Financial administrator Work, Jobs in Urmston, Gtm (with Salaries)

Administrator (Financial Services)
Cheetham Jackson Ltd —Sale
- From £24,000 a year
- Full-time
- Microsoft Word
- Accounting
- Organisational skills
- Health & wellbeing programme
- Annual leave
Quick apply
12d
Regional Private Hire Licensing Administrator
Otto Car Ltd —Manchester
- £14,000 a year
- Part-time
- Hybrid work
- Organisational skills
- Training & development
- Communication skills
- Flexitime
- Work from home
Quick apply
10d
Office and Accounts Administrator
T DIGGINS GROUP LIMITED —Dukinfield
- £28,000 - £32,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Customer service
Quick apply
Accounts Assistant / Finance Assistant
Advanced Water Technologies —Warrington
- £27,000 - £32,000 a year
- Full-time
- Organisational skills
- In-person
- Communication skills
Quick apply
10d
Sales Administrator
PayStream Accounting Services —Altrincham
- £27,500 a year
- Full-time
- Hybrid work
- CRM software
- Administrative experience
- Data entry
Quick apply
4d
Business Administrator - Trade Finance Team
The Access Bank UK —Northwich
- Full-time
- Hybrid work
- Microsoft Word
- Organisational skills
- Typing
- Employee assistance programme
Quick apply
Customer Services Administrator
AJ Bell —Manchester
- From £25,400 a year
- Full-time
- Hybrid work
- Maths
- Computer skills
- Financial services
- Employee assistance programme
- Gym membership
Quick apply
Business Administration Apprentice Level 3
Total People —Manchester
- £14,560 a year
- Full-time
- Customer service
- Databases
- Analysis skills
- Sick pay
11d
Customer Service Administrator
Education and Skills —Salford
- £25,977 a year
- Full-time
- Microsoft Office
- Administrative experience
- Organisational skills
3d
Administrator -Dispute Resolution (Manchester Hybrid)
Freeths —Manchester
- £28,000 - £30,000 a year
- Full-time
- Hybrid work
- Administrative experience
- Typing
Quick apply
12d
Project Administrator
Semperian Group —Wythenshawe
- Up to £25,000 a year
- Part-time
- Microsoft Word
- Hospital
- Data entry
- Annual leave
Resource Planning Administrator
Zuto —Manchester
- £28,000 a year
- Hybrid work
- Microsoft Powerpoint
- Data analysis skills
- Analysis skills
Quick apply
Assistant Projects Officer
Manchester Diocesan Board of Finance —Bury
- £28,140 - £33,436 a year
- Full-time
- Organisational skills
Policy Administrator
Healthy Investment —Bury
- £24,450 a year
- Full-time
- CRM software
- Microsoft Excel
- Customer service
- Free parking
- Life insurance
Quick apply
HR Services/Operations Administrator EU/LA
Munich Re Services —Manchester
- Temporary
- Hybrid work
- Computer literacy
- Administrative experience
- Recruiting
Commercial Administrator
Wates —Trafford
- Microsoft Office
- Administrative experience
- Organisational skills
- Annual leave
11d
Nursery Administrator
Kidz Matter Nursery Ltd —Oldham
- £13 - £15 an hour
- Part-time
- Google Suite
- Administrative experience
- QuickBooks
- Free parking
- Employee discount
Quick apply
10d
Client Administrator - Manchester
Atomos —Sale
- Hybrid work
- CRM software
- Financial services
- AI
Conflicts Database Administrator
Latham & Watkins LLP —Manchester
- Full-time
- Hybrid work
- Bachelor's degree
- Data entry
- Employee discount
- Flexible schedule
Accounts Administrator
M&A Management —Wigan Central
- £28,000 - £32,000 a year
- Full-time
- Organisational skills
- In-person
- Free parking
Quick apply
12d

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financial administrator jobs near urmston, gtm

Administrator (Financial Services)

Cheetham Jackson Ltd
Sale

Quick apply

Job details

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

Benefits

Health & wellbeing programme
Annual leave
Company events
Private medical insurance
Life insurance

Qualifications

Microsoft Word
Stakeholder liaison
Filing
Accounting
Organisational skills
Payroll
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.

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.

You will be joining us in an exciting chapter of growth in our established Sale office. As part of the CJ Group, we have established a separate Appointed Representative (AR) business, Wealthplan, which provides contractors with high-quality, holistic financial advice and we need a proactive administrator to join this growing team.

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

financial administrator jobs in urmston, gtm

Administrator (Financial Services)

Regional Private Hire Licensing Administrator

Office and Accounts Administrator

Accounts Assistant / Finance Assistant

Sales Administrator

Business Administrator - Trade Finance Team

Customer Services Administrator

Business Administration Apprentice Level 3

Customer Service Administrator

Administrator -Dispute Resolution (Manchester Hybrid)

Project Administrator

Resource Planning Administrator

Assistant Projects Officer

Policy Administrator

HR Services/Operations Administrator EU/LA

Commercial Administrator

Nursery Administrator

Client Administrator - Manchester

Conflicts Database Administrator

Accounts Administrator

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