Senior financial planning administrator Work, Jobs in Horsforth, Wyk (with Salaries)

Corporate Risk & Healthcare Administrator
Swiss Life Global Solutions —Leeds
- Microsoft Excel
- Administrative experience
- Organisational skills
- Annual leave
- Employee assistance programme
Financial Planning Client Administration Team Leader
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Leadership
Quick apply
Senior Building Surveyor
Gleeds —Leeds
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
Team Leader Client Administration
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Leadership
Quick apply
Team Secretary in Insurance Policy HoD Office
Bank of England —Leeds
- £24,500 - £26,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Outlook
- Administrative experience
- Annual leave
4d

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senior financial planning administrator jobs near horsforth, wyk

Corporate Risk & Healthcare Administrator

Swiss Life Global Solutions -
Leeds

Apply Now

Job details

Benefits

Cycle to work scheme
Annual leave
Company pension
Employee assistance programme
Paid volunteer time

Qualifications

Microsoft Excel
Administrative experience
Organisational skills
Financial services
Communication skills
A Level

Full job description

Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses.

Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers.

At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you’re looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.

The Corporate risk and Healthcare administrator supports all areas of corporate risk to Chase de Vere Advice and Operations teams.

The role requires an advanced knowledge of Excel, a proven track record of a methodical and disciplined approach and the ability to communicate with providers and colleagues over technical queries, and confidence to detect and resolve issues that arise.

THE ROLE

The Corporate & Healthcare Administrator will be expected to develop strong relationships with providers, Chase de Vere Advisers and Corporate Administrators.

WHAT'S IN IT FOR YOU?

If you’re the right kind of senior administrator to join us, you’ll find a company:

That wants you to be a success and will do everything we can to make it happen
That will invest heavily in your professional development and keep you at the leading edge of technology
That is going from strength-to-strength every year, and want you to be a part of that
That provides the reassurance and security of being an integral member of the Swiss Life Group

RESPONSIBILITIES

To assist in operating a broking and re-broking desk and promote greater use of the skills and knowledge of the Corporate Risk Team
To research technical queries relating to corporate risk products and to be recognised as a reliable source of information
To keep Chase de Vere Corporate Team up to date with issues and changes within the corporate risk market
Liaise with product providers
To build and maintain effective working relationships with other areas and colleagues in the region/consulting processing to ensure everybody is working together towards the same goals
Attain/retain high level of product and business knowledge about all corporate risk products
To assist and support the consultants in the securing of new business as necessary
To maintain and update the Corporate Risk & Healthcare scheme database
Any other duties as deemed appropriate to the role

EXPERIENCE AND SKILLS

Qualified to A-Level standard or equivalent essential
Good communication skills, both verbal and written, with the ability to instil confidence
Experience of working in an administrative capacity within financial services.
Excellent planning and organisational skills
Basic knowledge of regulatory requirements
Excellent attention to detail

By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special.

Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits:

25 days annual leave (increases to 30 days with service) plus Bank Holidays
Contributory pension scheme
Life assurance – 4 x annual salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Paid volunteering days each year
Employee Assistance Programme with access to a 24/7 helpline
Access to our free mortgage service, through our internal mortgage team
Our Employee Forum and Diversity & Inclusion group
Local and companywide events in support of our company charities

Apply Now

Refine Your Search

senior financial planning administrator jobs in horsforth, wyk

Corporate Risk & Healthcare Administrator

Financial Planning Client Administration Team Leader

Senior Building Surveyor

Team Leader Client Administration

Team Secretary in Insurance Policy HoD Office

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