Planning client administrator Work, Jobs in Manchester, Eng (with Salaries)

Central Operations Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
10d
Administrator - Parts and Service
Jofson Ltd —Trafford
- Up to £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Annual leave
Quick apply
1d
Administrator
The Watches of Switzerland Group —Manchester
- Administrative experience
- Organisational skills
- IT
- Employee assistance programme
10d
Customer Service Administrator
Oxalis Logistics UK —Huddersfield
- Up to £27,100 a year
- Weekend availability
- Microsoft Excel
- Microsoft Outlook
- Customer service
Financial Planning Client Administrator
Evelyn Partners —Manchester
- Full-time
- Organisational skills
- IT
- In-person
Quick apply
CCTV Administrator
Lanes Group —Manchester
- Up to £27,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Sales
Quick apply
Planning & Scheduling Administrator
ISS Facility Services —Manchester
- Communication skills
- Time management
Quick apply
Client Account Administrator
Internova Travel Group —Halifax
- Weekend availability
- Remote
- Salesforce
- Microsoft Office
- Travel
- Annual leave
- Employee assistance programme
12d
Client Administrator - Manchester
Atomos —Sale
- Hybrid work
- Communication skills
10d
Project Administrator
LIG —Warrington
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Free parking
Quick apply
1d
Paraplanner/Trainee IFA (hybrid)
Slater Financial Ltd —Buxton
- £38,000 - £42,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
Quick apply
3d
IFA Administrator
K3 Advisory Group —Manchester
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
- Profit sharing
Quick apply
Medical Receptionist/Administrator
The Aspen Clinic Ltd —Salford
- From £26,000 a year
- Overtime
- Microsoft Excel
- Sales
- Customer service
- Store discount
- Annual leave
Quick apply
10d
Business Support Coordinator/Administrator
Avove —Brighouse
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
- Employee assistance programme
Quick apply
Key Accounts Administrator - Maternity Cover
Rubax Lifts Limited —Warrington
- From £27,000 a year
- Temporary
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
10d
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
12d
HR Services/Operations Administrator EU/LA
Munich Re —Manchester
- Temporary
- Hybrid work
- Microsoft Excel
- Administrative experience
- Human resources
3d
Planner
Kier Group —Salford
- £45,000 - £52,000 a year
- Full-time
- Civil engineering
- Flexible schedule
3d
Employee Benefits Administrator
K3 Advisory Group —Manchester
- Hybrid work
- Microsoft Office
- Organisational skills
- IT
Quick apply
Financial Adviser (Perspective Mackrill)
Perspective Financial Group —Ripponden
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
10d

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planning client administrator jobs near manchester, eng

Central Operations Administrator

Swiss Life Global Solutions -
Manchester

Apply Now

Job details

10 days ago

Benefits

Cycle to work scheme
Annual leave
Company pension
Employee assistance programme
Paid volunteer time

Qualifications

Organisational skills
Communication skills
A Level

Full job description

Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses.

Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers.

At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you’re looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.

The key function of the role is to deliver an efficient and effective support service to the Adviser, while providing an excellent service to our clients.

You will assist the Advisers in the processing of new business, and the provision of an excellent service to all clients, while adhering at all times to the strict FCA regulations and internal policy and procedure.

WHAT'S IN IT FOR YOU?

If you’re the right kind of administrator to join us, you’ll find a company:

That wants you to be a success and will do everything we can to make it happen
That will invest heavily in your professional development and keep you at the leading edge of technology
That is going from strength-to-strength every year, and want you to be a part of that
That provides the reassurance and security of being an integral member of the Swiss Life Group

RESPONSIBILITIES

To ensure that all fees in relation to business processing are produced and followed up as required
To carry out compliance documents checks in accordance with FCA guidelines and internal business standards
To take ownership of all business processing through to completion, closely monitoring the progress of each case and ensuring that the Advisers and the Clients are updated as and when appropriate throughout the process
Developing and maintaining good working relationships with all Client Support Administrators, Paraplanners, Advisers and the Central Services Management Team
Liaise with external providers to ensure the timely completion of transfers that affect client portfolios

EXPERIENCE & SKILLS

Qualified to A-Level standard or equivalent essential
Good communication skills, both verbal and written, with the ability to instil confidence
Excellent planning and organisational skills, with a proactive approach to the role and management of your individual workload
Basic knowledge of regulatory requirements
Excellent attention to detail

By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special.

Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits:

25 days annual leave (increases to 30 days with service) plus Bank Holidays
Contributory pension scheme
Life assurance – 4 x annual salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Paid volunteering days each year
Employee Assistance Programme with access to a 24/7 helpline
Access to our free mortgage service, through our internal mortgage team
Our Employee Forum and Diversity & Inclusion group
Local and companywide events in support of our company charities

Apply Now

Refine Your Search

planning client administrator jobs in manchester, eng

Central Operations Administrator

Administrator - Parts and Service

Administrator

Customer Service Administrator

Financial Planning Client Administrator

CCTV Administrator

Planning & Scheduling Administrator

Client Account Administrator

Client Administrator - Manchester

Project Administrator

Paraplanner/Trainee IFA (hybrid)

IFA Administrator

Medical Receptionist/Administrator

Business Support Coordinator/Administrator

Key Accounts Administrator - Maternity Cover

Customer Service Administrator – Reactive, Planned & Compliance

HR Services/Operations Administrator EU/LA

Planner

Employee Benefits Administrator

Financial Adviser (Perspective Mackrill)

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