Jobs
>
Knutsford

    Senior Administrator - Knutsford, United Kingdom - NJR Recruitment

    NJR Recruitment
    NJR Recruitment Knutsford, United Kingdom

    6 days ago

    Default job background
    Full time Banking / Loans
    Description

    Senior Administrator - Wealth Management

    Location : Knutsford

    Salary: Up to £28,000

    An Experienced Financial Services Administrator is required to work for our client, a small, established, and growing firm of Financial Advisers. Supporting a Financial Advisers and working alongside an Administrator the successful Candidate will join the Practice at an exciting time and will become a fundamental part of their exciting growth plans. Forming part of one of the largest firms of Wealth Managers in the UK, our client offers first class training and support and ongoing career development.

    The successful Candidate will be responsible for;

    " Point of contact for new and existing clients to deal with any queries

    " Process new business and ensure clients are kept updated with progress

    " Deal with letters of authority and requests for information from external providers

    " Help to book meetings for adviser and ensure that all review meetings are booked within appropriate timeframes

    " Complete all review meeting letters and associated regulatory requirements

    " Update CFRs for new and existing clients

    " Deal with any incoming post for clients and scan and save in appropriate files

    " Process withdrawal requests

    " Process switches and portfolio rebalancing

    " Involved in some aspects of Paraplanning

    Candidates applying must have previous experience working for a firm of Financial Planners and confident speaking with clients on a regular basis. You will understand how the industry works, and be keen to develop your skills and progress within Financial Planning. Excellent communication skills are required. You will be smartly presented, offer first class communication skills, and have the ability to liaise with HNW Individuals.

    REF: 14828

    #FIN1



  • Style Matters Ltd Knutsford, United Kingdom

    **Job description** · Style matters is a leading, well establish family owned manufacturing company that specialises in providing high quality furniture. · we strive ourselves on providing technical support and excellent customer service to our existing client base. · We are look ...


  • Barclays Knutsford, United Kingdom

    **Senior Unix Administrator** · **Radbroke** · As a Barclays Senior Unix Administrator, you will sit within the 3rd line technical management team accountable for Barclays' UNIX server platforms including RHEL, AIX and Solaris as well as associated platform tooling for configurat ...


  • Burgh Recruitment Ltd (Financial Services) Alderley Edge, United Kingdom

    **Senior Administrator** · **Location**:Alderley Edge, Cheshire · **Salary**:Highly Competitive with excellent benefits and bonus · **Working as part of the team at an Appointed Representative of St. James's Place Plc.** · An excellent opportunity has arisen for a professional Se ...

  • Bryson Skye

    Senior Administrator

    18 hours ago


    Bryson Skye Alderley Edge, United Kingdom

    My client is one of the largest privately owned property companies in the country. Working from their Alderley Edge head office, they are currently looking to make an addition to their Residential property team, in the form of a Senior Administrator. · Within this role, you will ...


  • Bryson Skye Alderley Edge, United Kingdom

    My client is one of the largest privately owned property companies in the country. Working from their Alderley Edge head office, they are currently looking to make an addition to their Residential property team, in the form of a Senior Administrator. · Within this role, you will ...


  • Major Recruitment - Oldham Industrial Altrincham, United Kingdom

    Our Client based in Manchester are looking for an experienced Administrator to start immediately on a 12 month contract.. · This role will be working within an industrial environment and very fast paced. · Duties will include: · - All quality control · - Dealing with online permi ...


  • CAPPER GROUP LTD Northwich, United Kingdom

    **Location**: · Working from home with an expectation of attending meetings when required at the office site based in Northwich · Capper Group LTD is a local provider of high pressure jetting, tanker vacuuming and industrial cleaning. With a commitment to safety and innovation we ...


  • Greater Manchester Mental Health NHS Foundation Trust Wilmslow, United Kingdom

    The post holder will provide a comprehensive administrative support to the clinical staff and managers within the mental health pathway at HMP Styal. The pathways comprises a mental health team, talking therapies and psychiatry. The post holder will maintain the office organisati ...


  • FIROW LTD Northwich, United Kingdom

    Senior Administrator · **Salary**: TBA · Firow Ltd is looking for an Administrator to join our expanding nationwide Company that provides Vehicle Hire, Contract Maintenance and General Repair services for major fleet users. · The Role: · - Administrative duties for Directors · - ...


  • Platinum Financial Recruitment Trafford, United Kingdom

    **LOCATION** · **Trafford Park** · **SALARY** · **£ £28000** · **JOB TYPE** · **Permanent** · **REF** · **EW _ ** · **Senior Administrator** · **£25,000 - £28,000** · **Trafford Park** · The Managing Director of this pioneering business in Trafford Park describes exactly what he ...


  • Alderley Edge School for Girls Alderley Edge, United Kingdom

    Part time, Term Time Only from 1 September 2023. · We are seeking to employ an efficient and experienced Senior School Administrator & Attendance Officer to manage the main reception area, deal with enquiries, monitor attendance and provide a comprehensive administrative support ...


  • Jobwise Ltd Gatley, United Kingdom

    Working for an award winning "Britain's top employer". This company is a market leader within the pharmaceutical sector. A new opportunity has arisen for a Management Assistant / PA to join the UK head office team based in the South Manchester area on apermanent basis paying up t ...

  • Emmaus Catholic Academy Trust

    Senior Administrator

    18 hours ago


    Emmaus Catholic Academy Trust Sale, United Kingdom

    The Emmaus Catholic Academy Trust is dedicated to providing great Catholic Education to our pupils. We are seeking to expand our central team by appointing a highly skilled Senior Administrator to support our Central and school leadership teams. · This role would be suitable for ...


  • Jordan Fishwick Hale Altrincham, United Kingdom

    Are you looking to further career with the largest independent Estate Agents in the City Centre, South Manchester and Cheshire? We are offering a diverse and challenging role to work within our established and growing Property Management Dept in Hale Village. · **Salary dependant ...


  • Linda Taylors Ltd Hulme, United Kingdom

    Our client, based in the Hulme area, is a professional social enterprise organisation working to address the health needs of families with emphasis on cultural diversity and competence. They have asked us to help recruit a Senior Administrator/PA to join their dedicated team of p ...


  • Bluecroft Finance Sale, United Kingdom

    **Flexible hybrid working environment** · **Main duties & responsibilities**: · - You will also become involved in areas such as Marketing, Compliance and Accounting - _no experience is required in any of these areas_. · **Essential Qualifications & Experience**: · - Driving lice ...

  • Kingsland Drinks

    Senior Administrator

    18 hours ago


    Kingsland Drinks Irlam, United Kingdom

    We have an exciting opportunity for a **Senior Administrator **to join us here at Kingsland Drinks. · Kingsland Drinks is a well-established premier independent UK supplier of wine and spirits specialising in providing a complete category solution. Using our consumer understandin ...


  • Greater Manchester Mental Health NHS Foundation Trust Hulme, United Kingdom

    The Recovery Pathways Service is a creative wellbeing service which consists of weekly group sessions for people experiencing mental health difficulties across the citywide footprint. Our group sessions are led by Wellbeing Arts Tutors. The post holder will manage and support the ...


  • Eventus Finance Altrincham, United Kingdom

    **Role Responsibilities** · The incoming Senior Client Relationship Administrator will deal with a range of client queries. · Key tasks include: · - Produce EIS & VCT summaries for clients when requested · - Liaise with providers to resolve queries · - Overseeing withdrawal reque ...


  • Adele Carr Recruitment Warrington, United Kingdom

    Our client is a large company in the care sector and are looking for a Senior Administrator to join their busy team · **Key responsibilities of the Senior Administrator**: · - Answer, screen and forward incoming phone calls · - Booking of offsite training rooms and maintaining re ...