Financial administrator Work, Jobs in Swavesey, Cam (with Salaries)

Financial Administrator
Perspective Financial Group —Cambridge
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Financial Services Administrator
Timeline Wealth Management Ltd —Peterborough
- £25,000 - £28,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- IT
- Free parking
- Work from home
Quick apply
13d
IT Administrator
Acushnet Golf —Saint Ives
- £27,450 - £30,500 a year
- Full-time
- Customer service
- Organisational skills
- In-person
- Annual leave
12d
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
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
4d
Cost Administrator
Anglian Water Services Ltd —Peterborough
- From £27,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Customer service
- Annual leave
- Work from home
4d
Office and Finance Administrator
Just Do Sport —Peterborough
- £15 an hour
- 8 hour shift
- QuickBooks
- Organisational skills
- In-person
- Free parking
Quick apply
10d
Academic Quality and Enhancement Administrator
CATS Global Schools —Cambridge
- £35,000 - £45,000 a year
- Bachelor's degree
- Communication skills
- School
- Employee assistance programme
- Referral programme
Vehicle Finance Assistant
Big Motoring World —Peterborough
- Up to £27,639 a year
- Weekend availability
- Customer service
- In-person
- Communication skills
- Free parking
- Store discount
Quick apply
2d
Bank Business Administrator
Spire Healthcare —Cambridge
- £12.76 an hour
- Part-time
- Microsoft Excel
- Customer service
- Organisational skills
- Free parking
- Annual leave
Bookkeeper/Accounts Administrator
Neofloors Limited —Kimbolton
- £20,000 - £25,000 a year
- Part-time
- Microsoft Office
- Accounting
- Organisational skills
- Free parking
Quick apply
10d
Strutt & Parker - Property Administrator
BNP Paribas —Cambridge
- Full-time
- Microsoft Outlook
- Customer service
- Organisational skills
- Annual leave
- Employee discount
Fleet Sales Administrator
Marshall Motor Group —Peterborough
- Monday to Friday
- Microsoft Excel
- IT
- Time management
- Annual leave
- Employee discount
Quick apply
Care Home Administrator
Advinia Healthcare —Meldreth
- £13.50 an hour
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Paid training
Quick apply
10d
Custody Administrator
Sodexo —Peterborough
- £26,227.50 - £31,050.00 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Employee assistance programme
- Employee discount
Quick apply
2d
Office Administrator
Circles Network —Peterborough
- Up to £24,785 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Quick apply
6d
Administrator
Bupa —Peterborough
- £27,900 a year
- Full-time
- Customer service
- Computer literacy
- Administrative experience
- Employee discount
- Gym membership
Quick apply
Billing Administrator
BCA —Peterborough
- £28,000 - £30,000 a year
- Monday to Friday
- Microsoft Outlook
- Organisational skills
- Communication skills
Quick apply
11d
Sales Administrator
Marshall Motor Group —Cambridge
- Monday to Friday
- Microsoft Excel
- IT
- Annual leave
- Employee discount
Quick apply
Operations & Accounts Administrator
LMK Thermosafe Ltd —Haverhill
- £30,000 - £35,000 a year
- Full-time
- Microsoft Excel
- Customer service
- Administrative experience
- Life insurance
Quick apply

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Financial Administrator

Perspective Financial Group
Cambridge

Apply Now

Job details

Permanent

Benefits

Cycle to work scheme
Company pension
Referral programme
Car scheme

Qualifications

Financial planning
Microsoft Outlook
Administrative experience
Communication skills

Full job description

Perspective (Central & East) Ltd

Job Description

We have a fantastic vacancy for a Financial Administrator to join our busy Cambridge 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 (Central & East) Limited
Location: Cambridge
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

Cambridge OfficeSuite 1 Pioneer House Chivers Way Histon CambridgeCB24 9NL

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, Enhanced Parental Leave, 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

financial administrator jobs in swavesey, cam

Financial Administrator

Financial Services Administrator

IT Administrator

Senior Facilities Co-Ordinator

Operations & Office Administrator

Cost Administrator

Office and Finance Administrator

Academic Quality and Enhancement Administrator

Vehicle Finance Assistant

Bank Business Administrator

Bookkeeper/Accounts Administrator

Strutt & Parker - Property Administrator

Fleet Sales Administrator

Care Home Administrator

Custody Administrator

Office Administrator

Administrator

Billing Administrator

Sales Administrator

Operations & Accounts Administrator

I want to receive the latest job alerts for financial administrator in swavesey, cam

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Perspective (Central & East) Ltd

Job Description

Office Location

BirthdayLeave

ElectricVehicleScheme

Cycle toWorkScheme

EyecareSupport

HolidayPurchaseScheme

LongServiceAwards

ExtraDiscount Cards

FamilyFriendlyPolicy

Perspectiveplus
Shaped around you

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financial administrator jobs in swavesey, cam

I want to receive the latest job alerts for financial administrator in swavesey, cam

Explore jobs in more locations

Perspective (Central & East) Ltd

Job Description

Office Location

BirthdayLeave

ElectricVehicleScheme

Cycle toWorkScheme

EyecareSupport

HolidayPurchaseScheme

LongServiceAwards

ExtraDiscount Cards

FamilyFriendlyPolicy

Perspectiveplus Shaped around you

Perspectiveplus
Shaped around you