Financial Administrator jobs in North West

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FINANCIAL ADMINISTRATOR

They are looking for an organised and diligent office-based bookkeeper or finance administrator to join their tight-knit team on a flexible basis including full-time & part-time work.Your new roleWithin your new role you will assi...

CompanyHays Specialist Recruitment Limited
AddressLancashire, England
CategoryAdministrative
Salary£28,000 - £30,000 per annum, inc benefits
Job typePermanent, full-time or part-time
Date Posted 4 days ago See detail

Financial Administrator

Hays Specialist Recruitment Limited

Lancashire, England

£28,000 - £30,000 per annum, inc benefits

They are looking for an organised and diligent office-based bookkeeper or finance administrator to join their tight-knit team on a flexible basis including full-time & part-time work.Your new roleWithin your new role you will assi...

Financial Administrator

St. James's Place Wealth Management

Whittle-le-Woods, Lancashire

£25,000/annum

Contacting third party providers by telephone to obtain information. Meeting and greeting clients. Answering and directing phone calls. Preparing client files for the advisers meetings. Managing the database of clients and s...

Financial Services Administrator

Lime People Search & Select Ltd

Chester, Cheshire

£23,000 - £28,000/annum £23-28k +bens

New business processing (investments, pensions, mortgages & life). Valuations. Client servicing, e.g., switches, rebalance, withdrawals etc. Providing quotes using exchange and platforms. Dealing with policy enquiries. Telephone a...

Financial Planning Administrator

Medlock Partners Limited

Manchester, Greater Manchester

£20,000 - £30,000 Annual

Preparing Client files ahead of Client meetings. Processing new business,. Producing Client Illustrations and Valuations. Managing Client relationships. Maintain accurate information within the firm's CRM Specific Responsibilities...

Financial Administrator

Burgh Recruitment Ltd

Lancashire, England

£25,000 per annum

Contacting third party providers by telephone to obtain information. Meeting and greeting clients. Answering and directing phone calls. Preparing client files for the advisers meetings. Managing the database of clients and spread...

Financial Planning Administrator

Medlock Partners Limited

Lancashire, England

£20,000 - £30,000 per annum

Preparing Client files ahead of Client meetings. Processing new business,. Producing Client Illustrations and Valuations. Managing Client relationships. Maintain accurate information within the firms CRM Specific Responsibilities...

Financial Services Administrator

Recruit Uk

Lancashire, England

£24,000 - £28,000 per annum

Competitive Salary: Dependent to your experience and qualifications. Office Location: Positioned in the heart of Chorley. Career Enhancement: Opportunities for continuous professional development. Benefits: 25 days holiday (rising...

Part-Time Administrator - Financial - Manchester - Part-Time

Wise May

Manchester, Greater Manchester

£13,000 a year

Arranging and organising client online meetings and welcoming guests upon arrival at the office. Assisting responsibility for operating Switchboard. Managing and procuring key office supplies, equipment and fixtures as required. D...

Financial Planning Client Administrator

Eventus Legal

Congleton, Cheshire

£28,000 - £32,000/annum Bonus, 25 days hol, Pension

Sending letters of authority to plan providers and preparing information received for adviser presentation. Processing business applications accurately and taking ownership and accountability of client cases through to completion....

Senior Financial Administrator

The Openwork Partnership

Berkshire, England

£30,000 - £35,000 per annum

Gathering information on the clients behalf. Liaising with pension and investment providers. Regular contact with the financial advisers. Preparing the relevant paperwork for client meetings. Production of suitability reports. De...

Payroll & Financial Administrator

Recruitment Panda Ltd

Warrington, Cheshire

25000.00 - 30000.00 GBP Annual + Additional Benefits

The hours of work are Monday-Friday 9am-5pm.The position is with a small family run care group organisation. Without people like you businesses simply wouldn't be able to run, you're the glue that holds everything together. Previo...

Graduate Financial Administrator

Jobwise Ltd

Bolton, Greater Manchester

£20,000 - £22,000/annum Birthday Off, Pension, Free Parking

Processing orders, via telephone, email or application forms. Reconciling bank accounts. Accurate processing of payments. Preparing commission runs. Working to Service Level Agreements and tight deadlines. Investigating and resolv...

Payroll & Financial Administrator

Recruitment Panda Ltd

Lymm, Cheshire

£23000 - £25000 per annum + Additional Benefits

Start: ASAP. Rate: 23000 - 25000 per annum + Additional Benefits. Location: Lymm, England. Type: Permanent. Industry: Secreterial. Recruiter: Recruitment Panda Ltd. Contact: Kimberley Stark. Tel: Direct Dial: 0161 240 3447. Emai...

Payroll & Financial Administrator

Recruitment Panda Ltd

Lymm, Cheshire

23000.00 - 25000.00 GBP Annual + Additional Benefits

For this employer, HR stands for strategic integrity, innovation and rigour, as well as stability, reassurance, invigoration and professionalism.You will be responsible for administrative, financial and clerical duties in order to...

Payroll & Financial Administrator

Recruitment Panda Ltd

Lymm, Cheshire

£23,000 - £25,000 Annual Additional Benefits

For this employer, HR stands for strategic integrity, innovation and rigour, as well as stability, reassurance, invigoration and professionalism.You will be responsible for administrative, financial and clerical duties in order to...

Financial Administrator

Centrica

Windsor, Berkshire

Part-time, Fixed term contract

Invoice Processing: Ensure all invoices raised through estimation are accurately processed and recorded. Order Book Maintenance: Maintain the order book for new sales on a daily basis. Payment Data Extraction: Extract and record...

Financial Services Administrator

Cv Elite Ltd

Lancashire, England

£27,000 - £35,000 per annum

Work closely with the Financial Planners, supporting them with delivering the highest level of customer experience. Develop strong relationships with clients, both face-to-face and over the phone. Collate all necessary information...

Administrator - Financial Services (Employee benefits - Risk, Healthcare and Pensions)

Aspire Recruitment

Cheshire, England

Competitive

Maintain client records and our internal system. Process new business applications, joiners/ leavers / changes. Liaise with insurers and internal stakeholders. Process policy renewals. Check and process renewal data. Check quotes....

Financial Planning Administrator

Njr Recruitment

Lancashire, England

£25,000 - £35,000 per annum

FINANCIAL PLANNING ADMINISTRATOR WYTHENSHAWE AREA Up to 30,000 + Benefits + Free Parking Up to 10% performance related bonus 25 days holiday + 8 days bank holiday 5% company pension contribution Onsite parking Flexible medical pa...

Financial Planning Administrator

Pavilion Recruitment Solutions

Cheshire, England

£28,000 - £30,000 per annum

Liaise with 3rd party providers for policy details and obtaining policy illustrations. Process new business applications. Co-ordinate financial planners diaries and arranging client meetings. Prepare documentation for client appo...

Financial Planning Administrator

Mbf.

Liverpool, Merseyside

£24,000 - £30,000 Annual

Build & maintain strong relationships with the Financial Planners and their clients. Work closely with your Administration team, Para-Planning and other internal teams to facilitate efficient and quality administration resulting i...

Administrator - Financial Services (Employee benefits - Risk, Healthcare and Pensions)

Aspire Recruitment

Ellesmere Port, Cheshire

£23,000 - £25,000 Annual

Maintain client records and our internal system. Process new business applications, joiners/ leavers / changes. Liaise with insurers and internal stakeholders. Process policy renewals. Check and process renewal data. Check quotes....

Financial Planning Administrator

Cv Elite Limited

Manchester, Greater Manchester

27000.00 - 35000.00 GBP Annual + hybrid working + exc. benefits

Work closely with the Financial Planners, supporting them with delivering the highest level of customer experience. Develop strong relationships with clients, both face-to-face and over the phone. Collate all necessary information...

Financial Planning Administrator

Eventus Legal

Manchester, Greater Manchester

24000.00 - 27000.00 GBP Annual + Hybrid; 25 day hol; Bonus (15%)

Support the day-to-day operations for advisers. Liaise with clients to help with any questions and queries and booking in review meetings as appropriate. Liaise with third parties to provide information on clients plans & using ch...

Financial Services Administrator

Recruitment22

Lancashire, England

£23,000 - £25,000 per annum

This Independent Financial Advisers provide both Advice across Wealth, Group Life and Employee Benefits. The role involves handling incoming calls professionally, managing post, emails and welcoming office visitors. The business a...

Financial Planning Client Administrator

The Eventus Recruitment Group

Cheshire, England

£28,000 - £32,000 per annum

Sending letters of authority to plan providers and preparing information received for adviser presentation. Processing business applications accurately and taking ownership and accountability of client cases through to completion....

Private Health Executive (Financial services administrator)

Pavilion Recruitment Solutions

Lancashire, England

£24,000 - £28,000 per annum

The opportunity to join a growing and highly successful team working with a broad range of UK companies on bespoke and complex health and benefits solutions. A team that strive to deliver best practice, market leading service and...

Financial Services Administrator

Aj Bell Business Solutions Limited

Salford, Greater Manchester

£24,000 - £26,000/annum Plus bonus and benefit

You will have a minimum of 5 GCSE's grades 9-4 (A*-C) or equivalentincluding Maths and English. Excellent numerical ability. Strong communication skills, both written and verbal. Competent IT skills including experience working w...

Financial Planning Administrator

Page Personnel Finance

Lancashire, England

£25,000 - £30,000 per annum

Processing new business applications. Preparing client packs for meetings, as well as client review list for advisers. Preparing client valuations and supporting documentation. Preparing cases for paraplanning. Ensuring letters of...

Financial Services Operations Administrator

Page Personnel Finance

Lancashire, England

£26,000 per annum

Supporting operational team where required. Processing settlements in accordance with SLAs. Reconciling cash into and out of business and client bank accounts. Client Money reconciliations. CASS regulations. Reviewing and preparin...