Financial administrator Work, Jobs in Beeston, Ntt (with Salaries)

Apprentice Financial Services Administrator
Fairstone —Nottingham
- Full-time
- Microsoft Excel
- English
- Microsoft Office
- Referral programme
- Sick pay
Quick apply
Administrator (Fixed Term)
University of Nottingham —Nottingham
- £26,908 - £28,890 a year
- Monday to Friday
- Organisational skills
- Front desk
- Work from home
- Employee discount
9d
Financial Planning Administrator
Cooper Parry —Derby
- Full-time
- Analysis skills
Financial Services Administrator
FNZ —Leicester
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
3d
Business Administrator
Sprout Recruitment —Leicester
- £30,000 - £35,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Free parking
- Employee discount
Quick apply
3d
Lead Financial Operations Analyst
Gallagher Bassett —Meadows
- £77,500 - £151,000 a year
- Full-time
- Bachelor's degree
- Continuous improvement
- Business
OHL Project Administrator
LSTC Group —Derby
- Part-time
- Microsoft Office
- Administrative experience
- Organisational skills
4d
Salesforce Developer
Propel Holdings UK Limited —Nottingham
- Hybrid work
- Software troubleshooting
- Salesforce
- Communication skills
Office Administrator
Brightfield Holding LTD —Leicester
- £25,420 - £28,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Google Suite
- Free parking
- Work from home
Quick apply
7d
Business and Operations Officer
Loughborough University —Loughborough
- £28,000 - £30,000 a year
- Full-time
- Administrative experience
- Analysis skills
- IT
- Free parking
- Annual leave
Financial Planner
Park Hall Financial Services —Mansfield
- £60,000 - £65,000 a year
- Full-time
- Business development
- Analysis skills
- Organisational skills
Quick apply
Finance Administrator
Cosy Direct —Burton-On-Trent
- Temporary
- Organisational skills
- Computer skills
- Free parking
- Annual leave
Quick apply
1d
Office Manager
Wellow House School —Newark-on-Trent
- Full-time
- Microsoft Office
- Administrative experience
- Organisational skills
- Free parking
- Health & wellbeing programme
Quick apply
8d
Return to Work Co-ordinator
Viterra —Eastwood
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
Program Director
Gallagher —Phoenix
- Full-time
- Remote
- Research
- Analysis skills
- Project management
- Flexible schedule
Salesforce Solutions Architect
Cooper Parry —Derby
- Full-time
- Sales
- Salesforce
- APIs
Senior Project Manager
Rehlko —Heanor
- Full-time
- CRM software
- Travel
- Organisational skills
- Employee assistance programme
11d
Hotel Administrator - Part-time
Hilton —Derby
- £12.71 an hour
- Part-time
- Customer service
- Hotel
- Administrative experience
- Employee stock purchase plan
- Annual leave
Consultant - CDM
PickEverard —Leicester
- Mentoring
- Annual leave
- Employee assistance programme
Business Support Administrator
Nottinghamshire County Council —Nottingham
- Part-time
- Computer literacy
- Microsoft Office
- Organisational skills
- Annual leave
11d

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financial administrator jobs near beeston, ntt

Apprentice Financial Services Administrator

Fairstone
Nottingham

Quick apply

Job details

Permanent | Full-time | Apprenticeship

Benefits

Company pension
Referral programme
Sick pay

Qualifications

Financial planning
Pension
Microsoft Excel
English
Microsoft Office
IT
Financial services
Communication skills
Certificate in Insurance
Time management
Office experience

Full job description

This is an exciting proposition to join a growing organisation who offer excellent opportunities to progress your career. Support for future qualifications will be keenly provided to enable the successful applicant to further their knowledge and ability in the role.

_ Role and Responsibilities_

The role will assist both the mortgage and wealth adviser teams in servicing new and existing clients. The expectation is that the split of time will be around 3 days per week on wealth, 2 days on mortgage but this will fluctuate and so it requires flexibility depending on the needs of the business and workflow.
Support to both mortgage and wealth adviser teams, following all business processes to ensure that measures are adhered to.
Review & Research a broad range of financial products across all need areas using all systems and software
Collate and evaluate client policy/investment/pension
Liaise with providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process
Create and maintain client files and enter details onto back office database in line with Fairstone standards. Full client detail to be accurately loaded to the database, data kept updated including changes to client details, plans, and diary activities.
Support in preparing annual review reports for existing clients
Creating new business reports for advisers under their guidance. New business processing and submission to Business quality, submitting onto external and internal systems
Prepare paperwork for pre and post meetings; Send Letters of Authority;
General Administration duties in line with Fairstone procedures; Other duties as they arise.
Maintain regular contact with clients, booking clients in for annual reviews, management of review process and client servicing
Liaise with lenders/providers and clients verbally and in writing to satisfy all additional requirements to process cases through to completion, submitting all lender/provider required documentation in accordance with each provider’s procedures.
Ensure cases are diarised with the correct level of priority applicable to individual circumstance; be pro-active completing all chase and keeping clients / advisors updated with progress.
Check within a timely fashion that mortgage offers, and life acceptance terms received reflect the advice provided and update all appropriate parties.

Skills and Qualifications

Previous experience working in a financial service using financial research tools is desirable but not essential. Apprenticeship available.
Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
High attention to detail, with professional and approachable communication skills with strong command of both written and spoken English
Excellent time management skills, with the ability to meet deadlines and prioritise own work effectively and support advisers achieving excellent client service
Strong interpersonal skills
Good IT skills including Office 365
Ability to work on your own and as part of a team

Benefits:

Company pension
Referral programme
Sick pay

Work Location: In person

Quick apply

Refine Your Search

financial administrator jobs in beeston, ntt

Apprentice Financial Services Administrator

Administrator (Fixed Term)

Financial Planning Administrator

Financial Services Administrator

Business Administrator

Lead Financial Operations Analyst

OHL Project Administrator

Salesforce Developer

Office Administrator

Business and Operations Officer

Financial Planner

Finance Administrator

Office Manager

Return to Work Co-ordinator

Program Director

Salesforce Solutions Architect

Senior Project Manager

Hotel Administrator - Part-time

Consultant - CDM

Business Support Administrator

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