Bank business administrator Work, Jobs in Trellech, Mon (with Salaries)

HOME BASED - Paraplanner
The Timebank —Hereford
- £36,225 - £80,000 a year
- Part-time
- Computer skills
- Financial services
- In-person
- Health & wellbeing programme
- Work from home
Quick apply
5d
European Operations Administrator
Simarco —Bristol
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Computer literacy
- Annual leave
Quick apply
Case Administrator
Serco Group —Bristol
- £26,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Outlook
- Annual leave
- Employee assistance programme
6d
Administrator
Somerset Bridge Group —Bristol
- £24,785.69 a year
- Full-time
- Hybrid work
- Analysis skills
- Continuous improvement
- Organisational skills
- Annual leave
- Referral programme
Quick apply
6d
Electronic Working Administrator
Williams Lea —Newport
- £24,478.13 a year
- Part-time
- Hybrid work
- Computer literacy
- Data entry
- Typing
- Free parking
- Referral programme
HR Administrator - Fixed Term Contract
HSL Compliance Limited —Ross-on-Wye
- Full-time
- Hybrid work
- Administrative experience
- Recruiting
- Contracts
- Annual leave
- Sick pay
Quick apply
10d
Senior HR Shared Services Administrator
Renishaw —Wotton-under-Edge
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Administrative experience
- Free parking
- Employee assistance programme
1d
Payroll Administrator - 12 Month Fixed Term Contract
OVO Energy —Bristol
- £26,000 - £30,000 a year
- Microsoft Word
- Analysis skills
- Travel
- Employee discount
- Gym membership
Quick apply
Office Administrator
Douglas Steers & Company —Bristol
- From £26,500 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Administrative experience
- Free parking
- Health & wellbeing programme
Quick apply
Project Administrator
Optimised Group —Bristol
- Monday to Friday
- Data entry
- Organisational skills
- Communication skills
- Annual leave
- Life insurance
Compliance Administrator
Arkke Capital Ltd —Cardiff
- £26,000 - £28,000 a year
- Full-time
- Analysis skills
- Computer skills
- In-person
- Free parking
- Annual leave
Quick apply
Store HR Administrator - UNIQLO Cabot Circus
UNIQLO —Bristol
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Annual leave
- Employee assistance programme
Bank Quality and Governance Administrator
Spire Healthcare —Cardiff
- Call to connect
- Microsoft Word
- Databases
- Administrative experience
- Flexible schedule
Residential Life & Residential Services Administrator
Hartpury University and College —Gloucester
- £25,660 a year
- Weekend availability
- Microsoft Word
- Microsoft Outlook
- Customer service
- Annual leave
- Employee assistance programme
Quick apply
3d
Talent Acquisition Administrator - Maternity Cover
Xeinadin —Cardiff
- Recruiting
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Customer Service Administrator
Optima Health —Bristol
- £26,227.50 a year
- Monday to Friday
- Writing skills
- Computer skills
- Communication skills
- Paid training
- Annual leave
6d
Pensions Administrator
Broadstone Corporate Benefits Limited —Bristol
- Full-time
- Continuous improvement
- Communication skills
- Health & wellbeing programme
- Employee discount
Admin Team Leader
ICON UK —Newport
- Full-time
- Administrative experience
- Continuous improvement
- IT
- Annual leave
- Employee assistance programme
Quick apply
4d
Estates Service Desk Administrator
Hartpury University and College —Gloucester
- £25,660 a year
- Full-time
- Hybrid work
- Microsoft Office
- Databases
- Administrative experience
- Annual leave
- Employee assistance programme
Quick apply
9d
Senior Estates Administrator and Compliance Manager
Hartpury University and College —Gloucester
- £28,561 - £35,002 a year
- Full-time
- Management
- Customer service
- University
- Annual leave
- Employee assistance programme
Quick apply
8d

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HOME BASED - Paraplanner

The Timebank
Hereford

Quick apply

Job details

Part-time | Full-time
£36,225 - £80,000 a year
5 days ago

Benefits

Casual dress
Health & wellbeing programme
Additional leave
Company pension
Work from home
Company events
Private medical insurance
Life insurance

Qualifications

Financial planning
Pension
Financial report writing
Technical support
Computer skills
Financial services
Financial advisory support experience
Communication skills
Certificate in Insurance

Full job description

Job Title:

Paraplanner

Reports To:

The Paraplanner Team report to Melissa Hall, Head of Culture.

Job Overview:

To work within a team of paraplanners providing comprehensive, confidential and efficient technical support to Financial Planners and advisers.

“Our view of a Paraplanner is different to many in the industry, so we want your view of the industry to be different to most Paraplanners.

We are looking for paraplanners that are level 4 qualified and progressing towards or looking to start progressing towards level 6. We expect you to be comfortable acting as a critical friend to our clients and help them towards their business goals.

We expect our Paraplanners to have utmost integrity in all they do, and to carry an attitude of ownership in all issues they encounter.

We want a commercially aware individual who has a genuinely progressive way of thinking and above all else, we want you to have more pride in your attitude than in your qualifications.

In return with offer a unique opportunity to work for one of the most innovative employers in the industry, the security of a full PAYE position, the freedom to work from home and the support of excellent technology and administrators.”

Managing your expectations:

· Paraplanning is a hard job. Outsourced paraplanning is even harder.

· The first 6 months can feel daunting as you adjust.

· As such, we operate a 6-month probationary period as we try to ease you into this unique working environment.

· Our clients have very different ways of doing things, so you will get exposure to a huge diversity of cases.

· We have very high standards with our clients, so we will encourage you to achieve or excel these standards.

· You will experience unusual cases and run of the mill cases.

· We expect you to take responsibility for your career and we will help you progress at whatever rate suits you best.

· We actively encourage ongoing financial services qualifications and cover the cost of exams on success and appropriate training courses.

Initial Remuneration & Benefits:

Salaries are determined by a matrix that takes into account both experience and qualifications.

Salaries are reviewed annually, but are not guaranteed to increase.

· In addition, we provide:

o An auto enrolment pension, including contributions on your behalf.

o Private medical insurance.

o Death in service benefits.

o238 hours FTE equivalent holiday (including bank holiday) each year.

o Your birthday (or a selected working day) as an additional holiday each year.

o Support with appropriate exams and training courses.

o A flexible working environment.

Responsibilities and Duties:

· Acting as a critical friend to financial planners and advisers.

· Maintain good communication and manage relationships with financial planners and advisers.

· Identify and obtain information to allow financial plan to be created.

· Delegate to, educate and learn from other members of the team.

· Collaborate with team members on any areas of development regarding the information obtained to allow financial plan to be created.

· Undertake product research to assist financial planners in creating a financial plan that meets their client objectives.

· Create clear, concise financial planning reports that are technically accurate and compliant.

· Undertake other tasks as part of creating a financial plan:

· Illustrations

· Cash flow reports

· Analysis of current and revised investment strategies

· Maintain CPD.

· Manage your diary with discipline.

Qualifications/Skills:

· Minimum requirement for qualifications is Level 4 (essential); working towards Level 6 (desirable).

· Several years of paraplanning experience.

· A broad, technical knowledge of financial services products (essential).

· Excellent IT skills including Microsoft Word and Excel (essential), provider platforms, pension profiling and investment research software (desirable).

· Excellent verbal and written communication skills, with attention to detail (essential).

· Able to manage workload and have good self-discipline and take responsibility for actions (essential).

· Follow processes and maintain standards as set out by the business (essential) and its clients (essential).

COVID-19 precaution(s):

Remote interview process
Virtual meetings

Work remotely

Job Types: Full-time, Part-time

Pay: £36,225.00-£80,000.00 per year

Benefits:

Additional leave
Casual dress
Company events
Company pension
Health & wellbeing programme
Life insurance
Private medical insurance
Work from home

Application question(s):

What financial services or financial advice qualifications do you have?

Experience:

financial planning, advice, administration or compliance: 1 year (required)

Licence/Certification:

QCF Level 4 Diploma (CII, LIBF, IFS etc) (required)

Work Location: In person

Quick apply

Refine Your Search

bank business administrator jobs in trellech, mon

HOME BASED - Paraplanner

European Operations Administrator

Case Administrator

Administrator

Electronic Working Administrator

HR Administrator - Fixed Term Contract

Senior HR Shared Services Administrator

Payroll Administrator - 12 Month Fixed Term Contract

Office Administrator

Project Administrator

Compliance Administrator

Store HR Administrator - UNIQLO Cabot Circus

Bank Quality and Governance Administrator

Residential Life & Residential Services Administrator

Talent Acquisition Administrator - Maternity Cover

Customer Service Administrator

Pensions Administrator

Admin Team Leader

Estates Service Desk Administrator

Senior Estates Administrator and Compliance Manager

I want to receive the latest job alerts for bank business administrator in trellech, mon

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