108 Analyst Associate Aviation Asset Management jobs in the United Kingdom

Analyst / Associate, Aviation Asset Management

London, London MUFG

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**Do you want your voice heard and your actions to count?**
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
**OVERVIEW OF THE DEPARTMENT/SECTION**
Aviation Asset Management (AAM) sits within the Global Aviation Finance Office (GAFO), and is part of Global Corporate and Investment Banking Division for EMEA (GCIB).
Our financial strength, global reach, industry dedication and expertise make MUFG the ideal partner for the capital-intensive, international aviation industry. We offer capital solutions to airlines, operating lessors, and investors in aviation. MUFG offers broad expertise including Aviation Asset Management, Aviation Research and Aviation Advisory, a unique team make-up rarely found at other financiers.
Our award-winning aviation team combines in-depth industry knowledge and decades of experience with a wide breadth of relationships across the entire sector encompassing every phase of our clients' and their assets' lifecycle.
**MAIN PURPOSE OF THE ROLE**
This is a unique opportunity to join a growing Aviation Asset Management team, working with GAFO clients and AAM suppliers.
The main purpose of the role is:
+ To operate as a member of the Aviation Asset Management team, assisting in the delivery of a variety of world class subject matter expert services to the GAFO platform, over the lifecycle of the loan term for a broad variety of commercial aircraft transactions.
+ To differentiate MUFG from our competitors through our asset management knowledge and expertise
+ To create and complete maintenance fly forward models for aircraft and engine deals
**KEY RESPONSIBILITIES**
+ Act as first point of contact for AAM queries (internal and external)
+ Create and update an open items lists for each region, projects and tasks
+ In conjunction with the Head of Aviation Asset Management and wider team, create and maintain internal processes, procedures and industry best practices for AAM
+ Develop and maintain relationships with key stakeholders within MUFG - both regionally and globally
+ Support AAM in the provision of services across the GAFO platform related to new business, existing business, work-out cases and expiring loans (i.e. the lifecycle of the loan)
+ Represent Aviation Asset Management at both internal and external meetings / conferences creating and delivering presentations as required
+ In conjunction with the Head of Aviation Asset Management, maintain a close relationship with customers, manufacturers, service providers and suppliers
+ Learn all aspects of Aviation Asset Management from a Bank's perspective.
+ Competently and capably assimilate large amounts of technical data necessary for the creation of Fly Forward Models
+ Create Fly Forward Models
+ Working with the wider GAFO Platform (including origination and portfolio management), ensure we understand new and existing transactions from a maintenance adjusted condition perspective
**WORK EXPERIENCE**
Essential:
+ Experience in a relevant aviation, transportation or banking working environment, preferably as part of a team
+ Demonstrated experience of creating and working with aviation / transportation models
+ Experience and or knowledge of reading and interpreting Lease Agreements
+ Planning capabilities and business awareness across a bank and/or aviation platform
+ Ability to work with multiple teams and influence others
+ Experience of dealing and working inclusively with varied stakeholders
+ Ability to manipulate and analyse data, running models and identifying trends
Preferred:
+ Experience and or knowledge of the creation of Fly Forward models within an industry standard tool such as Excel / Aerlytix / other
+ Experience of working with suppliers and or service providers
+ Experience, knowledge and understanding of aircraft valuation concepts, lease agreement maintenance reserves / end of lease compensation adjustment / lessor top off obligation scenarios
+ General working knowledge of aircraft and or transportation maintenance, costs and interval concepts.
**SKILLS AND EXPERIENCE**
**Functional / Technical Competencies**
Essential:
+ Numerate, with strong written and verbal communication skills
+ Sound interpersonal skills, with an ability to communicate effectively at all levels, including senior management
+ Experience in reviewing, creating, changing and modifying process and procedure documentation
+ Demonstrates adaptability
+ Demonstrates planning experience and ability to deliver projects efficiently in a timely manner
+ Ability to assimilate large amounts of information from various inputs into single, concise proposals
+ Strong IT skills - particularly Excel and PowerPoint
+ Detail conscious, ensuring reliability at all times, and committed to producing high quality and professional work in a team environment
+ Adaptable and able to act independently or within a team as required
It should be noted that whilst the Key Responsibilities and Skills & Experience are important to the successful performance of the role, the right candidates will be granted time to assimilate such skills and do not need (nor are expected) to be proficient in all of the above to apply for the role
**PERSONAL REQUIREMENTS**
+ A calm and level-headed approach, with the ability to perform well and excel in a pressurised environment
+ Positive pro-active attitude with high energy
+ Possess a drive to learn and develop, with a high level of self-motivation and initiative
+ Strong interpersonal skills
+ Excellent team player with a natural ability and desire to absorb and share knowledge
+ A structured, organised and logical approach to work
+ Strong problem solving skills coupled with a creative and innovative approach to work
We are open to considering flexible working requests in line with organisational requirements.
MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.
We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
+ Client Centric
+ People Focused
+ Listen Up. Speak Up.
+ Innovate & Simplify
+ Own & Execute
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Financial Services Administrator

Wiggaton, South West £30000 - £32000 Annually Avocet Legal

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permanent
Mrs H at Avocet Commercial Careers is looking for a Financial Services Administrator to join a client-focused independent advisory firm in Ottery St Mary. About The Client

Our client is a well-established independent financial advisory firm that's genuinely committed to delivering exceptional client outcomes. They pride themselves on their high standards, collaborative team culture, and strong focus on professional development. Located in the beautiful setting of Ottery St Mary, they offer a supportive environment where being nice, helping colleagues, and focusing on client service are at the heart of everything they do.

About The Role

This is a fantastic opportunity to join a busy financial planning team as a Financial Services Administrator. You'll be playing a crucial role in delivering the firm's client service proposition to the highest standards while working within FCA regulatory requirements. It's a varied role where you'll be supporting both new and existing clients, working alongside advisers and the planning team to ensure everything runs smoothly from start to finish.

Financial Services Administrator Responsibilities:
  • Handle general administration duties including answering phones, client liaison, and managing post
  • li>Process new business by entering details onto systems and provider portals, following through to completion
  • Complete application forms, process letters of authority, and chase providers for information
  • Provide admin support including typing correspondence, letters, and reports
  • Maintain accurate and up-to-date customer files in accordance with procedures
  • Ensure all FCA compliance procedures are followed on a daily basis
  • Support office facilities maintenance and contribute to smooth day-to-day operations
  • Participate in firm projects and initiatives as business needs evolve
  • Undertake continuous professional development and learning activities
Financial Services Administrator Requirements:
  • Commitment to achieving CII R01 and LP2 qualifications (minimum requirement)
  • Exceptional ability to use various software systems including MS Office Suite and financial planning software
  • Outstanding written and verbal communication skills with exceptional attention to detail
  • Strong organisational skills and ability to prioritise workload without supervision
  • Understanding of the financial planning process and regulatory framework
  • Experience maintaining good working relationships in financial services or similar environment
  • Ability to work independently and as part of a collaborative team
  • Professional telephone manner and client service focus
  • Flexibility to adapt as the business and role evolve
Benefits:
  • Competitive salary of £30k - £32k DOE
  • Beautiful office location
  • Comprehensive learning and development program
  • Pension and Healthcare
  • Plus so much more!
The Ideal Candidate

You're someone who thrives in a client-focused environment and understands the importance of accuracy and attention to detail in financial services. You've got experience in financial planning administration or a similar role and genuinely enjoy helping people achieve their financial goals. You're naturally organised, can juggle multiple priorities, and take pride in delivering exceptional service. Most importantly, you're committed to professional development and ready to contribute to a team that values collaboration and high standards.

This is an excellent opportunity to join a respected independent advisory firm that invests in its people and maintains the highest standards of client service. If you're an experienced administrator looking for a role where you can make a real difference in a supportive, professional environment, we'd love to hear from you.

Get in touch with Mrs H at Avocet Commercial Careers today on (phone number removed) or email (url removed) to discover more about this exciting opportunity.

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Financial Services Administrator

Cattawade, Eastern £28000 Annually Pure Resourcing Solutions Limited

Posted 1 day ago

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permanent
Financial Services Administrator
Ipswich Outskirts (A12 Corridor)
28,000+ Bonus
Monday-Friday 9-5pm


Pure are delighted to be recruiting a financial services administrator for an established wealth management business. The ideal candidate would have previous experience in a similar environment.
This role would be suitable for candidates who are looking to path out a career within financial services.

Please get in touch if you would like to discuss this further and find out more about the organisation.



Key Responsibilities:
  • Pension, Investment and Protection research
  • Preparing Discussion Documents for Financial Advisor Meetings
  • Pre-Submission Process
  • Producing Suitability Reports
  • Arranging Advisor Diaries
  • Arranging Annual Reviews
  • Running Advisor back-office system
  • Meeting & greeting clients for advisors
  • Point of contact for clients for self-employed advisor

Key Skills
  • Ability to work under pressure
  • Fast learner
  • Meticulous attention to detail
  • Problem solver
  • Excellent Time Management
  • Very comfortable with numbers
  • Good telephone manner
  • Desire to learn, develop and progress in Financial Services

Qualifications
  • GCSE A or B in Maths (essential)
  • Strong A Levels or recent graduate ideally in maths or sciences- Desirable
  • CII Financial Adviser Exam- Desirable
  • Must be a car driver
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Financial Services Administrator

Somerset, South West £24000 - £26500 Annually Office Angels

Posted 6 days ago

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permanent

Take the Next Step in Your Career - Join a Dynamic Financial Services Team in Taunton

Are you an organised and proactive administrator looking to build your future in financial services? Do you thrive in a collaborative environment where your skills are recognised and your development is supported? If so, we'd love to hear from you.

Role: Financial Services Administrator
Location: Taunton, Somerset (Office-based)
Hours: Monday to Friday, 8:45 AM - 5:15 PM
Salary: 24,000 - 26,500 (depending on industry experience)

What's in It for You?

  • Pension Contributions - Helping you plan for tomorrow.
  • Extra Time Off - Celebrate your birthday and enjoy a well-earned break over Christmas.
  • Professional Growth - Support for qualifications and study time.
  • Warm Welcome - A structured induction to help you settle in smoothly.
  • Recognition & Rewards - Annual reviews and a performance-based bonus scheme.
  • Wellbeing Matters - Access to an Employee Assistance Programme.
  • Modern Facilities - Work in a bright, open-plan office with a gym, showers, and a stylish staff lounge.
  • Supportive Culture - Join a values-led team that genuinely cares.

About the Role

Due to team expansion this firm is looking to add to their mortgages team. As a Financial Services Administrator, you'll be a key part of the Client Relations team, ensuring clients receive a seamless and professional experience. You'll provide essential administrative support to consultants and clients, helping to manage financial applications and maintain accurate records.

Your Responsibilities Will Include:

  • Handling client enquiries with professionalism and empathy.
  • Processing financial applications and tracking progress.
  • Liaising with providers and third parties to ensure timely updates.
  • Maintaining accurate records using internal systems.
  • Supporting consultants with documentation and case management.
  • Assisting with meeting coordination, post, and general office duties.

What We're Looking For

You'll bring strong administrative experience, ideally from a financial or professional services background. You're someone who enjoys helping others, is detail-oriented, and thrives in a busy, team-focused environment.

Key Skills & Attributes:

  • Proven admin experience in a professional setting.
  • Excellent attention to detail and organisational skills.
  • Friendly and confident communicator.
  • Tech-savvy and comfortable with databases and systems.
  • Reliable, adaptable, and well-presented.

Interested?

Send your CV to (url removed) or apply online today.
For a friendly, informal chat about the role, contact Catherine or Georgie on (phone number removed) .

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.


Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

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Financial Services Administrator

West Yorkshire, Yorkshire and the Humber £27000 - £32000 Annually Huntress - Leeds

Posted 8 days ago

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contract

A well-established and client-focused financial services firm is seeking a Senior Administrator to lead its Administration Team on a 6-month fixed-term contract , with the potential for a permanent position based on performance and business needs. This key role will act as the primary point of contact for all administrative matters, ensuring the team delivers consistently high standards in line with Service Level Agreements (SLAs), while maintaining a professional and client-centric approach in all interactions.

The ideal candidate will be a motivated, detail-oriented individual who understands the value of strong relationships-both with clients and colleagues. They will demonstrate exceptional organisational skills, a methodical work ethic, and the ability to lead by example.

Key Responsibilities:

  • Act as the lead representative of the Administration Team, managing workflow and service delivery.

  • Ensure all administrative support provided to advisers is accurate, timely, and in line with regulatory requirements.

  • Maintain high-quality client communications and documentation standards.

  • Mentor and support team members, including delivering training and fostering professional development.

  • Drive efficiency and continuous improvement across systems and administrative processes.

Required Experience & Skills:

  • Minimum of three years' experience in financial services administration.

  • Sound understanding of UK financial products, industry regulations, and provider processes.

  • Proven ability to process and manage pension applications and associated transactions.

  • Experience delivering technical training and identifying operational improvements within admin functions.

  • Proficiency in working with major platforms and providers (e.g., Aviva, Fidelity, Legal & General, Aegon, Standard Life, Prudential).

Desirable Qualifications:

  • Chartered Insurance Institute (CII) Diploma or Advanced Diploma in Financial Planning (or equivalent professional qualifications).

Personal Attributes:

  • Impeccable written communication skills.

  • Excellent attention to detail.

  • Strong multitasking abilities and capability to prioritise under pressure.

  • A proactive, supportive approach with a commitment to team and client success.

Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.

PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.

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Financial Services Lawyer

London, London £90000 - £115000 Annually Brandon James

Posted 12 days ago

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permanent

An international law firm based in Central London is seeking a financial services lawyer at Mid Associate/Manager level to join their well-established Banking & Finance division. This is an excellent opportunity for a financial services lawyer to become part of a highly respected team advising major financial institutions, fintechs, and global corporates. The firm is known for its collaborative culture, international reach, and complex cross-border mandates.

The successful financial services lawyer will play a key role in advising clients on UK and EU regulatory frameworks, working across a mix of advisory, transactional, and strategic matters. This position is suited to a financial services lawyer with at least 3 years' post-qualification experience, looking to step into a more senior and client-facing role with clear progression opportunities.

The financial services lawyer's role

The financial services lawyer will support a wide-ranging client base including banks, asset managers, insurers, and fintech firms. The work will cover financial services regulation, licensing issues, payments law, ESG regulation, and regulatory aspects of M&A and financing transactions.

This role offers the chance to contribute to high-profile projects and gain exposure to international workstreams. The financial services lawyer will also be expected to support business development initiatives and contribute to internal knowledge-sharing and client training sessions.

The financial services lawyer

To be considered for this financial services lawyer position, candidates must have:

  • UK qualification (or equivalent rights to practise in England & Wales)
  • A strong academic background
  • A minimum of 3 years' PQE in financial regulation or banking and finance law
  • Experience gained at a recognised law firm or within an in-house legal team in financial services
  • Strong knowledge of FSMA, FCA/PRA regulations, and relevant EU directives (e.g. PSD2)
  • Commercial awareness and sound legal judgement
  • Excellent communication skills and the ability to manage client relationships effectively

In Return?

This is a standout opportunity for a financial services lawyer to join a forward-thinking, international law firm offering:

  • Long-term career development and progression
  • A competitive salary of 90,000-115,000
  • Private healthcare
  • Pension scheme
  • Generous holiday allowance
  • Exposure to high-profile, cross-border financial services matters

Keywords: Financial Services Lawyer | Regulatory Lawyer | Banking & Finance | Mid Associate | London Law Jobs | FCA Compliance

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Financial Services Administrator

Manchester, North West £25000 - £30000 Annually Bowdon Associates Limited

Posted 13 days ago

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permanent

Job Title: Financial Services Administrator

Location:  Remote

Salary:   £25,000 - £30,000

The Client

We have an exciting opportunity for a growing Independent Financial Advisory (IFA) business, they are looking to add an experienced Financial Services Administrator from a wealth management background to their team.

The Role of Financial Services Administrator - IFA

This is a client-focused and detail-oriented role, supporting advisers in delivering high-quality service and advice.

Key Responsibilities:

  • Act as the first point of contact for new and existing clients, dealing with queries professionally and efficiently.
  • Coordinate adviser review meetings, ensuring all are booked within appropriate timeframes.
  • Prepare review letters and meeting packs ahead of client reviews.
  • Maintain accurate and up-to-date client records on the CRM system.
  • Process withdrawals, fund switches, and portfolio rebalancing instructions.
  • Manage the submission and tracking of new business, including preparation of application and trust documents.
  • Handle Letters of Authority and liaise with product providers to obtain and chase information.
  • Draft suitability letters for ISAs, Investment Bonds, and Pension new business (replacement business experience is helpful but not essential).

The Person:

  • Proven experience in an IFA support role is essential.
  • The candidate must have 2Plan experience.
  • Proficient in using CRM platforms.
  • Strong attention to detail and ability to prioritise tasks effectively.
  • Clear and confident communication skills.
  • Able to work well both independently and as part of a small, collaborative team.

     

Keywords: Financial Advisor, IFA, Financial Services, Finance Administrator, Administrator, Financial Administrator, Remote Working, Wealth Management, Finacial Services Administrator



Bowdon Associates is a member of the Guild of Quality Employment Agencies and has agreed to adopt the compliance and recruitment standards that form the basis their code of conduct. A quality, transparent and responsible recruitment agency committed to raising the industry standards.

     
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Financial Services Administrator

West Sussex, South East £30000 - £33000 Annually Adecco

Posted 16 days ago

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permanent

Join Our Team as a Financial Services Administrator!

Are you an experienced Financial Services Administrator with a passion for pensions and Independent Financial Adviser (IFA) support? If you thrive in a professional yet relaxed atmosphere and are eager to provide high-quality administrative support, we have the perfect opportunity for you in Horsham!

About the Role:
As a Financial Services Administrator, you will be an integral part of our dynamic team, supporting our IFAs in all aspects of pensions and investment administration. Your expertise in pension products and processes will ensure our clients receive exceptional service.

Key Responsibilities:

  • Provide comprehensive administrative support for Financial Advisers.
  • Manage and maintain client records within our CRM system (XPLAN/360) Produce client documentation on behalf of Advisers.
  • Process new business applications and ongoing client transactions, including fund switches, income and withdrawals.
  • Liaise with product providers to monitor and progress new business.
  • Keep clients updated throughout the process.
  • Processing and chasing Letters of Authority.

What We're Looking For:

  • Previous experience within the Financial Services industry is essential.
  • Strong organisational skills with a methodical and accurate approach.
  • Ability to work under pressure and manage multiple tasks efficiently.
  • Excellent communication skills across all levels.

Why Join Us?

  • Competitive Salary: 30k - 33k, depending on experience.
  • Work-Life Balance: Full-time hours, 9am to 5pm.
  • Convenient Location: Just a 12-minute walk from Horsham train station.

How to Apply:
If you have the pension expertise and IFA background we're looking for, we'd love to hear from you! Please send your CV and a cover letter outlining your relevant experience and why you'd be a great fit for our team.

Join us in making a difference in the financial services industry-apply today! Your next exciting career adventure awaits!

Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

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Financial Services Sales

West Yorkshire, Yorkshire and the Humber £24000 - £27000 Annually Huntress - Leeds

Posted 18 days ago

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permanent

Are you experienced in sales, telesales or retention's? Are you looking to work in a fun filled supportive environment with excellent career progression?

We have a great opportunity for a Technical Sales Consultant to join a Financial Services Company in LS1. On a daily basis you will be calling warm leads and qualifying customers in regard to product needs. You will earn commission for every successful qualification.

Our client prides themselves on their fun, loving and friendly team. They're looking for someone who appreciates a good office culture and can balance professionalism alongside having fun.

There are numerous opportunities for progression whether this be in sales or gaining Financial Services qualifications.

Working hours: A mix of three shifts between 9am-6:30pm (Finish at 4pm on a Friday) and after probation 1 in 4 Saturday mornings 9-2.30 either paid or TOIL

Key Responsibilities:

  • Daily inbound/outbound calls working towards KPI's
  • Providing solutions in line with consumer objectives
  • Have the ability to maintain your own workload
  • Updating the CRM accurately and consistently
  • Adhering to OFCOM standards and TCF

Skills Required:

  • Minimum of 2 years sales experience working in a target driven environment
  • Strong attention to detail
  • Excellent interpersonal skills
  • Excellent time management and organisational skills
  • RO1 / CMAP / DIPFA would be desirable

Salary & Benefits

  • 24,000 - 27,000 (OTE up to 40,000)
  • 25 days annual leave plus Bank Holidays increasing by 1 day each year after 3 years service (maximum of 5 additional days)
  • 4pm Finish on a Friday
  • Annual performance related Company bonus and salary review
  • 5% Employer pension contribution
  • Opportunities for continuous professional development
  • Discounted annual rail season ticket
  • Buying and selling annual leave scheme
  • Regular social events throughout the year
  • Smart/casual dress code

Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.

PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.

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Financial Services Admin

Greater Manchester, North West £23800 - £26000 Annually Hays Business Support

Posted 19 days ago

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permanent

Your new company

A well-established and growing professional services business based in Bolton are now looking to hire on a permanent full-time basis. This is due to development and internal progression, as the business is now expanding, and this company is now seeking an Administrator to join their growing financial services team. The working pattern for this position is Monday to Friday on-site, with standard working hours of 9am - 5pm. However, there is flexibility on this EG, 8am - 4pm etc.

Your new role

As Financial Services Administrator you will be expected to support the wider business with day-to-day operations which entail:

  • Liaise with clients to help with any questions and queries and booking in review meetings as appropriate
  • Liaise with third parties to provide information on clients plans & using checklists to ensure all information has been provided once received and chasing up outstanding information
  • Obtain quotations from product providers and provide information
  • Prepare files including compliance required documentation; research; illustrations; supporting documentation, prior to sale
  • Ensure that files are complete and all required client identification documentation and necessary application forms
  • Maintain accurate client information, files/records, ensuring that clients are placed into a review system as agreed with the Adviser.
  • Process new business applications
  • Maintain a good working relationship with colleagues, clients and third parties.
  • Previous experience in an administration role, ideally in financial services or related sector
  • Knowledge of relevant regulation and legislation
  • Experience of setting up and maintaining systems, processes and procedures, Such as Salesforce CRM System


What you'll need to succeed

To be successful in securing this position, you will need to have strong administrative skills, along with:

* Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly.

* Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)

* Good organisation skills and excellent attention to detail

* Manage time effectively with the ability to multi-task

* Keep calm when faced with conflicting demands and handles these effectively

* Always demonstrate a positive attitude

* Work well on own tasks as well as on shared goals as part of a team

* Open to change with a creative approach to problem solving

What you'll get in return

In return, you will be paid a competitive annual salary up to 26,000 depending on experience and will be joining a successful growing business during an exciting period.

  • 23,800 - 26,000 depending on experience
  • 24 days annual leave, plus your birthday, plus bank holidays
  • Social events throughout the year
  • Annual Bonus schemes
  • NHS cash back
  • 24 hours GP access and Counselling
  • Pension 4%
  • Free parking

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)

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  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
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