Financial planning Work, Jobs in Crewe, Chs (with Salaries)

Estate Planning and Financial Services Administrator, 8.30am-4.30pm (8-4pm on Fridays)
Dunham McCarthy Ltd —Stafford
- From £25,000 a year
- Full-time
- Microsoft Excel
- Customer service
- Microsoft Office
- Free parking
Quick apply
14d
Project Management Officer
Health Shield Friendly Society Ltd —Crewe
- Up to £35,000 a year
- Full-time
- Hybrid work
- English
- Microsoft Office
- Administrative experience
- Free parking
Quick apply
Financial Advice Quality Assessor - Financial Planning - North
Atomos —Chester
- Hybrid work
- Analysis skills
- Communication skills
11d
Junior People Partner
Hometree Group —Stoke-on-Trent
- £35,000 - £40,000 a year
- Full-time
- Hybrid work
- Management
- IT
- In-person
- Employee discount
Quick apply
13d
FP&A Manager
Clear Business —Sale
- Up to £70,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Supervising experience
- Continuous improvement
- Free parking
- Employee discount
Quick apply
Group Project Accountant
Forge Holiday Group Ltd —Chester
- Up to £68,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Accounting
Quick apply
Financial Planning Analyst - Stoke
Rapiscan —Stoke-on-Trent
- Microsoft Excel
- Communication skills
Senior Contracts / Operations Manager
Sylk Flooring Ltd —Macclesfield
- £50,000 - £60,000 a year
- Full-time
- Project management
- Driving
- Travel
Quick apply
9d
Senior Process Technologist
Bakkavor —Crewe
- Management
- Leadership
- Employee discount
- Life insurance
General Manager
Ryman —Crewe
- £66,000 a year
- Full-time
- Computer literacy
- Project management
- Leadership
- Free parking
- Employee discount
Global Financial Controller
Sinclair —Chester
- Hybrid work
- Accounting
- Leadership
- Tax experience
Head of Operations
Belong —Nantwich
- Full-time
- Hybrid work
- Travel
- Annual leave
Quick apply
5d
High Net Worth Underwriter
Together —Cheadle
- Full-time
- Tax experience
Quick apply
Document Controller
Sanctuary Group —Chester
- £32,606 - £34,322 a year
- Full-time
- Customer service
- Administrative experience
- Organisational skills
- Annual leave
- Employee discount
Quick apply
Business Administrator Specialist
Ministry of Justice —Stafford
- £30,001 - £40,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Annual leave
7d
Gardener
Bupa —Willaston
- £12.90 an hour
- Full-time
- Employee discount
- Gym membership
Quick apply
Fleet Engineering Manager
Gist Limited —Nuneaton
- Monday to Friday
- Engineering
- Maintenance
- Annual leave
- Employee assistance programme
14d
Project Planner
IEIS —Stone
- Up to £48,000 a year
- Full-time
- Hybrid work
- Contracts
Quick apply
Client Services Manager
Deans Wealth Management —Stafford
- £30,000 - £35,000 a year
- CRM software
- Customer service
- Microsoft Office
- Annual leave
Quick apply
6d
Financial Planning Analyst - Stoke
OSI Systems, Inc. —Stoke-on-Trent
- Full-time
- Microsoft Excel
- Communication skills

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financial planning jobs near crewe, chs

Estate Planning and Financial Services Administrator, 8.30am-4.30pm (8-4pm on Fridays)

Dunham McCarthy Ltd
Stafford

Quick apply

Job details

Full-time
From £25,000 a year
14 days ago

Benefits

Free parking
Cycle to work scheme
Company events
On-site parking

Qualifications

Microsoft Excel
Customer service
Microsoft Office
Legal drafting
Organisational skills
Customer support
Financial services
Communication skills

Full job description

Financial Services Administrator

About Us

The Dunham McCarthy Group is an award-winning company based in the heart of Stafford, specialising in will writing, legal services, insurance, and mortgages. We are committed to delivering exceptional service to our clients while fostering a supportive, professional, and collaborative working environment.

The Opportunity

We are seeking an Administrator to join our growing team on a permanent, full-time basis.

This role would suit someone with previous administration experience who is looking to develop their career within a successful and expanding business. You will support the client journey from initial enquiry through to completion, ensuring all documentation, communications and records are managed accurately and efficiently.

Previous experience within financial services would be advantageous; however, full training will be provided.

Key Responsibilities

Handling inbound client calls in a professional and efficient manner
Managing a shared enquiries inbox and responding to client queries
Preparing, amending, and processing legal documentation
Printing, organising, and distributing documents as required
Maintaining accurate records and data in line with compliance requirements
Supporting the wider team with administrative tasks and case management
Ensuring a high standard of customer service throughout the client journey

About You

Previous administration experience (minimum one year preferred)
Excellent written and verbal communication skills
Strong organisational skills with the ability to manage competing priorities
High levels of accuracy and attention to detail
Proficient in Microsoft Office applications, particularly Excel
A proactive approach
Able to work effectively both independently and as part of a team

Working Hours

Monday to Thursday: 8:30am – 4:30pm
Friday: 8:00am – 4:00pm

What We Offer

Free on-site parking
Team-building events
Access to the AXA Employee Health Scheme
Free eye tests
Bike to Work Scheme
Full training and ongoing support

Job Types: Full-time, Permanent

Pay: From £25,000.00 per year

Benefits:

Company events
Free parking
On-site parking

Ability to commute/relocate:

Stafford ST17 4AG: reliably commute or plan to relocate before starting work (required)

Experience:

Administration: 1 year (required)
Customer support: 1 year (preferred)
Microsoft Excel: 1 year (preferred)

Work Location: In person

Quick apply

Refine Your Search

financial planning jobs in crewe, chs

Estate Planning and Financial Services Administrator, 8.30am-4.30pm (8-4pm on Fridays)

Project Management Officer

Financial Advice Quality Assessor - Financial Planning - North

Junior People Partner

FP&A Manager

Group Project Accountant

Financial Planning Analyst - Stoke

Senior Contracts / Operations Manager

Senior Process Technologist

General Manager

Global Financial Controller

Head of Operations

High Net Worth Underwriter

Document Controller

Business Administrator Specialist

Gardener

Fleet Engineering Manager

Project Planner

Client Services Manager

Financial Planning Analyst - Stoke

I want to receive the latest job alerts for financial planning in crewe, chs

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