Office financial administrator Work, Jobs in Milton Keynes (with Salaries)

Financial Administrator
Perspective Financial Group —Milton Keynes
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
1d
SCUK Finance Assistant, 12 month Fixed Term Contract
SCU Santander Consumer (UK) plc —Milton Keynes
- £27,500 - £28,500 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
1d
Operations & Office Administrator
Energise Energy Solutions —Bedford
- £27,500 - £30,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Administrative experience
- Human resources
- Free parking
- Annual leave
9d
Senior Administrator / Paraplanner
Carlton Mays —Milton Keynes
- £25,090 - £35,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Financial services
- Work from home
- Life insurance
Quick apply
Claim Settlement Payments Administrator
Copart —Bedford
- £27,976 a year
- Microsoft Excel
- Microsoft Outlook
- Analysis skills
- Employee discount
- Life insurance
Quick apply
LINUX LAMP Stack Systems Administrator
Eckoh —Hemel Hempstead
- £320 - £360 a day
- Hybrid work
- Scripting
- Linux
- In-person
- Free parking
Quick apply
Office Administrator
Lyndhurst Financial Management —Hitchin
- £20,000 - £28,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
- Health & wellbeing programme
- Life insurance
Quick apply
2d
Purchasing Assistant
SunbeltRentals —Milton Keynes
- Communication skills
- Negotiation
- Annual leave
Quick apply
Office Financial Administrator
Bradmoor Farm —Haddenham
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Flexible schedule
Quick apply
Financial Administrator (Home Counties)
Perspective Financial Group —Chesham
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Mental Health Act and Compliance Administrator
Elysium Healthcare —Milton Keynes
- £27,820 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
Quick apply
11d
Manual Test Analyst - 12 Month Fixed-Term Contract
Lifeplus Europe Ltd —St. Neots
- £40,000 - £45,000 a year
- Monday to Friday
- Hybrid work
- APIs
- Agile
- Employee assistance programme
- Employee discount
Quick apply
10d
Bookkeeper & Finance Administrator
Cell2 Ltd —Aylesbury
- £15,429 - £27,000 a year
- Part-time
- Spanish
- Microsoft Excel
- Microsoft Office
- Free parking
Quick apply
3d
Senior Facilities Co-Ordinator
Lifeplus Europe Ltd —St. Neots
- £40,000 - £45,000 a year
- Hybrid work
- Maintenance
- Travel
- SharePoint
- Employee assistance programme
- Employee discount
Quick apply
Office Administrator
Construction And Plant Training Services Ltd —Wellingborough
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
2d
Nursery Administrator
Acorn Early Years Foundation —Milton Keynes
- £13.50 - £14.50 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
8d
Office Administrator - Aylesbury
Xeinadin —Aylesbury
- Microsoft Office
- Accounting
- Organisational skills
- Annual leave
- Employee assistance programme
Finance Administrator (Part Time)
Billing Finance —Northampton
- £10,140 a year
- Part-time
- Hybrid work
- Employee assistance programme
12d
Administrator
Leonard Cheshire —Banbury
- £15 an hour
- Part-time
- Microsoft Word
- Microsoft Outlook
- Microsoft Office
- Annual leave
- Employee assistance programme
Quick apply
5d
Business Support Administrator - Fostering
Northamptonshire Children's Trust —Northampton
- £25,935 - £27,871 a year
- Part-time
- Hybrid work
- Administrative experience
- Communication skills
- Annual leave
- Work from home
5d

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office financial administrator jobs near milton keynes

Financial Administrator

Perspective Financial Group
Milton Keynes

Apply Now

Job details

Permanent
1 day ago

Benefits

Cycle to work scheme
Company pension
Referral programme
Car scheme

Qualifications

Financial planning
Microsoft Outlook
Administrative experience
Communication skills

Full job description

Perspective (South East) Ltd

Job Description

We have a fantastic vacancy for a Financial Administrator to join our busy Milton Keynes 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 (South East) Limited
Location: Milton Keynes
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

Milton Keynes Office16 Shenley PavilionsChalkdell DriveShenley WoodMilton KeynesMK5 6LB

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.

Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, 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

Refine Your Search

office financial administrator jobs in milton keynes

Financial Administrator

SCUK Finance Assistant, 12 month Fixed Term Contract

Operations & Office Administrator

Senior Administrator / Paraplanner

Claim Settlement Payments Administrator

LINUX LAMP Stack Systems Administrator

Office Administrator

Purchasing Assistant