Financial Services Administrator

3 days ago

Bury, Borough of Bury, United Kingdom Chase de Vere Full time

Job Title: Financial Services Administrator

Job Description:

We are looking for a skilled Financial Services Administrator to join our team at Chase de Vere. As a Financial Services Administrator, you will play a crucial part in improving people's lives by providing excellent support to our Personal Injury Advisers and clients.

Key Responsibilities:

  • Provide full end-to-end administrative support to our Personal Injury Advisers.
  • Liaise with clients to ensure all relevant trust documentation is issued correctly.
  • Produce relevant paperwork for clients on behalf of the Adviser, including quotations, illustrations, valuations, and client reports.
  • Process new business documentation efficiently.
  • Facilitate client requests regarding withdrawals, income, and tax queries.
  • Carry out efficient diary management for the Advisers.
  • Act as the point of contact for all new enquiries from clients, solicitors, and barristers.

Requirements:

  • Qualified to A-Level standard or equivalent.
  • Experience within an administration role, preferably within the Financial Services industry.
  • Good communication skills, both verbal and written, with the ability to instil confidence.
  • Excellent planning and organisational skills, with a proactive approach to the role and management of your individual workload.
  • Excellent attention to detail.

What's in it for you?

By joining Chase de Vere, you'll have a progressive career with great benefits and a nurturing culture that makes you part of something special.

  • A competitive salary with the opportunity to earn an annual bonus.
  • 25 days' holiday, plus bank holidays.
  • A day off for your birthday.
  • Life assurance - 4 x salary.
  • Comprehensive induction and training programme.
  • Funded exams and paid study leave.
  • A wide range of voluntary flexible benefits to suit your individual needs.
  • The option to buy additional holiday days.
  • Cycle to work Scheme.
  • Two paid volunteering days each year, to support your local community.
  • Employee Assistance Programme with access to a 24/7 helpline.
  • Access to our free mortgage service, through our internal mortgage team.
  • Our Employee Forum and Diversity & Inclusion group.
  • Local and company-wide events in support of our company charities.

  • Financial Services Administrator

    1 week ago

    Bury, Borough of Bury, United Kingdom Chase de Vere Full time

    At Chase de Vere, we're looking for a skilled Financial Services Administrator to join our team. As a key member of our Personal Injury Trust Service, you'll play a crucial role in delivering an efficient and effective support service to our PICOP Advisers.The ideal candidate will have a strong background in administration, preferably within the Financial...

  • Financial Services Administrator

    2 weeks ago

    Bury, Borough of Bury, United Kingdom Chase de Vere Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Chase de Vere. As a key member of our team, you will play a crucial role in delivering an efficient and effective support service to our PICOP Advisers, while providing an excellent service to our clients and solicitors.Key...

  • Financial Services Administrator

    2 weeks ago

    Bury, Borough of Bury, United Kingdom Chase de Vere Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Chase de Vere. As a key member of our team, you will play a crucial role in delivering an efficient and effective support service to our PICOP Advisers, while providing an excellent service to our clients and solicitors.Key...

  • IFA Administrator

    3 weeks ago

    Bury, Borough of Bury, United Kingdom Chase De Vere Independent Financial Advisers Limited Full time

    PICOP Administrator OpportunityWe are seeking a skilled PICOP Administrator to join our team at Chase De Vere Independent Financial Advisers Limited. As a key member of our team, you will play a vital role in supporting our financial advisers in delivering exceptional client service.About the Role:Provide administrative support to our financial advisers in...

  • IFA Administrator

    3 weeks ago

    Bury, Borough of Bury, United Kingdom Chase De Vere Independent Financial Advisers Limited Full time

    PICOP Administrator OpportunityWe are seeking a skilled PICOP Administrator to join our team at Chase De Vere Independent Financial Advisers Limited. As a key member of our team, you will play a vital role in supporting our financial advisers in delivering exceptional client service.About the Role:Provide administrative support to our financial advisers in...

  • Financial Administrator

    2 weeks ago

    Bury, Borough of Bury, United Kingdom RG Consultancy Full time

    RG Consultancy is seeking a skilled Financial Administrator to support their Finance Team in Bury. This role offers a unique opportunity to work with a well-established supply company and contribute to the day-to-day finance functions.Key Responsibilities:Process and manage stock and expense invoicesReconcile purchase ledger accountsManage accounts on hold...

  • Financial Services Accountant

    4 weeks ago

    Bury, Borough of Bury, United Kingdom British Sugar plc Full time

    Job Title: Management Accountant Financial ServicesBritish Sugar plc is seeking a highly skilled Management Accountant to join our team. As a key member of our finance team, you will play a vital role in delivering financial insight and understanding to our operational sites.Job Purpose:Reporting to the Site Finance Lead, you will be responsible for...

  • Financial Services Accountant

    4 weeks ago

    Bury, Borough of Bury, United Kingdom British Sugar plc Full time

    Job Title: Management Accountant Financial ServicesBritish Sugar plc is seeking a highly skilled Management Accountant to join our team. As a key member of our finance team, you will play a vital role in delivering financial insight and understanding to our operational sites.Job Purpose:Reporting to the Site Finance Lead, you will be responsible for...

  • Client Administrator

    2 weeks ago

    Bury, Borough of Bury, United Kingdom Chase de Vere Full time

    Job Title: Client AdministratorWe are seeking a highly organized and detail-oriented Client Administrator to join our team at Chase de Vere. As a Client Administrator, you will play a crucial role in providing administrative support to our PICOP Advisers and delivering an excellent service to our clients and solicitors.Key Responsibilities:Provide...

  • Client Administrator

    2 weeks ago

    Bury, Borough of Bury, United Kingdom Chase de Vere Full time

    Job Title: Client AdministratorWe are seeking a highly organized and detail-oriented Client Administrator to join our team at Chase de Vere. As a Client Administrator, you will play a crucial role in providing administrative support to our PICOP Advisers and delivering an excellent service to our clients and solicitors.Key Responsibilities:Provide...

  • Financial Director

    4 weeks ago

    Bury, Borough of Bury, United Kingdom COREcruitment Full time

    {"h1": "Commercial Finance Manager", "p": "We are seeking a highly skilled Commercial Finance Manager to join our team at COREcruitment. As a key member of our finance team, you will play a pivotal role in shaping the business\u2019s financial future and ensuring its operational and financial efficiency.", "ul": [{"li": "Financial Planning & Analysis...

  • Financial Director

    4 weeks ago

    Bury, Borough of Bury, United Kingdom COREcruitment Full time

    {"h1": "Commercial Finance Manager", "p": "We are seeking a highly skilled Commercial Finance Manager to join our team at COREcruitment. As a key member of our finance team, you will play a pivotal role in shaping the business\u2019s financial future and ensuring its operational and financial efficiency.", "ul": [{"li": "Financial Planning & Analysis...

  • Financial Executive

    3 weeks ago

    Bury, Borough of Bury, United Kingdom COREcruitment Full time

    Commercial Finance ManagerJoin COREcruitment in representing a successful retail business that is rapidly expanding its operations. We are seeking a Commercial Finance Manager to play a pivotal role in shaping the company's financial future and ensuring its operational and financial efficiency.Key Responsibilities:Financial Planning & Analysis (FP&A):Lead...

  • Financial Executive

    3 weeks ago

    Bury, Borough of Bury, United Kingdom COREcruitment Full time

    Commercial Finance ManagerJoin COREcruitment in representing a successful retail business that is rapidly expanding its operations. We are seeking a Commercial Finance Manager to play a pivotal role in shaping the company's financial future and ensuring its operational and financial efficiency.Key Responsibilities:Financial Planning & Analysis (FP&A):Lead...

  • Financial Executive

    2 weeks ago

    Bury, Borough of Bury, United Kingdom COREcruitment Full time

    Commercial Finance ManagerSector: Retail GroupLocation: Bury St. Edmunds (Hybrid)Salary: up to £45kAs a Commercial Finance Manager at COREcruitment, you will play a pivotal role in shaping the business's financial future and ensuring its operational and financial efficiency.The ideal candidate will have a strong analytical and problem-solving skills, with...

  • Administrative Support Specialist

    1 day ago

    Bury, Borough of Bury, United Kingdom Chase de Vere Full time

    Role OverviewAt Chase de Vere, we're committed to delivering exceptional support services to our clients and solicitors. As a key member of our team, you'll play a vital role in helping us achieve this goal.We're seeking a highly organized and detail-oriented PICOP Administrator to join our team. If you have a passion for administration, excellent...

  • Senior Financial Support Services Manager

    6 days ago

    Bury, Borough of Bury, United Kingdom Bury Council Full time

    This is an exciting opportunity to lead a newly expanded financial support service for Adult Social Care users in Bury.You will lead a dedicated team of staff delivering high-quality financial support services to our residents and their carers who are in receipt of adult social care.Key Responsibilities:Lead and manage the Financial Assessments and Personal...

  • Administrative Support Specialist

    1 week ago

    Bury, Borough of Bury, United Kingdom Chase de Vere Full time

    Job OverviewWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at Chase de Vere. As a key member of our Personal Injury Trust Service, you will provide comprehensive administrative support to our PICOP Advisers, ensuring the delivery of an efficient and effective support service to our clients and...

  • Financial Operations Assistant

    3 weeks ago

    Bury, Borough of Bury, United Kingdom Agility Resoucing Full time

    Assistant Management Accountant OpportunityAgility Resourcing is seeking a highly skilled Assistant Management Accountant to join their dynamic team. As a key member of the finance department, you will play a crucial role in supporting the Finance Manager in managing the finance function.Key Responsibilities:Financial Analysis and Reporting: Assist in the...

  • Financial Operations Assistant

    3 weeks ago

    Bury, Borough of Bury, United Kingdom Agility Resoucing Full time

    Assistant Management Accountant OpportunityAgility Resourcing is seeking a highly skilled Assistant Management Accountant to join their dynamic team. As a key member of the finance department, you will play a crucial role in supporting the Finance Manager in managing the finance function.Key Responsibilities:Financial Analysis and Reporting: Assist in the...