Pensions administrator Work, Jobs in Ockham, 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
Payroll and HR Administrator
Infopro Digital Services Limited —London
- Full-time
- Hybrid work
- Microsoft Excel
- Data analysis skills
- Human resources
- Annual leave
- Employee assistance programme
Quick apply
System Support Administrator
Impact Food Group —Woking
- Full-time
- Microsoft Excel
- Customer service
- Data analysis skills
- Annual leave
- Employee discount
Quick apply
Payroll & Pensions Administrator
Achieve Together —Leatherhead
- £34,000 - £38,000 a year
- Microsoft Excel
- Employee discount
Centre Administrator
University College London —London
- £36,433 - £41,833 a year
- Full-time
- Hybrid work
- University
- Communication skills
- Annual leave
- Employee assistance programme
10d
Insurance Process Administrator
Bionic Services Ltd —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Quick apply
Business Administrator Programmes - Part Time 18.5 hours per week
Ministry of Justice —Woking
- £20,001 - £40,000 a year
- Part-time
- Hybrid work
- English
- Presentation skills
- Bachelor's degree
- Annual leave
10h
Team Administrator
Surrey County Council —Guildford
- From £28,546 a year
- Hybrid work
- Customer service
- Microsoft Office
- IT
- Annual leave
- Employee assistance programme
Senior Admin Officer - Guildford - Kent, Surrey, and Sussex
HM Prison & Probation Service —Guildford
- £20,001 - £40,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee discount
10d
Patient Administrator
Circle Health Group —Guildford
- £24,947.11 a year
- Part-time
- Hospital
- Employee discount
- Life insurance
Gateley IP Trade Mark Paralegal (12 months fixed term contract)
Gateley —London
- Hybrid work
- Time management
- Annual leave
- Employee assistance programme
Business Administrator
Hamberley Care Homes —Dorking
- £37,290.53 a year
- Full-time
- Customer service
- Hotel
- Administrative experience
- Free parking
- Annual leave
Brand Merchandise Co-ordinator
DOWLIS INSPIRED BRANDING —Knaphill
- From £25,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Customer service
- Administrative experience
- Free parking
- Work from home
Quick apply
Student Experience Administrator
Imperial College London —South Kensington
- £41,005 - £45,616 a year
- Full-time
- Administrative experience
- University
- Bachelor's degree
- Annual leave
8d
Pensions Analyst (Accounts & Member Data)
UK Power Networks —Crawley
- £37,000 - £42,000 a year
- Hybrid work
- Microsoft Excel
- SQL
- Analysis skills
- Annual leave
- Employee assistance programme
4d
Business Administrator
Nuffield Health —Woking
- £25,545 a year
- Part-time
- Employee discount
- Gym membership
8d
Finance Administrator
Thomas Keating Limited —Billingshurst
- £28,000 - £30,000 a year
- Part-time
- Organisational skills
- In-person
- Communication skills
- Free parking
Quick apply
Education Administrator (PGT) (0.4 FTE)
University College London —London
- £36,433 - £41,833 a year
- Part-time
- Hybrid work
- Administrative experience
- University
- Communication skills
- Annual leave
- Employee assistance programme
2d
Legal Support Administrator
RDA Grupo Legal Services Ltd —London
- £25,000 - £32,000 a year
- Full-time
- Customer service
- Typing
- In-person
- Life insurance
Quick apply
13d
Programme Administrator
University of Surrey —Guildford
- £28,031 a year
- Full-time
- Hybrid work
- University
- Relocation assistance
9d

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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

pensions administrator jobs in ockham, sry

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

Payroll and HR Administrator

System Support Administrator

Payroll & Pensions Administrator

Centre Administrator

Insurance Process Administrator

Business Administrator Programmes - Part Time 18.5 hours per week

Team Administrator

Senior Admin Officer - Guildford - Kent, Surrey, and Sussex

Patient Administrator

Gateley IP Trade Mark Paralegal (12 months fixed term contract)

Business Administrator

Brand Merchandise Co-ordinator

Student Experience Administrator

Pensions Analyst (Accounts & Member Data)

Business Administrator

Finance Administrator

Education Administrator (PGT) (0.4 FTE)

Legal Support Administrator

Programme Administrator

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

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