Administrator (financial services) Work, Jobs in Mobberley, Chs (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
Payroll & Finance Data Administrator
R J Lifts Group Ltd —Stoke-on-Trent
- £24,784 - £25,993 a year
- Full-time
- Microsoft Excel
- Administrative experience
- Data entry
- Profit sharing
- Annual leave
Quick apply
Invoicing Administrator Manchester
Egertons Recovery Group —Manchester
- £13.00 - £13.50 an hour
- Full-time
- Computer literacy
- Microsoft Office
- Driving
Quick apply
8d
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
8d
Business Administration / Analyst
Beaconplus Limited —Knutsford
- Full-time
- Microsoft Word
- Microsoft Excel
- Computer literacy
- Free parking
- Flexitime
Quick apply
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
9d
Purchase Ledger/Accounts Administrator
Ableworld UK Ltd —Nantwich
- £25,100 - £26,100 a year
- Full-time
- Microsoft Excel
- Computer literacy
- Accounting
- Free parking
- Store discount
Quick apply
4d
Office Administrator
Bespoke Credit Hire Limited —Bolton
- Full-time
- Microsoft Excel
- Microsoft Office
- IT
Quick apply
9d
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
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 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
Bookkeeper / Office administrator Part Time
Astley Moss Construction —Stockport
- £14.50 - £16.00 an hour
- Part-time
- Microsoft Excel
- Accounting
- QuickBooks
Quick apply
1d
Payroll Administrator and Bookkeeper
Clayton CCA —High Peak
- £26,500 - £28,500 a year
- Full-time
- IT
- In-person
- Communication skills
Quick apply
1d
Damage & Loss Administrator
SIXT UK —Manchester
- From £27,380 a year
- Microsoft Excel
- Microsoft Office
- Driving
- Paid training
- Annual leave
Quick apply
Financial Planning Client Administrator
Evelyn Partners —Manchester
- Full-time
- Organisational skills
- IT
- In-person
Quick apply
9d
Mortgage Administrator/Paraplanner
AMG Financial Solutions Limited —Cheadle
- From £25,500 a year
- Full-time
- Microsoft Office
- Administrative experience
- Financial services
- Free parking
Quick apply
Finance Assistant
FRC Group —Liverpool
- £27,637 a year
- Full-time
- Hybrid work
- Sales
- Administrative experience
- Organisational skills
- Free parking
- Employee assistance programme
Quick apply
1d
Investment Management Administrator
NJR Recruitment —Manchester
- £27,000 - £30,000 a year
- Microsoft Excel
- Communication skills
1d
Accounts Administrator
Recruit 4 Construction Ltd —Rochdale
- £30,000 - £32,000 a year
- Full-time
- Microsoft Excel
- Organisational skills
- IT
Quick apply
3d
Accounts Administrator
Venture Design & Sales —Stockport
- From £26,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Free parking
Quick apply
5d

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administrator (financial services) jobs near mobberley, chs

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 mobberley, chs

Administrator (Financial Services)

Payroll & Finance Data Administrator

Invoicing Administrator Manchester

SSAS Administrator

Business Administration / Analyst

Finance / Admin Assistant (Part Tine)

Purchase Ledger/Accounts Administrator

Office Administrator

Customer Service Advisor and Installations Administrator

Finance Administrator

Accounts Administrator

Bookkeeper / Office administrator Part Time

Payroll Administrator and Bookkeeper

Damage & Loss Administrator

Financial Planning Client Administrator

Mortgage Administrator/Paraplanner

Finance Assistant

Investment Management Administrator

Accounts Administrator

Accounts Administrator

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