Receptionist Administrator for Financial Firm
3 weeks ago
You will work closely with our experienced Financial Planners to provide holistic financial planning services to clients. Your responsibilities will include:
- Answering phone call enquiries and directing appropriately.
- Assisting with reporting and other ad-hoc administration duties as required.
- Working with Financial Planners to arrange and prepare for client meetings.
- Maintaining accurate client records and data entry, including calculations.
In return for your hard work, you can expect a competitive salary, excellent benefits, and the opportunity to work in a dynamic and supportive team environment.
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Advisory Administrator
3 weeks ago
Preston, Lancashire, United Kingdom Hays Accounts and Finance Full timeA reputable Chartered Financial Planning firm invites applications for a Receptionist Administrator to join their established team in the UK. With over 20 years of experience in providing top-notch services, they pride themselves on fostering a supportive work environment and offering attractive benefits.The successful candidate will collaborate with...
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Receptionist and Support Specialist
3 weeks ago
Preston, Lancashire, United Kingdom Hays Accounts and Finance Full timeAn exciting opportunity has arisen for an experienced Receptionist and Support Specialist to join our team in a leading Chartered Financial Planning firm based in the UK.You will be working closely with a skilled team of professionals to deliver exceptional financial planning solutions for clients. Your key responsibilities will include:Providing exceptional...
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Financial Administrator Role
3 weeks ago
Preston, Lancashire, United Kingdom Hays Accounts and Finance Full timeJob Overview A reputable Chartered Financial Planning firm based in Penrith seeks an experienced Paraplanner. The company prides itself on providing a supportive work environment, excellent benefits, and high-quality expertise.Key Responsibilities Collaborate with Financial Planners to prepare for client meetings.Verify the accuracy of client records,...
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Preston, Lancashire, United Kingdom Hays Accounts and Finance Full timeHays Accounts and Finance are partnering with a leading Chartered Financial Planning firm to find a highly skilled Paraplanner. This role involves supporting Financial Planners in preparing for client meetings and verifying the accuracy of client records. If you have previous experience as a Paraplanner or Administrator within a Financial Advisory...
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Administrative Support for Financial Planners
3 weeks ago
Preston, Lancashire, United Kingdom Hays Accounts and Finance Full timeWe're Partnering with a Reputable FirmWe're working with a well-established Chartered Financial Planning firm to find an experienced Paraplanner.About the Role:You'll be responsible for collaborating with Financial Planners to prepare for client meetings, ensuring seamless communication and efficient planning processes.Responsibilities:Prepare for client...
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Administrative Assistant
3 weeks ago
Preston, Lancashire, United Kingdom Hays Accounts and Finance Full timeNew Career OpportunityA reputable Chartered Financial Planning firm in Penrith is seeking a highly skilled Administrative Assistant to join their team. As an integral part of the team, you will work closely with experienced professionals, including Paraplanners, Accountants, Financial Planners, and Compliance specialists, to deliver exceptional financial...
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Financial Planning Administrator
3 weeks ago
Preston, Lancashire, United Kingdom Hays Accounts and Finance Full timeYour new career opportunity is with a respected, Chartered Financial Planning firm based in the UK. This established company has been providing exceptional financial services for over two decades.As a key member of the team, you will be working closely with experienced professionals to deliver comprehensive financial planning solutions for clients. Your...
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Temporary School Receptionist
3 weeks ago
Preston, Lancashire, United Kingdom Aspire People Full timeWe are recruiting for a Temporary School Receptionist to join our team at Aspire People. The successful candidate will have prior experience working in a school environment and possess excellent organizational and interpersonal skills.About the JobThis is an exciting opportunity for a motivated and detail-oriented individual to work as a Temporary School...
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Financial Administrator
1 week ago
Preston, Lancashire, United Kingdom Agility Resoucing Full timeAgility Resourcing is a well-established recruitment agency based in the North West region. We are currently seeking an experienced Financial Administrator to join our team.About the RoleAs a Financial Administrator, you will be responsible for monitoring and verifying the accuracy of monthly payroll data, as well as processing payments and deductions.You...
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Financial Administrator
1 month ago
Preston, Lancashire, United Kingdom Agility Resoucing Full timeFinancial AdministratorWe are seeking an experienced Financial Administrator to join our dynamic team at Agility Resoucing.About the Role:The successful candidate will be responsible for recording daily financial transactions, including purchases, sales, receipts, and payments.Key Responsibilities:Reconcile bank statements and ensure the accuracy of...
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Financial Administrator
3 weeks ago
Preston, Lancashire, United Kingdom Austin Fraser Full timeJob DescriptionWe are seeking a highly skilled Financial Administrator to join our team at Austin Fraser. This is an excellent opportunity for someone looking to develop their skills in financial administration and analysis.Salary: £25,000-£28,000 per annum.The successful candidate will be responsible for providing financial support to the Commercial...
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Financial Analyst
3 weeks ago
Preston, Lancashire, United Kingdom Austin Fraser Full timeYour new company is a local construction firm known for its high-quality projects. With many years of experience, they pride themselves on integrity, craftsmanship, and innovation.Job OverviewIn this exciting role as Finance Administrator, you will support the financial operations of this growing company. Your responsibilities will include:Processing...
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Financial Administrator Assistant
3 days ago
Preston, Lancashire, United Kingdom Agility Resoucing Full timeRole OverviewWe are looking for a Financial Administrator Assistant to join our busy team at Agility Resourcing in the North West. The successful candidate will have a strong background in finance, excellent communication skills, and be proficient in Excel.About the JobThe Financial Administrator Assistant will be responsible for end-to-end payroll...
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Chief Financial Administrator
2 weeks ago
Preston, Lancashire, United Kingdom Agility Resoucing Full timeAgility Resoucing is seeking a highly skilled Chief Financial Administrator to join our team in Preston.This key role will involve managing the Accounts function, including financial planning, budgeting, and forecasting.The successful candidate will have responsibility for preparing management accounts, maintaining cash flow forecasting, credit control,...
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Financial Administrator
4 days ago
Preston, Lancashire, United Kingdom Agility Resoucing Full timeJob Summary:A Financial Administrator is required to join Agility Resourcing's friendly practice.The ideal candidate will have a good knowledge of SAGE 50 and experience with processing VAT returns.This role involves processing sales invoices, receipts, and payments, preparing invoices for the Inland Revenue, checking company bank statements, and preparing...
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Financial Data Administrator
3 weeks ago
Preston, Lancashire, United Kingdom Carmichael UK Full timeJob Title: Financial Data AdministratorCarmichael UK seeks a skilled Financial Data Administrator to join their team.About the Role:We are looking for a highly motivated individual to assist with payroll processing, financial data management, and administration tasks.The ideal candidate will have excellent communication skills, be organized and able to...
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Financial Services Administrator
2 weeks ago
Preston, Lancashire, United Kingdom Agility Resoucing Full timeJob OverviewWe are seeking a skilled and experienced Administrator to join our team in a financial services environment.This is an excellent opportunity for individuals who possess previous experience within financial services, strong teamwork skills, and the ability to work effectively under pressure.
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Preston, Lancashire, United Kingdom Agility Resoucing Full timeWe are looking for an experienced Financial Administration and Compliance Specialist to join our team at Agility Resourcing. In this role, you will be responsible for reconciling weekly bank statements, processing goods received, and entering purchase order invoices.Responsibilities:Financial Administration:Reconcile weekly bank statements to ensure...
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Financial Data Administrator
3 weeks ago
Preston, Lancashire, United Kingdom Hays Business Support Full timeAs a Financial Data Administrator, you will play a critical part in maintaining the organisation's financial stability. Your responsibilities will include managing accounts payable and receivable, performing bank reconciliations, and maintaining accurate financial data.Benefits:Competitive hourly rate: £15-18 per hourHybrid work arrangements...
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Financial Administrator
1 week ago
Preston, Lancashire, United Kingdom Agility Resoucing Full timeAgility Resourcing is currently seeking an experienced Financial Administrator to join their team.The successful candidate will have a good knowledge of SAGE 50 and be responsible for processing VAT returns.The key duties of this role include:Processing sales invoices, receipts, and paymentsPreparing invoices for HMRCChecking company bank statementsPreparing...