Administrator Work, Jobs in Fetcham Kt22 (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
8d
Office Manager
Bambrella ltd —Leatherhead
- £30,000 - £35,000 a year
- Full-time
- Microsoft Excel
- Sales
- Computer literacy
- Free parking
Quick apply
8d
Home Administrator
The White House Nursing Home —London
- £14.50 - £15.00 an hour
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Google Suite
Quick apply
HR Services Administrator
Achieve together —Leatherhead
- £26,250 a year
- Microsoft Outlook
- Microsoft Office
- Administrative experience
- Employee discount
Quick apply
Administration Assistant
Surrey Wealth Ltd —Leatherhead
- From £13 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
2d
L&D Administrator
Impact Food Group —Woking
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
Quick apply
Care Home Administrator
Beaumont Court Care Home —London
- £14 an hour
- Full-time
- Microsoft Word
- Microsoft Outlook
- English
- Free parking
- Referral programme
Quick apply
8d
Assistant Investigations & Complaints Officer
House of Commons UK Parliament —London
- £37,834 - £41,998 a year
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Annual leave
4d
Ward Clerk
Epsom and St Helier University Hospitals NHS Trust —Epsom
- £30,630 - £32,346 a year
- Weekend availability
- Microsoft Word
- Microsoft Excel
- Customer service
5d
Receptionist
Hallmark Care Homes —Esher
- £15.20 an hour
- Part-time
- Front desk
- Employee discount
- Referral programme
7d
Business Administrator
Hamberley Care Homes —Dorking
- £37,290.53 a year
- Full-time
- Customer service
- Hotel
- Administrative experience
- Free parking
- Annual leave
4d
IFA Administrator
Fleet Street Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
Quick apply
Planning and Delivery Coordinator to the National Secretary
Police Federation of England and Wales —Leatherhead
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Employee assistance programme
Quick apply
3d
Team Administrator
Surrey County Council —Weybridge
- £14,272 - £28,546 a year
- Part-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
9d
Business Administration Manager
Signature Senior Lifestyle —Ascot
- £34,650 - £42,350 a year
- Weekend availability
- Maintenance
- IT
- Annual leave
- Employee assistance programme
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
3d
Payroll and Administration Assistant
Infopro Digital Services Limited —London
- Full-time
- Hybrid work
- Microsoft Excel
- Human resources
- Annual leave
- Employee assistance programme
Quick apply
Payroll & Pensions Administrator
Achieve Together —Leatherhead
- £34,000 - £38,000 a year
- Microsoft Excel
- Employee discount
Admin Assistant (Real Estate)
BuildUp —Walton-on-Thames
- £28,000 - £40,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Free parking
- Annual leave
Quick apply
9d
Salesforce Administrator
Harvey Water Softeners —Woking
- £45,000 - £55,000 a year
- Full-time
- Salesforce
- APIs
- Communication skills
- Annual leave
- 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
8 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

administrator jobs in fetcham kt22

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

Office Manager

Home Administrator

HR Services Administrator

Administration Assistant

L&D Administrator

Care Home Administrator

Assistant Investigations & Complaints Officer

Ward Clerk

Receptionist

Business Administrator

IFA Administrator

Planning and Delivery Coordinator to the National Secretary

Team Administrator

Business Administration Manager

Admissions Administrator

Payroll and Administration Assistant

Payroll & Pensions Administrator

Admin Assistant (Real Estate)

Salesforce Administrator

I want to receive the latest job alerts for administrator in fetcham kt22

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