Practice administrator Work, Jobs in Southam, War (with Salaries)

Practice Administrator
Bridgegate Wealth Management —Kenilworth
- £24,000 - £25,000 a year
- Full-time
- Microsoft Word
- Computer literacy
- English
- Free parking
- Bereavement leave
Quick apply
12d
Purchase Ledger Admin
OneSchool Global United Kingdom —Warwick
- Full-time
- Communication skills
- Free parking
- Annual leave
8d
Admin Officer - Income and Billing
Solihull Metropolitan Borough Council —Solihull
- £24,796 - £29,540 a year
- Call to connect
- English
- Analysis skills
- Communication skills
- Employee discount
12d
Team Coordinator
Agriculture & Horticulture Development Board (AHDB) —Coventry
- £27,000 - £29,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Databases
- Presentation skills
- Annual leave
- Employee assistance programme
1d
Receptionist/Administrator
Riversley Road Surgery —Nuneaton
- £8.00 - £12.71 an hour
- Part-time
- Computer literacy
- Microsoft Office
- Administrative experience
Quick apply
1d
Account Administrator
Mitie —Daventry
- £17,533.12 a year
- Microsoft Word
- Continuous improvement
- Organisational skills
HR ADMINISTRATOR
Ilmor Engineering Ltd —Brixworth
- Full-time
- Writing skills
- Databases
- Human resources
- Free parking
- Annual leave
Quick apply
Facilities Helpdesk Administrator
ISS Facility Services —Birmingham
- Computer literacy
- Continuous improvement
- Quality control
Quick apply
5d
HR Manager
Tove Learning Trust —Northampton
- £48,226 - £59,052 a year
- Full-time
- Management
- Human resources
- In-person
- Free parking
- Store discount
Quick apply
Case Administrator - Worcestershire
HM Prison & Probation Service —Redditch
- £20,001 - £30,000 a year
- Full-time
- Hybrid work
- Presentation skills
- Communication skills
- Annual leave
- Employee discount
Rota and Clinical Systems Administrator
The Swan Practice —Buckingham
- Full-time
- Administrative experience
- Health & wellbeing programme
- Employee discount
Quick apply
Project Administrator
ISS Facility Services —Birmingham
- Monday to Friday
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Travel
Quick apply
3d
Business Support Apprentice
Warwickshire County Council —Warwick
- £20,947 a year
- Full-time
- English
- Organisational skills
- Communication skills
- Annual leave
- Employee discount
Street Works Administrator
IPSUM —Enderby
- Full-time
- Microsoft Word
- Microsoft Outlook
- Organisational skills
- Annual leave
Quick apply
Group HR Advisor (12 Month FTC)
Complii —Northampton
- Full-time
- Continuous improvement
- Human resources
- Communication skills
Quick apply
Administrator
Leicester College —Leicester
- £7,509 - £7,869 a year
- Part-time
- Hybrid work
- Microsoft Outlook
- Administrative experience
- Organisational skills
- Annual leave
- Employee discount
8d
Remedial Quotation Administrator
ISS Facility Services —Birmingham
- Microsoft Office
- Analysis skills
- Continuous improvement
Quick apply
Transport & Fleet Co-ordinator
Nationwide Platforms —Lutterworth
- Microsoft Word
- Communication skills
- Annual leave
- Employee discount
Rota Resilience Analyst
Practice Plus Group IUC —Nuneaton
- £30,000 a year
- Remote
- Microsoft Powerpoint
- Microsoft Word
- Administrative experience
- Annual leave
5d
Special Educational Needs (SEN) Support Administrator | Stellantis Performance Academy
Calex UK —Coventry
- £30,000 a year
- Full-time
- Microsoft Office
- Databases
- Administrative experience
- Annual leave
- Employee discount
3d

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Practice Administrator

Bridgegate Wealth Management
Kenilworth

Quick apply

Job details

Permanent | Graduate | Full-time | Apprenticeship
£24,000 - £25,000 a year
12 days ago

Benefits

Free parking
Casual dress
On-site gym
Employee mentoring programme
Financial planning services
Company pension
Bereavement leave
On-site parking

Qualifications

Microsoft Word
Financial planning
Customer service call handling
Report writing
Inbound customer enquiry call handling
Computer literacy
GCSE
Filing
English
Microsoft Office Suite
Data entry
Organisational skills
Customer support
Financial services
AI
Communication skills
A Level

Full job description

Job Overview

We are a small family run Wealth Management practice established for over 25years. We are looking to recruit someone either directly after A levels or University for the role of practice administrator. The role over time and with grown experience, allows career progression into varied roles such as practice manager, specialisations such as paraplanning or to becoming a financial adviser within the practice.

We will provide training opportunities for the right individual to progress within the practice. We are looking for someone who is eager to make a difference, become part of our small family and help us continue to grow the business. Someone who uses their initiative, who has excellent communication skills and excellent grammar. Someone who can learn quickly and add value where they see we can do something more effectively.

REPORTING TO: Practice/Operations Manager

LOCATION: Office Based - Kenilworth Office (there is an option for some flexibility)

HOURS: Full Time – 9 am – 5 pm with 1 hour for lunch

Salary: £24,000 per annum, pension, 20 days holiday, plus bank holidays and at our discretion between Christmas and New Year. Performance bonus (at our discretion) per annum. You add value to our business and do a great job we will recognise this and reward it. Salary reviewed annually.

Key Responsibilites

Client Support

· Answer and make phone calls and respond to basic client requests. Comfortable on the phone. Able to be professional.

Data Management

· Update and maintain client records accurately on various financial software systems.

Document Preparation

· Prepare reports, valuations and paperwork for client reviews and other meetings.

Office Administration

· Scan and distribute post coming in, order office supplies, and manage electronic filing systems.

Process Tracking

· Track and chase new business applications and check for missing information.

Compliance

· Complete annual internal modules/sessions to meet compliance requirements.

Team Support

· Ability to work as part of a small team and help others within that team as and when required.

· Add value to the team.

Required Skills

· Communication: English speaking. Excellent communication skills across all areas e.g. with clients of all ages, third party providers and team members. Understand etiquette of dealing with clients. High level of confidentiality.

· Organization: Superb time keeper. Manage time well and the ability to handle multiple tasks at once.

· Ability to meet deadlines.

· Happy to work on their own

· Attention to Detail: Keep financial data accurate and follow strict rules.

· Computer Literacy: Excellent

· Use Microsoft Office programs like Word and Excel with ease. Able to learn new software packages like Salesforce.

· Experience with AI is useful as we will be implementing specific AI technology in our business.

Entry Requirements

· ‘A’ Levels (A* to C), including English and Maths at GCSE.

· Demonstrate excellent verbal and written communication skills.

· Eager to learn, reliable and professional.

Pay: £24,000.00-£25,000.00 per year

Benefits:

Bereavement leave
Casual dress
Company pension
Employee mentoring programme
Financial planning services
Free parking
On-site gym
On-site parking

Education:

A-Level or equivalent (required)

Work Location: In person

Quick apply

Refine Your Search

practice administrator jobs in southam, war

Practice Administrator

Purchase Ledger Admin

Admin Officer - Income and Billing

Team Coordinator

Receptionist/Administrator

Account Administrator

HR ADMINISTRATOR

Facilities Helpdesk Administrator

HR Manager

Case Administrator - Worcestershire

Rota and Clinical Systems Administrator

Project Administrator

Business Support Apprentice

Street Works Administrator

Group HR Advisor (12 Month FTC)

Administrator

Remedial Quotation Administrator

Transport & Fleet Co-ordinator

Rota Resilience Analyst

Special Educational Needs (SEN) Support Administrator | Stellantis Performance Academy

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