Finance administrator Work, Jobs in Elstead, 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
10d
Finance Administrator
Thomas Keating Limited —Billingshurst
- £28,000 - £30,000 a year
- Full-time
- Organisational skills
- In-person
- Communication skills
- Free parking
Quick apply
6d
Financial Services Administrator
Scott Financial Limited —Fleet
- Up to £29,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Accounts Receivable Administrator
Logic CS —Fleet
- £26,000 - £28,000 a year
- Full-time
- Accounting
- QuickBooks
- IT
- Life insurance
Quick apply
5d
Graduate Accounts Assistant
Mondi —Weybridge
- £28,000 - £32,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Accounts Payable Administrator
Salutem Care & Education —Windsor
- £28,000 - £30,000 a year
- Hybrid work
- Microsoft Excel
- Accounting
Financial Administrator (East Molesey)
Perspective Financial Group —East Molesey
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Mortgages Administrator
Castle Trust Bank —Basingstoke
- £28,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
5h
Client Accounts Administrator
Dexters —Feltham
- £26,400 a year
- Monday to Friday
- Communication skills
- Employee discount
Quick apply
Mortgage Administrator / Paraplanner
PRIMIS Mortgage Network —Walton-on-Thames
- £28,000 - £35,000 a year
- Part-time
- Hybrid work
- Administrative experience
- Communication skills
Sales Administrator/Analyst
Rehlko —Hook
- Full-time
12d
Finance Administrator /Assistant Accountant
MEL Group —Maidenhead
- £38,000 - £45,000 a year
- Full-time
- Construction experience
- In-person
- Communication skills
Quick apply
4d
Administration and Finance Officer
Waverley Borough Council —Farnham
- £31,929 a year
- Full-time
- Annual leave
- Employee assistance programme
9d
Accounts Administrator
Southernbrook Lettings —Chichester
- £24,420 - £29,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Administrative experience
Quick apply
12d
Accounts Administrator
Instant Glass & Glazing —Crawley
- £29,000 - £35,000 a year
- Full-time
- Analysis skills
- QuickBooks
- Data entry
- Free parking
Quick apply
13d
Student Fees and Funding Administrator
University of Reading —Reading
- £31,236 - £35,608 a year
- Full-time
- Microsoft Excel
- Customer service
- Analysis skills
4d
Accounts Assistant
AOG-247 Limited —West Drayton
- £24,000 a year
- Full-time
- Microsoft Excel
- Administrative experience
- Accounting
Quick apply
4h

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Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)
Spring Wealth Management —Epsom
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…
£25,500 - £28,000 a year
Quick apply
10d
Finance Administrator
Thomas Keating Limited —Billingshurst
There are some aspects of customer service involved - to support the business, including answering incoming phone calls. 25 working days of annual holiday.
£28,000 - £30,000 a year
Quick apply
6d

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finance administrator jobs near elstead, sry

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

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finance administrator jobs in elstead, sry

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