Financial adviser Work, Jobs in Altrincham, Gtm (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
3d
2026 Wealth Management Graduate Trainee (Leeds)
Schroders —Manchester
- £50,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
High Net Worth Underwriter
Together —Cheadle
- Full-time
- Tax experience
Quick apply
Trainee Mortgage Adviser
The New Homes Group —Warrington
- £25,000 - £50,000 a year
- Full-time
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Referral programme
Quick apply
Financial Planning Manager
AJ Bell —Manchester
- From £8,500 a month
- Full-time
- Microsoft Excel
- SQL
- Analysis skills
- Health & wellbeing programme
- Relocation assistance
Quick apply
1h
Head of Estates
Swanton Care and Community —Farnworth
- £60,000 a year
- Management
- Maintenance
- Organisational skills
12d
Mortgage Broker (Self Employed)
Mortgage Experience Ltd —Manchester
- £50,000 - £120,000 a year
- Part-time
- Basic maths
- Financial services
- Flexitime
- Work from home
Quick apply
4d
Transactional Accounts Assistant
AJ Bell —Salford
- Full-time
- Hybrid work
- ERP systems
- IT
- Banking
- Employee assistance programme
- Gym membership
Quick apply
2d
Financial Planner
Eventus Recruitment Group —Salford
- £75,000 - £85,000 a year
- Remote
- Financial services
Financial Adviser
Eventus Recruitment Group —Manchester
- £42,500 - £50,000 a year
- Hybrid work
- Financial services
Fund Operations Administrator
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Microsoft Excel
- Time management
12d
Independent Football Regulator - Legal Adviser
Independent Football Regulator —Manchester
- £64,700 - £77,480 a year
- Full-time
- Hybrid work
- English
- Presentation skills
- Bachelor's degree
- Annual leave
- Sick pay
Risk Assurance and Advisory Assistant
Menzies LLP —Manchester
- Hybrid work
- English
- Communication skills
- Employee assistance programme
Paraplanner
Eventus Recruitment Group —Knutsford
- £45,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Office
- Financial services
VAT Compliance Analyst
RSM UK —Manchester
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Communication skills
3d
Financial Controller
Medpal —Runcorn
- £60,000 - £70,000 a year
- Full-time
- Microsoft Excel
- Accounting
Quick apply
Financial Adviser (Warrington)
Perspective Financial Group —Warrington
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Secretary
TLT —Manchester
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Outlook
- Organisational skills
Pensions Administrator
K3 Advisory Group —Stockport
- £25,000 - £26,000 a year
- Full-time
- IT
- Financial services
- Communication skills
- Annual leave
Quick apply
10d
Associate Director of Estates Property
The University of Manchester —Manchester
- £85,417 - £105,011 a year
- Hybrid work
- CAD
- Business development
- Leadership
- Annual leave
- Employee assistance programme

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Administrator (Financial Services)

Cheetham Jackson Ltd
Sale

Quick apply

Job details

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

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 adviser jobs in altrincham, gtm

Administrator (Financial Services)

2026 Wealth Management Graduate Trainee (Leeds)

High Net Worth Underwriter

Trainee Mortgage Adviser

Financial Planning Manager

Head of Estates

Mortgage Broker (Self Employed)

Transactional Accounts Assistant

Financial Planner

Financial Adviser

Fund Operations Administrator

Independent Football Regulator - Legal Adviser

Risk Assurance and Advisory Assistant

Paraplanner

VAT Compliance Analyst

Financial Controller

Financial Adviser (Warrington)

Secretary

Pensions Administrator

Associate Director of Estates Property

I want to receive the latest job alerts for financial adviser in altrincham, gtm

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