Dynamics crm Work, Jobs in Sittingbourne, Eng (with Salaries)

Technical Financial Administrator
Asset Wealth Advisory —Ashford
- £27,000 - £32,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Flexitime
Quick apply
Senior Customer Engagement Executive
Robosol Software UK Limited —Basildon
- £35,000 - £55,000 a year
- Full-time
- CRM software
- In-person
- Communication skills
Quick apply
11d
Systems Administrator
Get Golfing CIO —Ash
- £30,000 - £40,000 a year
- Full-time
- Hybrid work
- Communication skills
- Analytics
- Employee discount
Quick apply
7d
Account Manager (Technical Focus) - Essex/ London
Arc —Basildon
- Hybrid work
- Azure
- Organisational skills
- IT
Centre Coordinator & DDSL
TCHC Group —Strood
- £27,999 - £28,000 a year
- Monday to Friday
- First Aid Certification
- Travel
- Organisational skills
- Annual leave
- Employee assistance programme
Quick apply
Contact Centre Advisor
Procter & Gamble —Royal Tunbridge Wells
- Full-time
- CRM software
- Customer service
- IT
Business Development Manager – Commercial
Artic Building Services —Dartford
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Referral programme
Sales Support - Basildon
Arc —Basildon
- Microsoft Word
- Microsoft Outlook
- Organisational skills
3d
Regional Business Development Manager - Fire & Security
Ventol Limited —Basildon
- Part-time
- CRM software
- Microsoft Office
- Business development
Quick apply
13d
Marketing Co-ordinator
RVT Group —Dartford
- £30,000 - £35,000 a year
- Full-time
- Marketing
- Social media management
- Bachelor's degree
- Annual leave
- Employee assistance programme
Quick apply
1d
Brand Ambassador, Sales (Full Time) - Bluewater
Tesla —Greenhithe
- Weekend availability
- Sales
- Customer service
- Presentation skills
Senior Sales Manager EMEA (m/f/d) – Ultrapure Water / EDI & LAB
Xylem —Royal Tunbridge Wells
- Full-time
- CRM software
- Up to 50% travel
- Engineering
6d
Regional Account Manager
GardX —Royal Tunbridge Wells
- Up to £38,000 a year
- CRM software
- Negotiation
Quick apply
4d
Motorcycle Sales Advisor
Laguna Motorcycles —Maidstone
- From £27,428.18 a year
- Full-time
- Microsoft Word
- CRM software
- Customer service
- Store discount
- Employee discount
Quick apply
1d
National Healthcare Development Manager
Pharmanovia —Basildon
- Hybrid work
- Sales
- Analysis skills
- Leadership
Project Manager (Dynamics 365 CRM + Business Central)
Akita Systems Ltd —Sevenoaks
- Hybrid work
- Azure
- ERP systems
- Project management
Salesforce Test Engineer
Trooli —West Malling
- £45,000 - £50,000 a year
- Full-time
- Salesforce
- Employee discount
Quick apply
14d
Integration Developer
Southern Housing —Sittingbourne
- £45,000 - £52,000 a year
- Full-time
- Hybrid work
- CRM software
- Azure
- Travel
- Annual leave
11d
Technical Financial Administrator
ASSET WEALTH ADVISORY LIMITED —Ashford
- £27,000 - £32,000 a year
- Part-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Free parking
- Sick pay
Quick apply
Commercial Researcher
Carbon3 —Mereworth
- Full-time
- CRM software
- Sales
- Microsoft Office
- Free parking
- Annual leave
Quick apply

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Technical Financial Administrator

Asset Wealth Advisory
Ashford

Quick apply

Job details

Part-time
£27,000 - £32,000 a year

Benefits

Free parking
Financial planning services
Free flu jabs
Flexitime
Company pension
Company events
Transport links
On-site parking

Qualifications

Microsoft Word
Financial planning
Report writing
Microsoft Excel
Microsoft Outlook
Microsoft Office
Administrative experience
Analysis skills
Organisational skills
Financial services
Communication skills

Full job description

Company Description

Asset Wealth Advisory provides tailored financial advice to individuals and businesses, specialising in retirement planning, inheritance tax strategies, and protection planning. We work closely with clients to deliver transparent, ethical, and personalised solutions that support long-term financial security.

We are seeking a highly organised and detail-oriented Technical Financial Administrator to join our professional growing team. This role involves managing financial data, preparing reports, and supporting financial planning activities. The ideal candidate will possess strong analysis skills, excellent communication abilities, and proficiency in Microsoft Office applications. The position offers an opportunity to contribute to the financial health of our organisation while developing your expertise within the financial services sector.

This is an Office - Based role located in Ashford in Kent, Candidates must be able to commute to the office or be willing to relocate. Flexible working arrangements may be considered following successful completion of the probation period.

Duties

Booking and coordinating client review meetings
Prepare client documentation before, during and after review meetings
Produce Pre-Review and Post-Review Meeting Reports, ensuring accurate data input and readiness for wealth planner review.
Preparing, submitting and actively following up Letters Of Authority (LOA's) with providers.
Contacting ceding providers to obtain up-to-date valuations, transfer values and scheme information in preparation for advice.
Assist in financial planning processes by gathering relevant data and providing insightful analysis.
Completing and recording all action points arising from meetings in accordance with internal processes and regulatory policy.
Maintain organised records of financial transactions, invoices, and other relevant documentation.
Prepare and analyse financial reports using Microsoft Excel and Word, ensuring accuracy and clarity.
Support the finance team with report writing and data analysis to inform decision-making.
Utilise organisational skills to manage multiple tasks efficiently, including scheduling meetings and preparing agendas.
Communicate effectively with internal teams and external clients to facilitate smooth financial operations.
Use Microsoft Outlook for correspondence, scheduling appointments, and managing deadlines.
Provide excellent customer service by addressing queries related to financial matters promptly and professionally.

Requirements

Proven administrative experience, preferably within a financial services environment.
Strong organisational skills with the ability to prioritise tasks effectively.
Proficiency in Microsoft Office Suite, particularly Microsoft Word, Excel, and Outlook.
Experience in back-office CRM like XPlan and/or Quilter systems, Dynamic Planner.
Excellent report writing and analysis skills with attention to detail.
Good communication skills, both written and verbal, for liaising with colleagues and clients.
Knowledge of financial planning principles and procedures is desirable but not essential.
Ability to manage time efficiently in a fast-paced environment.
This role offers an engaging environment for those eager to develop their career within finance while applying their organisational talents and analytical capabilities in a supportive setting.

New Client Onboarding

Ensuring new client documentation is complete, accurate and compliant. Conducting data verification and cleansing of client information.
Supporting the Wealth Planner in preparing documentation and reports required for client meetings.
Coordinating and scheduling new client meetings.

Behaviours and Values – Asset Wealth Advisory

· Attention to Detail and Personal Ownership – Order, accuracy and accountability in all work.

· Professionalism and Integrity – Acting with trust, transparency and always putting clients first.

· Proactivity and Initiative – Taking ownership of tasks and contributing to the firm’s growth.

· Empathy and Communication – Respectful, clear and professional engagement with others.

· Teamwork and Resilience – Commitment to collaboration, learning and continuous development.

How to apply
Please send your CV to [email protected]

Job Type: Part-time

Pay: £27,000.00-£32,000.00 per year

Benefits:

Company events
Company pension
Financial planning services
Flexitime
Free flu jabs
Free parking
On-site parking
Transport links

Experience:

Financial services: 2 years (preferred)

Work Location: In person

Quick apply

Refine Your Search

dynamics crm jobs in sittingbourne, eng

Technical Financial Administrator

Senior Customer Engagement Executive

Systems Administrator

Account Manager (Technical Focus) - Essex/ London

Centre Coordinator & DDSL

Contact Centre Advisor

Business Development Manager – Commercial

Sales Support - Basildon

Regional Business Development Manager - Fire & Security

Marketing Co-ordinator

Brand Ambassador, Sales (Full Time) - Bluewater

Senior Sales Manager EMEA (m/f/d) – Ultrapure Water / EDI & LAB

Regional Account Manager

Motorcycle Sales Advisor

National Healthcare Development Manager

Project Manager (Dynamics 365 CRM + Business Central)

Salesforce Test Engineer

Integration Developer

Technical Financial Administrator

Commercial Researcher

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