Financial advisory support occupations Work, Jobs in Urmston, Gtm (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
14d
Paraplanner
Daintree Wealth Management —Manchester
- £45,000 - £50,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Gym membership
Quick apply
6d
Paraplanner
Eventus Recruitment Group —Knutsford
- £45,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Office
- Financial services
Paraplanner/Trainee IFA (hybrid)
Slater Financial Ltd —Buxton
- £38,000 - £42,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
Quick apply
1d
Financial Planning Client Administrator
Evelyn Partners —Manchester
- Full-time
- Organisational skills
- IT
- In-person
Quick apply
Pensions Administrator
Broadstone Corporate Benefits Limited —Manchester
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Paraplanner (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Client Support Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
8d
Central Operations Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
8d
Paraplanner
PM+M —Blackburn
- Overtime
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Sick pay
Quick apply
Paraplanner
Perspective Financial Group —Crewe
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
IFA Administrator
K3 Advisory Group —Manchester
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
- Profit sharing
Quick apply
Client Administrator - Manchester
Atomos —Sale
- Hybrid work
- Communication skills
7d
Senior Pension Administrator
Aptia Group —Manchester
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
Pensions Administrator
K3 Advisory Group —Stockport
- £25,000 - £26,000 a year
- Full-time
- IT
- Financial services
- Communication skills
- Annual leave
Quick apply
Client Relations Administrator
Mattioli Woods —Stockport
- Full-time
- Hybrid work
- Financial services
- Phone etiquette
Client Manager
Equilibrium Financial Planning —Wilmslow
- £32,000 - £50,000 a year
- Annual leave
Employee Benefits Administrator
K3 Advisory Group —Manchester
- Hybrid work
- Microsoft Office
- Organisational skills
- IT
Quick apply
Client Relationship Manager
Mattioli Woods —Stockport
- Full-time
- Hybrid work
- Financial services
- Phone etiquette
9d
Senior Client Manager
Equilibrium Financial Planning —Wilmslow
- £50,000 - £70,000 a year
- Annual leave
- Work from home

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Administrator (Financial Services)

Cheetham Jackson Ltd
Sale

Quick apply

Job details

Permanent | Full-time
From £24,000 a year
14 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

financial advisory support occupations jobs in urmston, gtm

Administrator (Financial Services)

Paraplanner

Paraplanner

Paraplanner/Trainee IFA (hybrid)

Financial Planning Client Administrator

Pensions Administrator

Paraplanner (Chorley)

Client Support Administrator

Central Operations Administrator

Paraplanner

Paraplanner

IFA Administrator

Client Administrator - Manchester

Senior Pension Administrator

Pensions Administrator

Client Relations Administrator

Client Manager

Employee Benefits Administrator

Client Relationship Manager

Senior Client Manager

I want to receive the latest job alerts for financial advisory support occupations in urmston, gtm

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