Administrative Support for Financial Services Team
2 months ago
We are working with a prestigious financial planning firm in Altrincham to find a skilled IFA Administrator to join their team on a permanent basis. The successful candidate will be a key part of a team that supports experienced paraplanners and financial planners in providing exceptional client service.
The role involves a range of administrative tasks, including processing new business applications, submitting transaction and trade requests, and obtaining illustrations and product literature. The successful candidate will also be responsible for acquiring client portfolio valuations, preparing annual review packs for client meetings, and acting as a key point of contact for financial planners and clients. In addition, the candidate will liaise with product providers, action LOAs, and maintain an accurate record of the client's financial situation.
The ideal candidate will have experience in IFA/financial planning administration and a good understanding of provider platforms. Strong organisational skills are also essential for this role. The successful candidate will be highly organised and able to work effectively in a team environment.
We offer a competitive salary and a range of benefits to attract and retain top talent in the industry. If you are a motivated and detail-oriented individual with excellent administrative skills, this could be the opportunity for you to develop your career in a fast-paced and dynamic environment.
-
Operations Team Member
17 hours ago
Altrincham, Trafford, United Kingdom Capstone Financial Full timeJob Description: We are seeking a highly motivated and organised individual to fill the position of Receptionist / Client Administrator at Capstone Financial. As a key member of our operations team, you will play a vital role in ensuring the smooth running of our business, providing exceptional administrative support, and delivering outstanding customer...
-
Reception and Administration Professional
4 days ago
Altrincham, Trafford, United Kingdom Capstone Financial Full timeWe are seeking an organised and detail-oriented Reception and Administration Professional to join our operations team at Capstone Financial. As the first point of contact, you will handle reception duties, manage meeting room bookings, run reports, and provide administrative support to the adviser team. This role requires proficiency in Microsoft packages,...
-
Financial Services Administrator
2 weeks ago
Altrincham, Trafford, United Kingdom IDEX Consulting Full timeCompany OverviewIDEX Consulting is a growing chartered financial planning business seeking an experienced administrator to join our team. We are looking for someone with strong administrative skills and the ability to work accurately and efficiently.Key ResponsibilitiesPipeline management involves ensuring all business is recorded and chased through to...
-
Senior Financial Administrator
4 weeks ago
Altrincham, Trafford, United Kingdom Page Personnel Sales Full timeAbout Page Personnel SalesWe are seeking an experienced Financial Services Administrator to support our front office team in administrative functions. This role involves providing administrative assistance to Investment Managers and Financial Planners, as well as supporting financial advisers with their day-to-day tasks.The successful candidate will have a...
-
Customer Support Specialist
4 days ago
Altrincham, Trafford, United Kingdom Capstone Financial Full timeRole OverviewThe Receptionist / Client Administrator is a pivotal role within our operations team at Capstone Financial. This position plays a crucial part in ensuring seamless case progression and timely turnaround while maintaining exceptional accuracy. As the first point of contact, you will be responsible for handling reception duties, managing meeting...
-
Financial Administrator Assistant
3 weeks ago
Altrincham, Trafford, United Kingdom Gibson Hollyhomes Full timeJob DescriptionGibson Hollyhomes requires a skilled Financial Administrator to manage financial transactions, maintain accurate records, and provide administrative support to the accounting team.This role involves:Managing cash flow and preparing financial reportsMaintaining accurate and up-to-date financial recordsProviding administrative support to the...
-
Financial Services Coordinator
4 weeks ago
Altrincham, Trafford, United Kingdom Page Personnel Sales Full timeAbout Page Personnel SalesWe are currently recruiting for a highly organized and detail-focused Financial Services Administrator to join our team. The successful candidate will provide administrative support to our front office team, including preparing client valuations, reviewing compliance documentation, and assisting with general administration tasks.The...
-
Administrative Coordinator
3 days ago
Altrincham, Trafford, United Kingdom Capstone Financial Full timeThis Administrative Coordinator role offers an exciting opportunity for a highly organised and efficient individual to make a meaningful contribution to our company. As the first point of contact, you will be responsible for handling reception duties, managing meeting room bookings, running reports, and providing administrative support to the adviser team....
-
Administrative Support Officer
4 weeks ago
Altrincham, Trafford, United Kingdom Page Personnel Sales Full timeAbout Page Personnel SalesWe are seeking a highly motivated and organized Financial Services Administrator to join our team. The successful candidate will provide administrative support to our front office team, including producing client valuations, reviewing compliance documentation, and assisting with general administration tasks.The ideal candidate will...
-
Senior Financial Administrator
22 hours ago
Altrincham, Trafford, United Kingdom Altum HR Full timeJob Title: Senior Financial AdministratorEstimated Salary: £28,000 - £35,000 per annumAbout the Role:We are seeking a detail-oriented and proactive Senior Financial Administrator to join our dynamic finance team at Altum HR. As a key member of our team, you will be responsible for preparing redemption statements accurately and efficiently.You will build...
-
Support Worker for Learning Disability Services
4 weeks ago
Altrincham, Trafford, United Kingdom Creative Support Full timeAbout the RoleWe are seeking a dedicated and compassionate Support Worker to join our team in Trafford, based in Altrincham. As a Support Worker, you will play a vital role in providing personalized support to individuals with a learning disability.Job DescriptionTo develop and sustain warm and trusting relationships with service users, ensuring their...
-
Administrative Support Specialist
2 weeks ago
Altrincham, Trafford, United Kingdom NJR Recruitment Careers Full timeAbout the RoleWe are looking for an skilled Administrator to support our client's Financial Planning Practice. As a key member of the team, you will be responsible for providing administrative support, monitoring work tasks, and developing relationships with advisers.The ideal candidate will have a proven background working in a fast-paced environment, with...
-
Financial Services Specialist
3 weeks ago
Altrincham, Trafford, United Kingdom IDEX Consulting Full timeJob Title: Financial Services SpecialistEstimated Salary: £40,000 - £60,000 per annum.Company OverviewIDEX Consulting is a renowned financial services firm dedicated to delivering exceptional client experiences. Our team of experts is passionate about helping clients achieve their financial goals.Job DescriptionWe are seeking an experienced Financial...
-
Head of Financial Services
3 days ago
Altrincham, Trafford, United Kingdom TEEM Education Full timeTEEM Education is seeking a Head of Financial Services to lead our financial operations. With an estimated salary of £65,000 - £85,000 per annum, this role offers a high level of remuneration and the opportunity to work with a respected organisation.About the RoleThis is a critical role that requires strong financial management skills and the ability to...
-
Administrative Operations Manager
24 hours ago
Altrincham, Trafford, United Kingdom Connections The Recruitment Specialists Limited Full timeJob Title: Administrative Operations ManagerCompany Overview:We are delighted to be working with a reputable commercial real estate company. As an Administrative Operations Manager, you will play a critical role in ensuring the efficiency and effectiveness of our administrative functions.About the Role:You will oversee various administrative tasks, support...
-
Administrative Support Lead
23 hours ago
Altrincham, Trafford, United Kingdom Concept Technical Full timeJob Title: Administrative Support LeadWe are seeking a skilled Administrative Support Lead to join Concept Technical in Altrincham, England. As an Administrative Support Lead, you will provide administrative support to the Facilities Manager, coordinating day-to-day facilities operations and managing maintenance schedules.Your responsibilities will also...
-
Personalised Support Assistant
3 weeks ago
Altrincham, Trafford, United Kingdom Creative Support Ltd Full timeJob OverviewCreative Support Ltd is a passionate, inclusive, and anti-racist organisation that offers unique opportunities for individuals to make a positive difference in the lives of people with learning disabilities. We are seeking a dedicated and compassionate Relief Support Worker to join our team in Trafford.This role involves providing personalised...
-
Business Development Administrator
3 days ago
Altrincham, Trafford, United Kingdom Connections The Recruitment Specialists Limited Full timeAbout the Job DescriptionWe are seeking a highly skilled and experienced Senior Administrator to join our team, responsible for providing comprehensive administrative support to departments.The successful candidate will oversee the preparation and distribution of reports, presentations, and documents, ensuring high standards of accuracy and presentation.This...
-
Financial Administrator
4 weeks ago
Altrincham, Trafford, United Kingdom Sacco Mann Full timeThe role of a Legal Cashier at Sacco Mann involves ensuring the smooth operation of financial and accounting tasks. The ideal candidate will have at least 1+ years of experience in a similar position and be proficient in case management and finance systems.Key responsibilities include:Compliance with legal and financial regulationsOnline banking and bank...
-
Care Support Specialist
3 weeks ago
Altrincham, Trafford, United Kingdom Creative Support Ltd Full timeJob DescriptionWe are looking to recruit creative, self-motivating and resourceful individuals with a willingness to go the extra mile to provide personalised support to individuals with a learning disability in our Trafford services.This role requires excellent communication skills, resilience, energy and adaptability to meet individual needs. Good...