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

Financial Services Administrator
Countrywide Financial Solutions —Lytham
- Up to £28,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
1d
Trainee Office Administrator
Perspective Financial Group —Preston
- Monday to Friday
- Microsoft Outlook
- Communication skills
- Referral programme
Wealth Management Administrator
RGH‑Global Limited —Blackpool
- £24,000 - £31,000 a year
- Microsoft Word
- Customer service
- Organisational skills
8d
Lottery Administrator
Jumbo Interactive —Lancaster
- From £25,200 a year
- Full-time
- Data entry
- Communication skills
- Free parking
- Annual leave
Quick apply
8d
Business Support Officer
Lancashire County Council —South Ribble
- £25,949 - £25,989 a year
- Full-time
- Databases
- Front desk
- Cash handling
- Annual leave
3d
Brewing Operator
Anheuser-Busch —Preston
- Full-time
- Analysis skills
- Continuous improvement
- Communication skills
1d
Divisional Officer
Lancaster University —Lancaster
- £33,002 - £37,694 a year
- Microsoft Office
- Administrative experience
- University
Commercial Administrator
idverde —St Helens
- £30,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Administrative experience
- Annual leave
- Employee assistance programme
Office Administrator
Bespoke Credit Hire —Bolton
- Full-time
- Customer service
- Computer literacy
- Administrative experience
Quick apply
9d
Legal Aid Administrator
Advantis —Bolton
- £26,300 a year
- Full-time
- Hybrid work
- Data entry
- Financial services
- Negotiation
- Free parking
- Work from home
Quick apply
Financial Planner
Partnership Recruitment —St Helens
- Hybrid work
- Business development
- School
Administrator
Quilter —Blackpool
- Full-time
- Hybrid work
- Microsoft Word
- Data entry
- Organisational skills
School hours Administrator
Volkswagen —Preston
- £13,218 a year
- Part-time
- Customer service
- Communication skills
- School
- Free parking
- Employee assistance programme
Quick apply
School hours Administrator
Swansway Garages —Preston
- £13,218 a year
- Part-time
- Customer service
- Communication skills
- School
- Free parking
- Employee assistance programme
6d
Administrator - Breast
Blackpool Teaching Hospitals NHS Foundation Trust —Blackpool
- £25,760 - £27,476 a year
- Part-time
- Management
- Inventory control
- Word processing
5d
School hours Administrator
Volkswagen —Preston
- £13,218 a year
- Part-time
- Customer service
- Communication skills
- School
- Free parking
- Employee assistance programme
Quick apply
3d
Systems Administrator
Danbro —Blackpool
- Full-time
- Microsoft Outlook
- Maintenance
- Communication skills
- Annual leave
- Flexible schedule
Quick apply
18h
Digital Vendor & Commercial Administrator
OCU Group —Preston
- Full-time
- Continuous improvement
- Organisational skills
- Computer skills
Quick apply
14d
FCAS Specialist Facility Security Professional
BAE Systems —Warton
- From £51,772 a year
- Communication skills
1d
Part -Time Finance and Office Administrator
Grafx UK —Clitheroe
- £15 - £17 an hour
- Part-time
- CRM software
- Organisational skills
- In-person
Quick apply
3d

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Financial Services Administrator

Countrywide Financial Solutions
Lytham

Quick apply

Job details

Permanent | Full-time
Up to £28,000 a year
1 day ago

Qualifications

Microsoft Word
Financial planning
Microsoft Excel
Microsoft Outlook
Client engagement
Administrative support experience
Microsoft Office Suite
Compliance management
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

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.

Experience:

Wealth Management/IFA work: 2 years (preferred)

Work Location: Hybrid remote in Lytham, FY8 5EP

Pay: Up to £28,000.00 per year

Work Location: Hybrid remote in Lytham FY8 5EP

Quick apply

Refine Your Search

financial administrator jobs in kirkham, lan

Financial Services Administrator

Trainee Office Administrator

Wealth Management Administrator

Lottery Administrator

Business Support Officer

Brewing Operator

Divisional Officer

Commercial Administrator

Office Administrator

Legal Aid Administrator

Financial Planner

Administrator

School hours Administrator

School hours Administrator

Administrator - Breast

School hours Administrator

Systems Administrator

Digital Vendor & Commercial Administrator

FCAS Specialist Facility Security Professional

Part -Time Finance and Office Administrator

I want to receive the latest job alerts for financial administrator in kirkham, lan

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