Fellow Work, Jobs in Preston Brook, Chs (with Salaries)

IFA Administrator - Full Time
Burfield Financial Planning —Northwich
- £26,000 - £30,000 a year
- Full-time
- English
- Microsoft Office
- Administrative experience
- Annual leave
- Life insurance
Quick apply
3d
Barista
Starbucks —Stockton Heath
- Weekend availability
- Store discount
- Employee assistance programme
Pharmaceutical Delivery Driver
LF&E Refrigerated Transport —St Helens
- £30,537 a year
- Full-time
- Customer service
- Driving
- Communication skills
- Employee assistance programme
15h
Probation Service Officer - Homeless Prevention Team - Cheshire
HM Prison & Probation Service —Chester
- £20,001 - £40,000 a year
- Full-time
- Hybrid work
- Presentation skills
- Communication skills
- Annual leave
- Employee discount
2d
Programme Facilitator - Crewe
HM Prison & Probation Service —Crewe
- £20,001 - £40,000 a year
- Weekend availability
- Hybrid work
- Presentation skills
- Travel
- Annual leave
- Employee discount
14d
Research Fellow / Associate - PRISM
The University of Manchester —Manchester
- £37,694 - £58,225 a year
- Hybrid work
- Doctoral degree
- Social media management
- Machine learning
- Annual leave
6d
Freelance Drama Facilitators - North West
One Day Creative —Manchester
- £125 a day
- Part-time
- Travel
- In-person
- School
Quick apply
1d
Conveyancing Solicitor/Fee Earner
Bell Lamb & Joynson Solicitors —Borough of Halton
- £35,000 - £45,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Organisational skills
- IT
Quick apply
Digital CRM Manager - Temporary
Cotton Traders —Altrincham
- Temporary
- CRM software
- Marketing
- Employee assistance programme
- Employee discount
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
10d
Principal Conveyancing Officer
HALTON BOROUGH COUNCIL —Halton
- £39,152 - £41,771 a year
- Hybrid work
- Free parking
- Employee assistance programme
Senior Fellow in Research Excellence 0.5ft (24 months fixed term)
Liverpool John Moores University —Liverpool
- £47,389 - £58,225 a year
- Part-time
- Leadership
- School
- Annual leave
2d
Research Fellow (Four4All Project)
University of Salford —Salford
- Part-time
- Doctoral degree
- Employee assistance programme
- Employee discount
Mobile Service Engineer
Groundshore Ltd —Sandbach
- From £33,000 a year
- Overtime
- Programmable logic controllers
- Electrical experience
- Organisational skills
- Free parking
Quick apply
Transition Fellow
The University of Manchester —Manchester
- £47,389 - £58,225 a year
- Call to connect
- Hybrid work
- Doctoral degree
- University
- Annual leave
- Employee assistance programme
Electrical Installation Technician (Entry Level)
Yunex Traffic —Lowton
- Overtime
- No experience needed
- Communication skills
- Gym membership
Class 2 Multi Drop Delivery Driver
Harlech Foodservice —Chester
- £35,802.56 a year
- Full-time
- Driving
- In-person
- Communication skills
- Free parking
- Health & wellbeing programme
Quick apply
2d
Client Care Advisor/ Veterinary Receptionist
Vets for Pets —Warrington
- Part-time
- Computer literacy
- Employee discount
2d
Duty Manager - The Crystal Maze Live Experience Manchester
Little Lion Entertainment —Manchester
- £13.20 an hour
- Weekend availability
- Hospitality
- Management
- In-person
Quick apply
10d
IAT Post Doctoral Fellow in Research Leadership 0.5fte (fixed term)
Liverpool John Moores University —Liverpool
- £38,784 - £46,049 a year
- Part-time
- Doctoral degree
- Leadership
- School
- Annual leave
6d

I want to receive the latest job alerts for fellow in preston brook, chs

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

IFA Administrator - Full Time

Burfield Financial Planning
Northwich

Quick apply

Job details

Full-time
£26,000 - £30,000 a year
3 days ago

Benefits

Annual leave
Company pension
Life insurance
Sick pay

Qualifications

English
Microsoft Office
Administrative experience
Organisational skills
Financial services
AI

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

Application question(s):

List three reasons why you would be a suitable candidate for this role? (No AI responses)

Experience:

Administrative: 1 year (preferred)

Language:

English (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

fellow jobs in preston brook, chs

IFA Administrator - Full Time

Barista

Pharmaceutical Delivery Driver

Probation Service Officer - Homeless Prevention Team - Cheshire

Programme Facilitator - Crewe

Research Fellow / Associate - PRISM

Freelance Drama Facilitators - North West

Conveyancing Solicitor/Fee Earner

Digital CRM Manager - Temporary

DALTON NUCLEAR POLICY GROUP ADMINISTRATOR

Principal Conveyancing Officer

Senior Fellow in Research Excellence 0.5ft (24 months fixed term)

Research Fellow (Four4All Project)

Mobile Service Engineer

Transition Fellow

Electrical Installation Technician (Entry Level)

Class 2 Multi Drop Delivery Driver

Client Care Advisor/ Veterinary Receptionist

Duty Manager - The Crystal Maze Live Experience Manchester

IAT Post Doctoral Fellow in Research Leadership 0.5fte (fixed term)

I want to receive the latest job alerts for fellow in preston brook, chs

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected