Administrator (financial services) Work, Jobs in Manchester, Eng (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
4d
SSAS Administrator
InvestAcc Pension Administration Limited —Salford
- £25,000 - £26,000 a year
- Full-time
- Administrative experience
- Financial services
- In-person
- Free parking
- Work from home
Quick apply
9d
Financial Services Administrator
Little & Georgiou —Hipperholme
- Up to £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Flexitime
- Employee discount
Quick apply
3d
Invoicing Administrator Manchester
Egertons Recovery Group —Manchester
- £13.00 - £13.50 an hour
- Full-time
- Computer literacy
- Microsoft Office
- Driving
Quick apply
9d
Office Administrator
Bespoke Credit Hire Limited —Bolton
- Full-time
- Microsoft Excel
- Microsoft Office
- IT
Quick apply
10d
Finance / Admin Assistant (Part Tine)
MiD Solutions 4 Documents Ltd —Stockport
- £27,500 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Free parking
Quick apply
10d
Accounts Administrator
J M REFRIGERATION LIMITED —Bolton
- £22,500 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Customer service
- Free parking
- Sick pay
Quick apply
Financial Planning Client Administrator
Evelyn Partners —Manchester
- Full-time
- Organisational skills
- IT
- In-person
Quick apply
10d
Finance Administrator
ManchesterCityCouncil —Manchester
- £29,064 - £32,061 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
- Annual leave
- Employee discount
4d
Damage & Loss Administrator
SIXT UK —Manchester
- From £27,380 a year
- Microsoft Excel
- Microsoft Office
- Driving
- Paid training
- Annual leave
Quick apply
Bookkeeper / Office administrator Part Time
Astley Moss Construction —Stockport
- £14.50 - £16.00 an hour
- Part-time
- Microsoft Excel
- Accounting
- QuickBooks
Quick apply
1d
Accounts Administrator
Recruit 4 Construction Ltd —Rochdale
- £30,000 - £32,000 a year
- Full-time
- Microsoft Excel
- Organisational skills
- IT
Quick apply
3d
Business Administration / Analyst
Beaconplus Limited —Knutsford
- Full-time
- Microsoft Word
- Microsoft Excel
- Computer literacy
- Free parking
- Flexitime
Quick apply
Fund Operations Administrator
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Microsoft Excel
- Time management
Customer Service Advisor and Installations Administrator
Sterling PVCU —Warrington
- From £26,500 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Employee discount
Quick apply
4d
Fund Dealing Administrator
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Microsoft Excel
- Time management
Finance Administrator
WS Transportation Ltd —Warrington
- £27,000 - £27,500 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Travel
- Free parking
Quick apply
1d
Accounts Assistant
Fantox —Manchester
- Full-time
- Microsoft Excel
- Microsoft Office
- Maths
IFA Administrator / Paraplanner (IFA Firm)
Ernest Gordon Recruitment Limited —Manchester
- £45,000 - £55,000 a year
- Work from home
2d
Employee Benefits Administrator
K3 Advisory Group —Manchester
- Hybrid work
- Microsoft Office
- Organisational skills
- IT
Quick apply

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administrator (financial services) jobs near manchester, eng

Administrator (Financial Services)

Cheetham Jackson Ltd
Sale

Quick apply

Job details

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

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 manchester, eng

Administrator (Financial Services)

SSAS Administrator

Financial Services Administrator

Invoicing Administrator Manchester

Office Administrator

Finance / Admin Assistant (Part Tine)

Accounts Administrator

Financial Planning Client Administrator

Finance Administrator

Damage & Loss Administrator

Bookkeeper / Office administrator Part Time

Accounts Administrator

Business Administration / Analyst

Fund Operations Administrator

Customer Service Advisor and Installations Administrator

Fund Dealing Administrator

Finance Administrator

Accounts Assistant

IFA Administrator / Paraplanner (IFA Firm)

Employee Benefits Administrator

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