3 advice administrator jobs found

My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning. We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover. You will be responsible for providing full administrative support to a team of Financial Planners / Advisers. Specifically you will: * Be the point of contact for company, client and third-party queries when dealing with new and existing business. * Keep all notes on the back-office system up to date, enabling advisers and other team members to appraise themselves of the current situation as required. * Process, and follow through to completion, the setting up of new investments and policies for clients, which include Pension and SIPP contracts, Investment and Protection policies for Personal and Business clients. * Process online fund...

Purpose of the Role The Exchequer Support Officer will work within the Purchase to Pay (P2P) and Accounts Payable support team, ensuring the smooth and accurate management of supplier payments, purchasing support, and financial processing. The role is responsible for maintaining P2P systems, supporting internal users, and ensuring efficient and compliant purchasing and payment processes. The position provides high‑quality technical, administrative, and customer‑focused support, helping deliver value-for-money procurement and effective financial governance. Key Responsibilities Administer reports to update and maintain financial systems and records. Provide frontline customer support relating to purchasing and payment processes. Create and amend supplier records while ensuring vendor verification compliance. Manage new supplier requests in line with internal procurement rules. Create and maintain supplier category codes. Provide support to users purchasing goods and services...

Exchequer Finance Officer - Manchester City Council – M60 2LA 3 months 35 hours per week I am currently representing Manchester City Council are offering an initial temporary contract for a period of 3 months with a view to be extended or offered a permanent position for the right candidate at a rate which is negotiable dependent upon experience. We are looking for Exchequer Finance Officer at 5th Floor Town Hall Extension, Manchester, M60 2LA Exchequer Services forms part of Financial Management within the Corporate Core directorate and is the Councils back-office support function for transactional services. The role holder will provide an assessment, information and advice service to customers, service users and stakeholders. The role holder will determine the requirements and needs of service users in accordance with relevant legislation, policy and procedures, and provide advice on the most appropriate course of action. Key Accountabilities Respond to all queries from a...