Practice administrator Work, Jobs in Hartfield, Esx (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
Data & Operations Support Administrator
RGH‑Global Limited —Brighton
- £27,000 - £35,000 a year
- Full-time
- Hybrid work
- Communication skills
- Time management
ALS Administrator
East Surrey College —Redhill
- £28,565.64 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
1d
Patient Service Advisor (GP Practice)
Practice Plus Group IUC —Brighton
- £13.77 an hour
- GP surgery experience
- Administrative experience
- Computer skills
- Annual leave
- Employee assistance programme
Quick apply
Office Administrator
Diamond Accounts —Eastbourne
- £17,671 a year
- Part-time
- Administrative experience
- Organisational skills
- IT
Quick apply
Practice Administrator
Medwyn Surgery —Dorking
- £12.71 - £13.50 an hour
- Part-time
- GP surgery experience
- Microsoft Office
- Administrative experience
- Bereavement leave
- Sick pay
Quick apply
Lead Specialist (Pensions Administration)
The Pensions Regulator —Brighton
- From £54,074 a year
- Full-time
- Hybrid work
- Mentoring
- Organisational skills
- Communication skills
- Annual leave
- Flexitime
HR Administrator
Harris Federation —London
- £29,000 - £32,000 a year
- Hybrid work
- Administrative experience
- Organisational skills
- School
- Annual leave
- Employee assistance programme
2d
Medical Secretary Administrator
Cuckfield Medical Practice —Cuckfield
- From £12.71 an hour
- Part-time
- Hybrid work
- Administrative experience
- Organisational skills
- Medical terminology
- Free parking
- Annual leave
Quick apply
7d
Payroll Administrator
PayAssist —Uckfield
- Hybrid work
- Microsoft Excel
- Organisational skills
- Communication skills
Quick apply
Customer Service Administrator
The Pallet Network —Crawley
- Full-time
- Computer networking
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Apprentice Business Administrator
East Sussex County Council —Hailsham
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
11d
Recruitment Administrator
Bramley Health —Croydon
- £26,000 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Communication skills
- Employee discount
Quick apply
9d
Business Support Administrator
GDST —Sutton
- £25,015 - £30,291 a year
- Full-time
- School
8d
Receptionist/Administrator
Gossops Green Medical —Crawley
- £12.71 an hour
- Part-time
- Customer service
- Front desk
- IT
- Annual leave
Quick apply
8d
Operations Administrator
Allsaved Group —Billingshurst
- £28,000 - £30,000 a year
- Overtime
- Microsoft Office
- Driving
- Data entry
Quick apply
Community Forensic Team Leader
South London and Maudsley NHS Foundation Trust —London
- £58,133 - £65,261 a year
- Full-time
- Management
7d
Financial Planner
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- CRM software
- Organisational skills
- Communication skills
18h
Medical Secretary
Saxonbury House Medical Group —Crowborough
- £13.11 an hour
- Overtime
- Computer literacy
- GP surgery experience
- In-person
- Annual leave
- Sick pay
Quick apply
3d
HR Advisor (Recruitment Co-ordinator)
BHASVIC —Brighton and Hove
- £32,199 - £35,395 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
7d

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practice administrator jobs near hartfield, esx

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

practice administrator jobs in hartfield, esx

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

Data & Operations Support Administrator

ALS Administrator

Patient Service Advisor (GP Practice)

Office Administrator

Practice Administrator

Lead Specialist (Pensions Administration)

HR Administrator

Medical Secretary Administrator

Payroll Administrator

Customer Service Administrator

Apprentice Business Administrator

Recruitment Administrator

Business Support Administrator

Receptionist/Administrator

Operations Administrator

Community Forensic Team Leader

Financial Planner

Medical Secretary

HR Advisor (Recruitment Co-ordinator)

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