Business administrator Work, Jobs in Banstead (with Salaries)

Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)
Spring Wealth Management —Epsom
- £25,500 - £28,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Employee discount
- Life insurance
Quick apply
11d
General Administrator / PA / claims investigator
Junction 7 Limited —Coulsdon
- £32,000 a year
- Part-time
- Microsoft Office
- Administrative experience
- Travel
Quick apply
22h
Contract Administrator
BSW Heating Ltd —Kenley
- Up to £26,436.80 a year
- Full-time
- Microsoft Outlook
- Customer service
- Maintenance
- Free parking
- Bereavement leave
Quick apply
5d
IFA Administrator
Fleet Street Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
Quick apply
Business Administrator
Hamberley Care Homes —Dorking
- £37,290.53 a year
- Full-time
- Customer service
- Hotel
- Administrative experience
- Free parking
- Annual leave
7d
Digital Systems Manager
Apax —London
- £50,000 - £58,000 a year
- Full-time
- Salesforce
- Project management
- Bachelor's degree
- Free parking
- Annual leave
Clerk of Works - Redhill
Capital Property & Construction Consultants Limited —Redhill
- £45,000 - £55,000 a year
- Analysis skills
- Bachelor's degree
- Construction experience
- Sick pay
Quick apply
11d
Admissions Administrator
Imperial College London —Charing Cross
- £41,005 - £45,616 a year
- Full-time
- Hybrid work
- Computer literacy
- Bachelor's degree
- School
- Annual leave
6d
Office Administrator
Direct Chauffeur Line Ltd —Carshalton
- £20,000 - £25,000 a year
- Full-time
- Customer service
- Accounting
- Organisational skills
- Employee discount
Quick apply
3h
Sales Administrator
Rivertrace Ltd —Redhill
- £28,840 a year
- Full-time
- CRM software
- Customer service
- Microsoft Office
Quick apply
6d
In-house recruiter/HR Administrator
Korea Foods Company —New Malden
- £38,500 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
13d
Senior Administrator
Communitas Clinics —Croydon
- £14 an hour
- Full-time
- Management
- Microsoft Office
- Administrative experience
- Employee assistance programme
- Employee discount
Quick apply
14d
L&D Administrator
Impact Food Group —Woking
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
Quick apply
Salesforce Administrator
Harvey Water Softeners —Woking
- £45,000 - £55,000 a year
- Full-time
- Salesforce
- APIs
- Communication skills
- Annual leave
- Employee discount
Quick apply
Key Account Administrator
Kentec Training Ltd —Tonbridge
- £13.45 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
Quick apply
11d
Middle Office Fund Management Associate (Hybrid - 80-100%), London (GB)
Swiss Re —London
- £34,000 - £50,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Bachelor's degree
- Organisational skills
Customer Service Administrator
Farmiloes —Mitcham
- From £25,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
21h
Client Accounts Manager
Pinnacle Group —London
- £60,000 - £65,000 a year
- Management
- Accounting
- Leadership
- Annual leave
- Employee assistance programme
Quick apply
Operational Resilience Vetting Administrator
London Fire Brigade —London
- £36,723 - £44,085 a year
- Hybrid work
- Organisational skills
- IT
- Communication skills
- Employee discount
3d
HR & People Professionals (All Levels) - UK Wide
Concept AI Ltd —London
- £28,000 - £120,000 a year
- Full-time
- Hybrid work
- Management
- Supervising experience
- Human resources
- Work from home
Quick apply
2d

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Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)

Spring Wealth Management
Epsom

Quick apply

Job details

Permanent | Full-time
£25,500 - £28,000 a year
11 days ago

Benefits

Employee mentoring programme
Financial planning services
Company pension
Employee discount
Life insurance
Sick pay
On-site parking

Qualifications

Microsoft Excel
Microsoft Office
Administrative experience
Organisational skills
Financial services
Communication skills
Office experience

Full job description

A busy and growing financial adviser practice are looking for someone to join their team as an PA / Administrator to assist with growing business volumes. You will be working as part of a vibrant and busy team assisting the advisers with ensuring that we deliver a 1st class service for our clients. Initially you will start in more of a PA / Admin type role then once you have learnt the basics progressing into more of a paraplanning position over time where you will be writing up more complex cases (such as investment and pension transfers).

You will be primarily responsible for:

Contacting (phone, email and letter) new and existing clients to schedule meetings
Document the follow up to those meetings
Action requests / follow ups from client meetings
Deal with both internal and external administration functions
Sending off letters of authority to 3rd party providers then chasing up the resulting info
Utilising and documenting on our CRM System (Salesforce)
Writing up basic reports
Dealing with Ad-Hoc client requests
Prepare Meeting and Review Packs
Carry out and Document AML checks
Working as part of a team to ensure a smooth and seamless administration function for clients.

The Person:

Must be confident, articulate and able to communicate
Ideally has experience as an office or business administrator
Has excellent attention to detail and able to manage time effectively
Is comfortable managing multiple reponsibilities and prioritising requirements
Someone who is enthusiastic and can overcome challenges
Has a positive attitude, can manage themselves, competent and professional
Is proactive and can contribute towards future development of the Practice
Keen on learning and developing themselves

Prior experience in financial services would be highly desirable but is not essential, an interest in this area is certainly beneficial though. Full training with an accredited pathway will be provided and progression encouraged, we will pay for 1st sittings of exams and supporting text books as well as provide support and training from qualified people within the practice. There will also be the opportunity to progress into other roles within the practice for the right person (should they wish), full training will be supplied.

Package includes pension matching, life insurance, critical illness insurance, income protection and 24 days holiday a year as well as bonsues linked to team performance.

We will need someone to be working in office 5 days a week so flexible working is not an option.

Job Types: Full-time, Permanent

Pay: £25,500.00-£28,000.00 per year

Benefits:

Company pension
Employee discount
Employee mentoring programme
Financial planning services
Life insurance
On-site parking
Sick pay

Work Location: In person

Quick apply

Refine Your Search

business administrator jobs in banstead

Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)

General Administrator / PA / claims investigator

Contract Administrator

IFA Administrator

Business Administrator

Digital Systems Manager

Clerk of Works - Redhill

Admissions Administrator

Office Administrator

Sales Administrator

In-house recruiter/HR Administrator

Senior Administrator

L&D Administrator

Salesforce Administrator

Key Account Administrator

Middle Office Fund Management Associate (Hybrid - 80-100%), London (GB)

Customer Service Administrator

Client Accounts Manager

Operational Resilience Vetting Administrator

HR & People Professionals (All Levels) - UK Wide

I want to receive the latest job alerts for business administrator in banstead

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