(private client) Work, Jobs in Lympstone, Dev (with Salaries)

Adviser Support
Prydis —Exeter
- £27,000 - £31,000 a year
- Full-time
- CRM software
- Computer literacy
- Microsoft Office
- Free parking
- Sick pay
Quick apply
14d
Office Admin Support
Gwella Contracting Services —Exeter
- £26,500 - £28,000 a year
- Full-time
- Management
- In-person
- Leadership
- Profit sharing
- Life insurance
Quick apply
Administration Assistant
Baker Snell —Exeter
- £25,000 a year
- Full-time
- Customer service
- Administrative experience
- Accounting
- Free parking
- Health & wellbeing programme
Quick apply
7d
Client Administrator
Evelyn Partners —Exeter
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Communication skills
Quick apply
Warehouse Assistant
St Davids Poultry Team Ltd —Lympstone
- £26,500 - £27,500 a year
- Full-time
- Heavy lifting
- Forklift
- Warehouse experience
- Free parking
- Health & wellbeing programme
Quick apply
Project Support Administator
Gallifordtry —Exeter
- Full-time
- Microsoft Word
- Microsoft Excel
- Organisational skills
- Employee assistance programme
- Employee discount
House Services Coordinator
Oxygen House Ltd —Exeter
- Up to £12.98 an hour
- Part-time
- Customer service
- Microsoft Office
- Administrative experience
- Free parking
- Annual leave
Quick apply
7d
Legal Secretary - Family Law
Walker Family Law —Exeter
- £26,250 - £29,896 a year
- Full-time
- Communication skills
- Time management
- Free parking
- Annual leave
Quick apply
8d
Client Services Assistant
Stephens Scown —Exeter
- Full-time
- Hybrid work
- Microsoft Word
- Front desk
- Communication skills
- Annual leave
Client Advisor
Marsh —Exeter
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Mentoring
Bid Writer
Tilbury Douglas —Exeter
- Hybrid work
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
3d
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
BNG Consultant
AECOM —Exeter
- Full-time
- Hybrid work
Legal Support Assistant
Ashfords LLP —Exeter
- Full-time
- Administrative experience
- Travel
Regional Manager - SWPA
SWPA —Exeter
- £63,038 a year
- Full-time
- Analysis skills
- Leadership
- Analytics
- Employee discount
15h
Marketing Executive
Westcotts Chartered Accountants and Business Advisers —Exeter
- £32,000 - £38,000 a year
- Full-time
- Hybrid work
- Social media management
- Microsoft Office
- Travel
- Health & wellbeing programme
- Annual leave
Quick apply
Insurance Advisor
Howden Group Holdings —Newton Abbot
- Full-time
- Hybrid work
- Employee assistance programme
- Employee discount
Wealth Management Assistant
Tozers —Exeter
- Full-time
- Organisational skills
- Computer skills
- Communication skills
7d
Onboarding and Compliance Specialist
Stephens Scown —Exeter
- Full-time
- Hybrid work
- Microsoft Word
- Communication skills
- Annual leave
2d
Bookkeeper/Office Manager - Maternity Cover
Inconf —Exeter
- £25,000 - £33,000 a year
- Monday to Friday
- Microsoft Office
- Travel
- Communication skills
Quick apply

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Adviser Support

Prydis
Exeter

Quick apply

Job details

Full-time
£27,000 - £31,000 a year
14 days ago

Benefits

Free parking
Cycle to work scheme
Company pension
Company events
Private medical insurance
Sick pay
On-site parking

Qualifications

CRM software
Financial planning
Report writing
Report generation
Computer literacy
Microsoft Office Suite
Microsoft Office
Staff training
Organisational skills
Financial services
Time management

Full job description

Adviser Support

Reporting to Admin Team Leader

Location Exeter (Clyst St Mary)

Job Type Full time

Summary

Prydis are a fast-growing professional services firm with a unique approach. To maximise the quality of service we can provide to our clients, we’ve expanded to incorporate wealth management and accounting services in-house from our offices in Exeter, Newquay, Edinburgh and Liskeard.

At Prydis, we are committed to helping our team grow their skills and develop further specialist qualifications. By working alongside professionals from a wide range of financial and legal disciplines, our staff gain exposure to new and varied work.

We value the expertise our people bring to our organisation and are passionate about nurturing their potential and enabling them to enjoy rewarding careers.

Responsibilities, defined but not limited to…

Assistance with onboarding new advisers
Preparing annual reviews for advisers
Basic report writing
Supporting advisers with day to day admin
Obtaining policy information once company authority is in place
Ensuring fees are paid correctly on policies
Tracking new applications and liaising with companies where necessary
Tracking transfers, surrenders & withdrawals
Ensuring client files are in order and compliant, making up files for new clients
General SIPP/SSAS administration
Phoning providers, advisers and clients to gather information
General admin duties, e.g. printing, scanning, binding, data entry to CRM
Attendance at appropriate training courses and seminars (where relevant)
Attendance at Prydis “Lunch and Learn” seminars (where relevant)
Training and supervision of junior staff (where relevant)
· Providing assistance to the Prydis Wealth team (where appropriate)

Relevant skills

Ideal candidates will be able to demonstrate a high level of computer literacy across the main elements of the Microsoft suite of products. They should also possess good prioritisation, and time management skills, to ensure adviser and client expectations are met. Previous experience in report writing would also be desirable.

What we offer:

Outstanding conditions for professional growth and development
Flexible working options
Competitive remuneration package, including basic salary dependent on previous experience and bonuses
Workplace pension where you contribute 4% and the company contributes 4% which rises to 6% after 5 years
You will be invited to join the death in service scheme of four times annual salary following successful completion of your probationary period
You will be invited to join the PHI scheme following successful completion of your probationary period
You will be entitled to participate in the company bonus scheme which is profit and performance related and is payable in June and December each year
The standard holiday is 24 days increasing by a day after each year of service up to 32 days plus bank holiday
Career progression

How to apply:

If you believe you have what it takes to become a successful member of our team, please apply to this job post, or email your CV and a covering letter to [email protected] and [email protected]. Please specify the role for which you are applying and ensure you include your full contact details, so we can get in touch with you. Prydis Group are an Equal Opportunities Employer.

Job Type: Full-time

Pay: £27,000.00-£31,000.00 per year

Benefits:

Company events
Company pension
Cycle to work scheme
Free parking
On-site parking
Private medical insurance
Sick pay

Experience:

Financial services: 2 years (required)

Location:

Exeter EX5 (required)

Work Location: In person

Quick apply

Refine Your Search

(private client) jobs in lympstone, dev

Adviser Support

Office Admin Support

Administration Assistant

Client Administrator

Warehouse Assistant

Project Support Administator

House Services Coordinator

Legal Secretary - Family Law

Client Services Assistant

Client Advisor

Bid Writer

Finance Administrator

BNG Consultant

Legal Support Assistant

Regional Manager - SWPA

Marketing Executive

Insurance Advisor

Wealth Management Assistant

Onboarding and Compliance Specialist

Bookkeeper/Office Manager - Maternity Cover

I want to receive the latest job alerts for (private client) in lympstone, dev

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