Financial professional Work, Jobs in Charing Cross, Gtl (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
KYC Analyst
McArthurGlen UK Ltd —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee discount
Quick apply
Accounts Assistant
Fim Limited —London
- Up to £33,500 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Organisational skills
- Work from home
- Employee assistance programme
Quick apply
11d
Finance Assistant
COMO Hotels and Resorts —London
- Hospitality
- Microsoft Excel
- Microsoft Office
8d
Finance Officer LBS
Civic Recruitment Limited —London
- £24.54 an hour
- Temporary
- Hybrid work
- Microsoft Excel
- Analysis skills
- Organisational skills
Quick apply
13d
Finance Graduate Programme
RELX —London
- Microsoft Excel
- Employee assistance programme
- Employee discount
5d
Finance Assistant
COMO Metropolitan London —London
- £32,342 a year
- Full-time
- Hospitality
- Microsoft Excel
- Hotel
- Annual leave
- Employee assistance programme
Quick apply
13d
Credit Controller
TLMC Ltd —London
- £33,000 - £36,000 a year
- Full-time
- Accounting
- In-person
- Annual leave
Quick apply
9d
Trainee Wealth Manager
First Sentinel Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
AML Officer - UK South
Xeinadin —London
- Communication skills
- Annual leave
- Employee assistance programme
Transaction Banking, 1st Line Financial Crime Risk, Associate, London
Goldman Sachs —London
- Full-time
- Microsoft Powerpoint
- English
- Master's degree
- Employee assistance programme
Finance Assistant, Pre-Opening - The St. Regis London
Marriott International, Inc —London
- Full-time
- Microsoft Excel
- Hotel
- Administrative experience
- Employee assistance programme
- Sick pay
Credit Controller
Wrapology Internationa —London
- £24,420.00 - £41,107.27 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Free parking
Quick apply
13d
Financial Accountant
Liral Veget College London —London
- £39,000 - £42,000 a year
- Full-time
- Microsoft Excel
- Accounting
- QuickBooks
- Annual leave
Quick apply
7d
Financial Analyst
City Financial Network —London
- Up to £5,200 a month
- Full-time
- Microsoft Excel
- Organisational skills
- In-person
- Annual leave
- Life insurance
Quick apply
Payments and Reconciliation Specialist
Arda Capital Limited —London
- Part-time
- Microsoft Excel
- Accounting
- Data entry
Quick apply
14d
EMEA Junior Accountant
Jimmy Choo —London
- £31,000 - £36,000 a year
- Full-time
- Microsoft Excel
- Administrative experience
- Continuous improvement
Finance Manager
Spring Community Hub —London
- £16,382 a year
- Part-time
- Hybrid work
- Accounting
- QuickBooks
- Organisational skills
Quick apply
5d
Personal Assistant (6 month FTC)
Janus Henderson —London
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply

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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

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

financial professional jobs in charing cross, gtl

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

KYC Analyst

Accounts Assistant

Finance Assistant

Finance Officer LBS

Finance Graduate Programme

Finance Assistant

Credit Controller

Trainee Wealth Manager

AML Officer - UK South

Transaction Banking, 1st Line Financial Crime Risk, Associate, London

Finance Assistant, Pre-Opening - The St. Regis London

Credit Controller

Financial Accountant

Financial Analyst

Payments and Reconciliation Specialist

EMEA Junior Accountant

Finance Manager

Personal Assistant (6 month FTC)

Associate Financial Advisor - Hybrid

I want to receive the latest job alerts for financial professional in charing cross, gtl

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