Financial administrator Work, Jobs in Fallowfield, Gtm (with Salaries)

Financial Planning Client Administrator
Evelyn Partners —Manchester
- Full-time
- Organisational skills
- IT
- In-person
Quick apply
14d
Executive Administrator
Your Chapter Ltd and Inspire Capital Group —Cheadle Hulme
- £35,000 - £38,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
1d
Administrator
JDSPORTS —Manchester
- Full-time
- Organisational skills
- Cash handling
- Leadership
- Employee discount
Quick apply
2d
Care Home Business Administrator
Anchor —Manchester
- £28,000 a year
- Customer service
- Computer literacy
- IT
- Employee discount
1d
Business Administrator
Country Gates & Barriers —Stockport
- £26,500 - £31,000 a year
- Full-time
- Microsoft Excel
- Human resources
- In-person
Quick apply
6d
Finance Administrator
ManchesterCityCouncil —Manchester
- £29,064 - £32,061 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
- Annual leave
- Employee discount
8d
Conflicts Database Administrator
Latham & Watkins LLP —Manchester
- Full-time
- Hybrid work
- Bachelor's degree
- Employee discount
- Flexible schedule
Financial & Procurement Administrator
LPB Building and Roofing —Northwich
- £26,000 - £30,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Data entry
Quick apply
2d
Client Support Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
3h
Patient Administrator
Circle Health Group —Cheadle
- £24,947 a year
- Full-time
- Hospital
- Employee discount
- Life insurance
Finance Administrator
Bell Building Projects Ltd —Manchester
- Part-time
- Microsoft Excel
- Administrative experience
- Organisational skills
Project Coordinator
Highview —Manchester
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Quick apply
12d
Senior HR Administrator
PayStream Accounting Services —Altrincham
- £30,000 a year
- Full-time
- Human resources
- Agile
- IT
Quick apply
Customer Support Administrator
Digital Wealth Systems —Stalybridge
- From £25,000 a year
- Full-time
- Microsoft Outlook
- Customer service
- English
Quick apply
9d
Care Home Administrator
Cedar Care Homes —Handforth
- From £13.40 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Hospital
- Free parking
- Annual leave
Quick apply
9h
Accounts Administrator
Venture Design & Sales —Stockport
- From £26,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Free parking
Quick apply
9d
Patient Administrator (Bank)
Circle Health Group —Cheadle
- £12.71 an hour
- Part-time
- Hospital
- Annual leave
Accounts Receivable Administrator
HSB —Manchester
- Full-time
- Hybrid work
- Microsoft Excel
- Accounting
- Organisational skills
- Annual leave
- Employee assistance programme
13d
Purchasing & Finance Administrator
Wipertec ltd —Manchester
- From £15 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
11d
NetSuite System Administrator
Metro Rod —Macclesfield
- Up to £50,000 a year
- Full-time
- Continuous improvement
- Communication skills
- Annual leave
- Employee assistance programme
8d

I want to receive the latest job alerts for financial administrator in fallowfield, gtm

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial administrator jobs near fallowfield, gtm

Financial Planning Client Administrator

Evelyn Partners -
Manchester

Quick apply

Job details

Full-time
14 days ago

Benefits

Company pension
Private medical insurance

Qualifications

Financial planning
Pension
Organisational skills
IT
Communication skills

Full job description

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

This role is being advertised to build a talentpool for upcoming and future opportunities within our team. By applying, your details will be reviewed and kept on file, and a member of our recruitment team may contact you to discuss further about future opportunities with us.

What will you be doing?

The Client Administrator will join our Client Admin Financial Planning team in Manchester, you will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.

What's in it for me?

As a Client Administrator at Evelyn Partners you will be supported to grow personally and professionally, you will have access to a structured training program offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.

Hybrid working pattern

This role will require full time in office through probation period and will then move onto our smart working pattern of 3 days in office and 2 days working from home.

As a Client Administrator, your responsibilities will include among others:

To work closely with the aligned Financial Planners and to deliver excellent client outcomes.
To build relationships with clients and maintain regular contact.
Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
Preparation of meeting packs and valuations (as required)
Maintain back-office systems and client records in line with the company policies.

Qualifications

To be successful in this role, you should

Proven experience working within Financial Planning / Wealth Management is essential
Experience working within a client support / financial planner support role is essential
Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds etc.
An ambition to build a career within financial services firm, with a willingness to learn and develop
A strong ethic of client service
Studying towards an accredited Level 4 qualification preferred but not essential
Strong (verbal and written) communication skills with an ability to build relationships
The ability to fully plan workload and display excellent organisational skills

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependant)
Generous holiday package
Option to purchase additional holiday
Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Quick apply

Refine Your Search

financial administrator jobs in fallowfield, gtm

Financial Planning Client Administrator

Executive Administrator

Administrator

Care Home Business Administrator

Business Administrator

Finance Administrator

Conflicts Database Administrator

Financial & Procurement Administrator

Client Support Administrator

Patient Administrator

Finance Administrator

Project Coordinator

Senior HR Administrator

Customer Support Administrator

Care Home Administrator

Accounts Administrator

Patient Administrator (Bank)

Accounts Receivable Administrator

Purchasing & Finance Administrator

NetSuite System Administrator

I want to receive the latest job alerts for financial administrator in fallowfield, gtm

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected