Business administrator Work, Jobs in Leatherhead, Eng (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
7d
Sales & Logistics Coordinator
SIAN Wholesale —Dorking
- From £28,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Employee assistance programme
Quick apply
Business Administrator
Hamberley Care Homes —Dorking
- £37,290.53 a year
- Full-time
- Customer service
- Hotel
- Administrative experience
- Free parking
- Annual leave
2d
Customer Service/Office Administrator
Shutters Factory LTD —Chessington
- £30,000 - £35,000 a year
- Full-time
- Customer service
- Microsoft Office
- Organisational skills
- Free parking
Quick apply
3d
IFA Administrator
Fleet Street Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
Quick apply
Office Administrator
ABL 1Touch —Reigate
- £25,350 a year
- Full-time
- Microsoft Excel
- Customer service
- Maintenance
Quick apply
13d
Document Controller
Pyramid Brickwork Specialist —Wembley
- £30,000 - £50,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
3d
Business Administrator
Hallmark Care Homes —Esher
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
- Referral programme
6d
L&D Administrator
Impact Food Group —Woking
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
Quick apply
Sales Administrator
Rivertrace Ltd —Redhill
- £28,840 a year
- Full-time
- CRM software
- Customer service
- Microsoft Office
Quick apply
2d
HR Services Administrator
Achieve Together —Leatherhead
- Full-time
- Hybrid work
- Microsoft Outlook
- Microsoft Office
- Administrative experience
- Employee discount
13d
Business Administrator
Simply CDM —London
- £32,000 - £42,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Flexible schedule
Quick apply
IT & Business Systems Administrator
UNEEK CLOTHING Company Ltd —London
- From £30,000 a year
- Full-time
- Azure
- Computer Science
- ERP systems
- Free parking
- Employee assistance programme
Quick apply
10d
Office Administrator
MGN Repairs Management Ltd. —Cowden
- £25,000 - £28,000 a year
- Full-time
- Hybrid work
- Salesforce
- English
- Microsoft Office
- Free parking
- Employee discount
Quick apply
Payroll & Pensions Administrator
Achieve Together —Leatherhead
- £34,000 - £38,000 a year
- Microsoft Excel
- Employee discount
Property Administrator
ZAAS Property Group —London
- £28,420.00 - £33,394.81 a year
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Administrative experience
- Health & wellbeing programme
- Flexitime
Quick apply
2h
Repairs Administrator
DCL Property Services Ltd —Fleet
- From £27,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
12d
Administrator - Contract Support Team
Octavius Infrastructure —Reigate
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
System Support Administrator
Impact Food Group —Woking
- Full-time
- Microsoft Excel
- Customer service
- Data analysis skills
- Annual leave
- Employee discount
Quick apply
8d
Office Coordinator / Finance Assistant
Vistex —Camden
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Hotel
Quick apply
1d

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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
7 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

business administrator jobs in leatherhead, eng

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

Sales & Logistics Coordinator

Business Administrator

Customer Service/Office Administrator

IFA Administrator

Office Administrator

Document Controller

Business Administrator

L&D Administrator

Sales Administrator

HR Services Administrator

Business Administrator

IT & Business Systems Administrator

Office Administrator

Payroll & Pensions Administrator

Property Administrator

Repairs Administrator

Administrator - Contract Support Team

System Support Administrator

Office Coordinator / Finance Assistant

I want to receive the latest job alerts for business administrator in leatherhead, eng

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