Financial services administrator Work, Jobs in Manchester, Eng (with Salaries)

Administrator (Financial Services)
Cheetham Jackson Ltd —Sale
- From £24,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Health & wellbeing programme
- Annual leave
Quick apply
Finance Administrator
Bell Building Projects Ltd —Manchester
- Part-time
- Microsoft Excel
- Administrative experience
- Organisational skills
Account administrator
ASEL —Rochdale
- Full-time
- Microsoft Word
- Microsoft Excel
- Organisational skills
- Employee assistance programme
Client Support Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
10d
Bad Debt Protection Administrator
Bibby Financial Services —Salford
- £25,500 - £27,850 a year
- Full-time
- Customer service
- Administrative experience
- Organisational skills
- Gym membership
Quick apply
Compliance Administrator
Williams Stanley and Co —Manchester
- £29,000 - £30,000 a year
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Employee assistance programme
Quick apply
Customer Contact Administrator
Richmond Scientific Ltd —Chorley
- From £13 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Free parking
Quick apply
1d
Business Support Officer
Trafford Council —Carrington
- £25,989 - £28,142 a year
- Full-time
- Hybrid work
- Microsoft Office
- Administrative experience
- IT
- Annual leave
- Employee discount
Business Administrator - Trade Finance Team
The Access Bank UK —Northwich
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Office
- Organisational skills
- Employee assistance programme
Quick apply
Damage & Loss Administrator
SIXT UK —Manchester
- From £27,380 a year
- Microsoft Excel
- Microsoft Office
- Driving
- Paid training
- Annual leave
Quick apply
Financial Planning Client Administrator
Evelyn Partners —Manchester
- Full-time
- Organisational skills
- IT
- In-person
Quick apply
Central Operations Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
10d
Office Supervisor
The Manchester Crematorium Ltd —Manchester
- £33,000 - £35,000 a year
- Full-time
- Management
- Customer service
- Microsoft Office
- Annual leave
- Bereavement leave
Quick apply
5d
Purchasing Administrator
Great Places Housing Association —Manchester
- £25,578 - £26,924 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Customer service
- Annual leave
1d
Office/Accounts Administrator
United Driver Agency —Eccles
- From £12.71 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Flexitime
Quick apply
12d
IFA Administrator
K3 Advisory Group —Manchester
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
- Profit sharing
Quick apply
DALTON NUCLEAR POLICY GROUP ADMINISTRATOR
The University of Manchester —Manchester
- £29,588 - £32,080 a year
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- IT
- Annual leave
5d
Specialist II, Client Processing - Loans Administrator and Data Analyst
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Microsoft Excel
- English
- Microsoft Office
Customer Service Admin
Search Hiredonline —Manchester
- £14.51 an hour
- Temporary
- Customer service
- Microsoft Office
- Administrative experience
3d
Business Support Officer
KD Safeguarding —Bury
- £26,936 a year
- Part-time
- Microsoft Word
- Microsoft Office
- Administrative experience
- Work from home
- Sick pay
Quick apply
11d

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financial services administrator jobs near manchester, eng

Administrator (Financial Services)

Cheetham Jackson Ltd
Sale

Quick apply

Job details

Permanent | Full-time
From £24,000 a year

Benefits

Health & wellbeing programme
Annual leave
Company events
Private medical insurance
Life insurance

Qualifications

Microsoft Word
Microsoft Excel
Administrative experience
Accounting
Organisational skills
Communication skills

Full job description

Job description

Administrator (Financial Adviser Support) Role

Starting from £24,000 PA

Location: Sale

Hours: Monday - Friday 9am - 5pm plus unpaid lunch break (35 hours a week)

About us:

Cheetham Jackson is a well-respected financial services company. Our focus is on helping clients achieve their aims, goals and objectives, we do this by providing financial advice delivered in a way that makes them feel heard and taken care of.

You will be joining us in an exciting chapter of growth in our established Sale office. We want to make a positive impact on the people with whom we work – both inside and outside of the company. We are looking for brilliant people who will excel in our culture and thrive with our values and who can help to write the next chapter of our story.

We are extremely proud of being an Employee-Owned business, this means that all who join Cheetham Jackson have a meaningful say in how the business runs. We believe that by empowering our Employee Owners to thrive for work fulfilment we will in turn be offering a great service to our clients.

The Opportunity:

We seek to appoint an administrator, who will work alongside and support a small team of Independent Financial Advisers, supporting the delivery of flawless administrative services to provide a singularly brilliant client experience.

The successful candidate will have a positive attitude towards change and improvement in both personal and team delivery, alongside an appetite to learn.

Person Specification:

Excellent verbal and written communication skills across all mediums, to include Microsoft Word and Excel along with in house IFA systems and provider websites.
Ability to prioritise and organise own workload.
Ability to work well in a small team and demonstrate a high standard of client experience and a desire to help others.
Excellent telephone manner and interpersonal skills.
High attention to detail and accuracy.
A responsible approach, with a willingness to take ownership of matters that arise and deal with them effectively.
Adaptable and able to self-manage time.
Great organisational skills.

Duties and Responsibilities:

Efficiently process all administration relating to new/existing business and servicing queries.
Liaising with providers and the wider business to request information, as necessary.
Producing valuations and preparing client packs in advance of client meetings.
Preparing suitability letters.
Analyse and action the results of reports.
Respond to written and telephone enquiries from clients and providers.
Maintain client records within the back-office system in an orderly and comprehensive manner.
Ensuring all required documentation is always on file.
Ensuring all meeting follow-up work is completed within agreed timescales.
Working within compliance framework.

Benefits:

The successful candidate will be provided with structured training and an opportunity for career development whilst working for a successful, well-established organisation.

· Company social events

· Group Life Insurance

· Private medical insurance with vitality

· Group income protection

· Employee bonus scheme

· Enhanced annual leave, and gifted days off for Christmas and Birthdays

Additional Information:

Any offer of employment will be subject to satisfactory DBS, credit, and background checks, as deemed necessary.

Equal Opportunities:

At Cheetham Jackson, we are committed to supporting equal opportunities. We care deeply about being inclusive and that means we encourage applications from people with diverse backgrounds and experiences.

Please inform us if you require any reasonable adjustments to enable you to participate in the recruitment process.

Job Types: Full-time, Permanent

Pay: From £24,000.00 per year

Benefits:

Company events
Health & wellbeing programme
Life insurance
Private medical insurance

Work Location: In person

Quick apply

Refine Your Search

financial services administrator jobs in manchester, eng

Administrator (Financial Services)

Finance Administrator

Account administrator

Client Support Administrator

Bad Debt Protection Administrator

Compliance Administrator

Customer Contact Administrator

Business Support Officer

Business Administrator - Trade Finance Team

Damage & Loss Administrator

Financial Planning Client Administrator

Central Operations Administrator

Office Supervisor

Purchasing Administrator

Office/Accounts Administrator

IFA Administrator

DALTON NUCLEAR POLICY GROUP ADMINISTRATOR

Specialist II, Client Processing - Loans Administrator and Data Analyst

Customer Service Admin

Business Support Officer

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