Practice administrator Work, Jobs in Stoneleigh, 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
11d
Team Coordinator
Agriculture & Horticulture Development Board (AHDB) —Coventry
- £27,000 - £29,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Databases
- Presentation skills
- Annual leave
- Employee assistance programme
13h
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
14d
Education Support Administrator - College of Medicine and Health - 46110 - Grade 4
University of Birmingham —Birmingham
- £27,546 - £32,595 a year
- Full-time
- Databases
- Administrative experience
- University
- Annual leave
- Sick pay
10d
Purchase Ledger Admin
OneSchool Global United Kingdom —Warwick
- Full-time
- Communication skills
- Free parking
- Annual leave
7d
HR Administrator FTC (6-months)
Options for Care —Birmingham
- From £25,565 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Administrative experience
- Free parking
Quick apply
Special Educational Needs (SEN) Support Administrator | Stellantis Performance Academy
Calex UK —Coventry
- £30,000 a year
- Full-time
- Microsoft Office
- Databases
- Administrative experience
- Annual leave
- Employee discount
2d
Street Works Administrator
IPSUM —Enderby
- Full-time
- Microsoft Word
- Microsoft Outlook
- Organisational skills
- Annual leave
Quick apply
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
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
11d
Dental Practice Administrator
Alvechurch Dental —Alvechurch
- From £14 an hour
- Part-time
- Management
- Human resources
- In-person
- Free parking
Quick apply
Conveyancing Legal Assistant
Eventus Recruitment Group —Redditch
- £26,000 - £28,000 a year
- Call to connect
- Organisational skills
- Communication skills
- Employee assistance programme
Assistant Mental Health Act Administrator
Options for Care Ltd —Birmingham
- From £24,784.50 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Administrative experience
- Annual leave
Quick apply
Facilities Helpdesk Administrator
ISS Facility Services —Birmingham
- Computer literacy
- Continuous improvement
- Quality control
Quick apply
4d
Receptionist/Administration
The Sheldon Practice —Birmingham
- £8.00 - £12.71 an hour
- Part-time
- Microsoft Word
- GP surgery experience
- Accounting
- Annual leave
Quick apply
Business Support Apprentice
Warwickshire County Council —Warwick
- £20,947 a year
- Full-time
- English
- Organisational skills
- Communication skills
- Annual leave
- Employee discount
14d
Administrator
bk plus —Birmingham
- Full-time
- Microsoft Word
- Microsoft Outlook
- Administrative experience
- Employee assistance programme
- Employee discount
Quick apply
Assistant Anatomy Administrator (Bequeathal) - College of Medicine and Health - 97857Z26 - Grade 4
University of Birmingham —Birmingham
- £27,546 - £32,595 a year
- Part-time
- Customer service
- Databases
- Administrative experience
- Annual leave
- Sick pay
2d
Administrator
Lordswood Medical Practice —Harborne
- From £12.71 an hour
- Full-time
- Microsoft Word
- Computer literacy
- Administrative experience
- Free parking
Quick apply
Receptionist/Administrator
Riversley Road Surgery —Nuneaton
- £8.00 - £12.71 an hour
- Part-time
- Computer literacy
- Microsoft Office
- Administrative experience
Quick apply
17h

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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
11 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 stoneleigh, war

Practice Administrator

Team Coordinator

Recruitment Administrator

Education Support Administrator - College of Medicine and Health - 46110 - Grade 4

Purchase Ledger Admin

HR Administrator FTC (6-months)

Special Educational Needs (SEN) Support Administrator | Stellantis Performance Academy

Street Works Administrator

Case Administrator - Worcestershire

Admin Officer - Income and Billing

Dental Practice Administrator

Conveyancing Legal Assistant

Assistant Mental Health Act Administrator

Facilities Helpdesk Administrator

Receptionist/Administration

Business Support Apprentice

Administrator

Assistant Anatomy Administrator (Bequeathal) - College of Medicine and Health - 97857Z26 - Grade 4

Administrator

Receptionist/Administrator

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