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

Administrator (Financial Services)
Cheetham Jackson Ltd —Chorley
- From £24,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Accounting
Quick apply
12d
Finance Administrator
Ashbridge Independent School & Nursery Group —Preston
- £31,640.80 a year
- Full-time
- Microsoft Outlook
- In-person
- Leadership
- Free parking
- Health & wellbeing programme
Quick apply
3d
Receptionist/Administrator
Millenium Care UK —Worthington
- £14 an hour
- Administrative experience
- IT
- Employee assistance programme
11d
Sale Administrator
JBT Marel —Adlington
- Full-time
- Microsoft Powerpoint
- Computer literacy
- Salesforce
Office Administrator
ONYXDB Limited —Preston
- £24,784.50 - £26,784.00 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
10d
Office Administrator
Bespoke Credit Hire Limited —Bolton
- Full-time
- Microsoft Excel
- Microsoft Office
- IT
Quick apply
5d
Financial Adviser (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Customer Accounts Administrator
Places for People —Preston
- £26,955 a year
- Annual leave
- Employee discount
10d
Administrator
Network Plus —Preston
- £27,976 a year
- Microsoft Excel
- Microsoft Office
- Communication skills
Quick apply
11d
Management Account Administrator (Warrington)
The Halliwell Jones Group —Warrington
- £35,000 a year
- Full-time
- Microsoft Excel
- In-person
- Communication skills
Quick apply
Senior Assistant & Office Administrator
TOYLAND —Preston
- From £13.50 an hour
- Full-time
- Management
- Administrative experience
- Supervising experience
- Free parking
- Store discount
Quick apply
Office Administrator
Monks Contractors Ltd —Blackburn
- £18,000 - £20,000 a year
- Temporary
- Microsoft Word
- Microsoft Outlook
- Accounting
Quick apply
13h
HR Administrator
ICE Creates —Birkenhead
- £26,227.50 a year
- Weekend availability
- Hybrid work
- Travel
- Human resources
- IT
- Health & wellbeing programme
- Annual leave
Quick apply
10d
Commercial Administrator
DES Energy Limited —Poulton le Fylde
- Full-time
- Microsoft Excel
- Customer service
- Administrative experience
- Free parking
Quick apply
4d
Purchase Ledger Administrator - James Hall & Co.
James Hall & Co Ltd —Preston
- Full-time
- Communication skills
- Free parking
- Annual leave
Quick apply
Pensions Administrator
096 Mersey and West Lancashire Teaching Hospitals NHS Trust —St Helens
- £25,760 - £27,476 a year
- Full-time
- Microsoft Excel
- Customer service
- Communication skills
6d
Payroll Administrator
Breanheath —Stockport
- £29,500 - £32,500 a year
- Full-time
- Hybrid work
- Free parking
- Health & wellbeing programme
Quick apply
10d
IFA Administrator / Senior IFA Administrator
Carlton Mays —Chorley
- Up to £31,000 a year
- Full-time
- Customer service
- Organisational skills
- Financial services
- Life insurance
Quick apply
TRAC & Statistical Returns Administrator
University of Liverpool —Liverpool
- £29,588 - £33,951 a year
- Microsoft Excel
14h
Collections Administrator
JB Leitch Ltd —Liverpool
- £24,420 a year
- Full-time
- Hybrid work
- Data entry
- Organisational skills
- Financial services
- Annual leave
- Employee assistance programme
Quick apply

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Administrator (Financial Services)

Cheetham Jackson Ltd
Chorley

Quick apply

Job details

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

Benefits

Private medical insurance

Qualifications

Microsoft Word
Microsoft Excel
Accounting
Organisational skills
Payroll
Communication skills

Full job description

Job Title: Client Fulfilment and Research

Salary: Starting at £24,000PA

Hours: Monday – Friday 9am – 5pm (35 hours a week)

Location: Chorley

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. At the heart of our proposition is our belief, that our clients deserve an excellent, high -level service and we pride ourselves on providing this.

You will be joining us as part of our established team in our Support office in Chorley. 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 will excel working within our culture and 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:

As we embark on this exciting chapter, we are looking for a professional, enthusiastic person to join our support office working in our support office. In this role you be supporting our 8 offices from our support office in Chorley, working alongside the office’s administrators and helping them service their clients.

The successful candidate will have a positive attitude towards change and improvement in both personal and team delivery, alongside an appetite to learn. You will be trained and mentored to develop your knowledge of our specific systems, process and proposition range and quickly build an understanding of the Cheetham Jackson client journey.

Main duties and responsibilities:

Efficiently process all administration relating to new/existing business and servicing queries.
Some receptionist responsibilities, such as greeting clients and visitors to the office and ordering office stationary and necessities.
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.
Chasing providers for client information, telephone and email
Accurately complete data capture forms using details from client policy documents
Review and analyse policy documents to populate suitability reports

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.
Able to make and maintain productive and constructive working relationships with your colleagues.
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.

Benefits:

The successful candidate will be provided with structured training and an opportunity for career development whilst working for a successful, well-established organisation.

Employee-Owned: Share in the firm’s success and culture of collaboration.

Premium Benefits:

· Group Income Protection (IP)

· Group Private Medical Insurance (PMI)

· Group Death in Service (DIS)

· Attractive bonus and profit share schemes

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

Work Location: In person

Quick apply

Refine Your Search

financial administrator jobs in coppull, lan

Administrator (Financial Services)

Finance Administrator

Receptionist/Administrator

Sale Administrator

Office Administrator

Office Administrator

Financial Adviser (Chorley)

Customer Accounts Administrator

Administrator

Management Account Administrator (Warrington)

Senior Assistant & Office Administrator

Office Administrator

HR Administrator

Commercial Administrator

Purchase Ledger Administrator - James Hall & Co.

Pensions Administrator

Payroll Administrator

IFA Administrator / Senior IFA Administrator

TRAC & Statistical Returns Administrator

Collections Administrator

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

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