Financial 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
Finance Administrator
Thomas Keating Limited —Billingshurst
- £28,000 - £30,000 a year
- Part-time
- Organisational skills
- In-person
- Communication skills
- Free parking
Quick apply
Patient Administrator
Circle Health Group —Guildford
- £24,947.11 a year
- Part-time
- Hospital
- Employee discount
- Life insurance
Accounts Administrator
Liphook Equine Hospital —Liphook
- Full-time
- Microsoft Word
- Microsoft Outlook
- Customer service
Quick apply
14d
Car Sales Administrator
Yeomans Limited —Aldershot
- £14 - £16 an hour
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Health & wellbeing programme
- Flexitime
Quick apply
1d
Business Administrator
Hamberley Care Homes —Dorking
- £37,290.53 a year
- Full-time
- Customer service
- Hotel
- Administrative experience
- Free parking
- Annual leave
Part Time Accounts Assistant - Self Employed
Eton Town Council —Windsor
- From £20 an hour
- Accounting
- In-person
Quick apply
18h
NetSuite Consultant Remote Working (Fleet
Nolan Business Solutions —Fleet
- Remote
- English
- Analysis skills
- APIs
- Free parking
- Employee assistance programme
13d
HR Administrator
LOGISTEED UK Limited —Bognor Regis
- £29,000 - £32,000 a year
- Overtime
- Master's degree
- Driving
- Travel
- Free parking
- Store discount
Quick apply
Accounts Assistant
Spare Crib Global Ltd —Sunningdale
- £14 - £18 an hour
- Part-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Work from home
Quick apply
2d
Hotel Administrator
Hilton —Woking
- £13.21 - £14.12 an hour
- Full-time
- Customer service
- Hotel
- Administrative experience
- Employee stock purchase plan
- Annual leave
10d
Administrator/Note-taker
WSCC —Chichester
- £26,403 - £26,824 a year
- Full-time
- Hybrid work
- English
- Microsoft Office
- Administrative experience
13d
Payroll Assistant
RSM UK —Reading
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Communication skills
7d
HR Administrator
ABM UK —Hounslow
- £26,000 - £28,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Oracle
- Employee discount
Quick apply
Finance Assistant
Oaklands Catholic School and Sixth Form college —Waterlooville
- £25,186 a year
- Overtime
- Microsoft Word
- Microsoft Excel
- Organisational skills
Quick apply
13d
Building co-ordinator
Heritus Managment —Bracknell
- £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Sick pay
Quick apply
8d
Pensions Administrator (Bulk Purchase Annuities)
Equiniti —Crawley
- Full-time
- Customer service
- Computer literacy
- Communication skills
- Employee assistance programme
- Employee discount
Office Administrator/Bookkeeper
Panyam Estates —Iver
- From £13 an hour
- Part-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Work from home
Quick apply
Facilities Administrator - Helpdesk
Emcor —Horsham
- £30,500 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Quick apply
Fleet Administrator – Part-time
Rainbow Trust Children's Charity —Leatherhead
- £15,600 a year
- Part-time
- Microsoft Excel
- Microsoft Office
- Communication skills
- Annual leave
- Employee assistance programme
13d

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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

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

Refine Your Search

financial administrator jobs in elstead, sry

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

Finance Administrator

Patient Administrator

Accounts Administrator

Car Sales Administrator

Business Administrator

Part Time Accounts Assistant - Self Employed

NetSuite Consultant Remote Working (Fleet

HR Administrator

Accounts Assistant

Hotel Administrator

Administrator/Note-taker

Payroll Assistant

HR Administrator

Finance Assistant

Building co-ordinator

Pensions Administrator (Bulk Purchase Annuities)

Office Administrator/Bookkeeper

Facilities Administrator - Helpdesk

Fleet Administrator – Part-time

I want to receive the latest job alerts for financial administrator in elstead, sry

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