Current jobs related to Administrator (Financial Adviser Support) - Bolton - Cheetham Jackson Ltd

  • Financial Administrator

    2 weeks ago

    Bolton, United Kingdom Cowgills Full time

    **Description**: As one of the region’s leading independent chartered accountants and business advisors, Cowgills has the expertise and knowledge to provide you with a full-service offering. Our independence ensures that we can tailor our approach to suit our clients’ individual needs. We have over 200 talented, committed and engaged employees, totally...

  • Senior Financial Planning Administrator

    2 weeks ago

    Bolton, United Kingdom mbf. Full time

    **Senior Financial Plannig Administrator - Bolton - Salary negotiable to £30K plus benefits - Full or Part time** MBF are currently working with a boutique firm of Chartered Financial Planners based in Bolton. The company are well established in the area and are part of a larger Network. Due to increased business levels the Advisors are in need of some...

  • Administrator

    2 weeks ago

    Bolton, United Kingdom Four Financial Full time

    **Administrator**: **Employment Type**: Permanent - **Location**: Bolton - **Salary**: £18000 - £28000 per annum + Hybrid Working and Study SupportA growing and innovative organisation based in Bolton are looking for multiple Administrators to join their team across various experience levels, with the opportunity for an immediate start. This role is paying...

  • Graduate Financial Services Administrator

    6 days ago

    Bolton, United Kingdom Page Personnel Full time

    Graduate Financial Services Administrator - Investment firm **About Our Client**: Following some internal restructuring and promotions, there is a newly created role for a Graduate Financial Services Administrator to join a large operations function in an investment firm in Bolton. As Graduate Financial Services Administrator, you will be responsible...

  • Financial Administrator

    6 days ago

    Bolton, United Kingdom Bolton Council Full time

    **Grade C £23,893 - £24,404 per annum.** **Contract**: Permanent, Full-time. **Ask us about flexible working options to fit with your work/life balance - #HappytoTalkFlexible** **The Role** Working within a busy & dedicated team, you’ll provide an administrative service relating to charges for Social Care services. This includes arranging...

  • General Office and HR Administrator

    16 hours ago

    Bolton, United Kingdom Four Financial Full time

    **General Office and HR Administrator**: **Employment Type**: Permanent - **Location**: Bolton - **Salary**: £20000 - £25000 per annum**Job Title: General Office and HR Administrator** **Salary**: £20k - £25k (depending on experience) **Location**: Bolton **Benefits**: Free parking, wellbeing initiatives, 5% employer pension contribution, 25 days hol...

  • Financial Services Operations Administrator

    6 days ago

    Bolton, United Kingdom Page Personnel Full time

    Successful financial services business - Bolton **About Our Client**: As Financial Services Operations Administrator, you will be responsible for: - Supporting operational team where required - Processing settlements in accordance with SLAs - Reconciling cash into and out of business and client bank accounts - Client Money reconciliations - CASS...

  • Office Administrator

    2 weeks ago

    Bolton, United Kingdom Priority Protection Ltd Full time

    **Job description** We are a Mortgage & Insurance Brokerage in Bolton and due to overwhelming growth in the business, Priority Protection is looking to recruit a dedicated and committed Office Assistant. We are looking for someone who has experience working as an administrator, writing letters and staying motivated without compromising quality whilst...

  • Employed Financial Planner

    2 weeks ago

    Bolton, United Kingdom Ortus Psr Full time

    **Employed Financial Planner** **Location: Bolton** **Salary: £30,000 + OTE** In collaboration with a well established, impressive Independent Financial Advisory practice, I am looking to speak with Financial Planners looking for a new challenge within a friendly and professional outfit. The firm in question are looking to add an Independent Financial...

  • Client Services Administrator

    6 days ago

    Bolton, United Kingdom Hill Johnstone Wealth Management Ltd Full time

    **The opportunity** An exciting new opportunity has arisen for a Client Services Administrator to join a busy team within Hill Johnstone Wealth Management Ltd who are a highly successful Appointed Representative of St. James’s Place Wealth Management Plc. St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded FTSE 100 UK Wealth...

Administrator (Financial Adviser Support)

2 weeks ago

Bolton, United Kingdom Cheetham Jackson Ltd Full time

**About us**:
Cheetham Jackson is a well-respected financial services company. Our focus is on helping clients achieve their aims, goals and objectives, we do this by providing financial advice delivered in a way that makes them feel heard and taken care of.

You will be joining us in an exciting chapter of growth. We want to make a positive impact on the people with whom we work - both inside and outside of the company. We are looking for brilliant people who fit with our culture and values and who can help to write the next chapter of our story.

**The Opportunity**:
We seek to appoint an administrator, who will work alongside and support a small team of Independent Financial Advisers, supporting the delivery of flawless administrative services to provide a singularly brilliant client experience.

**Person Specification**:

- Excellent verbal and written communication skills across all mediums, to include Microsoft Word and Excel along with in house IFA systems and provider websites.
- Ability to prioritise and organise own workload.
- Ability to work well in a small team and demonstrate a high standard of client experience and a desire to help others.
- Excellent telephone manner and interpersonal skills.
- High attention to detail and accuracy.
- A responsible approach, with a willingness to take ownership of matters that arise and deal with them effectively.
- Adaptable and able to self-manage time.
- Great organisational skills.

**Duties and Responsibilities**:

- Efficiently process all administration relating to new/existing business and servicing queries.
- Liaising with providers and the wider business to request information, as necessary.
- Producing valuations and preparing client packs in advance of client meetings.
- Preparing suitability letters.
- Analyse and action the results of reports.
- Respond to written and telephone enquiries from clients and providers.
- Maintain client records within the back-office system in an orderly and comprehensive manner.
- Ensuring all required documentation is always on file.
- Ensuring all meeting follow-up work is completed within agreed timescales.
- Working within compliance framework.

Experience within a financial advisory firm or within any of the following sectors is desirable, but not essential: retail banking, trainee paraplanner, administrative assistant, pension, or investment provider customer service.

**Benefits**:
At Cheetham Jackson, we offer a competitive remuneration package as part of our Total Reward strategy. This includes access to private health insurance, pension, EAP scheme and bonus. Further details are available upon request.

**Additional Information**:
**Equal Opportunities**:
Please inform us if you require any reasonable adjustments to enable you to participate in the recruitment process.

**Job Types**: Full-time, Permanent

**Salary**: £19,000.00 per year

Additional pay:

- Bonus scheme

Schedule:

- Monday to Friday

COVID-19 considerations:
Interviews taking place via Zoom.

**Experience**:

- administration: 2 years (preferred)