accounts administrator Work, Jobs in bromyard, hef (with Salaries)

Private Wealth Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Excel
- Financial services
- Communication skills
11d
Accounts Administrator
Connect Projects tm Ltd —Worcester
- From £12.50 an hour
- Part-time
- Administrative experience
- Accounting
- Organisational skills
- Free parking
Quick apply
12d
Accounts/Administration Assistant
Willy's ACV —Ledbury
- £27,000 - £27,300 a year
- Temporary
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Quick apply
6d
Senior Purchase Ledger Clerk
University of Worcester —Worcester
- £26,707 - £30,378 a year
- Full-time
- Hybrid work
- Flexitime
- Employee assistance programme
9d
T&C Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
10d
Administrator- Account Handler
Athena Worksufaces Ltd —Worcester
- From £26,624 a year
- Monday to Friday
- Microsoft Powerpoint
- Customer service
- Salesforce
Quick apply
Property and Accounts Administrator
Spa Decorators Ltd —Droitwich
- From £12.71 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
3d
Payroll & Data Coordinator
Amcor —Evesham
- £27,000 - £27,750 a year
- Full-time
- Microsoft Office
- Analysis skills
- Driving
- Free parking
- Relocation assistance
Quick apply
3d
Regional LCAS Finance Assistant
Elim Foursquare Gospel Alliance —Malvern
- £13.85 an hour
- Part-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Microsoft Office
- Free parking
- Flexitime
Quick apply
5d
Customer Service Assistant
Royal Life Saving Society UK —Worcester
- £23,132.20 a year
- Part-time
- Customer service
- Microsoft Office
- IT
- Free parking
- Annual leave
Quick apply
11d
Credit Control Administrator
K3 Advisory Group —Worcester
- £28,500 a year
- Microsoft Outlook
- Administrative experience
- Communication skills
Quick apply
Sales Administrator
RLSE —Tewkesbury
- Sales
- Customer service
- Computer literacy
Quick apply
Client Asset Finance Administrator
Innovus —Worcester
- £25,000 a year
- Full-time
- Computer literacy
- Communication skills
- Employee discount
Quick apply
Business Admin Assistant
HR Smith Group —Hereford
- Full-time
- Microsoft Excel
- Microsoft Office
- Free parking
- Employee assistance programme
Sales Ledger Administrator
Crowthers Chartered Accountants —Pershore
- QuickBooks
- Financial services
- In-person
- Annual leave
Quick apply
Sales Administrator (Internal Sales)
Rubix —Tewkesbury
- Full-time
- Sales
- Administrative experience
- Organisational skills
VacancyTitle: Sales Administrator (Internal Sales)
Rubix —Tewkesbury
- Full-time
- Sales
- Administrative experience
- Organisational skills
Office Administrator
Clent Nurseries —Hagley
- From £15 an hour
- Part-time
- English
- Accounting
- Organisational skills
- Free parking
- Employee discount
Quick apply
12d

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Private Wealth Administrator
AFH Financial Group —Bromsgrove
Liaising with both internal and external stakeholders by telephone, letter, and e-mail. Working alongside the Private Wealth Operations Manager, Client…
11d
Admin and Accounts Assistant
Coventry Electrical Ltd —Coventry
Demonstrable experience in data entry within a financial or administrative context. _C.I.S tax (construction industry scheme tax)_.
£15.00 - £17.50 an hour
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10d

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accounts administrator jobs near bromyard, hef

Private Wealth Administrator

AFH Financial Group -
Bromsgrove

Apply Now

Job details

Full-time
11 days ago

Benefits

Company pension

Qualifications

Microsoft Excel
Numeracy
Financial services
Communication skills

Full job description

Private Wealth Administrator

This is a fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. You will join us on a full-time, permanent basis and in return, you will receive a competitive salary plus a range of benefits and hybrid working.

As a Private Wealth Administrator, you will be an integral part of the AFH Private Wealth team and will be responsible for all administrative duties as well as supporting and helping your colleagues to create and develop efficiencies across the business using all tools at your disposal, including XPlan and Nexus. You will be expected to manage your own workload, speaking to fellow staff members as well as directly with clients and other Wealth Managers (predominantly Pershing).

As a Private Wealth Administrator, you will be:

Processing new business and ongoing account management
Working alongside the Private Wealth Operations Manager, Client Executives, and other Administrators to ensure that all workload is prioritised and dealt with in a timely and efficient manner
A point of contact for clients, providers, and other members of the business
Processing the completion of transfers in and out
Loading and managing ongoing and initial fees on multiple platforms internally and externally
Posting deal reporting
Ensuring stock research is up to date
Creating and managing cash lists
Processing deceased cases i.e. probate and small estates
Dealing with the sale and transfers of shares
Conforming to timelines, demands, and shifting priorities through problem solving
Liaising with both internal and external stakeholders by telephone, letter, and e-mail
Managing the AFH Private Wealth direct phoneline with a confident telephone manner
Any other reasonable request made by the business.

What we are looking for in our ideal Private Wealth Administrator:

Strong numeracy, literacy and attention to detail
Good Microsft packages skills, specifically Excel
Experience in stockbroking/financial services preferred
Team player with strong communication and stakeholder‑management skills
Confident telephone manner
Proactive, organised and able to prioritise under pressure
Critical thinker with high accuracy
Able to work 08:00-16:30, Monday - Friday in line with the opening times of the UK stock market

Benefits and Perks at AFH

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.

If you are interested in becoming a part of our growing community as our Private Wealth Administrator, get in touch and click ‘APPLY’ today. We look forward to hearing from!

Apply Now

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accounts administrator jobs in bromyard, hef

Private Wealth Administrator