Finance manager Work, Jobs in Lightwater, 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
Finance Manager
Surrey Lifelong Learning Partnership —Knaphill
- £25,200 a year
- Part-time
- Hybrid work
- Up to 50% travel
- Travel
- Contracts
- Work from home
- Employee assistance programme
Quick apply
14d
Group Senior Logistics Finance Manager
Nomad Foods —Woking
- Analysis skills
- Presentation skills
- Bachelor's degree
Assistant Finance Manager
Starflight Aviation Ltd —Farnborough
- £30,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
2d
Credit Controller
Herrington Carmichael LLP —Farnborough
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Free parking
- Employee discount
Finance Manager – FP&A
Thermo Fisher Scientific —Basingstoke
- Full-time
- Microsoft Excel
- Oracle
- ERP systems
Group Logistics Finance Manager
Nomad Foods —Woking
- Analysis skills
- Presentation skills
- Bachelor's degree
Trust Finance Manager
The SWAN Trust —Woking
- From £48,698 a year
- Full-time
- In-person
Quick apply
Purchase Ledger Manager
Grandir UK —Basingstoke
- £35,000 - £40,000 a year
- Full-time
- Microsoft Office
- Organisational skills
- In-person
- Annual leave
- Employee discount
Quick apply
8d
Office/Finance Manager
Sweeting & Smedley Ltd —Wokingham
- £35,000 - £40,000 a year
- Part-time
- Customer service
- Microsoft Office
- QuickBooks
Quick apply
3d
Global Accounts - Visuals Hybrid Sales Manager
Lenovo —Farnborough
- Full-time
- CRM software
- Sales
- Marketing
- Employee discount
Polish-Speaking Credit Controller / Accounts Receivable Specialist
ON THE SPOT BROKER LTD —Staines-upon-Thames
- £28,000 - £32,000 a year
- Full-time
- English
- QuickBooks
- In-person
Quick apply
Senior Finance Manager, Planning & Reporting
Ashford and St. Peter's Hospitals NHS Foundation Trust —Chertsey
- £59,798 - £67,020 a year
- Full-time
- Hybrid work
- Project management
- Organisational skills
- Annual leave
- Employee discount
14d
Financial Controller
Apcoa —Uxbridge
- £75,000 - £80,000 a year
- Microsoft Excel
- Accounting
- Contracts
- Annual leave
Quick apply
Payroll Finance Administrator
LRG —Camberley
- Hybrid work
- Microsoft Excel
- Customer service
- Analysis skills
Quick apply
Financial Planning & Analysis Manager
Infor —Farnborough
- Hybrid work
- Microsoft Excel
- Management
- Master's degree
Deputy Financial Controller - 12 Month Fixed Term Contract
QinetiQ —Farnborough
- £66,600 - £74,000 a year
- Full-time
- Analysis skills
- In-person
- Free parking
- Store discount
4d
Financial Reporting Manager
Achieve Together —Leatherhead
- £61,000 - £65,000 a year
- Full-time
- Hybrid work
- Accounting
- Leadership
- Communication skills
- Employee discount
SC Transformation Finance Manager
Nomad Foods —Woking
- Full-time
- Analysis skills
- Presentation skills
- Bachelor's degree
Senior Finance Manager - European FP&A
Molecular Devices —Winnersh
- Full-time
- Microsoft Excel
- Oracle
- Communication skills

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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

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

finance manager jobs in lightwater, sry

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

Finance Manager

Group Senior Logistics Finance Manager

Assistant Finance Manager

Credit Controller

Finance Manager – FP&A

Group Logistics Finance Manager

Trust Finance Manager

Purchase Ledger Manager

Office/Finance Manager

Global Accounts - Visuals Hybrid Sales Manager

Polish-Speaking Credit Controller / Accounts Receivable Specialist

Senior Finance Manager, Planning & Reporting

Financial Controller

Payroll Finance Administrator

Financial Planning & Analysis Manager

Deputy Financial Controller - 12 Month Fixed Term Contract

Financial Reporting Manager

SC Transformation Finance Manager

Senior Finance Manager - European FP&A

I want to receive the latest job alerts for finance manager in lightwater, sry

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