Finance manager Work, Jobs in Ulverston, Cma (with Salaries)

Financial Planning Administrator
Harwood Financial Planning Ltd —Ulverston
- £27,000 - £32,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Flexitime
Quick apply
1h
Procurement Lead – Sourcing
Sellafield Ltd —Sellafield
- £71,341 - £78,912 a year
- Call to connect
- Management
- Contracts
- Business
- Annual leave
- Employee assistance programme
1d
Procurement Lead – ICT
Sellafield Ltd —Sellafield
- £71,341 - £78,912 a year
- Call to connect
- Management
- Contracts
- Business
- Annual leave
- Employee assistance programme
1d
Group Indirect Procurement Manager
JamesFisher —Barrow-In-Furness
- Remote
- Travel
- Business
- Communication skills
13d
Financial Controller
Chiptech International —Lancaster
- Full-time
- Accounting
- Annual leave
- Sick pay
Nature Finance Lead
Lake District National Park —Kendal
- £39,905 - £45,814 a year
- Full-time
- Communication skills
- Negotiation
- Free parking
- Annual leave
13d
Head of Capital Projects
Blackpool & the Fylde College —Bispham
- Free parking
- Annual leave
4d

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Finance Assistant
Perch Group —Blackpool
Processing refund payments to customers. Manage the sales ledger duties such as raising invoices, matching client files and payments.
£28,000 - £30,000 a year
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Accounts Assistant
The Travellers Choice Coaches —Carnforth
Data entry and management of vehicle fuel consumption. Maintain organised filing systems for financial documents and records.
£30,000 a year
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Financial Planning Administrator

Harwood Financial Planning Ltd
Ulverston

Quick apply

Job details

Full-time | Part-time upon request
£27,000 - £32,000 a year
1 hour ago

Benefits

Free parking
Casual dress
Additional leave
Financial planning services
Flexitime
Company pension

Qualifications

Microsoft Word
Report writing
Microsoft Excel
Microsoft Outlook
Customer service
Microsoft Office
Administrative experience
Analysis skills
Organisational skills
IT
Financial services
Communication skills
Time management

Full job description

Job Summary
We are seeking a detail-oriented and organised Financial Planning Administrator to join our team. The successful candidate will provide essential support in financial planning processes, ensuring accurate report writing, analysis, and efficient administrative operations. This role offers an excellent opportunity for individuals with a strong background in financial services and outstanding communication skills to contribute to our organisation’s success.

Duties

Prepare and compile detailed financial reports using Microsoft Word, Excel, and Outlook
Analyse financial data to support planning and decision-making processes
Assist with the development and maintenance of financial plans and documentation
Manage correspondence with clients and internal teams via email and other communication channels
Provide exceptional customer service by addressing client inquiries professionally and efficiently
Organise schedules, meetings, and appointments to ensure smooth workflow
Maintain accurate records of financial transactions and documentation
Support the team with administrative tasks such as filing, data entry, and document management
Contribute to report writing for internal reviews or client presentations
Utilise IT skills effectively to streamline administrative processes

Skills

Strong report writing and analysis skills with attention to detail
Excellent communication skills, both written and verbal
Proficient in Microsoft Office suite, including Word, Excel, Outlook, and other relevant programmes
Organised with exceptional time management abilities to prioritise tasks effectively
Customer service orientation with a professional approach to client interactions
Solid organisational skills for managing multiple responsibilities simultaneously
Administrative experience in a fast-paced environment preferred
Good IT literacy with the ability to adapt to new software tools quickly

This role is ideal for motivated individuals seeking a challenging yet rewarding position within the financial sector. The successful applicant will be integral to supporting our financial planning team through efficient administration and insightful analysis. The position would particularly suit someone looking for flexibility to balance professional responsibilities alongside family commitments.

Pay: £27,000.00-£32,000.00 per year

Benefits:

Additional leave
Casual dress
Company pension
Financial planning services
Flexitime
Free parking

Work Location: In person

Quick apply

Refine Your Search

finance manager jobs in ulverston, cma

Financial Planning Administrator

Procurement Lead – Sourcing

Procurement Lead – ICT

Group Indirect Procurement Manager

Financial Controller

Nature Finance Lead

Head of Capital Projects

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