Fellow Work, Jobs in Hartford, Chs (with Salaries)

IFA Administrator - Full Time
Burfield Financial Planning —Northwich
- £26,000 - £30,000 a year
- Full-time
- Customer service
- English
- Administrative experience
- Annual leave
- Life insurance
Quick apply
Warehouse Operative
Trade Outlet —Ellesmere Port
- Up to £12.71 an hour
- Weekend availability
- Warehouse experience
- Free parking
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Barista
Starbucks —Stockton Heath
- Weekend availability
- Customer service
- Cleaning
- Store discount
- Employee assistance programme
Cash Desk Volunteer
British Heart Foundation —Northwich
- Cash handling
- Employee discount
Support Worker - Supported Living
Making Space —Northwich
- £13.12 an hour
- Full-time
- Annual leave
- Employee discount
Team Member
Rileys Sports Bars —Chester
- £11.44 - £13.17 an hour
- Part-time
Quick apply
Acting Teacher
Footlights Macclesfield —Macclesfield
- £600 a week
- Temporary
- Experience working with children
- Bachelor's degree
- In-person
- Free parking
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1h
Veterinary Receptionist
Vets for Pets —Stoke-on-Trent
- From £13 an hour
- Full-time
- Computer literacy
- Employee discount
Bank Support Worker - Supported Living
Making Space —Northwich
- £13.12 an hour
- Annual leave
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Business Analyst
Projentum —Manchester
- £565 a day
Research Fellow
University of Liverpool —Liverpool
- £47,389 - £59,966 a year
- Full-time
- Doctoral degree
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9d
Electrical Installation Technician (Entry Level)
Yunex Traffic —Lowton
- Overtime
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Nursery Practitioner Level 3
Rosebank Day Nursery —Lymm
- £14 an hour
- Full-time
- Childcare
- English
- Experience working with children
Quick apply
6d
Research Fellow in Evidence Synthesis
The University of Manchester —Manchester
- £47,389 - £58,225 a year
- Full-time
- Hybrid work
- Research
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- Annual leave
6d
Senior Clinical Fellow - Paed CEW & Endocrine
Manchester University NHS Foundation Trust —Manchester
- £67,325 a year
- Full-time
- University
- Experience working with children
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9d
Sales Associate
Michael Kors —Manchester
- £26,000 - £33,500 a year
- Part-time
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Transition Fellow
The University of Manchester —Manchester
- £47,389 - £58,225 a year
- Call to connect
- Hybrid work
- Doctoral degree
- University
- Annual leave
- Employee assistance programme
Client Care Advisor/ Veterinary Receptionist
Vets for Pets —Warrington
- Part-time
- Computer literacy
- Front desk
- Computer skills
- Employee discount
Client Care Advisor
Vets for Pets —Liverpool
- Weekend availability
- Customer service
- Computer literacy
- Employee discount
5d
Senior Locally Employed Doctor in ILD
Manchester University NHS Foundation Trust —Manchester
- £76,582 a year
- Full-time
- University
- Patient care
12d

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IFA Administrator - Full Time

Burfield Financial Planning
Northwich

Quick apply

Job details

Full-time
£26,000 - £30,000 a year

Benefits

Annual leave
Company pension
Life insurance
Sick pay

Qualifications

Pension
Report writing
Customer service
Stakeholder liaison
Administrative support experience
English
Microsoft Office Suite
Administrative experience
Appointment booking and call handling
Organisational skills
Financial services
Outbound calling
Pre-sales

Full job description

Job Overview

Burfield Financial Planning was established in 2010 and has built a strong reputation for providing high-quality financial advice. Our team of four Advisers has over 40 years of combined industry experience. While we specialise in retirement planning, we also offer a comprehensive range of financial solutions to meet our clients' needs.

We are seeking a Financial Services Administrator to join our team. The successful candidate will play a key role within the administration function, providing support to Advisers, Paraplanners, and fellow Administrators to ensure the efficient delivery of client services.

About the Role

Office-based
Full-time
Permanent
Monday to Friday, 9:00am to 5:00pm (Friday, 9:00am to 4:00pm)

Responsibilities

Prepare annual review reports using company templates.
Complete and submit annual review files in accordance with company procedures.
Obtain pre-sale documentation, including quotations and supporting information.
Process new business applications through to completion across pensions, investments, and other financial planning products.
Ensure all relevant client documentation is accurately maintained on the back-office system.
Ensure client withdrawals are processed by providers in a timely manner and followed through to completion.
Liaise with clients, advisers, and product providers to ensure tasks are completed efficiently and deadlines are met.
Answer inbound calls and make outbound calls as required.
Book appointments and assist with diary and calendar management.
Carry out general administrative and office duties as required.

Ideal Requirements

Previous experience in a similar role within a financial services business is desirable.
Experience producing valuations and preparing reports would be advantageous.
Experience using Intelligent Office and Dynamic Planner would be beneficial.
Strong organisational skills, with the ability to manage and prioritise workloads effectively.
Excellent attention to detail and a high level of accuracy.
Customer-focused approach with a commitment to delivering exceptional service.
Excellent communication, interpersonal, and relationship-building skills.
Confident and professional telephone manner.
Strong team player with the ability to work collaboratively.
Good working knowledge of Microsoft Office applications.

Benefits

25 days' annual leave plus bank holidays.
An additional day's annual leave is awarded for each completed year of service, up to a maximum entitlement of 27 days.
Company pension scheme.
Birthday leave.
Study support.
Death in Service benefit.

Job Type: Full-time

Pay: £26,000.00-£30,000.00 per year

Benefits:

Company pension
Life insurance
Sick pay

Application question(s):

List three reasons why you would be a suitable candidate for this role? (No AI responses)

Experience:

Administrative: 1 year (preferred)

Language:

English (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

fellow jobs in hartford, chs

IFA Administrator - Full Time

Warehouse Operative

Barista

Cash Desk Volunteer

Support Worker - Supported Living

Team Member

Acting Teacher

Veterinary Receptionist

Bank Support Worker - Supported Living

Business Analyst

Research Fellow

Electrical Installation Technician (Entry Level)

Nursery Practitioner Level 3

Research Fellow in Evidence Synthesis

Senior Clinical Fellow - Paed CEW & Endocrine

Sales Associate

Transition Fellow

Client Care Advisor/ Veterinary Receptionist

Client Care Advisor

Senior Locally Employed Doctor in ILD

I want to receive the latest job alerts for fellow in hartford, chs

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