Business administrator Work, Jobs in Cheadle Hulme, Gtm (with Salaries)

Client Services Administrator
Wren Sterling —Wilmslow
- £26,500 - £30,000 a year
- Full-time
- Hybrid work
- Health & wellbeing programme
- Work from home
Quick apply
2d
Sales Executive - Promotional Merchandise Consultant
TP European Solutions Ltd —Northwich
- £26,436.80 - £40,000.00 a year
- Full-time
- Sales
- Customer service
- Computer literacy
- Free parking
- Employee discount
Quick apply
13d
Business Administrator
Gray Healthcare Ltd —Macclesfield
- £30,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- No degree
- Free parking
Quick apply
1st Line Support Technician
Pure Innovations —Stockport
- £26,664 a year
- Full-time
- Azure
- Windows
- Travel
- Health & wellbeing programme
- Employee assistance programme
Quick apply
1d
Asset Administrator
Change Housing —Salford
- £28,275 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Store discount
Quick apply
11d
People Operations Administrator
Rubix —Manchester
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Sales & Finance Administrator
HPL Motors —Oldham
- £26,000 - £28,500 a year
- Full-time
- Sales
- Customer service
- In-person
Quick apply
13d
NetSuite System Administrator
MetroRod Ltd —Macclesfield
- £50,000 a year
- Full-time
- Continuous improvement
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
3d
Facilities Support Administrator
Art of Maintenance Limited —Salford
- From £27,000 a year
- Full-time
- Customer service
- Microsoft Office
- Organisational skills
- Free parking
- Sick pay
Quick apply
5d
HMP Manchester - Business Administrator
Ministry of Justice —Manchester
- £20,001 - £40,000 a year
- Full-time
- Hybrid work
- Presentation skills
- Bachelor's degree
- Annual leave
9d
Business Support Administrator
Creative Support —Stockport
- Up to £13.40 an hour
- Full-time
- Organisational skills
Commercial Waste Sales Administrator
Kenny Waste Management Ltd —Manchester
- Full-time
- Sales
- Administrative experience
- In-person
- Employee assistance programme
- Employee discount
Quick apply
11d
Office Administrator
Dry Risers Direct —Wilmslow
- Full-time
- Microsoft Excel
- Microsoft Outlook
- English
- Flexible schedule
Corporate Sales Administrator
Riverside Consultancy —Stockport
- £27,000 a year
- Full-time
- Customer service
- IT
- Computer skills
- Annual leave
- Employee discount
Quick apply
Junior Administrator
Poynton Law Limited —Poynton
- Up to £26,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Microsoft Office
Quick apply
Receptionist/Administrator
Fredrick Edwards Associates Limited —Stockport
- From £26,000 a year
- Full-time
- Administrative experience
- Front desk
- In-person
- Free parking
Quick apply
2d
Administrative Assistant
Manchester University NHS Foundation Trust —Wythenshawe
- £25,760 - £27,476 a year
- Part-time
- Microsoft Office
- Administrative experience
- University
1d
Warehouse & Marketplace Administrator
Old English Jewellers Limited —Cheadle Hulme
- Full-time
- English
- Forklift
- Microsoft Office
- Free parking
- Store discount
Quick apply
Health & Safety Administrator
The Guinness Partnership —Oldham
- £33,387 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
10d
IFA Administrator - Full Time
Burfield Financial Planning —Northwich
- £26,000 - £30,000 a year
- Full-time
- English
- Microsoft Office
- Administrative experience
- Annual leave
- Life insurance
Quick apply
5d

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business administrator jobs near cheadle hulme, gtm

Client Services Administrator

Wren Sterling
Wilmslow

Quick apply

Job details

Permanent | Full-time
£26,500 - £30,000 a year
2 days ago

Benefits

Health & wellbeing programme
Additional leave
Cycle to work scheme
Employee mentoring programme
Financial planning services
Work from home
Enhanced maternity leave
Enhanced paternity leave
Sick pay

Qualifications

Financial planning

Full job description

Company Overview

Wren Sterling is a progressive UK-wide independent financial advice business. In complex markets that change frequently, we help our Corporate and Personal clients make the right financial choices through the provision of independent financial advice which is uniquely tailored to their specific needs. Wren Sterling specialises in all aspects of savings, investments, and retirement planning to individuals. Through successful partnerships with Building Societies, we deliver independent financial advice to their customers. For corporate clients we provide advice on engaging employees through the provision of group risk, protection, and other employee benefit solutions.

Role Overview

Responsible for providing efficient and effective administrative support to a team of advisers. This encompasses the processing and management of client documentation.

Principle Objectives & Responsibilities

Principle Objectives and Responsibilities include the following, other objectives may be assigned:

Check and then process all new business applications and associated paperwork through to submission to Providers either electronically or via hard copy as appropriate.
Carry out electronic identity data verification of clients where appropriate.
Chase new business applications and other client requests/transactions through to completion
Assist advisers with appropriate management of clients’ cash holdings on Provider Platforms and placing trades in accordance with advisers’ instructions.
Create and maintain accurate and up-to-date client and plan records on Intelligent Office
Ensure all relevant documentation and correspondence is uploaded to the correct client records on Intelligent Office and named in accordance with Company procedures.
Create, manage, and complete tasks on Intelligent Office in accordance with Company procedures.
Manage and complete all relevant tasks assigned by advisers, managers/team leaders and other support team members.
Where required: Assist in provision of quotations, key features, applications, and other relevant paperwork to advisers for their client meetings.
Receive incoming telephone calls, dealing or redirecting as appropriate so that calls are dealt with efficiently and by the correct person.
Receive and deal with incoming documentation or correspondence relating to clients of their select team of advisers as appropriate.
Ensure all correct documentation is provided to clients in a timely manner.
Respond promptly to queries from clients, providers, and advisers.
Process and chase death or other policy claims through to completion
Complete additional one-off jobs when they arise.
Promote professional behaviour by demonstrating courtesy and respect to all colleagues and always following the Company’s equality and diversity policy.
Ensuring health and safety policies are observed.
Adhere to Wren Sterling core values
Completion of other reasonable duties, as defined by the Senior Management Team

Knowledge Required

Basic knowledge of the financial planning market including different providers’ products and services
Basic working knowledge of FCA Rules, Guidance Notes and Commitments that apply to job role

Skills Required

Essential skills:

Communication (min: developer): Able to adapt the language, style and method of communication depending on the needs of the client or colleagues.
Organisation (min: achiever): Can prioritise daily tasks, and restructure day as ah-hoc duties require, arranging client-related tasks as a priority.
Customer Service (min: ): Understand what good customer service is and prioritise customer work to deliver good service.
Teamwork & Collaboration (min: developer): Understand the importance of teamwork and how collaboration can improve outcomes.
Technology (min: developer): Understand and be able to use technology for the role effectively.
Expertise (min: developer): Has the required expertise to do the role and understand areas for improvement & looking for opportunities to develop.

Desirable skills:

Experience of Intelligent Office back-office system.

Job Types: Full-time, Permanent

Pay: £26,500.00-£30,000.00 per year

Benefits:

Additional leave
Cycle to work scheme
Employee mentoring programme
Enhanced maternity leave
Enhanced paternity leave
Financial planning services
Health & wellbeing programme
Sick pay
Work from home

Experience:

Independent Financial Advice (IFA) Administrator : 1 year (required)

Work Location: Hybrid remote in Wilmslow

Quick apply

Refine Your Search

business administrator jobs in cheadle hulme, gtm

Client Services Administrator

Sales Executive - Promotional Merchandise Consultant

Business Administrator

1st Line Support Technician

Asset Administrator

People Operations Administrator

Sales & Finance Administrator

NetSuite System Administrator

Facilities Support Administrator

HMP Manchester - Business Administrator

Business Support Administrator

Commercial Waste Sales Administrator

Office Administrator

Corporate Sales Administrator

Junior Administrator

Receptionist/Administrator

Administrative Assistant

Warehouse & Marketplace Administrator

Health & Safety Administrator

IFA Administrator - Full Time

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