Finance Work, Jobs in Sidbury, Dev (with Salaries)

Financial Services/IFA Administrator
Medical & General Independent Financial Advisers Ltd —Ottery Saint Mary
- £25,000 - £32,000 a year
- Full-time
- In-person
- Free parking
- Store discount
Quick apply
12h
Accounts Administrator
Sportsman Gun Centre —Exeter
- From £29,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Free parking
- Employee discount
Quick apply
Accounts Assistant
Olympus Power Ltd —Exeter
- £25,000 - £35,000 a year
- Part-time
- Microsoft Office
- Data entry
- Organisational skills
Quick apply
Finance Assistant
Valor Hospitality —Exeter
- £14.42 an hour
- Hotel
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
Commercial Account Executive
Howden Group Holdings —Exeter
- Full-time
- Hybrid work
- Business development
- Employee discount
Commercial Account Handler
Howden Group Holdings —Newton Abbot
- Full-time
- Hybrid work
- Employee discount
Financial Services Trainee Paraplanner
BoulterBowen WealthCare —Exeter
- £28,000 - £32,000 a year
- Full-time
- In-person
- Life insurance
Quick apply
Finance Administrator
Baker Snell —Exeter
- £25,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Sales
- Free parking
- Work from home
Quick apply
Finance Analyst
Howmet Aerospace —Exeter
- Microsoft Excel
- Oracle
- Microsoft Outlook
Quick apply
Finance Systems Assistant
Ashfords LLP —Exeter
- Full-time
- Communication skills
3d
Accounts and Administration Executive
Afit Commercial Limited —Exeter
- £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
Quick apply
Quality Control Analyst I
Mondelēz International —Crediton
- Full-time
- Laboratory experience
- Microsoft Office
- Employee assistance programme
- Employee discount
Account Manager
Flannery Plant Hire —Exeter
- Business development
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Financial Adviser/Financial Planner
Medical & General Independent Financial Advisers Ltd —Ottery Saint Mary
- £50,000 - £70,000 a year
- Full-time
- Business development
- In-person
- Communication skills
- Free parking
- Store discount
Quick apply
12h
Finance Apprentice
Mondelēz International —Crediton
- From £15,600 a year
- Full-time
- Hybrid work
- School
- Annual leave
4h
Accounts Assistant
Greenwood Accountancy —Teignmouth
- From £22,857.12 a year
- Full-time
- QuickBooks
- Computer skills
- In-person
Quick apply
2d
Senior / Assistant Manager (Trust Accounts)
PKF Francis Clark —Exeter
- Hybrid work
New Business Account Executive
Old Mill —Exeter
- Full-time
- Hybrid work
- Business development
- Organisational skills
- Communication skills
Quick apply
Major Capital PMO Support Officer
Somerset NHS Foundation Trust —Taunton
- £32,073 - £39,043 a year
- Full-time
- Microsoft Outlook
- Administrative experience
- Recruiting
- Annual leave
- Employee discount
Finance Assistant
The Play Company International Ltd —Exeter
- £26,500 - £28,000 a year
- Full-time
- In-person
- Free parking
Quick apply
11d

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Financial Services/IFA Administrator

Medical & General Independent Financial Advisers Ltd
Ottery Saint Mary

Quick apply

Job details

Full-time
£25,000 - £32,000 a year
12 hours ago

Benefits

Free parking
Store discount
Health & wellbeing programme
Company pension
Employee assistance programme
Employee discount
Life insurance
On-site parking

Qualifications

Filing

Full job description

About us - “We make the complex simple”. At Medical & General IFA and Mortgages for Doctors, we help people grow and protect their wealth. As our name suggests, we specialise in providing independent advice to members of the medical profession and we also help non-medics who reach out to us. Our aim is to always help our clients feel clear, confident and in control of their finances.

Due to the continuing expansion of our business, we are looking for a Financial Services/IFA Administrator to join our team based in Ottery St Mary.

If you join our team, you get your birthday as a day off, we offer a life assurance (death in service) scheme at 3 x your annual salary, a group income protection scheme, enhanced employer pension contributions. We have a health cash plan that gives you money back for your dentist check-ups (+ more), optician check-ups (+ more) and other health and wellbeing appointments like massages and physiotherapy. This plan also has fantastic other perks that gives you access to lots of great discounts on brands (online and instore), discounts on food, cinema/theatre tickets and so much more. We also have an Employee Assistance Programme to support you if you need it. We also support flexible working.

In additional to these great employee benefits, we also are super committed to your learning and your continuous professional development. We want you to grow your career with us and to succeed.

Your role with us will include:-

1. General administration duties including answering the telephone, liaising with clients, dealing with the incoming and outgoing post, scanning documents, etc.

2. Processing new business - Entering business onto our systems, provider portals and following through to completion.

3. Completing application forms, processing letters of authority, requesting policy information and chasing providers for the information.

4. Admin support including typing up correspondence, letters and reports.

5. Maintaining customer files, ensuring that they are up to date and complete in accordance with procedures.

6. Ensuring all compliance procedures are adhered to on a day-to-day basis.

7. To ensure that office facilities are maintained daily - i.e. The office coffee machine.

8. Other duties may be expected of you as the business evolves and as you evolve within the business.

You will have a comprehensive induction from day one with full training on all our systems and processes. We have invested in our systems to make the processes as seamless as possible to ensure client satisfaction. The personal touch for each and every one of our clients is really important to us.

Please send a covering letter with your application.

No agencies please.

Salary dependant on experience.

Job Type: Full-time

Pay: £25,000.00-£32,000.00 per year

Benefits:

Company pension
Employee discount
Free parking
Health & wellbeing programme
Life insurance
On-site parking
Store discount

Ability to commute/relocate:

Ottery Saint Mary, Devon: reliably commute or plan to relocate before starting work (required)

Application question(s):

Please send a covering letter with your application.

Experience:

IFA administration: 2 years (preferred)

Work Location: In person

Quick apply

Refine Your Search

finance jobs in sidbury, dev

Financial Services/IFA Administrator

Accounts Administrator

Accounts Assistant

Finance Assistant

Commercial Account Executive

Commercial Account Handler

Financial Services Trainee Paraplanner

Finance Administrator

Finance Analyst

Finance Systems Assistant

Accounts and Administration Executive

Quality Control Analyst I

Account Manager

Financial Adviser/Financial Planner

Finance Apprentice

Accounts Assistant

Senior / Assistant Manager (Trust Accounts)

New Business Account Executive

Major Capital PMO Support Officer

Finance Assistant

I want to receive the latest job alerts for finance in sidbury, dev

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