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Page Personnel Finance
Liverpool
The role of Finance Administrator is a crucial one in our Accounting & Finance team, where the successful candidate will be responsible for maintaining financial records and processing payments. This position requires strong organisational skills and an attention to detail. Client Details Our client is a highly respected organisation in the Not Fo
Job Source: Page Personnel FinanceEssential Employment
Liverpool
Finance Administrator needed in Liverpool Paying £12.01 per hr ref 361691 Full time hours on a temporary basis Provide administration support service filing, photocopying, dealing with correspondence and maintenance of records. Processing payroll documentation If you are interested in the role, please email your CV to quoting the reference number
Job Source: Essential EmploymentAppoint-Ed Support Staff Ltd
Liverpool
Are you a finance administrator who wants to work in a school? Perhaps you've always wanted to work in a school but haven't been able to get your foot in the door? Do you like the idea of making a real impact whilst maintaining a work/life balance? Would you love an employer who will give you training and support? Is it important for you to work in
Job Source: Appoint-Ed Support Staff LtdIn Technology Group Limited
United Kingdom
Job Role; Finance Administration My client are looking to appoint a Finance Administrator - who will report to the Finance Controller and work as part of a small, friendly and hard working Finance / Admin team. The company: One of the UK's most exciting technology businesses and they're looking for great people to join them on their journey. They'r
Job Source: In Technology Group LimitedAppoint-Ed
Liverpool
Are you a finance administrator who wants to work in a school? Perhaps you've always wanted to work in a school but haven't been able to get your foot in the door? Do you like the idea of making a real impact whilst maintaining a work/life balance? Would you love an employer who will give you training and support? Is it important for you to work in
Job Source: Appoint-EdFinancial Divisions
Liverpool
Job Description Financial Administrator - Wealth Management Firm - Liverpool - £35k + Full Study Support Are you an experienced Financial Administrator looking for an opportunity to join a successful and expanding wealth management firm? Our client, an independent financial advice business with a strong reputation for providing high-quality advi
Job Source: Financial DivisionsFinancial Divisions
liverpool, england, United Kingdom
Financial Administrator - Wealth Management Firm - Liverpool - £35k + Full Study Support Are you an experienced Financial Administrator looking for an opportunity to join a successful and expanding wealth management firm? Our client, an independent financial advice business with a strong reputation for providing high-quality advice on Pensions, Inv
Job Source: Financial DivisionsIn Technology Group Limited
GB
Job Role; Finance Administration My client are looking to appoint a Finance Administrator - who will report to the Finance Controller and work as part of a small, friendly and hard working Finance / Admin team. The company: One of the UK's most exciting technology businesses and they're looking for great people to join them on their journey. They'r
Job Source: In Technology Group LimitedWirral
FINANCE ADMINISTRATOR
We are delighted to be recruiting for a Finance Administrator to join our fast-growing client based in the Wirral. Our client provides a new perspective on financial planning and their aim is to make a difference to their clients lives.
WHAT YOU WILL WANT TO KNOW:
Salary is in the region of £26-£30K PA DOE.
Hybrid working - after probationary period (usually at least two days in the office)
28 days holiday plus bank holidays.
Modern office with a fantastic team to work alongside.
Onsite parking
Pension scheme
A SNAPSHOT OF THE FINANCE ADMINISTRATOR'S DAY:
Act as first point of contact for clients supporting queries from both new and existing client's.
Taking ownership for all tasks, monitoring progress, and ensuring all planned work is on time.
Keep up to date and accurate records of Adviser charges and ensure they match Client agreements
Keep an accurate record of new client leads.
Process of new business and servicing changes on Provider platforms and update on CRM system.
Produce and package full Client meeting packs for prospect client meetings and ensure new Client packs are available for each designated and allocated Adviser
Assist with opening, scanning and distribution of incoming post. Processing of external post to meet pre-advised cut off time
Produce and maintain updated POD reports of current service cases for advisors where needed.
Assist with general hospitability- ensuring Boardrooms and Client Meeting rooms are fully stocked with refreshments, kept tidy and are secure.
This role reports directly to the Office Manager.
Does this sound like a good fit for you? Please read on for the essential skills our client is hoping you will be able to showcase:
Experience working within a Financial planning/Financial Adviser's is ESSENTIAL.
Strong Administration skills with High attention to detail
Excellent communication skills
Ability to work with Microsoft word, Excel and power point at an intermediate level.
Ability to orginise and prioritise own work load.
Strong relationship building skills
Strong negotiation skills.
You may have experience in addition to this which we will be happy to discuss. If all the above aligns with your experience and you would like to learn more, we would love to hear from you.
Please send your CV and let’s discuss the role.
We do our best to make our adverts as specific as possible so that you do not waste your time applying for roles which are not a match. If you meet the criteria for the role, we will be in contact with you. If you do not, we will email you to advise you of this. If we feel there may be other roles available for you, we will add your details to our database.
Charterhouse Recruitment (Yorkshire) Ltd is committed to a policy of equal opportunities in relation to job applications. A copy of our Diversity Policy is available upon request.
Charterhouse Recruitment (Yorkshire) Ltd is acting in the capacity of an Employment Agency for permanent appointments and an Employment Business for temporary assignments.
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Finance Administrator jobs in Wirral
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