Administrator (financial services) Work, Jobs in Helmshore, Lan (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
Account administrator
ASEL —Rochdale
- Full-time
- Microsoft Word
- Microsoft Excel
- Organisational skills
- Employee assistance programme
Expenses Administrator
PayStream Accounting Services —Altrincham
- £27,500 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Annual leave
- Sick pay
Quick apply
1d
Purchase Ledger Administrator- 6 Month Fixed Term Contract
Aptus Utilities —Bolton
- Full-time
- Microsoft Word
- Microsoft Excel
- Organisational skills
- Free parking
- Health & wellbeing programme
Quick apply
Experienced Administrator for an Independent Financial Adviser (IFA)
Brookfield Financial Planning —Altrincham
- £25,000 - £30,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Free parking
- Annual leave
Quick apply
3d
Client Services Administrator
Wren Sterling —Wilmslow
- £26,500 - £30,000 a year
- Full-time
- Hybrid work
- Health & wellbeing programme
- Work from home
Quick apply
15h
Finance Administrator (12 Month FTC)
John Hogg —Trafford
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
1d
Financial Administrator
IPERA Services Limited —Manchester
- £15 an hour
- Part-time
- Microsoft Excel
- English
- Microsoft Office
- Work from home
Quick apply
1d
Accounts Administrator
Hydraclean Ltd —Stockport
- From £25,000 a year
- Full-time
- Sales
- Microsoft Office
- Organisational skills
Quick apply
1d
Bad Debt Protection Administrator
Bibby Financial Services —Salford
- £25,500 - £27,850 a year
- Full-time
- Customer service
- Administrative experience
- Organisational skills
- Gym membership
Quick apply
Insurance Administrator
Atlantic & Pacific Insurance Group —Littleborough
- Up to £12.71 an hour
- Full-time
- Analysis skills
- Organisational skills
- In-person
Quick apply
Client Support Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
Part Time Accounts Clerk
K&M Maintenance —Preston
- £13 - £14 an hour
- Part-time
- Administrative experience
- Accounting
- Organisational skills
Quick apply
4d
Financial Assistant
Gag Reflex Management —Manchester
- £18,000 - £19,000 a year
- Part-time
- Hybrid work
- Microsoft Excel
- QuickBooks
- In-person
- Free parking
Quick apply
Apprentice Finance Administrator
Prospere Learning Trust —Wythenshawe
- £25,583 - £25,989 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
11h
Assistant Accountant
Heathcote and Co —Manchester
- £28,000 - £30,000 a year
- Full-time
- Microsoft Excel
- Sales
- Microsoft Office
- Free parking
- Annual leave
Quick apply
8d
Finance Administrator
Bell Building Projects Ltd —Manchester
- Part-time
- Microsoft Excel
- Administrative experience
- Organisational skills
Specialist II, Client Processing - Loans Administrator and Data Analyst
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Microsoft Excel
- English
- Microsoft Office
Central Operations Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Payroll Administrator
JDSPORTS —Bury
- Full-time
- Microsoft Excel
- Customer service
- Public speaking
- Free parking
- Employee discount
Quick apply
10d

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administrator (financial services) jobs near helmshore, lan

Administrator (Financial Services)

Cheetham Jackson Ltd
Sale

Quick apply

Job details

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

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

administrator (financial services) jobs in helmshore, lan

Administrator (Financial Services)

Account administrator

Expenses Administrator

Purchase Ledger Administrator- 6 Month Fixed Term Contract

Experienced Administrator for an Independent Financial Adviser (IFA)

Client Services Administrator

Finance Administrator (12 Month FTC)

Financial Administrator

Accounts Administrator

Bad Debt Protection Administrator

Insurance Administrator

Client Support Administrator

Part Time Accounts Clerk

Financial Assistant

Apprentice Finance Administrator

Assistant Accountant

Finance Administrator

Specialist II, Client Processing - Loans Administrator and Data Analyst

Central Operations Administrator

Payroll Administrator

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