Financial administrator Work, Jobs in Keswick, Cma (with Salaries)

Financial Administrator (Penrith)
Perspective Financial Group —Penrith
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Office & Financial Administrator
OpenSpace —Carlisle
- £15 - £17 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
7d
Administrative Officer
Ravenglass & Eskdale Railway —Ravenglass
- £14 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Annual leave
- Employee discount
Quick apply
4d
Financial Data Administrator
Langdale Hotel and Spa —Ambleside
- £29,000 a year
- Full-time
- Hospitality
- Bar
- Microsoft Excel
- Employee assistance programme
- Employee discount
Quick apply
11d
Service Administrator (23253)
Barnardo's —Workington
- £22,803 a year
- Hybrid work
- IT
- Leadership
- Annual leave
- Employee assistance programme
Financial Adviser (Penrith)
Perspective Financial Group —Penrith
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Office Admin Assistant
PCL Net Zero Technologies —Whitehaven
- £26,437 - £28,000 a year
- Full-time
- Microsoft Word
- CRM software
- Customer service
Quick apply
1d
Finance Manager
Age UK South Cumbria —Kendal
- £39,780 - £43,625 a year
- Full-time
- Financial services
- In-person
- Leadership
- Store discount
- Health & wellbeing programme
Quick apply
9d
Retail, Commercial and Property Administrator
Carrs Billington Agriculture —Carlisle
- Full-time
- English
- Microsoft Office
- Administrative experience
- Annual leave
- Employee assistance programme
Quick apply
Level 3 Business Administrator - Westfield Housing Association
Gen2Net —Workington
- Monday to Friday
- Customer service
- Communication skills
- Annual leave
Stock Administrator
Mole Country Stores —Ulverston
- £10.85 - £12.71 an hour
- Part-time
- Organisational skills
- IT
- Communication skills
- Free parking
- Store discount
Occupational Health Advisor
pladis —Carlisle
- Part-time
- Remote
- Microsoft Office
- Organisational skills
- IT
- Employee assistance programme
- Employee discount
Marina Administrative Assistant/Receptionist
Whitehaven Marina. —Whitehaven
- £12.71 - £13.00 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Employee discount
Quick apply
9d

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Bar & Waiting Staff
Pub & Social - BRA_202 —Keswick
Assist in greeting, serving food and looking after our customers whilst they dine with us. Be the insider behind the bar, offering recommendations to customers.
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Cherry Tree UK Ltd —Keswick
Full product training will be provided but sales experience direct to the general public is required. Job Types: Full-time, Part-time.
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3d

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financial administrator jobs near keswick, cma

Financial Administrator (Penrith)

Perspective Financial Group
Penrith

Apply Now

Job details

Permanent

Benefits

Cycle to work scheme
Company pension
Referral programme
Car scheme

Qualifications

Financial planning
Microsoft Outlook
Administrative experience
Communication skills

Full job description

Perspective (North West) Ltd / Perspective (Cumbria)

Job Description

We have a fantastic vacancy for a Financial Administrator to join our busy Penrith Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.

Office: Perspective (Cumbria)
Location: Penrith
Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)
Salary: Competitive dependant on experience and qualifications. Available upon request.

Please note: any offer of employment is subject to satisfactory criminal record background checks.

Office Location

Penrith Office 11 St Andrews ChurchyardPenrithCA11 7YE

Requirements

You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.
You will also be skilled in, or have the ability to learn:

Good working knowledge of IO and Platform.
Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
Management and prioritising workloads.
Excellent planning, organisational and multi-tasking abilities.
Analytical and problem-solving skills.
Flexibility/adaptability to cope with change.
Excellent communication skills at all levels.
A team player with a positive attitude.

Responsibilities

This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including, but not limited, to:

Client correspondence, written and verbal.
Processing New Business.
Preparation of client review packs.
Arranging client meetings and managing the Adviser’s diary.
Illustration requests.
Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
Taking phone calls, enquiries and requests, and handling them where appropriate.
Back-office support.

Due to the nature of the business, the role may also include additional responsibilities considered reasonable.

Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Enhanced Parental Leave, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.

BirthdayLeave

Everyone should have the chance to enjoy their birthday, which is why Perspective offers an extra paid day off to mark the occasion.

ElectricVehicleScheme

Our Electric Vehicle Scheme gives eligible employees the opportunity to lease a brand-new electric car through a salary sacrifice arrangement.

Cycle toWorkScheme

Our Cycle to Work Scheme makes it easier for employees to access a new bike and safety equipment through a salary sacrifice arrangement.

EyecareSupport

Our Eyecare Support is designed to help employees stay comfortable and supported when working with display screen equipment.

HolidayPurchaseScheme

Our Holiday Purchase Scheme gives eligible employees the option to buy up to five additional days of holiday each year.

LongServiceAwards

Our Long Service Awards are designed to recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective.

ExtraDiscount Cards

Extras Discount Cards give employees an easy way to make everyday spending go further.

FamilyFriendlyPolicy

Our Family Leave policies are designed to support employees as they grow their families, whether through birth or adoption.

Perspectiveplus
Shaped around you

We believe that supporting our people goes beyond the workplace, which is why we offer a comprehensive range of employee benefits, shaped around you.

25 days holiday

Pension

Enhanced Parental Pay

Life Assurance

Learning & Development

Employee Referral Scheme

Apply Now

Refine Your Search

financial administrator jobs in keswick, cma

Financial Administrator (Penrith)

Office & Financial Administrator

Administrative Officer

Financial Data Administrator

Service Administrator (23253)

Financial Adviser (Penrith)

Office Admin Assistant

Finance Manager

Retail, Commercial and Property Administrator

Level 3 Business Administrator - Westfield Housing Association

Stock Administrator

Occupational Health Advisor

Marina Administrative Assistant/Receptionist

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I want to receive the latest job alerts for financial administrator in keswick, cma

Explore jobs in more locations

Perspective (North West) Ltd / Perspective (Cumbria)

Job Description

Office Location

BirthdayLeave

ElectricVehicleScheme

Cycle toWorkScheme

EyecareSupport

HolidayPurchaseScheme

LongServiceAwards

ExtraDiscount Cards

FamilyFriendlyPolicy

Perspectiveplus
Shaped around you

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financial administrator jobs in keswick, cma

Discover related jobs

I want to receive the latest job alerts for financial administrator in keswick, cma

Explore jobs in more locations

Perspective (North West) Ltd / Perspective (Cumbria)

Job Description

Office Location

BirthdayLeave

ElectricVehicleScheme

Cycle toWorkScheme

EyecareSupport

HolidayPurchaseScheme

LongServiceAwards

ExtraDiscount Cards

FamilyFriendlyPolicy

Perspectiveplus Shaped around you

Perspectiveplus
Shaped around you