Business administrator Work, Jobs in Warlingham, 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
6d
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
Business Support Administrator
Leagold Miller —London
- £14.36 - £17.95 an hour
- Part-time
- Microsoft Excel
- Customer service
- Microsoft Office
Quick apply
3h
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
Sales Administrator
Rivertrace Ltd —Redhill
- £28,840 a year
- Full-time
- CRM software
- Customer service
- Microsoft Office
Quick apply
1d
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
Lead Administrator
In-Line Safety Ltd —East Grinstead
- £27,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Free parking
Quick apply
4h
IFA Administrator
Fleet Street Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
Quick apply
Import/Export Freight forwarder
Twinwheel Logistics Ltd —Grays
- £27,500 - £35,000 a year
- Full-time
- Analysis skills
- IT
- Typing
- Free parking
Quick apply
Facilities Helpdesk Administrator
Oakwood Construction Services —Maidstone
- £24,000 - £28,500 a year
- Full-time
- Maintenance
- English
- Microsoft Office
Quick apply
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
Key Account Administrator
Kentec Training Ltd —Tonbridge
- £13.45 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
Quick apply
7d
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
Sales Administrator
Fortune Brands Innovations —Westerham
- Full-time
- Microsoft Word
- Microsoft Outlook
- Sales
14d
Senior Administrator
Communitas Clinics —Croydon
- £14 an hour
- Full-time
- Management
- Microsoft Office
- Administrative experience
- Employee assistance programme
- Employee discount
Quick apply
9d
Part-Time Sales & Office Administrator
The Fresh Fish Shop Ltd —London
- £17,000 a year
- Part-time
- Hospitality
- Administrative experience
- In-person
- Store discount
- Employee discount
Quick apply
3h
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
9d
Finance / Business Admin Apprentice
MEP Ltd —Aylesford
- £16,224 a year
- Full-time
- In-person
Quick apply
Business Support Administrator
Compass Business Finance Ltd —Tonbridge
- £27,500 - £30,000 a year
- Full-time
- Microsoft Outlook
- Customer service
- Microsoft Office
Quick apply
5d
Digital Systems Manager
Apax —London
- £50,000 - £58,000 a year
- Full-time
- Salesforce
- Project management
- Bachelor's degree
- Free parking
- Annual leave

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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
6 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 warlingham, sry

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

Office Manager / Office Administrator

Business Support Administrator

Office Administrator

Sales Administrator

Contract Administrator

Lead Administrator

IFA Administrator

Import/Export Freight forwarder

Facilities Helpdesk Administrator