Administrator Work, Jobs in Tadworth, Sry (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
Emotional Wellbeing Services Administrator
YMCA East Surrey —Tadworth
- £14,290 - £25,000 a year
- Monday to Friday
- Hybrid work
- Customer service
- Microsoft Office
- IT
- Annual leave
- Employee assistance programme
1d
Dental Receptionist
Smilecare —Tadworth
- Part-time
- Customer service
- Administrative experience
- Patient care
- Employee discount
Quick apply
Sales Administrator
Rivertrace Ltd —Redhill
- £28,840 a year
- Full-time
- CRM software
- Customer service
- Microsoft Office
Quick apply
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
Business Administrator
Hamberley Care Homes —Dorking
- £37,290.53 a year
- Full-time
- Customer service
- Hotel
- Administrative experience
- Free parking
- Annual leave
2d
Office Manager / Office Administrator
A1 Windows Construction Ltd —Wallington
- £28,000 - £34,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Supervising experience
- Annual leave
Quick apply
2d
Medical Admin & Clinic Coordinator
The Children's Trust —Tadworth
- £27,667 a year
- Call to connect
- Organisational skills
- Communication skills
- Free parking
- Annual leave
9d
Admin Assistant and light logistics
DK Audio Visual Services Ltd —Horley
- £25,000 - £25,500 a year
- Full-time
- Customer service
- English
- Administrative experience
Quick apply
Private Patient Administration Officer
The Royal Marsden NHS Foundation Trust —Wallington
- £32,199 - £34,876 a year
- Full-time
- Phone etiquette
- Communication skills
6d
Experienced Clerk to School Governors
Schools Alliance for Excellence —Reigate and Banstead District
- £20 - £22 an hour
- Hybrid work
- Microsoft Word
- Microsoft Office
- Administrative experience
Quick apply
9d
Administrator
Royal Surrey NHS Foundation Trust —Epsom
- £16.73 an hour
- Part-time
- Annual leave
13h
Health Referral Administrator
GLL —Redhill
- £15,048.47 a year
- Part-time
- IT
- Communication skills
- Employee discount
Contract Administrator
BSW Heating Ltd —Kenley
- Up to £26,436.80 a year
- Full-time
- Microsoft Outlook
- Customer service
- Maintenance
- Free parking
- Bereavement leave
Quick apply
1d
Service Administrator
Surrey and Borders Partnership NHS Foundation Trust —Epsom
- £27,106 - £28,850 a year
- Full-time
- Free parking
7h
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
3d
Clerk of Works - Redhill
Capital Property & Construction Consultants Limited —Redhill
- £45,000 - £55,000 a year
- Analysis skills
- Bachelor's degree
- Construction
- Sick pay
Quick apply
7d
Home Administrator
The White House Nursing Home —London
- £14.50 - £15.00 an hour
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Google Suite
Quick apply
Junior Quality Assurance (QA) Administrator - Temporary (possibly to Permanent)
Graphters Ltd —Redhill
- From £25,000 a year
- Full-time
- Microsoft Office
- Analysis skills
- IT
- Free parking
- Health & wellbeing programme
Quick apply
18h

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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

administrator jobs in tadworth, sry

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

Sales & Logistics Coordinator

Emotional Wellbeing Services Administrator

Dental Receptionist

Sales Administrator

Customer Service/Office Administrator

Business Administrator

Office Manager / Office Administrator

Medical Admin & Clinic Coordinator

Admin Assistant and light logistics

Private Patient Administration Officer

Experienced Clerk to School Governors

Administrator

Health Referral Administrator

Contract Administrator

Service Administrator

Ward Clerk

Clerk of Works - Redhill

Home Administrator

Junior Quality Assurance (QA) Administrator - Temporary (possibly to Permanent)

I want to receive the latest job alerts for administrator in tadworth, sry

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