Back Office Jobs in Macclesfield
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Search results - Back Office Jobs in Macclesfield
NJR RecruitmentMacclesfield
workload using the back-office diary system to ensure all tasks are completed on time
" Investigate and resolve client and consultant queries
" Manage post relating to new business cases
" Handle client and provider queries via telephone and email...
Wakefield, 39 mi from Macclesfieldcv-library.co.uk
Operations Manager (Back Office Operation)
Professional Services
£60,000 - £65,000 plus exceptional benefits
Truly hybrid - 1 or 2 per week on site
Wakefield, W. Yorkshire (Great links to M1 & M62)Client Details
Page Group are supporting...
Eden RoseMacclesfield
investment, and insurance providers
• Maintaining accurate client records and back-office systems
• Supporting the ongoing servicing of clients
• Developing technical knowledge across pensions, investments, tax planning, and protection
Training & Development...
Michael PageWakefield, 39 mi from Macclesfieldmichaelpage.co.uk
the Professional Services Industry, this role will oversee a complex operations and will liaise with C-suite stakeholders
Job Description
• Oversight for back office operational performance across a highly regulated function
• Drive customer service performance...
Capio Recruitment Financial PlanningMacclesfield
and protection applications
• Liaising with clients and providers to progress cases through to completion
• Managing client records and maintaining accurate information on back-office systems
• Handling client and adviser queries via telephone and email...
Back Office – Related jobs in Macclesfield:
HAYSWilmslow, 6 mi from Macclesfield
processes and accurate adviser remuneration
• Contributing to strong governance, reporting and audit standards
• Supporting the integration of newly acquired businesses into existing finance processes
• Working with back-office systems such as Intelliflo...
Eden RoseMacclesfield
Liaising with product providers and third parties to progress cases
• Preparing client documentation and review packs
• Maintaining accurate client records on back-office systems (e.g. Intelliflo)
• Managing client correspondence, queries, and follow-ups...
Eden RoseMacclesfield
and back-office systems (e.g., Intelligent Office, Xplan, or similar)
• Support advisers in client meetings as needed (optional depending on role)
Skills & Experience Required
• Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) – essential...
Capio Recruitment Financial PlanningMacclesfield
and servicing requests across pensions, investments and protection
• Managing Letters of Authority, fund switches, withdrawals and provider correspondence
• Maintaining accurate client records and updating back-office systems
• Monitoring cases through...
NJR RecruitmentBury (Greater Manchester), 24 mi from Macclesfield
oriented Operations Assistant to support the smooth day-to-day running of their Independent Financial Adviser (IFA) firm. This role is key to ensuring efficient back-office operations (Intelligent Office), supporting advisers, and maintaining high standards...
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