Financial administrator Work, Jobs in Claverdon, 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
9d
Paraplanner / Trainee Paraplanner / Administrator
Capelin Financial Management Limited —Solihull
- £24,000 - £36,000 a year
- Full-time
- Hybrid work
- English
- Analysis skills
- Organisational skills
- Life insurance
Quick apply
Purchase Ledger Admin
OneSchool Global United Kingdom —Warwick
- Full-time
- Communication skills
- Free parking
- Annual leave
5d
Financial Administrator Full Time
AquAid Midlands —Stratford-upon-Avon
- From £27,000 a year
- Full-time
- Organisational skills
- In-person
- Time management
- Free parking
Quick apply
1d
Conveyancing Legal Assistant
Eventus Recruitment Group —Redditch
- £26,000 - £28,000 a year
- Call to connect
- Organisational skills
- Communication skills
- Employee assistance programme
Industrial Placement - Finance
RTX Corporate —Solihull
- Full-time
- Hybrid work
- Customer service
- Continuous improvement
- Organisational skills
- Health & wellbeing programme
- Annual leave
4d
Probate Administrator
Countrywide Tax and Trust Corporation —Leamington Spa
- £25,000 a year
- Full-time
- Microsoft Word
- Computer literacy
- English
- Free parking
- Annual leave
Quick apply
Finance & Reporting Assistant - Nuneaton
GRS Group —Nuneaton
- Full-time
- Analysis skills
- Communication skills
- Analytics
- Employee assistance programme
Quick apply
8d
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
Payroll Administrator
Im Beyonds Business and Creative Solutions —Birmingham
- £38,000 - £40,000 a month
- Full-time
- QuickBooks
- In-person
- Annual leave
Quick apply
12d
Senior Administration Assistant (CHH)
Camping and Caravanning Club —Coventry
- £15,000 a year
- Part-time
- Databases
- Contracts
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
HR Administrator
West Brom —West Bromwich
- £22,932 - £24,480 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Annual leave
- Employee discount
8d
Contract and Project Operations Administrator
SCC —Birmingham
- £28,840 a year
- Monday to Friday
- Hybrid work
- Microsoft Excel
- Administrative experience
- Continuous improvement
7d
Apprenticeship in Business Administration
Trash UK Limited —Evesham
- £16,640.00 - £26,436.80 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Accounting
Quick apply
9d
People Operations Administrator
Eversheds Sutherland —Birmingham
- Rotating shift
- Hybrid work
- Microsoft Word
- English
- Administrative experience
Creative Show Planner/Administrator Part Time Maternity Cover up to 12 months
Sewing Street (Live TV) —Redditch
- £28,000 a year
- Part-time
- Microsoft Word
- Organisational skills
- In-person
- Employee discount
Quick apply
18h
HR Administrator
LKQ Corporation —Tamworth
- Full-time
- Computer literacy
- Human resources
- Contracts
- Annual leave
- Employee assistance programme
Invoice Finance Administrator
Bleckmann Logistics UK Ltd —Lutterworth
- Up to £35,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Organisational skills
- Annual leave
- Employee assistance programme
Quick apply
Dental Practice Administrator
Alvechurch Dental —Alvechurch
- From £14 an hour
- Part-time
- Management
- Human resources
- In-person
- Free parking
Quick apply
Business Support Apprentice
Warwickshire County Council —Warwick
- £20,947 a year
- Full-time
- English
- Organisational skills
- Communication skills
- Annual leave
- Employee discount
12d

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financial administrator jobs near claverdon, war

Practice Administrator

Bridgegate Wealth Management
Kenilworth

Quick apply

Job details

Permanent | Graduate | Full-time | Apprenticeship
£24,000 - £25,000 a year
9 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

financial administrator jobs in claverdon, war

Practice Administrator

Paraplanner / Trainee Paraplanner / Administrator

Purchase Ledger Admin

Financial Administrator Full Time

Conveyancing Legal Assistant

Industrial Placement - Finance

Probate Administrator

Finance & Reporting Assistant - Nuneaton

Financial Administrator

Payroll Administrator

Senior Administration Assistant (CHH)

HR Administrator

Contract and Project Operations Administrator

Apprenticeship in Business Administration

People Operations Administrator

Creative Show Planner/Administrator Part Time Maternity Cover up to 12 months

HR Administrator

Invoice Finance Administrator

Dental Practice Administrator

Business Support Apprentice

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