senior financial administrator - Stockport - beBeeFinancialassistant

We are currently recruiting for a Financial Planning Administrator for our award winning wealth management client in Manchester. · ...

A well-respected Wealth Management firm seeks to build long-term relationships with clients in Manchester. · Passion for Financial planning · Effective communication, both written and verbal · ...

We are seeking a Financial Planning Administrator for a full-time hybrid role based in Manchester. · ...

We are recruiting for Transfers Case Handlers to join our Operations team. The role is responsible for the effective processing of tasks within the Transfers department. · This includes but is not confined to; Settlements, Transfers, Account to Account Transactions and general cu ...

We are looking for several Financial Planning Administrators to join our team and manage specialised administration support/services and maintain excellent client relationships. · Client service: acting as a point of contact for clients, resolving client queries, preparing for cl ...

We are looking for several Financial Planning Administrators (known internally as Client Executives) to join our team and manage specialised administration support/services and maintain excellent client relationships.Integral to the delivery of outstanding client experiences at P ...

We are recruiting for Transfers Case Handlers to join our Operations team. The role is responsible for the effective processing of tasks within the Transfers department.This includes but is not confined to; Settlements, Transfers, Account to Account Transactions and general custo ...

We are seeking a Financial Planning Administrator for a full-time hybrid role based in Manchester. The role involves supporting financial planners in preparing and processing client documentation, liaising with clients and providers to gather information, and maintaining accurate ...

interactive investor is an award-winning investment platform that puts its customers in control of their financial future. · ...

We are recruiting for Transfers Case Handlers to join our Operations team. · The role is responsible for the effective processing of tasks within the Transfers department. · This includes but is not confined to; Settlements, Transfers, Account to Account Transactions and general ...

The person who can take the pressure off. Who understands that client service starts with accuracy, speed, and proactivity. · $30,000–$35,000 DOE · 33 days holiday (25 + bank hols) · Hybrid working (3 days office, 2 days home) · Pension,<Death in Service & career path · A team th ...

You're the person who keeps things moving. Quietly brilliant. · Handle onboarding docs and LOAs with your eyes closed · Keep client records spotless and up to date in Intelligent Office (IO) · ...

We are seeking an experienced Financial Planning Administrator / Senior Financial Planning Administrator to join our Wealth team in Manchester. The ideal candidate will have a passion for financial planning and experience working directly with clients. They should be proactive an ...

We are seeking a Graduate Financial Planning Administrator for a full-time hybrid role (1 WFH day following probation) based in Manchester. · Provide high-quality administrative and technical support to the Practice ...

We're seeking an experienced Financial Planning Administrator / Senior Financial Planning Administrator to join our Wealth team in Manchester. · ...

+Job summary · We are seeking a Graduate Financial Planning Administrator for a full-time hybrid role based in Manchester.The role involves supporting financial planners in preparing and processing client documentation. · +Provide high-quality administrative and technical support ...

We are seeking a dedicated and organised Administrator / Pension Case Handler to support new business operations. · Strong computer literacy (required) · Administration experience (preferred) · Client communication experience by phone/email (preferred) · ...

Eventus Recruitment are seeking a Financial Services Trust Administrator to join a respected Financial Planning business based in Manchester City Centre. This is a full-time, permanent job with fully funded study support towards the CII Diploma and clear progression prospects. · ...

A well-established Financial Services business is recruiting for a Financial Services Administrator to join the team. · ...

We are recruiting for a Financial Services Administrator to join our team. · ...

This is an excellent opportunity for a professional and experienced Technical Administrator to work within a highly successful Partner Practice of St. James's Place Plc.You will be based in Newton le Willows, producing and writing reports in respect of the ongoing service provide ...