Finance manager Work, Jobs in Timperley, Gtm (with Salaries)

Financial Services Operations Administrator
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
Finance Manager
Our Lady Help of Christians Catholic Multi Academy Trust —Macclesfield
- £54,966 - £62,776 a year
- Full-time
- Analysis skills
- Team management
- Travel
- Health & wellbeing programme
- Employee assistance programme
Quick apply
Senior Group Finance Manager
Together —Cheadle
- Full-time
- Computer skills
- Communication skills
Quick apply
Finance Manager (Maternity Cover)
Procure Plus —Stretford
- £55,000 - £65,000 a year
- Overtime
- Hybrid work
- Financial services
- Leadership
- Free parking
- Health & wellbeing programme
Quick apply
5d
FP&A Manager
Clear Business —Sale
- Up to £70,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Accounting
- Free parking
- Employee discount
Quick apply
Finance Manager
Trafford Council —Trafford
- £28,990 - £30,472 a year
- Full-time
- School
Finance Manager
Cheltenham Green Civils —Middleton
- Up to £60,000 a year
- Full-time
- In-person
- Free parking
Quick apply
Finance Manager
Dennis Eagle —Warrington
- £60,000 - £75,000 a year
- Hybrid work
- Team management
- Travel
- Training & development
- Employee assistance programme
- Employee discount
Quick apply
4d
Financial Administrator
Recruvision LTD —Urmston
- £15,000 - £18,000 a year
- Part-time
- Administrative experience
- Organisational skills
- Financial services
- Free parking
- Sick pay
Quick apply
19h
Research Finance Manager
The University of Manchester —Manchester
- £37,694 - £46,049 a year
- Continuous improvement
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
5d
Finance Operations Manager
ClearCourse —Manchester
- Full-time
- Hybrid work
- Financial services
- Employee discount
Quick apply
Finance Manager
CarFinance247 —Manchester
- £60,000 a year
- Computer literacy
- AI
- Communication skills
- Employee assistance programme
- Employee discount
Finance Manager
Radius Limited —Crewe
- Full-time
- Continuous improvement
- Life insurance
Quick apply
Senior Finance Manager
GXO Logistics —Warrington
- Up to £75,000 a year
- Full-time
- Annual leave
- Employee assistance programme
8d
Telephony Business Development Manager - Bridging Finance
Charles Street Finance —Cheadle
- Full-time
- Business development
- Organisational skills
- Communication skills
Quick apply
11h
Assistant Finance Manager
Public Sector Resourcing —Manchester
- Full-time
- Hybrid work
- Data analysis skills
- Analysis skills
- Communication skills
1d
Finance Manager
LIG —Warrington
- Full-time
- Analysis skills
- In-person
- Communication skills
- Free parking
Quick apply
13d
Senior Finance Manager - UK
RS Integrated Supply —Warrington
- Hybrid work
- Analysis skills
- Continuous improvement
- Team management
Construction Finance Manager
MCR Property Group Ltd —Manchester
- Organisational skills
- Annual leave
Quick apply
13d
Sales & Finance Administrator
HPL Motors —Oldham
- £26,000 - £28,500 a year
- Full-time
- Sales
- Customer service
- Administrative experience
Quick apply

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Financial Services Operations Administrator

TrinityBridge -
Northwich

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Job details

Fixed term contract

Qualifications

Financial Conduct Authority guidelines
Computer literacy
Stakeholder liaison
Internal department liaison
Risk management
Data entry
Communication skills
Client onboarding compliance checks

Full job description

Team member of the Client Onboarding & Data Maintenance team, part of the Client Operations functions and responsible for client onboarding and client data maintenance. This covers both TrinityBridge and Third Party (custody).

The overall client onboarding team is driven by front office (who verify AML and complete Client Due Diligence), with the client onboarding divisions responsible for validation of instruction, associated client communication, liaising with our third party administration team, accurate and timely data input and managing workflows. Complete and error-free input will be essential to establishing new relationships on the right footing.

Key responsibilities

Accurate and timely processing of new business for new and existing clients. This includes but is not limited to validation of client instruction, new client/portfolio set ups, online access set up, ongoing fee shapes/structures, reporting pack settings, income preferences, bank account recording and all other applicable data items including associated client contact
Accurate and timely processing of existing client static data changes, including, but not limited to, change of address, change of bank details, ongoing fee amendments and online access maintenance. This includes associated client contact
Daily interaction with internal and Third Party systems adhering to applicable SLAs and workflow management
Adherence to all departmental procedures
Close liaison with other teams and departments across the business to ensure all processes run smoothly and effectively
Document management - ensure documentation is scanned/saved and archived in accordance with department operating procedures
Assist the Incident Management and Service Management Teams in the resolution of queries
Participation in the Appraisal and Development Scheme
To inform Line Manager of areas of concern and issues that may arise.
Demonstrate the Firm’s Business Principles (Client, Excellence, People & Integrity).

Regulatory responsibilities | Compliance/T&C

Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.

Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.

About you | Qualifications, skills and strengths

Previous Financial Services experience, specifically in a Wealth Management business, would be a key advantage, as would experience in working with investment products, wrappers and ‘platforms.’
High levels of accuracy and attention to detail
Ability to work quickly and accurately within very tight deadlines, and prioritise effectively
Good team player with the ability to work on own initiative and willing to respond to varying requests
Flexibility and availability to work overtime during peak workload periods
Excellent communication skills (written and verbal)
IT proficiency
Proactive nature to gain efficiencies
Previous data entry and paperwork checking experience desirable.
Previous customer/client service experience would be an advantage.

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.
#LI-EM1 #LI-SY1

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Refine Your Search

finance manager jobs in timperley, gtm

Financial Services Operations Administrator

Finance Manager

Senior Group Finance Manager

Finance Manager (Maternity Cover)

FP&A Manager

Finance Manager

Finance Manager

Finance Manager

Financial Administrator

Research Finance Manager

Finance Operations Manager

Finance Manager

Finance Manager

Senior Finance Manager

Telephony Business Development Manager - Bridging Finance

Assistant Finance Manager

Finance Manager

Senior Finance Manager - UK

Construction Finance Manager

Sales & Finance Administrator

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