Financial administrator Work, Jobs in Chipping, Lan (with Salaries)

Financial Services Administrator - prior IFA experience essential
Countrywide Financial Solutions —Lytham St. Annes
- Up to £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Care Home Administrator
Orchard Healthcare Group —Preston
- From £14.71 an hour
- Full-time
- Human resources
- Contracts
- Communication skills
- Employee assistance programme
Quick apply
Part-time Finance and Bookkeeping Administrator
The Cottage —Blackpool
- £15 - £22 an hour
- Part-time
- Hospitality
- Management
- Microsoft Office
- Free parking
- Flexible schedule
Quick apply
Client Onboarding Administrator
RGH‑Global Limited —Blackpool
- £25,000 - £27,500 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Purchase Ledger/Site Support
Eric Wright Group Limited —Preston
- Full-time
- Hybrid work
- Microsoft Excel
- ERP systems
- Microsoft Office
- Annual leave
- Work from home
Quick apply
10h
Purchase Ledger Administrator- 6 Month Fixed Term Contract
Aptus Utilities —Bolton
- Full-time
- Microsoft Word
- Microsoft Excel
- Organisational skills
- Free parking
- Health & wellbeing programme
Quick apply
Bookkeeper/Administration
Belsfield —Bispham
- From £25,000 a year
- Part-time
- Accounting
- QuickBooks
- Data entry
Quick apply
Administrator
PPG Health In Justice —Preston
- £25,821 - £28,574 a year
- Monday to Friday
- Microsoft Excel
- Annual leave
- Employee discount
3d
Property Manager (Maternity Cover - 18 Months)
M&A Properties —Wigan
- £34,500 - £38,000 a year
- Weekend availability
- Supervising experience
- Driving
- Travel
- Free parking
Quick apply
8d
Customer Service Administrator – Reactive, Planned & Compliance
Eric Wright Group Limited —Preston
- Full-time
- Customer service
- Travel
- Organisational skills
- Annual leave
- Employee assistance programme
Quick apply
Payroll Administrator
Xeinadin —Preston
- Computer literacy
- Annual leave
- Employee assistance programme
Bookkeeper/Administration
Belsfield Care —Bispham
- From £25,000 a year
- Part-time
- Accounting
- QuickBooks
- Organisational skills
Quick apply
Administrator
Bespoke Credit Hire Limited —Bolton
- Full-time
- Microsoft Excel
- Microsoft Office
- IT
Quick apply
8d
Accounts/Payroll Administrator
Silcock Leisure Group Ltd —Southport
- From £24,420 a year
- Full-time
- Human resources
- Organisational skills
- In-person
- Free parking
Quick apply
9d
TPS Administrator
Swansway Garages —Preston
- £13,218 a year
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
- Free parking
- Employee assistance programme
Customer Contact Administrator
Richmond Scientific Ltd —Chorley
- From £13 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Free parking
Quick apply
6d
TPS Administrator
Volkswagen —Preston
- £13,218 a year
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
- Free parking
- Employee assistance programme
Quick apply
Care Home Administrator
Orchard Care Homes —Preston
- £14.71 an hour
- Part-time
- Human resources
- Contracts
- Communication skills
- Employee assistance programme
Data Administrator
Wrightington, Wigan and Leigh Teaching Hospitals NHS Foundation Trust —Wigan
- £28,392 - £31,157 a year
- Part-time
- Microsoft Excel
- English
- Microsoft Office
1d
Part Time Administrator
Fleet Service Ltd —Preston
- £13 - £15 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
14d

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Financial Services Administrator - prior IFA experience essential

Countrywide Financial Solutions
Lytham St. Annes

Quick apply

Job details

Full-time
Up to £28,000 a year

Qualifications

Microsoft Word
Financial planning
Microsoft Excel
Microsoft Outlook
Microsoft Office
Administrative experience
Organisational skills
Financial services
Communication skills

Full job description

Job Title: Financial Services Administrator

Location: Lytham

Contract: Full-time, Permanent

Hours: 37.5 hours per week

Salary: Up to £28,000

Countrywide Financial Solutions is a reputable and long-established firm based in Lytham, serving both personal and corporate clients throughout the UK. Due to continued growth and success, we are seeking to appoint a Financial Services Administrator to join our team.

We are committed to providing high-quality financial advice and services to our clients, ensuring they receive expert support with their financial planning needs. Previous experience with financial administration is essential and the ideal candidate will be motivated and driven, with the ability to manage their own workload and work to deadlines.

In return you will receive a competitive salary (dependent on experience) and benefits package together with the opportunity for hybrid working to ensure a greater work life balance.

Job Description:

Review Preparation: Prepare documentation for client review meetings, including portfolio valuations.
Client Service: Build and nurture strong client relationships, responding to enquiries and providing valuable support.
Record Keeping: Maintain accurate and up-to-date client records, including all compliance-related documentation.
Compliance: Ensure all activities and documents meet regulatory and legislative standards to support firm-wide compliance.
Paperwork: Process client review and new business applications within set timescales, whilst manging client expectations.
Team Collaboration: Work closely with financial advisors and paraplanning team members to deliver exceptional client outcomes.

Requirements:

Experience: Minimum of 2 years proven experience in an administrative role (or similar) within a busy IFA office, using a variety of investment platforms and IT systems to administer the financial planning process.
Technical Skills: A commitment to continuous learning and a proactive approach to developing and applying new skills. A basic knowledge of financial products would be advantageous.
Communication Skills: Excellent written and verbal communication skills with the ability to converse with clients, providers and third parties.
Attention to Detail: Excellent attention to detail and organisational skills in all aspects of the role, including multitasking and time management.
Team Player: Ability to work collaboratively within a team.
Proficient in Microsoft Office: High level of competency using Microsoft Office products including Word, Excel and Outlook.

We appreciate your interest in joining us. If you have not heard back within two weeks of submitting your CV, please assume that your application has not been successful on this occasion.

Pay: Up to £28,000.00 per year

Work Location: In person

Quick apply

Refine Your Search

financial administrator jobs in chipping, lan

Financial Services Administrator - prior IFA experience essential

Care Home Administrator

Part-time Finance and Bookkeeping Administrator

Client Onboarding Administrator

Purchase Ledger/Site Support

Purchase Ledger Administrator- 6 Month Fixed Term Contract

Bookkeeper/Administration

Administrator

Property Manager (Maternity Cover - 18 Months)

Customer Service Administrator – Reactive, Planned & Compliance

Payroll Administrator

Bookkeeper/Administration

Administrator

Accounts/Payroll Administrator

TPS Administrator

Customer Contact Administrator

TPS Administrator

Care Home Administrator

Data Administrator

Part Time Administrator

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