Client finance Work, Jobs in Abbey, Dev (with Salaries)

Financial Services/IFA Administrator
Medical & General Independent Financial Advisers Ltd —Ottery Saint Mary
- £25,000 - £32,000 a year
- Full-time
- In-person
- Free parking
- Store discount
Quick apply
14d
Financial Adviser/Financial Planner
Medical & General Independent Financial Advisers Ltd —Ottery Saint Mary
- £50,000 - £70,000 a year
- Full-time
- Business development
- In-person
- Communication skills
- Free parking
- Store discount
Quick apply
14d
Bookkeeper (Technician), Outsourced Finance
Albert Goodman LLP —Taunton
- Hybrid work
- Customer service
- Organisational skills
- Employee assistance programme
Paraplanner/IFA Report Writer
Medical & General Independent Financial Advisers Ltd —Ottery Saint Mary
- £25,000 - £40,000 a year
- Full-time
- In-person
- Free parking
- Store discount
Quick apply
14d
Commercial Administrator
M Group —Tiverton
- Microsoft Office
- Data entry
- IT
- Annual leave
- Employee assistance programme
Enquiries Manager
The Barrister Group —Taunton
- £27,500 - £30,000 a year
- Full-time
- Hybrid work
- CRM software
- Customer service
- Computer literacy
Quick apply
Finance Systems Assistant
Ashfords LLP —Exeter
- Full-time
- Communication skills
Account Administrator (Full-time)
Argent Partnership —Taunton
- £25,000 - £28,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Customer service
- Computer literacy
- Free parking
- Gym membership
Quick apply
3d
Legal Cashier
Risdons Solicitors —Taunton
- Organisational skills
- Cash handling
- Communication skills
- Annual leave
- Referral programme
Client Finance Assistant
Somerset Council —Taunton
- £25,989 - £28,142 a year
- Full-time
- Hybrid work
- English
- IT
- Communication skills
- Annual leave
- Work from home
11d
Sales Consultant - Mercedes-Benz of Taunton
City West Country Ltd —Taunton
- Up to £39,990.67 a year
- Call to connect
- CRM software
- Customer service
- Negotiation
- Employee assistance programme
- Employee discount
Quick apply
4d
Finance Business Partner (Senior Commercial Finance Manager)
PKF Francis Clark —Exeter
- Hybrid work
- Team management
- Training & development
Financial Services Trainee - Career Development Plan
BoulterBowen WealthCare —Exeter
- £26,000 - £28,000 a year
- Full-time
- Salesforce
- Organisational skills
- Financial services
- Life insurance
Quick apply
2d
House Services Coordinator (Part Time)
Oxygen House —Exeter
- £16,200 a year
- Part-time
- Continuous improvement
- Organisational skills
- Front desk
- Annual leave
- Employee assistance programme
Commercial Property Associate - Taunton
Clarke Willmott LLP —Taunton
- Hybrid work
- Business development
- Mentoring
Additional Benefits:
Open Vision Finance —Taunton
- Business development
- Financial services
- Communication skills
- Work from home
Self-Employed - Mortgage and Protection Adviser
Open Vision Finance —Taunton
- Business development
- Financial services
- Communication skills
- Work from home
Real Estate Relationship Manager
Lloyds Banking Group —Exeter
- Full-time
- Hybrid work
- Business development
- Communication skills
- Banking
10d
Finance Manager
DeGould —Exeter
- Organisational skills
- IT
- Communication skills
Quick apply
1d
Office Admin Support
Gwella Contracting Services —Exeter
- £26,500 - £28,000 a year
- Full-time
- Contracts
- In-person
- Leadership
- Profit sharing
- Life insurance
Quick apply
10d

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Financial Services/IFA Administrator

Medical & General Independent Financial Advisers Ltd
Ottery Saint Mary

Quick apply

Job details

Full-time
£25,000 - £32,000 a year
14 days ago

Benefits

Free parking
Store discount
Health & wellbeing programme
Company pension
Employee assistance programme
Employee discount
Life insurance
On-site parking

Qualifications

Filing

Full job description

About us - “We make the complex simple”. At Medical & General IFA and Mortgages for Doctors, we help people grow and protect their wealth. As our name suggests, we specialise in providing independent advice to members of the medical profession and we also help non-medics who reach out to us. Our aim is to always help our clients feel clear, confident and in control of their finances.

Due to the continuing expansion of our business, we are looking for a Financial Services/IFA Administrator to join our team based in Ottery St Mary.

If you join our team, you get your birthday as a day off, we offer a life assurance (death in service) scheme at 3 x your annual salary, a group income protection scheme, enhanced employer pension contributions. We have a health cash plan that gives you money back for your dentist check-ups (+ more), optician check-ups (+ more) and other health and wellbeing appointments like massages and physiotherapy. This plan also has fantastic other perks that gives you access to lots of great discounts on brands (online and instore), discounts on food, cinema/theatre tickets and so much more. We also have an Employee Assistance Programme to support you if you need it. We also support flexible working.

In additional to these great employee benefits, we also are super committed to your learning and your continuous professional development. We want you to grow your career with us and to succeed.

Your role with us will include:-

1. General administration duties including answering the telephone, liaising with clients, dealing with the incoming and outgoing post, scanning documents, etc.

2. Processing new business - Entering business onto our systems, provider portals and following through to completion.

3. Completing application forms, processing letters of authority, requesting policy information and chasing providers for the information.

4. Admin support including typing up correspondence, letters and reports.

5. Maintaining customer files, ensuring that they are up to date and complete in accordance with procedures.

6. Ensuring all compliance procedures are adhered to on a day-to-day basis.

7. To ensure that office facilities are maintained daily - i.e. The office coffee machine.

8. Other duties may be expected of you as the business evolves and as you evolve within the business.

You will have a comprehensive induction from day one with full training on all our systems and processes. We have invested in our systems to make the processes as seamless as possible to ensure client satisfaction. The personal touch for each and every one of our clients is really important to us.

Please send a covering letter with your application.

No agencies please.

Salary dependant on experience.

Job Type: Full-time

Pay: £25,000.00-£32,000.00 per year

Benefits:

Company pension
Employee discount
Free parking
Health & wellbeing programme
Life insurance
On-site parking
Store discount

Ability to commute/relocate:

Ottery Saint Mary, Devon: reliably commute or plan to relocate before starting work (required)

Application question(s):

Please send a covering letter with your application.

Experience:

IFA administration: 2 years (preferred)

Work Location: In person

Quick apply

Refine Your Search

client finance jobs in abbey, dev

Financial Services/IFA Administrator

Financial Adviser/Financial Planner

Bookkeeper (Technician), Outsourced Finance

Paraplanner/IFA Report Writer

Commercial Administrator

Enquiries Manager

Finance Systems Assistant

Account Administrator (Full-time)

Legal Cashier

Client Finance Assistant

Sales Consultant - Mercedes-Benz of Taunton

Finance Business Partner (Senior Commercial Finance Manager)

Financial Services Trainee - Career Development Plan

House Services Coordinator (Part Time)

Commercial Property Associate - Taunton

Additional Benefits:

Self-Employed - Mortgage and Protection Adviser

Real Estate Relationship Manager

Finance Manager

Office Admin Support

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