Finance Work, Jobs in Dalwood, 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
5d
Procurement Specialist
Genuit Group —Honiton
- Full-time
- Continuous improvement
- Communication skills
- Negotiation
3h
Accounts Assistant
Olympus Power Ltd —Exeter
- £25,000 - £35,000 a year
- Part-time
- Microsoft Office
- Data entry
- Organisational skills
Quick apply
Finance Manager
Devon Air Ambulance —Exeter
- £38,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Annual leave
- Sick pay
2d
Financial Services Trainee Paraplanner
BoulterBowen WealthCare —Exeter
- £28,000 - £32,000 a year
- Full-time
- In-person
- Life insurance
Quick apply
Finance Assistant
Valor Hospitality —Exeter
- £14.42 an hour
- Customer service
- Hotel
- POS
- Employee assistance programme
- Employee discount
Quick apply
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
2d
Commercial Account Executive
Howden Group Holdings —Exeter
- Full-time
- Hybrid work
- Business development
- Employee discount
Insurance Advisor
Howden Group Holdings —Taunton
- Full-time
- Hybrid work
- Employee assistance programme
- Employee discount
Finance Analyst
Howmet Aerospace —Exeter
- Continuous improvement
- Organisational skills
Quick apply
Mortgage Administrator
PPSL —Taunton
- £25,420 - £32,000 a year
- Full-time
- Basic maths
- Maths
- Data entry
- Free parking
- Work from home
Quick apply
1d
Bookkeeper (Technician), Outsourced Finance
Albert Goodman LLP —Taunton
- Hybrid work
- Customer service
- Organisational skills
- Employee assistance programme
Finance Officer
Diverse Fine Food Limited —Taunton
- £26,227.50 a year
- Full-time
- Hotel
- Accounting
- Organisational skills
- Free parking
- Health & wellbeing programme
Quick apply
Mortgage Advisor
The Mortgage Experts —Bridgwater
- £60,000 - £100,000 a year
- Remote
Quick apply
Accounts Assistant - 12 month FTC
Screwfix —Yeovil
- Hybrid work
- Time management
- Employee discount
- Flexible schedule
IFA & Mortgage Administrator
Blackdown Financial —Taunton
- £24,000 - £28,000 a year
- Full-time
- Microsoft Word
- Administrative experience
- Organisational skills
- Health & wellbeing programme
- Employee assistance programme
Quick apply
Finance Manager - Financial Planning & Analysis
Leonardo UK Ltd —Yeovil
- Full-time
- Hybrid work
- Continuous improvement
- Analytics
- Flexible schedule
- Referral programme
Funding Administrator
Accountancy Learning Ltd —Exeter
- £27,293 a year
- Part-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- English
Quick apply
8h
Account Manager
Flannery Plant Hire —Exeter
- Business development
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Finance Systems Assistant
Ashfords LLP —Exeter
- Full-time
- Communication skills
8d

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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
5 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

finance jobs in dalwood, dev

Financial Services/IFA Administrator

Procurement Specialist

Accounts Assistant

Finance Manager

Financial Services Trainee Paraplanner

Finance Assistant

Client Finance Assistant

Commercial Account Executive

Insurance Advisor

Finance Analyst

Mortgage Administrator

Bookkeeper (Technician), Outsourced Finance

Finance Officer

Mortgage Advisor

Accounts Assistant - 12 month FTC

IFA & Mortgage Administrator

Finance Manager - Financial Planning & Analysis

Funding Administrator

Account Manager

Finance Systems Assistant

I want to receive the latest job alerts for finance in dalwood, dev

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