Financial Services Administrator

3 days ago


Wilmslow, Cheshire East, United Kingdom Aspire Recruitment Solutions Full time

We are seeking a skilled Financial Services Administrator to join our team in Cheshire. This is an exciting opportunity for an experienced professional to progress their career within the Financial Services industry.

Job Summary

You will work closely with advisers and clients, liaising with product providers to ensure timely and accurate responses. Your responsibilities will include sending Letters of Authority, gathering information, obtaining illustrations and application forms, and providing portfolio valuations.

About You

We are looking for someone with a minimum of 1 year experience in financial services administration. You should have strong organizational skills and be able to work flexibly in terms of hours and location. The successful candidate will also receive support for further qualifications, including study leave.

What We Offer

This role offers a salary of up to £34,000 depending on experience, plus pension and death in service benefits. You will also receive 25 days holiday per annum (plus Bank Holidays) and the ability to work from home where appropriate.



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

    Job SummaryNJR Recruitment is seeking an experienced Financial Administrator to join their successful Account Management Team at their Head Office. The ideal candidate will have excellent administrative skills, strong attention to detail, and the ability to work efficiently in a fast-paced environment.About the RoleProviding exceptional administrative...


  • Wilmslow, Cheshire East, United Kingdom Aspire Recruitment Solutions Full time

    Are you looking to progress your career in the Financial Services industry?This opportunity is based in Cheshire and offers a strong element of home working, making it an ideal choice for those seeking a better work-life balance.The salary for this role is up to £34,000 per annum, with competitive benefits included.To be successful in this position, you...


  • Wilmslow, Cheshire East, United Kingdom Bond Rec Full time

    Paraplanner Job DescriptionBond Recruitment, a leading recruitment agency in the UK, is seeking an experienced Paraplanner to join their team on behalf of a prominent IFA practice in Cheshire.The role involves providing administrative support to Financial Planners and other staff members when advising clients on their financial strategies and plans. The...


  • Wilmslow, Cheshire East, United Kingdom Mcgregor Recruitment. Full time

    About the Position:Mcgregor Recruitment is recruiting for a Financial Administrator to manage bookkeeping, VAT, and payroll for high-net-worth clients.Key Tasks:Manage bookkeeping, VAT, and payroll for clients using IRIS and SAGE accounting softwarePrepare year-end accounts and financial statementsLiaise with clients to understand their financial...

  • Senior Accountant

    2 weeks ago


    Wilmslow, Cheshire East, United Kingdom Equilibrium Financial Planning Full time

    About the Company:Equilibrium Financial Planning is a leading provider of financial planning services, dedicated to making people's lives better. Our team is passionate about delivering high-quality financial solutions to our clients.About the Role:We are seeking an experienced Finance Manager to join our team. As a key member of the team, you will be...


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

    An exciting opportunity has arisen for an experienced Administrator to join NJR Recruitment's team of Technical Paraplanners and Financial Consultants.We are looking for an individual with exceptional organizational and communication skills to provide administrative support to our team.Responsibilities:Offer administrative support to a team of technical...


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

    Job Description:An experienced Administrator is required to provide administrative support to the successful Account Management Team. The ideal candidate will have excellent communication and organizational skills, with the ability to work independently and as part of a team. About the Role:This is an exciting opportunity for a skilled Administrator to join...


  • Wilmslow, Cheshire East, United Kingdom HCA Healthcare UK Full time

    We are seeking a highly skilled Administrative Service Coordinator to join our teams across Manchester and Cheshire facilities on a bank basis.As an Administrative Service Coordinator, you will play a vital role in delivering a high-quality service to our patients. Your duties will include providing administrative services, maintaining accurate information,...


  • Wilmslow, Cheshire East, United Kingdom Pareto Full time

    Job SummaryWe are seeking an Administrative Officer/Receptionist to support the day-to-day running of our contracting business. This is a unique opportunity to join a dynamic team and contribute to the growth and development of our organisation.As a key member of the contracting team, you will be responsible for general administrative duties, including...


  • Wilmslow, Cheshire East, United Kingdom Bond Rec Full time

    Job DescriptionWe are seeking an experienced Financial Planning Specialist to join our team at Bond Recruitment, a leading recruitment agency in the financial services industry. As a Paraplanning Professional, you will play a crucial role in supporting our Financial Planners and other staff in advising clients on their financial strategies, plans, products,...


  • Wilmslow, Cheshire East, United Kingdom Performance Resourcing Full time £23,500 - £25,000

    We are looking for a Customer Service and Administration Professional to join our team at Performance Resourcing. As an experienced Automotive Sales Administrator, you will provide expert support to our clients, ensuring seamless communication and efficient administrative processes.This is a fantastic opportunity to develop your skills and knowledge in a...


  • Wilmslow, Cheshire East, United Kingdom Mcgregor Recruitment. Full time

    We are seeking a Taxation Specialist to join our innovative and well-established Accountancy Practice at McGregor Recruitment.Job DescriptionThis is an exciting opportunity for a highly skilled and experienced Financial Services Expert to contribute to the success of our team. The ideal candidate will have a passion for Accounting and experience working...


  • Wilmslow, Cheshire East, United Kingdom Association of International Certified Professional Accountants Full time

    About This RoleWe are seeking a highly skilled Financial Services Specialist to join our team as an Assistant Management Accountant. As a key member of our finance department, you will be responsible for supporting the management accounts team in various tasks such as budgeting, forecasting, and year-end processes.You will work closely with the Finance...


  • Wilmslow, Cheshire East, United Kingdom Aspire Recruitment Solutions Full time

    We are seeking a highly organized and motivated Cheshire IFA Administration Role candidate to join our team. This is a fantastic opportunity for an experienced professional to progress their career within the Financial Services industry.Job DescriptionYou will work closely with advisers and clients, liaising with product providers to ensure timely and...


  • Wilmslow, Cheshire East, United Kingdom Bond Rec Full time

    Job DescriptionBond Rec is looking for an Experienced Paraplanning Professional to support Financial Planners and staff in advising clients on financial strategies, plans, products, and investments.The ideal candidate will have excellent inter-personal skills, both written and verbal, as well as a high level of technical knowledge about financial products...


  • Wilmslow, Cheshire East, United Kingdom Citation Ltd Full time

    Exciting Opportunity for a Financial Transaction CoordinatorCitation Ltd, a leading provider of Health and Safety, HR, Employment Law and ISO Services, is seeking an experienced Financial Transaction Coordinator to join our busy Credit Control team at our Head Office.The role involves providing administrative support to the Credit Control team, including...


  • Wilmslow, Cheshire East, United Kingdom CMR Jobs Limited Full time

    CMR Jobs Limited is a leading provider of contractor payroll and umbrella services. We are seeking a financial services growth strategist to help drive our business forward.About the Position:Developing and implementing growth strategiesCollaborating with the team to achieve targetsRequirements:Proven experience in the financial services industryAble to...


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

    Job Overview: We are seeking an experienced Accounts Assistant to join our team in Wilmslow, UK. The successful candidate will have a proven track record in financial administration, excellent communication and organisational skills, and be proficient in using MS Excel daily.Key Responsibilities:Process purchase and sales invoices efficiently.Perform...


  • Wilmslow, Cheshire East, United Kingdom Medlock Partners Ltd Full time

    Job SummaryWe are seeking an experienced Pension Administration Specialist to join our team at Medlock Partners Ltd in Stockport. As a key member of our financial planning department, you will play a vital role in supporting consultants in research and analysis to meet client needs and objectives.About the CompanyOur Firm is a highly progressive and buoyant...


  • Wilmslow, Cheshire East, United Kingdom Michael Page Full time

    About the CompanyOur client is a reputable accountancy firm based in Cheshire.Description of JobDrive audit excellence by overseeing and managing the audit department.Develop and maintain strong relationships with clients.Lead a small team of audit professionals, promoting growth and development.Ensure the company remains compliant with audit standards and...