Limited Full time

    Overview:The role of a Sales Administrator at FFR Limited involves being the primary point of contact for sales inquiries, mainly via email. This position requires excellent organizational skills and strong attention to detail to maintain a CRM system, schedule property viewings, and produce reports based on sales data.Responsibilities:- Acting as the first...


  • Knutsford, Cheshire East, United Kingdom MaxAd Recruitment Ltd Full time

    About the RoleWe are seeking a skilled and experienced HR Administrator to join our team. As an HR Administrator, you will be responsible for providing support to our HR Business Partner and managing the day-to-day HR admin and recruitment needs for several business units.Main ResponsibilitiesManage all aspects of HR administration, including offers,...


  • Knutsford, Cheshire East, United Kingdom Get-Recruited (UK) Ltd Full time

    Job Description:We are seeking a highly organized and detail-oriented Financial Administrator to join our team at Get-Recruited (UK) Ltd. The successful candidate will be responsible for processing invoices, dealing with supplier payments, and producing cost reports for clients.Key Responsibilities:Upload and process all supplier/plant invoices to XeroRaise...


  • Knutsford, Cheshire East, United Kingdom Capio Recruitment Full time

    Capio Recruitment is working with a boutique financial planning firm in Cheshire East, seeking an experienced professional to support their client services team.The ideal candidate will have previous experience within a fast-paced financial planning support role, ideally in a whole of market environment.This company offers flexibility and opportunities for...