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Receptionist (Permanent, Part Time)
1 week ago
G2 Legal Manchester, United Kingdom Part timeA Legal Front of House Receptionist is required to join a commercial top tier law firm in its Manchester City Centre office. · You must have previous receptionist experience from either a legal or professional services background. · ~ Full Time/Permanent – Working hours 08:00 – ...
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Engineer Full Time Permanent
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Advanced Technical Recruitment Manchester, United Kingdom Full timeJunior Semiconductor Test & Installation Engineer - Cheshire - LM1176z · Job Term: Permanent, Full Time, Onsite · Due to expansion, an exciting opportunity now exists with a market leading provider of semiconductor process equipment, who is looking for a further Junior Test & I ...
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Engineer Full Time Permanent
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Advanced Technical Recruitment Manchester, United Kingdom Full timeJunior Semiconductor Test & Installation Engineer - Cheshire - LM1176z · Job Term: Permanent, Full Time, Onsite · Due to expansion, an exciting opportunity now exists with a market leading provider of semiconductor process equipment, who is looking for a further Junior Test & I ...
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Receptionist (Permanent, Part Time)
2 days ago
G2 Legal Manchester, United Kingdom Part timeA Legal Front of House Receptionist is required to join a commercial top tier law firm in its Manchester City Centre office.You must have previous receptionist experience from either a legal or professional services background.Full Time/Permanent - Working hours 08:00 - 16:00 - f ...
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Counsellor (Permanent, Part Time)
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Marketing Manager Full Time Permanent
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Full Time Permanent Nursing Positions
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Jobwise plc Greater Manchester, United Kingdom Full timeAre you an individual who has excellent communication skills and seeking a position where you can really make an impact supporting young adults? Maybe you have worked in the NHS, Charities or Local Authority and coming into the new financial year are immediately available for the ...
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Justintime Resourcing Manchester, United Kingdom Part timeWe are a recruitment agency collaborating with numerous Care/Nursing homes in the United Kingdom. We aim to enlist proficient and experienced temporary contractors in the Healthcare sector, specifically as Registered General Nurse. To Join our team, you will contribute to deliver ...
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Clinical Trainer
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Health and Social Care Trainer
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Painter and Decorator
1 week ago
Wharfedale Decorations Ltd Manchester, United KingdomWharfedale Decorations Ltd, est 1984. Are a commercial painting and decorating contractor looking to recruit experienced painters and decorators to join our growing team. This is a full time permanent position on the books. · - Minimum NVQ Level 2 or equivalent in painting and de ...
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Dawn Ellmore Employment Manchester, United KingdomDawn Ellmore Employment are working on an exciting new opportunity with a leading law firm in Manchester who are seeking a IP Renewals Administrator to join their team on a permanent basis. · The firm offer hybrid working, flexi time working hours amongst other good benefits. · * ...
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Catering Assistant
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Plastering Tutor
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Otto Associates Manchester, United KingdomJob Title: Plastering Tutor Location: Manchester, United Kingdom Type: Full-time, Permanent Salary: Negotiable · Are you a skilled and experienced plasterer passionate about passing on your expertise to the next generation of tradespeople? Join our dedicated team as a Plastering ...
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Painter and Decorator
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Wharfedale Decorations Ltd Manchester, United KingdomWharfedale Decorations Ltd, est 1984. Are a commercial painting and decorating contractor looking to recruit experienced painters and decorators to join our growing team. This is a full time permanent position on the books. · - Minimum NVQ Level 2 or equivalent in painting and de ...
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Painter and Decorator
1 week ago
Wharfedale Decorations Ltd Manchester, United KingdomWharfedale Decorations Ltd, est 1984. Are a commercial painting and decorating contractor looking to recruit experienced painters and decorators to join our growing team. This is a full time permanent position on the books. · - Minimum NVQ Level 2 or equivalent in painting and de ...
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Warehouse Operative
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Children's Residential Support Worker
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Computer Science Lecturer
6 days ago
Eden Brown Education Greater Manchester, United Kingdom**Role**: Computer Science Lecturer (A Level) · **Location**: Greater Manchester · **Type**: Permanent · **Salary**: PERMANENT (£35 - £45 TEMP) · Eden Brown are currently looking to recruit a full time Computer science lecturer to teach within a leading Sixth Form College within ...
Financial Services Administrator Full Time Permanent - Manchester, United Kingdom - KBA FS Ltd
Description
Experienced Admin Support RequiredAn exciting opportunity has arisen for an experienced admin support to work within, a successful, forward thinking wealth management business with offices in Greater Manchester, Lancashire and Cheshire.
The successful candidate will possess a minimum of A-level qualifications, be hard-working, and efficient, familiar with Office 365.The ideal candidate will have at least 2 years working in a professional services admin role and ideally in a financial planning environment.
This role is based in our Manchester or Leigh office initially but could be from any location once trained.
KBA's ethos is we want to 'Help people have better lives'. Whether that be employees, clients and customers or the local community.So why not be part of this exciting, growing team who genuinely care about your future and the impact they make on you, the customers and the communities in which they operate.
KBA FS Ltd provides exceptional service to a growing client bank and that growth means we need to expand our support team.
The role involves working in a small, close-knit team to ensure the efficient and effective management of day to day tasks in support of our advisers and their clients.
This is a busy, collaborative working environment where team members need to be positive, proactive and combine high attention to detail with a flexible approach to dealing with a varied and interesting range of clients and tasks.
We will welcome somebody who enjoys working as part of a friendly team and will use their enthusiasm to reinforce what we already do well and contribute ideas about how we can keep improving our service.
Study support will be available for candidates seeking to acquire relevant CII qualifications.This position is full time Monday - Friday 9.00 initially but then flexible working/home working may be available.
Preferably experience in a Financial Services or Administration role
Working knowledge of Office 365
Life insurance
Income Protection/Long term sick pay
Bonus scheme
Pension Scheme
Provide research and administrative support to the team to develop suitable client recommendations and process front end pension and investment business process.
Prepare first meeting packs for clients and help with events.Produce all relevant paperwork and regulatory requirements for the team to present potential solutions to clients.
Assist in the management of client relationships including attendance at client meetings, receiving client phone calls and providing information of a technical nature if requested.
Produce regular client portfolio reviews, technical and industry updates with relevant additional commentary to support the client proposition.Help with internal administration as required.
gather necessary information from client so that a financial analysis can be completed
Produce crib sheets, quotes and illustrations and update cashflow forecasts.
Manage the delivery of ongoing service requirements, maintaining accurate records.
Produce client facing material in preparation for ongoing service meetings.
Update clients files, platform and provider records where appropriate to ensure correlation with the internal CRM.
Manage proactive client communications ensuring the practice delivers service requirements in line with the Practice client proposition.
Liaise with our networks and key providers to ensure all practice material is relevant and up to date and all practice members are aware of changes and updates.
Research and evaluate external developments in own specialist area and recommend ways in which the Practice may benefit from their implementation.
Deliver projects within own specialist area to meet defined business objectiveCompliance - understand and adhere to the practice and KBA systems and regulatory requirements and, where appropriate, comply with all relevant regulatory policies.
This includes completion of any mandatory training requirements.Financial Controls – Ensure all expenditure commitments (orders, contracts, budgets etc) and all payments are properly authorised, controlled and monitored, in accordance with delegated authority requirements.
Job Types:
Full-time, Permanent
Bonus Scheme
