Practice administrator Work, Jobs in Kingstanding, Wmd (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
4d
Operations Administrator
Converge Technology Solutions —Stafford
- £9,000 - £13,988 a year
- Part-time
- Customer service
- Computer literacy
- ERP systems
Administrator
Skanska —Walsall
- Contracts
- Communication skills
- Bereavement leave
2d
Patient Administrator (Bank)
Circle Health Group —Birmingham
- £12.71 an hour
- Part-time
- Hospital
- Computer literacy
- Administrative experience
- Annual leave
Senior Administrator
Temple Row Wealth Management —Sutton Coldfield
- £27,000 - £29,000 a year
- Full-time
- Customer service
- English
- Analysis skills
- Free parking
- Flexitime
Quick apply
Administrator
CareTech Group —Birmingham
- Up to £27,600 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Accounting
- Annual leave
- Referral programme
8d
Dental Practice Administrator
Alvechurch Dental —Alvechurch
- From £14 an hour
- Part-time
- Management
- Human resources
- In-person
- Free parking
Quick apply
14d
Team Administrator
Midlands Partnership University NHS Foundation Trust —Burton-On-Trent
- £25,760 - £27,476 a year
- Part-time
- Microsoft Word
- Microsoft Outlook
- Administrative experience
1d
Case Administrator - Worcestershire
HM Prison & Probation Service —Redditch
- £20,001 - £30,000 a year
- Full-time
- Hybrid work
- Presentation skills
- Communication skills
- Annual leave
- Employee discount
9d
Compliance Administrator
Active Care Group —Wolverhampton
- Part-time
- Microsoft Word
- Microsoft Outlook
- Administrative experience
- Employee assistance programme
- Employee discount
Quick apply
Employee Relations Operations Administrator
Select Engineering —Birmingham
- £23.60 an hour
- Call to connect
- Continuous improvement
- Human resources
- Organisational skills
- Employee assistance programme
Administrator
Tilbury Douglas —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Administrative experience
- Annual leave
- Employee assistance programme
Admin Officer - Income and Billing
Solihull Metropolitan Borough Council —Solihull
- £24,796 - £29,540 a year
- Call to connect
- English
- Analysis skills
- Communication skills
- Employee discount
4d
Administrator
Azets —Birmingham
- Full-time
- Microsoft Office
- Front desk
Quick apply
Receptionist
Shabir Nawab & Co —Birmingham
- £26,000 - £30,000 a year
- Full-time
- Computer literacy
- Accounting
- Front desk
Quick apply
2d
Recruitment Administrator
Insight Care Group Ltd —Birmingham
- £30,000 a year
- Full-time
- Hybrid work
- Databases
- Human resources
- Recruiting
- Health & wellbeing programme
- Work from home
Quick apply
6d
Business Support Assistant
Midlands Partnership University NHS Foundation Trust —Stafford
- £25,760 - £27,476 a year
- Part-time
- Hybrid work
- Data entry
- Free parking
- Annual leave
2d
Administrator
bk plus —Birmingham
- Full-time
- Microsoft Word
- Microsoft Outlook
- Administrative experience
- Employee assistance programme
- Employee discount
Quick apply
7d
Administrator
Lordswood Medical Practice —Harborne
- From £12.71 an hour
- Full-time
- Microsoft Word
- Computer literacy
- Administrative experience
- Free parking
Quick apply
10d
Temporary GP Administrator / Receptionist - To cover Maternity Leave
St Luke's Surgery —Walsall
- £13.15 an hour
- Temporary
- Computer literacy
- GP surgery experience
- Organisational skills
- Free parking
- Annual leave
Quick apply
10d

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Practice Administrator

Bridgegate Wealth Management
Kenilworth

Quick apply

Job details

Permanent | Graduate | Full-time | Apprenticeship
£24,000 - £25,000 a year
4 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

practice administrator jobs in kingstanding, wmd

Practice Administrator

Operations Administrator

Administrator

Patient Administrator (Bank)

Senior Administrator

Administrator

Dental Practice Administrator

Team Administrator

Case Administrator - Worcestershire

Compliance Administrator

Employee Relations Operations Administrator

Administrator

Admin Officer - Income and Billing

Administrator

Receptionist

Recruitment Administrator

Business Support Assistant

Administrator

Administrator

Temporary GP Administrator / Receptionist - To cover Maternity Leave

I want to receive the latest job alerts for practice administrator in kingstanding, wmd

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