Financial administrator Work, Jobs in Grimsby (with Salaries)

Financial Administrator
Perspective Financial Group —Grimsby
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
Project Administrator
Fresh Design International Ltd —Kingston upon Hull
- Up to £30,000 a year
- Full-time
- Administrative experience
- QuickBooks
- Data entry
Quick apply
1d
Administrator
University of Hull —Kingston upon Hull
- £29,588 - £32,080 a year
- Administrative experience
- University
- Human resources
12d
Project Co-Ordinator
Walker Modular —Marfleet
- £28,000 - £32,000 a year
- Full-time
- Organisational skills
- Contracts
- Budgeting
- Free parking
Quick apply
1d
Terminal Service Apprentice
DFDS UK & Ireland —Immingham
- Travel
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
MIS and Funding Administrator
North Lincolnshire Council —Scunthorpe
- £30,515 - £33,673 a year
- Full-time
- Administrative experience
- Budgeting
- Office experience
5d
CoSec Administrator - Residential Property Management - Shrewsbury
Lambert Smith Hampton Ltd —Kingston upon Hull
- Full-time
- Microsoft Word
- Microsoft Outlook
- Computer literacy
Sales Administrator
Vuba Surfaces —Kingston upon Hull
- £27,100 - £31,000 a year
- Full-time
- Data entry
9d
HR Advisor
Quickline Communications —Kingston upon Hull
- Full-time
- Continuous improvement
- Human resources
- Recruiting
- Free parking
- Annual leave
Quick apply
Trainee Dynamics 365 Business Central Service Desk Analyst
HBP Group —Scunthorpe
- £25,000 - £27,000 a year
- Full-time
- Accounting
- Communication skills
Quick apply
Hr Assistant
Quickline Communications —Kingston upon Hull
- Full-time
- Administrative experience
- Human resources
- Organisational skills
- Free parking
- Annual leave
Quick apply
9d
Service Advisor
Northgate Vehicle Hire —Scunthorpe
- £28,734 a year
- Customer service
- Employee discount
Quick apply
7d
Breeding Unit Manager
Lincolnshire Pork Co Ltd —Normanby
- £50,000 a year
- Weekend availability
- Bakery
- Team management
- In-person
- Annual leave
- Employee discount
Quick apply
2d

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financial administrator jobs near grimsby

Financial Administrator

Perspective Financial Group
Grimsby

Apply Now

Job details

Permanent

Benefits

Cycle to work scheme
Company pension
Referral programme
Car scheme

Qualifications

Financial planning
Pension
Meeting coordination
Inbound customer enquiry call handling
Stakeholder liaison
Administrative support experience
Microsoft Office Suite
Appointment booking and call handling
Computer skills
Proofreading
Communication skills

Full job description

Perspective (Central & East) Ltd

Job Description

We have a fantastic vacancy for a Financial Administrator to join our busy Grimsby Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.

Office: Perspective (Central & East) Limited
Location: Grimsby
Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)
Salary: Competitive dependant on experience and qualifications. Available upon request.

Please note: any offer of employment is subject to satisfactory criminal record background checks.

Office Location

Grimsby Office23 Osborne StreetGrimsbyNorth East Lincolnshire DN31 1EY

Requirements

You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.
You will also be skilled in, or have the ability to learn:

Good working knowledge of IO and Platform.
Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
Management and prioritising workloads.
Excellent planning, organisational and multi-tasking abilities.
Analytical and problem-solving skills.
Flexibility/adaptability to cope with change.
Excellent communication skills at all levels.
A team player with a positive attitude.

Responsibilities

This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including, but not limited, to:

Client correspondence, written and verbal.
Processing New Business.
Preparation of client review packs.
Arranging client meetings and managing the Adviser’s diary.
Illustration requests.
Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
Taking phone calls, enquiries and requests, and handling them where appropriate.
Back-office support.

Due to the nature of the business, the role may also include additional responsibilities considered reasonable.

Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.

BirthdayLeave

Everyone should have the chance to enjoy their birthday, which is why Perspective offers an extra paid day off to mark the occasion.

ElectricVehicleScheme

Our Electric Vehicle Scheme gives eligible employees the opportunity to lease a brand-new electric car through a salary sacrifice arrangement.

Cycle toWorkScheme

Our Cycle to Work Scheme makes it easier for employees to access a new bike and safety equipment through a salary sacrifice arrangement.

EyecareSupport

Our Eyecare Support is designed to help employees stay comfortable and supported when working with display screen equipment.

HolidayPurchaseScheme

Our Holiday Purchase Scheme gives eligible employees the option to buy up to five additional days of holiday each year.

LongServiceAwards

Our Long Service Awards are designed to recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective.

ExtraDiscount Cards

Extras Discount Cards give employees an easy way to make everyday spending go further.

FamilyFriendlyPolicy

Our Family Leave policies are designed to support employees as they grow their families, whether through birth or adoption.

Perspectiveplus
Shaped around you

We believe that supporting our people goes beyond the workplace, which is why we offer a comprehensive range of employee benefits, shaped around you.

25 days holiday

Pension

Enhanced Parental Pay

Life Assurance

Learning & Development

Employee Referral Scheme

Apply Now

Refine Your Search

financial administrator jobs in grimsby

Financial Administrator

Project Administrator

Administrator

Project Co-Ordinator

Terminal Service Apprentice

MIS and Funding Administrator

CoSec Administrator - Residential Property Management - Shrewsbury

Sales Administrator

HR Advisor

Trainee Dynamics 365 Business Central Service Desk Analyst

Hr Assistant

Service Advisor

Breeding Unit Manager

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I want to receive the latest job alerts for financial administrator in grimsby

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Perspective (Central & East) Ltd

Job Description

Office Location

BirthdayLeave

ElectricVehicleScheme

Cycle toWorkScheme

EyecareSupport

HolidayPurchaseScheme

LongServiceAwards

ExtraDiscount Cards

FamilyFriendlyPolicy

Perspectiveplus
Shaped around you

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financial administrator jobs in grimsby

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I want to receive the latest job alerts for financial administrator in grimsby

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Perspective (Central & East) Ltd

Job Description

Office Location

BirthdayLeave

ElectricVehicleScheme

Cycle toWorkScheme

EyecareSupport

HolidayPurchaseScheme

LongServiceAwards

ExtraDiscount Cards

FamilyFriendlyPolicy

Perspectiveplus Shaped around you

Perspectiveplus
Shaped around you