Financial administrator Work, Jobs in Bickley, Chs (with Salaries)

Financial Planning Administrator
Matrix Capital Limited —Shrewsbury
- £30,000 - £40,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
7h
Management Accountant / Finance Manager
Lester Cladding Limited —Buckley
- £42,000 - £55,000 a year
- Full-time
- Microsoft Excel
- In-person
- Free parking
- Annual leave
Quick apply
14d
Business Adminstrator
Nuffield Health —Newcastle-under-Lyme
- Up to £26,038 a year
- Part-time
- Free parking
- Employee discount
1d
Customer Service Administrator
Clarke & Wright —Shrewsbury
- From £25,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Accounting
- Free parking
- Annual leave
Quick apply
2d
Customer Service Administrator
Boughey Logistics —Nantwich
- £26,066.64 a year
- Overtime
- Customer service
- Analysis skills
- Communication skills
- Free parking
- Employee assistance programme
Quick apply
12d
Business Support Administrator - Accounts
Lucideon —Stoke-on-Trent
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Annual leave
Quick apply
13d
Patient Administrator
Circle Health Group —Northwich
- Up to £25,044 a year
- Full-time
- Employee discount
- Life insurance
Business Administrator - Trade Finance Team
The Access Bank UK —Northwich
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Office
- Organisational skills
- Employee assistance programme
Quick apply
Mortgage Administrator
Franklyn —Congleton
- £26,000 - £30,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Life insurance
Quick apply
13d
Technical Administrator
Emcor —Deeside
- £29,000 - £30,000 a year
- Full-time
- Customer service
- Computer literacy
- Organisational skills
- Employee assistance programme
- Referral programme
Quick apply
6d
Financial Controller
Resulting Limited —Warrington
- £60,000 - £65,000 a year
- Full-time
- Hybrid work
- Life insurance
- Referral programme
Quick apply
Finance Administrator
ASSA ABLOY —Northwich
- Microsoft Excel
- ERP systems
- Microsoft Office
9d
Administrator
Bridge Oak —Crewe
- £14.61 an hour
- Part-time
Quick apply
7d
Logistics Administrator
Hays-Hiredonline —Shrewsbury
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
7d
Bookkeeper & Administrator
Starbots Creative —Newcastle
- From £30,000 a year
- Part-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Organisational skills
Quick apply
1d
Facilities Supervisor
Deeside Cereals —Deeside
- £40,000 - £45,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
Quick apply
1d
Apprentice - Learning Support Administrator
Cheshire College South and West —Crewe
- £15,392 - £24,784 a year
- Full-time
- Microsoft Outlook
- Customer service
- English
- Free parking
- Annual leave
1d
Client Administrator - Chester
Atomos —Chester
- Hybrid work
- Communication skills
9d
Customer Service Administrator (Fixed Term)
Busch Vacuum Solutions —Telford
- Free parking
- Annual leave
Finance Assistant
Anchor Group Services —Chester
- £13.45 an hour
- Full-time
- Free parking
- Employee assistance programme

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financial administrator jobs near bickley, chs

Financial Planning Administrator

Matrix Capital Limited
Shrewsbury

Quick apply

Job details

Permanent | Full-time
£30,000 - £40,000 a year
7 hours ago

Benefits

Free parking
Company pension
Transport links
On-site parking

Qualifications

Microsoft Word
Financial planning
Pension
Driving Licence
Microsoft Excel
Microsoft Outlook
Microsoft Office
Administrative experience
Morningstar
Organisational skills
Communication skills

Full job description

The Role

As a Financial Planning Administrator, you will provide essential support to our financial planners and paraplanners. This role involves managing client service administration and ensuring smooth operations across the business.

About us

We are a small agile team of professionals but with a big reach. We have been privileged to receive many awards, including the STEP Financial Advisor Team of the Year. We were also exclusively appointed by NS&I to provide professional advice to the monthly £1m Premium Bonds Jackpot winners.

Our small team of highly qualified professionals are passionate about providing a high quality, responsive and personalised service which is entirely driven by the needs of our clients. We pride ourselves on being a safe pair of hands.

Our core values

Our values are at the core of what we do and how we work as a team. They include professionalism, courtesy, integrity and high standards.

Key Responsibilities:

Schedule and coordinate client meetings.
Process new business submissions, ensuring compliance and accurate documentation.
Maintain and update CRM and confidential financial planning records.
Act as the first point of contact for client queries and liaise with third-party providers.
Prepare client review reports and recommendation documents.
Manage letters of authority, policy information requests, fund switches, and transfers.
Support marketing, projects, client communications, and general office administration.

Note: We are currently based near Bridgnorth, but moving to new office premises on Shrewsbury Business Park (target date March 2026).

Requirements

About You

You are organised, proactive, and professional, with a passion for delivering high-quality work in a fast-paced environment. Honest and loyal with good interpersonal skills. A strong team player who is focussed on building relationships and getting results.

Essential Skills & Experience:

Ideally, a minimum of 3 years’ experience in financial planning or financial administration.
Strong understanding of financial planning, pensions, investments and protection products.
Excellent administrative and organisational skills with high attention to detail.
Proficient in Microsoft Office (Word, Excel, Outlook).
Strong written and verbal communication skills.
A sound understanding of compliance
Experience of using platforms and financial planning software.

Desirable:

Experience with tools such as O&M, Morningstar, SelectAPension, and financial platforms (e.g., Quilter, Transact, 7IM).
Familiarity with cashflow modelling tools (Cashcalc, Voyant).
Prior experience producing pension/investment illustrations and suitability letters.
A level 3 qualification or a willingness to study for professional qualifications.
Full driving licence.

Pay: £30,000.00-£40,000.00 per year

Benefits:

Company pension
Free parking
On-site parking
Transport links

Work Location: In person

Quick apply

Refine Your Search

financial administrator jobs in bickley, chs

Financial Planning Administrator

Management Accountant / Finance Manager

Business Adminstrator

Customer Service Administrator

Customer Service Administrator

Business Support Administrator - Accounts

Patient Administrator

Business Administrator - Trade Finance Team

Mortgage Administrator

Technical Administrator

Financial Controller

Finance Administrator

Administrator

Logistics Administrator

Bookkeeper & Administrator

Facilities Supervisor

Apprentice - Learning Support Administrator

Client Administrator - Chester

Customer Service Administrator (Fixed Term)

Finance Assistant

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