Studies administrator Work, Jobs in Preston Brook, Eng (with Salaries)

IFA Administrator
Burfield Financial Planning —Northwich
- £26,000 - £30,000 a year
- Full-time
- Microsoft Office
- Organisational skills
- Financial services
- Annual leave
- Life insurance
Quick apply
7h
Apprentice - Learning Support Administrator
Cheshire College South and West —Ellesmere Port
- £15,392 - £24,784 a year
- Full-time
- Microsoft Outlook
- Customer service
- English
- Free parking
- Annual leave
5d
Sixth Form Pastoral Support Officer and Administrator
Tytherington School —Macclesfield
- £24,794 - £27,081 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Sick pay
Quick apply
7d
SITE ADMINISTRATOR
Exolum —Backford
- £27,521.99 a year
- Maths
- Organisational skills
- IT
Transport Administrator
Jenkins Shipping Co Ltd —Liverpool
- £26,780 a year
- Overtime
- Microsoft Word
- Microsoft Excel
- Customer service
- Free parking
Quick apply
3d
Client Support Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
12d
Proposals Administrator
Morris and Spottiswood —Warrington
- Full-time
- Hybrid work
- Microsoft Office
Quick apply
Central Operations Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
12d
IFA Administrator
K3 Advisory Group —Manchester
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
- Profit sharing
Quick apply
Pensions Administrator
Broadstone Corporate Benefits Limited —Manchester
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Senior Pensions Administrator
First Actuarial —Manchester
- Hybrid work
- Microsoft Excel
- Communication skills
- Employee stock purchase plan
- Life insurance
Administration Officer - Sixth Form - Part time - Please apply via school's website
Calderstones School —Liverpool
- £13,541 a year
- Part-time
- Microsoft Office
- Bachelor's degree
- First Aid Certification
- Free parking
- Sick pay
Quick apply
11d
Business Development & Bidding Administrator
Civic —Manchester
- Full-time
- Hybrid work
- Business development
- Annual leave
- Employee assistance programme
Quick apply
6d
Administration Officer - Sixth Form - Full time - Please apply via school's website
Calderstones School —Liverpool
- £22,569 a year
- Part-time
- Microsoft Office
- Bachelor's degree
- First Aid Certification
- Free parking
- Sick pay
Quick apply
6d
Payroll Administrator (Part Time)
Assystem —Bolton
- Hybrid work
- Continuous improvement
- Organisational skills
- Communication skills
Senior TechOps Generalist
Octopus Energy Group —Manchester
- £65,000 - £90,000 a year
- Full-time
- Hybrid work
- Scripting
- APIs
- IT
Quick apply
Deputy Office Facilities Manager and Support Administrator
The Christie NHS Foundation Trust —Manchester
- £28,392 - £31,157 a year
- Full-time
- SharePoint
- Annual leave
3d
Payroll Administrator
Azets —Crewe
- Part-time
- Communication skills
Quick apply
12d
Business Administration Apprentice
Lanes Group —Manchester
- £10.60 an hour
- Full-time
- English
Quick apply
Senior Associate, Restructuring & Insolvency
K3 Advisory Group —Manchester
- Microsoft Excel
- Microsoft Office
- Organisational skills
Quick apply

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studies administrator jobs near preston brook, eng

IFA Administrator

Burfield Financial Planning
Northwich

Quick apply

Job details

Full-time
£26,000 - £30,000 a year
7 hours ago

Benefits

Annual leave
Company pension
Life insurance
Sick pay

Qualifications

Microsoft Office
Organisational skills
Financial services

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.
Maintain awareness of, and act in accordance with, all compliance and legislative obligations.
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.
Address client and intermediary enquiries professionally and promptly.
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.

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

22 days' annual leave plus bank holidays. (Three days of annual leave must be taken during the Christmas and New Year office closure).
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

Work Location: In person

Quick apply

Refine Your Search

studies administrator jobs in preston brook, eng

IFA Administrator

Apprentice - Learning Support Administrator

Sixth Form Pastoral Support Officer and Administrator

SITE ADMINISTRATOR

Transport Administrator

Client Support Administrator

Proposals Administrator

Central Operations Administrator

IFA Administrator

Pensions Administrator

Senior Pensions Administrator

Administration Officer - Sixth Form - Part time - Please apply via school's website

Business Development & Bidding Administrator

Administration Officer - Sixth Form - Full time - Please apply via school's website

Payroll Administrator (Part Time)

Senior TechOps Generalist

Deputy Office Facilities Manager and Support Administrator

Payroll Administrator

Business Administration Apprentice

Senior Associate, Restructuring & Insolvency

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