Financial Services Operations Manager
4 weeks ago
We are seeking an experienced Financial Services Administration Manager to join our team at Career Cross Limited. The successful candidate will be responsible for managing the administration of financial services, including producing and prepopulating application forms, obtaining illustrations and key features documents, and submitting new business applications.
Key Responsibilities:- Producing and prepopulating application forms
- Obtaining illustrations and key features documents
- Submitting new business applications
- Dealing with income and withdrawal requests
- Rebalancing investment portfolios
- Submitting requests for fund switches
- Updating our new business register
- Documenting business submissions using our tasks and workflows
- Evidencing submissions have been transacted correctly on our electronic filing system
- Liaising with clients when submissions are complete.
- Experience / Knowledge of financial services back-office systems (such as Plannr, Adviser Office, Intelligent Office, or Xplan)
- Investment platforms such as Fidelity, Nucleus, and Wealthtime
- Pension and investment companies such as Aviva, Standard Life, and InvestAcc
- Financial services administration procedures
- Submitting business via investment platforms
- MS Office
9am-5.30pm Monday to Thursday and 9am-5pm Friday. 25 days holiday (plus bank holidays), generous company pension 8%, hybrid working available (3 days in office and 2 from home), company laptop and life insurance.
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Financial Services Administration Manager
4 weeks ago
Sheffield, Sheffield, United Kingdom Fyfe Financial Full timeJoin Our Team as a Financial Services Administration ManagerWe are seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus is on providing advice that positively impacts our clients' real lives, not just their bank balances.As a Financial Services...
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Financial Services Administration Manager
4 weeks ago
Sheffield, Sheffield, United Kingdom Fyfe Financial Full timeWe're seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus on client satisfaction means we need to add a talented administrator to our team to deliver effectively for our 180 existing clients and anyone new we bring onboard.You'll work closely with...
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Financial Services Operations Manager
1 week ago
Sheffield, Sheffield, United Kingdom Career Cross Limited Full timeFinancial Services Administration ManagerOur client is recruiting a highly skilled Financial Services Administration Manager to join their team. This is an excellent opportunity to work in a fast-paced and dynamic environment, where you will be responsible for producing and prepopulating application forms, obtaining illustrations and key features documents,...
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Financial Operations Manager
4 weeks ago
Sheffield, Sheffield, United Kingdom OnlyFE Full timeFinancial Operations ManagerNottingham College is seeking a highly skilled Financial Operations Manager to join their Finance team. The successful candidate will be responsible for managing the Income, Purchase Ledger, Cash and Banking functions within the Finance Department and leading a team of Finance Services Assistants.The ideal candidate will possess...
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Financial Operations Manager
4 weeks ago
Sheffield, Sheffield, United Kingdom OnlyFE Full timeJob Title: Financial Operations ManagerJob Summary:We are seeking a highly skilled Financial Operations Manager to join our team at OnlyFE. The successful candidate will be responsible for managing the income, purchase ledger, cash, and banking functions within the finance department.Key Responsibilities:Manage the income, purchase ledger, cash, and banking...
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Financial Operations Manager
3 weeks ago
Sheffield, Sheffield, United Kingdom fish4.co - Jobboard Full timeJob Title: Financial Operations ManagerJob Summary: We are seeking an experienced Office Manager with a financial bias to join our team at fish4.co - Jobboard. As a Financial Operations Manager, you will be responsible for managing financial functions, overseeing daily activities, and maintaining a safe and efficient environment for staff and visitors.Key...
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Financial Operations Manager
4 weeks ago
Sheffield, Sheffield, United Kingdom MSP Staffing Limited Full timeFinancial Operations ManagerMSP Staffing Limited is seeking a highly skilled Financial Operations Manager to oversee financial operations and provide strategic financial advice to clients.Key Responsibilities:Prepare monthly management accounts and reportsPerform budgeting, forecasting, and variance analysisSupport the financial planning processLiaise with...
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Financial Services Operations Manager
4 weeks ago
Sheffield, Sheffield, United Kingdom Career Cross Limited Full timeFinancial Services Administration Manager - Sheffield - £32k - £36k plus excellent benefits Our client, a highly successful and well-established financial planning organisation, is expanding its team and seeking an experienced Financial Services Administration Manager. Produce and pre-populate application forms, ensuring accuracy and efficiency. Obtain...
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Financial Operations Manager
4 weeks ago
Sheffield, Sheffield, United Kingdom Preventx Full timeJob Title: Financial Operations ManagerPreventx is seeking a highly skilled Financial Operations Manager to join our team. As a key member of our finance department, you will be responsible for overseeing end-to-end group finance operations, financial planning and analysis, balance sheet reconciliations and cash-flow forecasting.Key Responsibilities:Manage...
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Financial Operations Manager
4 weeks ago
Sheffield, Sheffield, United Kingdom Preventx Full timeJob Title: Financial Operations ManagerPreventx is seeking a highly skilled Financial Operations Manager to join our team. As a key member of our finance department, you will be responsible for overseeing end-to-end group finance operations, financial planning and analysis, balance sheet reconciliations and cash-flow forecasting.Key Responsibilities:Manage...
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Financial Operations Manager
4 weeks ago
Sheffield, Sheffield, United Kingdom Preventx Full timeFinancial Operations ManagerKey Responsibilities:Oversee end-to-end group finance operations, including financial planning and analysis, balance sheet reconciliations, and cash-flow forecasting.Develop and implement financial systems and procedures to improve efficiency and reduce costs.Present financial reports to senior management to inform business...
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Financial Operations Manager
4 weeks ago
Sheffield, Sheffield, United Kingdom fish4.co - Jobboard Full timeSeeking an experienced Office Manager with a financial background to join our team at fish4.co - Jobboard. This role focuses on financial operations, overseeing daily activities to maintain a safe and efficient environment for staff and visitors.The ideal candidate will have proven experience in managing financial functions such as budgeting and invoicing,...
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Financial Operations Manager
3 weeks ago
Sheffield, Sheffield, United Kingdom Sewell Wallis Ltd Full timeFinancial Operations ManagerSewell Wallis Ltd is seeking a skilled Financial Operations Manager to oversee the monthly management accounts process. As a qualified accountant, you will ensure accuracy and reliability in financial reporting, collaborating with Finance Business Partners and the Financial Controller to drive financial performance.Key...
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Financial Operations Manager
6 days ago
Sheffield, Sheffield, United Kingdom E3 Recruitment Full timeJob DescriptionThe company is seeking a skilled Finance Controller to join its team. As a key member of the financial department, the successful candidate will play a vital role in shaping the company's financial strategy, driving growth, and ensuring strong financial controls.Key ResponsibilitiesLead all financial operations including cash flow management,...
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Financial Operations Manager
3 weeks ago
Sheffield, Sheffield, United Kingdom MSP Staffing Limited Full timeA leading firm in Sheffield seeks a Financial Operations Manager to oversee financial operations and provide strategic financial advice to clients. This key role supports business decision-making through effective financial management.Responsibilities:Prepare monthly management accounts and reportsPerform budgeting, forecasting, and variance analysisSupport...
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Financial Operations Manager
3 weeks ago
Sheffield, Sheffield, United Kingdom MSP Staffing Limited Full timeA leading firm in Sheffield seeks a Financial Operations Manager to oversee financial operations and provide strategic financial advice to clients. This key role supports business decision-making through effective financial management.Responsibilities:Prepare monthly management accounts and reportsPerform budgeting, forecasting, and variance analysisSupport...
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Financial Operations Manager
4 weeks ago
Sheffield, Sheffield, United Kingdom Ambition Full timeAmbition is supporting a leading international law firm with their recruitment for a Financial Operations Manager, to join their finance team in Sheffield. This is an excellent opportunity for a finance professional with experience in revenue management and proficiency in using Elite 3E.Key Responsibilities:Manage and oversee the revenue control process,...
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Financial Operations Manager
4 weeks ago
Sheffield, Sheffield, United Kingdom Inspire Resourcing Ltd Full timeFinancial Controller OpportunityInspire Resourcing Ltd is seeking a highly skilled Financial Controller to join their team in Nottinghamshire. This is a fantastic opportunity to work with a market-leading business and contribute to its growth and sustainability.The Financial Controller will be responsible for managing daily financial operations, ensuring...
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Financial Operations Manager
4 weeks ago
Sheffield, Sheffield, United Kingdom Preventx Full timeJob Title: Financial ControllerPreventx Ltd is seeking a highly skilled and experienced Financial Controller to join our team at our Head Office in Sheffield. As a key member of our finance team, you will be responsible for overseeing end-to-end group finance operations, financial planning and analysis, balance sheet reconciliations and cash-flow...
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Financial Operations Manager
4 weeks ago
Sheffield, Sheffield, United Kingdom Pratap Partnership Ltd Full timePratap Partnership Ltd is seeking a highly skilled Financial Operations Manager to lead their accounts team and oversee ledger management.The ideal candidate will have experience in financial excellence, treasury operations, and cash flow forecasting.Key responsibilities include:Leading and developing the accounts teamOverseeing ledger management, including...