Practice administrator Work, Jobs in Wimbledon, Gtl (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
10d
Admissions Administrator
Imperial College London —Charing Cross
- £41,005 - £45,616 a year
- Full-time
- Hybrid work
- Computer literacy
- Bachelor's degree
- School
- Annual leave
5d
Administrator
Willow Practice —Hounslow
- £24,420 - £35,500 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
Quick apply
Receptionist/Administrator
Elborough Street Surgery —London
- From £14.02 an hour
- Part-time
- English
- IT
- In-person
- Employee discount
- Sick pay
Quick apply
9d
NHS GP Practice Receptionist & Administrator
Lavender Hill Group Practice —London
- £14.80 an hour
- Full-time
- Microsoft Office
- Administrative experience
- Organisational skills
- Employee discount
- Sick pay
Quick apply
4d
Part-time Administrator
Successful Mums Career Academy —Bromley Town
- £24,785 a year
- Part-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Annual leave
- Work from home
Quick apply
Patient Services Advisor
The Groves Medical Group —Wimbledon
- From £12.71 an hour
- Full-time
- Customer service
- Administrative experience
- In-person
- Annual leave
Quick apply
Administrator
Manor Drive Medical Centre —Worcester Park
- From £13 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
9d
Medical Practice Administrator (Mitcham)
Cricket Green Medical Practice —Mitcham
- £14.98 an hour
- Full-time
- Customer service
- Administrative experience
Quick apply
HR and Benefits Coordinator
Wimbledon - AELTC —Wimbledon
- Holidays
- Microsoft Excel
- Human resources
- Leadership
- Annual leave
- Employee assistance programme
4d
Practice Administrator
Bedford Hill Family Practice —London
- £14.50 - £15.80 an hour
- Full-time
- Management
- GP surgery experience
- Windows
- Sick pay
Quick apply
12d
Human Resources Administrator
Baily Garner —London
- £25,000 - £30,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Flexible schedule
Quick apply
Administrator
VDM Roofing Ltd —Fulham
- £16,000 - £22,000 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
10d
Senior Admissions Officer (Applicant Enquiries)
University College London —London
- £43,981 - £52,586 a year
- Full-time
- Annual leave
- Employee assistance programme
4d
Administrator
Royal Surrey NHS Foundation Trust —Epsom
- £16.73 an hour
- Part-time
- Annual leave
3d
Patient Service Advisor (GP Practice)
Practice Plus Group IUC —London
- £26,476 a year
- GP surgery experience
- Administrative experience
- Computer skills
- Annual leave
- Employee assistance programme
HR Administrator (12mth FTC)
ASCOT GROUP —London
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
12d
HR & People Professionals (All Levels) - UK Wide
Concept AI Ltd —London
- £28,000 - £120,000 a year
- Full-time
- Hybrid work
- Management
- Supervising experience
- Human resources
- Work from home
Quick apply
10h
Salesforce Administrator
Harvey Water Softeners —Woking
- £45,000 - £55,000 a year
- Full-time
- Salesforce
- APIs
- Communication skills
- Annual leave
- Employee discount
Quick apply
Experienced Assessor
Successful Mums Career Academy —Bromley Town
- £16 an hour
- Part-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Work from home
Quick apply

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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
10 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

practice administrator jobs in wimbledon, gtl

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

Admissions Administrator

Administrator

Receptionist/Administrator

NHS GP Practice Receptionist & Administrator

Part-time Administrator

Patient Services Advisor

Administrator

Medical Practice Administrator (Mitcham)

HR and Benefits Coordinator