Financial services Work, Jobs in Droitwich, Eng (with Salaries)

Financial Administrator (Droitwich)
Perspective Financial Group —Droitwich
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
9d
Assistant Accountant
Clear Business Services Ltd —Bromsgrove
- £13.50 - £15.00 an hour
- Part-time
- QuickBooks
- Financial services
- In-person
Quick apply
6d
An Audit Future With a Firm That Invests in People
Ormerod Rutter Chartered Accountants —Droitwich
- Full-time
- Analysis skills
- Bachelor's degree
- Health & wellbeing programme
- Employee assistance programme
Quick apply
Semi Senior / Senior Accountant
Theataccounts Limited —Droitwich
- Up to £30,000 a year
- Full-time
- Microsoft Office
- Accounting
- Organisational skills
- Sick pay
Quick apply
11d
Claims (Customer Support) Handler
Rapid Relocate —Droitwich
- £27,768 - £29,432 a year
- Full-time
- IT
- In-person
- Employee discount
- Referral programme
Quick apply
4h
Payroll & Data Administrator
Emeria —Worcester
- Up to £25,500 a year
- Full-time
- Data entry
- In-person
- Communication skills
- Employee discount
Quick apply
14d
Finance Manager (Part-time)
Athena Worksuface Fabrications Ltd —Worcester
- £35,000 - £40,000 a year
- Part-time
- Microsoft Excel
- Accounting
- In-person
- Free parking
- Annual leave
Quick apply
9d
Part-time Bookkeeper/Administrator
Gatehouse Architectural Limited —Kingswinford
- £16 - £18 an hour
- Overtime
- Microsoft Excel
- Microsoft Office
- Administrative experience
Quick apply
7d
Financial Accountant - Accounts Payable & Receivable
Nacro —Birmingham
- £46,150 - £47,535 a year
- Full-time
- Hybrid work
- Oracle
- Continuous improvement
- Accounting
6d
Part Time - Finance Cashier
CAR SPARES DISTRIBUTION LTD —Redditch
- £13.00 - £13.42 an hour
- Full-time
- Microsoft Outlook
- QuickBooks
- Data entry
Quick apply
4d
Financial & Accounting Manager
Résilians —Bromsgrove
- £65,000 a year
- Hybrid work
- Microsoft Excel
- ERP systems
- English
Quick apply
Asset & Investment Manager
Asper Property Group —Droitwich
- From £60,000 a year
- Full-time
- Analysis skills
- Project management
- Financial services
Quick apply
Service Charge Analyst
Innovus —Worcester
- Up to £35,000 a year
- Full-time
- Microsoft Excel
- Project management
- Accounting
Quick apply
6d
Bookkeeper
Chaddesley Investments Limited —Kingswinford
- £30,000 - £34,000 a year
- Full-time
- Hybrid work
- QuickBooks
- Organisational skills
- Financial services
Quick apply
12d
Finance Administrator
Green Sheep Group Ltd. —Stratford-upon-Avon
- Up to £30,000 a year
- Full-time
- Microsoft Excel
- ERP systems
- Microsoft Office
- Employee assistance programme
- Life insurance
Quick apply
13d
Investment Support Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Outlook
- Employee discount
8d
Head of Finance
Cable & Splicing Limited (CASS) —Stratford-upon-Avon
- £50,000 - £55,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Supervising experience
- Travel
Quick apply
Accounts Senior
Cooper Adams Ltd —Stratford-upon-Avon
- £38,000 - £43,000 a year
- Hybrid work
- QuickBooks
- Organisational skills
- Communication skills
Quick apply
14d
Trainee Accountant - Major Programmes
West Midlands Combined Authority —Birmingham
- £32,601 - £37,143 a year
- Part-time
- Management
- English
- AI
- Annual leave
- Employee discount
12d
Finance Manager
Esterpet Limited —Tenbury
- £55,000 - £60,000 a year
- Full-time
- Microsoft Excel
- Accounting
- In-person
Quick apply
6d

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financial services jobs near droitwich, eng

Financial Administrator (Droitwich)

Perspective Financial Group
Droitwich

Apply Now

Job details

Permanent
9 days ago

Benefits

Cycle to work scheme
Company pension
Referral programme
Car scheme

Qualifications

Financial planning
Microsoft Outlook
Administrative experience
Communication skills

Full job description

z. Perspective (Prosser Knowles) Ltd - (collapsed to PSWL)

Job Description

We have a fantastic vacancy for a Financial Administrator to join our busy Droitwich Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.

Office: Perspective (Prosser Knowles) Limited
Location: Droitwich
Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)
Salary: Competitive dependant on experience and qualifications. Available upon request.

Please note: any offer of employment is subject to satisfactory criminal record background checks.

Office Location

Droitwich Office13 Roman Way Business CentreDroitwichWorcestershireWR9 9AJ

Requirements

You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.
You will also be skilled in, or have the ability to learn:

Good working knowledge of IO and Platform.
Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
Management and prioritising workloads.
Excellent planning, organisational and multi-tasking abilities.
Analytical and problem-solving skills.
Flexibility/adaptability to cope with change.
Excellent communication skills at all levels.
A team player with a positive attitude.

Responsibilities

This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including, but not limited, to:

Client correspondence, written and verbal.
Processing New Business.
Preparation of client review packs.
Arranging client meetings and managing the Adviser’s diary.
Illustration requests.
Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
Taking phone calls, enquiries and requests, and handling them where appropriate.
Back-office support.

Due to the nature of the business, the role may also include additional responsibilities considered reasonable.

Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Enhanced parental leave, Corporate Eyecare and Extras Discount shopping discounts.

BirthdayLeave

Everyone should have the chance to enjoy their birthday, which is why Perspective offers an extra paid day off to mark the occasion.

ElectricVehicleScheme

Our Electric Vehicle Scheme gives eligible employees the opportunity to lease a brand-new electric car through a salary sacrifice arrangement.

Cycle toWorkScheme

Our Cycle to Work Scheme makes it easier for employees to access a new bike and safety equipment through a salary sacrifice arrangement.

EyecareSupport

Our Eyecare Support is designed to help employees stay comfortable and supported when working with display screen equipment.

HolidayPurchaseScheme

Our Holiday Purchase Scheme gives eligible employees the option to buy up to five additional days of holiday each year.

LongServiceAwards

Our Long Service Awards are designed to recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective.

ExtraDiscount Cards

Extras Discount Cards give employees an easy way to make everyday spending go further.

FamilyFriendlyPolicy

Our Family Leave policies are designed to support employees as they grow their families, whether through birth or adoption.

Perspectiveplus
Shaped around you

We believe that supporting our people goes beyond the workplace, which is why we offer a comprehensive range of employee benefits, shaped around you.

25 days holiday

Pension

Enhanced Parental Pay

Life Assurance

Learning & Development

Employee Referral Scheme

Apply Now

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