Senior practice administrator Work, Jobs in Henley In Arden, War (with Salaries)

Senior Administrator
Derek Mills Wealth Consultancy —Solihull
- £28,000 - £32,000 a year
- Part-time
- Hybrid work
- CRM software
- Microsoft Excel
- Customer service
- Free parking
- Referral programme
Quick apply
10d
Senior School Administrator
Honeywell Primary School —Worcester
- £28,598 - £31,022 a year
- Administrative experience
- Organisational skills
- School
2d
Senior Education Support Administrator - Registry - 107779 - Grade 5
University of Birmingham —Birmingham
- £30,062 - £35,883 a year
- Full-time
- Customer service
- University
- IT
- Annual leave
- Sick pay
2d
Senior Pension Administrator
First Actuarial —Birmingham
- Hybrid work
- Microsoft Excel
- Communication skills
- Employee stock purchase plan
- Life insurance
Academic Administrator (81206-0626)
University of Warwick —Coventry
- £35,608 - £46,049 a year
- University
- IT
2d
Senior Pensions Administrator
Aon Corporation —Birmingham
- Hybrid work
- Analysis skills
- Continuous improvement
- Driving
Senior Payroll Administrator - Dudley
Xeinadin —Dudley
- Computer literacy
- Communication skills
- Tax experience
- Annual leave
- Employee assistance programme
Employee Relations Operations Administrator x2
Select Engineering —Solihull
- £21.88 an hour
- Call to connect
- Data analysis skills
- Organisational skills
- Communication skills
- Employee assistance programme
Senior Pensions Administrator
XPS Pensions Group —Birmingham
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
- Referral programme
Senior Administrator - NHS
Clarendon Lodge Medical Practice —Leamington Spa
- From £13.15 an hour
- Part-time
- Microsoft Office
- Administrative experience
- In-person
- Free parking
- Sick pay
Quick apply
5d
Retail Performance Manager, Cotswolds Designer Outlet
Cotswolds Designer Outlet —Tewkesbury
- Up to £41,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
3d
Case Administrator - Coventry
HM Prison & Probation Service —Coventry
- £20,001 - £30,000 a year
- Full-time
- Hybrid work
- Presentation skills
- Communication skills
- Annual leave
- Employee discount
HR Advisor
Wates —Redditch
- Human resources
- Communication skills
5d
Employee Relations Operations Administrator
Select Engineering —Birmingham
- £23.60 an hour
- Call to connect
- Data analysis skills
- Organisational skills
- Communication skills
- Employee assistance programme
HR Administrator
Isabellas Homes Ltd —Dudley
- £25,420 - £26,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Free parking
- Health & wellbeing programme
Quick apply
3d
Business Manager
Greet Medical Practice —Birmingham
- From £22 an hour
- Part-time
- Management
- Administrative experience
- Team management
Quick apply
2d
Teaching Assistant and SEND Support Administrator
LD Training Services —Dudley
- £28,000 - £30,000 a year
- Full-time
- Classroom experience
- IT
- In-person
Quick apply
2d
Senior Associate
Interpath Advisory —Birmingham
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Executive Officer - School of Social Policy - 107494 - Grade 6
University of Birmingham —Birmingham
- £33,002 - £39,906 a year
- Full-time
- Microsoft Office
- Administrative experience
- University
- Annual leave
- Sick pay
6d
Safety Coordinator ( Administrator )
Evolve technical Recruitment —Birmingham
- £20 - £25 an hour
- Full-time
- Microsoft Powerpoint
- Organisational skills
- SharePoint
Quick apply
9d

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senior practice administrator jobs near henley in arden, war

Senior Administrator

Derek Mills Wealth Consultancy
Solihull

Quick apply

Job details

Permanent | Part-time
£28,000 - £32,000 a year
10 days ago

Benefits

Free parking
Company pension
Referral programme
On-site parking

Qualifications

CRM software
Financial planning
Pension
Report writing
Microsoft Excel
Customer service
Microsoft Office
Administrative experience
Organisational skills
IT
Financial services
Communication skills
Time management
Office experience

Full job description

Senior Administrator

Part-Time
Salary: Competitive and dependent on experience (pro rated based upon hours worked)

Join an award-winning Wealth Management Practice

An exciting opportunity has arisen for an experienced Senior Administrator to join our friendly and highly successful wealth management practice based in Solihull.

We are proud to work with Söderberg & Partners, one of Europe's leading wealth management groups, combining exceptional personal service with innovative technology to deliver outstanding client outcomes.

This is an excellent opportunity for someone who enjoys working in a professional environment, has exceptional attention to detail and takes pride in delivering outstanding administrative support.

The Role

Working as part of our close-knit team, you will play a key role in supporting our advisers and paraplanners, ensuring that client work is processed accurately and efficiently throughout the advice journey.

The successful candidate will receive full training on our systems and processes and will become an important part of the day-to-day running of the practice.

Your responsibilities will include:

Maintaining accurate client records and managing workflows using the Plannr CRM system.
Preparing and processing client documentation.
Gathering and inputting client information into financial planning and tax calculation software.
Supporting the advice process by ensuring all data is accurate and up to date.
Liaising with product providers, clients and professional connections.
Monitoring cases and progressing them through to completion.
Maintaining excellent standards of record keeping and compliance.
Providing administrative support to advisers and paraplanners.
Learning our systems and processes to become a key member of the team.

About You

We are looking for someone who is highly organised, proactive and enjoys working in a busy, professional environment.

You will have:

Previous experience within Financial Services (essential).
Excellent attention to detail and accuracy.
Strong organisational and time management skills.
Excellent written and verbal communication skills.
Confidence using IT systems and learning new technology.
The ability to prioritise your workload and work on your own initiative.
A positive, flexible and professional attitude.
The ability to work both independently and as part of a team.
A willingness to learn and develop your knowledge of financial planning.

Experience of pensions, investments or wealth management administration would be preferred.

What We Offer

Flexible part-time hours.
Competitive salary dependent on experience.
Full training on the Plannr CRM system and internal processes.
Ongoing learning and professional development.
A friendly, collaborative and supportive working environment.
The opportunity to build a long-term career within a modern and growing wealth management practice.

If you have excellent attention to detail, enjoy working in Financial Services and are looking for a varied and rewarding role where you can continue to develop your career, we'd love to hear from you.

Following a successful probation period, along with system training completion, hybrid working will be considered.

Pay: £28,000.00-£32,000.00 per year

Benefits:

Company pension
Free parking
On-site parking
Referral programme

Application question(s):

Have you worked directly with pensions, investments, and inheritance tax planning?
Do you have at least 2 years of experience in the Financial Services or Wealth Management sector?
What 3 skills would you bring to this Senior Administrator role?

Work Location: In person

Quick apply

Refine Your Search

senior practice administrator jobs in henley in arden, war

Senior Administrator

Senior School Administrator

Senior Education Support Administrator - Registry - 107779 - Grade 5

Senior Pension Administrator

Academic Administrator (81206-0626)

Senior Pensions Administrator

Senior Payroll Administrator - Dudley

Employee Relations Operations Administrator x2

Senior Pensions Administrator

Senior Administrator - NHS

Retail Performance Manager, Cotswolds Designer Outlet

Case Administrator - Coventry

HR Advisor

Employee Relations Operations Administrator

HR Administrator

Business Manager

Teaching Assistant and SEND Support Administrator

Senior Associate

Executive Officer - School of Social Policy - 107494 - Grade 6

Safety Coordinator ( Administrator )

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