Transaction processing Work, Jobs in Wilmslow, Chs (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
5d
Finance Administrator (12 Month FTC)
John Hogg —Trafford
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
6d
Specialist, Client Processing Representative II
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Microsoft Office
- Bachelor's degree
- Communication skills
Associate, Client Processing I
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Microsoft Powerpoint
- Microsoft Outlook
- Microsoft Office
Bookkeeper/Administration
TEC Installations LTD —Wythenshawe
- From £15 an hour
- Part-time
- Accounting
- QuickBooks
- Data entry
- Flexitime
Quick apply
Finance and Payroll Assistant
Blue Ribbon —Warrington
- £35,000 a year
- Microsoft Excel
- Sales
- Data entry
Quick apply
Accounts Payable Assistant
Excalon Ltd —Salford
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Free parking
- Health & wellbeing programme
Quick apply
8d
Accounts Payable Associate, Manchester, 12 month Fixed term Employment
Alvarez and Marsal —Manchester
- Full-time
- Microsoft Office
- Organisational skills
- Communication skills
14d
Customer Service Associate
Kellanova —Salford
- Weekend availability
- Hybrid work
- Customer service
- Microsoft Office
- Continuous improvement
Experienced Credit Controller
Bibby Commercials —Warrington
- £14.50 an hour
- Part-time
- Analysis skills
- Data entry
- Financial services
Quick apply
6d
Specialist, Client Processing Representative
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Analysis skills
- Bachelor's degree
- Financial services
Assistant Accountant
Heathcote and Co —Manchester
- £28,000 - £30,000 a year
- Full-time
- Microsoft Excel
- Sales
- Microsoft Office
- Free parking
- Annual leave
Quick apply
13d
Apprentice Finance Administrator
Prospere Learning Trust —Wythenshawe
- £25,583 - £25,989 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
4d
Inbound Billing Advisor
Concentrix —Stockport
- £26,520 a year
- Full-time
- Communication skills
- Employee discount
Finance Officer
Salford City Football Club —Salford
- £32,000 - £35,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Free parking
Quick apply
4d
Tesco Travel Money Advisor
Travelex —Manchester
- £13.50 an hour
- Overtime
- Customer service
- Employee discount
Accounts Assistant and Bookkeeper
TP European Solutions Ltd —Northwich
- Part-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Free parking
- Flexitime
Quick apply
4d
Administration Assistant - Fixed Term Contract
Isio Group —Manchester
- Full-time
- Customer service
- Microsoft Office
- Computer skills
9d
Specialist, Client Processing Representative I
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Microsoft Office
- Bachelor's degree
- Communication skills
Accounts Payable Associate, Manchester
Alvarez and Marsal —Manchester
- Full-time
- Microsoft Office
- Organisational skills
- Communication skills

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transaction processing jobs near wilmslow, chs

Client Services Administrator

Wren Sterling
Wilmslow

Quick apply

Job details

Permanent | Full-time
£26,500 - £30,000 a year
5 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

transaction processing jobs in wilmslow, chs

Client Services Administrator

Finance Administrator (12 Month FTC)

Specialist, Client Processing Representative II

Associate, Client Processing I

Bookkeeper/Administration

Finance and Payroll Assistant

Accounts Payable Assistant

Accounts Payable Associate, Manchester, 12 month Fixed term Employment

Customer Service Associate

Experienced Credit Controller

Specialist, Client Processing Representative

Assistant Accountant

Apprentice Finance Administrator

Inbound Billing Advisor

Finance Officer

Tesco Travel Money Advisor

Accounts Assistant and Bookkeeper

Administration Assistant - Fixed Term Contract

Specialist, Client Processing Representative I

Accounts Payable Associate, Manchester

I want to receive the latest job alerts for transaction processing in wilmslow, chs

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