Document Work, Jobs in Budleigh Salterton, Dev (with Salaries)

Financial Planning Assistant / Administrator
Premier Financial Planning Ltd —Exeter
- £22,000 - £29,000 a year
- Part-time
- Microsoft Outlook
- Microsoft Office
- Administrative experience
- Free parking
- Profit sharing
Quick apply
6d
Professional Services Co-ordinator / Administrator
Stags —Exeter
- From £27,500 a year
- Part-time
- Microsoft Office
- IT
- In-person
- Free parking
Quick apply
Administrator
Pete's Dragons —Exmouth Town
- £24,784.50 - £26,500.00 a year
- Full-time
- Data analysis skills
- Microsoft Office
- Administrative experience
- Health & wellbeing programme
Quick apply
10d
Office Administrator
Rainbow Skips & Recycling Ltd —Torquay
- £14 an hour
- Monday to Friday
- Customer service
- Administrative experience
- Data entry
Quick apply
13d
Legal Secretary (Private Client)
WBW Solicitors —Sidmouth
- From £24,935 a year
- Computer literacy
- Microsoft Office
- Administrative experience
- Health & wellbeing programme
- Life insurance
Quick apply
14d
Helpdesk Operator
Emcor —Paignton
- £11,091 a year
- Part-time
- Computer literacy
- Employee assistance programme
- Referral programme
Quick apply
Assistant Scheduler
Arcadis —Exeter
- Bachelor's degree
- Communication skills
Document Controller
Link-Force Ltd —Exeter
- £22 - £24 an hour
- Temporary
- Organisational skills
- Communication skills
14d
Skin Cancer Screening Nurse
The MOLE Clinic Ltd —Exeter
- Up to £25,200 a year
- Part-time
- Anatomy knowledge
- No experience needed
- Patient care
- Annual leave
- Employee discount
Quick apply
4d
Operations Coordinator
Streets Accountants —Exeter
- Microsoft Office
Quick apply
Office Administrator / PA (Estate Agency)
Southgate Estates —Exeter
- £25,000 - £30,000 a year
- Hospitality
- Sales
- Customer service
- Annual leave
Quick apply
11d
Office Administrator
QuickSilver Sound Architects Ltd —Talaton
- £25,000 - £30,000 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
Quick apply
IT Helpdesk Analyst
University of Exeter —Exeter
- From £30,628 a year
- Hybrid work
- Customer service
- Computer literacy
- University
- Annual leave
3h
Paralegal
Tozers —Exeter
- Full-time
- Administrative experience
- IT
- Communication skills
4d
SEND Administrator
The Harbour Schools Partnership —Exeter
- £25,989 - £26,403 a year
- Full-time
- Organisational skills
- School
Document Controller
Tilbury Douglas —Exeter
- Full-time
- Microsoft Office
- Agile
- Annual leave
- Employee assistance programme
13d
Business Administrator
Southwest Intervention Services —Buckfastleigh
- £12.80 - £13.77 an hour
- Full-time
- Microsoft Word
- Microsoft Outlook
- Travel
- Free parking
- Employee assistance programme
Quick apply
4d
Litigation Paralegal
Tozers —Exeter
- Full-time
- Hybrid work
- IT
12d
Caravan Sales Administrator
Park Holidays UK —Dawlish
- £27,500 a year
- Weekend availability
- Microsoft Word
- Microsoft Excel
- Sales
- Employee assistance programme
- Employee discount
11d
Legal Secretary (Property)
WBW Solicitors —Torquay
- From £24,935 a year
- Full-time
- Computer literacy
- Microsoft Office
- Administrative experience
- Health & wellbeing programme
Quick apply
12d

I want to receive the latest job alerts for document in budleigh salterton, dev

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

document jobs near budleigh salterton, dev

Financial Planning Assistant / Administrator

Premier Financial Planning Ltd
Exeter

Quick apply

Job details

Part-time | Full-time
£22,000 - £29,000 a year
6 days ago

Benefits

Free parking
Profit sharing
Financial planning services
Flexitime
Company pension
Company events
Employee discount
Sick pay

Qualifications

Economics
Microsoft Outlook
Mathematics
Microsoft Office
Administrative experience
Organisational skills
Financial services
Typing
Phone etiquette
Business
A Level
Office experience

Full job description

Financial Planning Assistant / Administrator – Exeter

Premier Financial Planning Ltd is looking for a professional, hard-working and organised Financial Planning Assistant / Administrator to join our Exeter office.

This is an important role within a friendly and growing financial advice business. We are looking for the right person who wants to become a valued long-term member of the team, support our advisers, help with new clients and play a key part in delivering an excellent client experience.

Ideally, you will already have experience working in financial advice, financial services, mortgages, pensions, investments or a similar professional office environment. However, we would also consider someone with the right attitude, strong administration skills and a genuine desire to learn the financial advice industry.

About Us

Premier Financial Planning Ltd is an award-winning team of Mortgage and Financial Planners, supporting clients across the South of England.

Our Exeter office provides friendly, professional and high-quality financial planning advice to clients looking to achieve their goals in life, career and family. We take time to get to know our clients properly and understand what matters most to them.

Due to continued demand from new clients, we are looking to expand our team so we can continue to offer the level of service our clients expect.

About the Role

The role will involve supporting our Financial Planners with client administration, preparing for meetings, helping process new business and ensuring clients receive a smooth, professional and friendly service.

We are ideally looking for someone full time, Monday to Friday, 9am to 5pm. However, for the right person, we would consider a four-day working week.

This is an office-based role in Exeter.

Key Responsibilities

Your responsibilities will include:

Supporting Financial Advisers with preparation for client meetings and follow-up actions.
Helping with new client enquiries and onboarding.
Preparing and maintaining client files, ensuring all records and documents are accurate and up to date.
Using CRM systems to manage client information and workflow.
Liaising with clients, providers and colleagues in a professional and timely manner.
Handling client queries and helping deliver a positive client experience.
Assisting with the processing of applications, transactions and account queries.
Supporting the wider team with general administration and office organisation.
Helping keep the office professional, organised and client-ready.
Working closely with advisers and colleagues to improve processes and share best practice.

The Person We Are Looking For

We are looking for someone who is:

Professional, reliable and hard-working.
Organised, accurate and detail-focused.
Friendly and confident when dealing with clients.
Keen to learn and develop within the financial advice industry.
Able to manage their time and prioritise work effectively.
Comfortable working in a busy office environment.
Good with Word, Excel, Outlook and general office systems.
A good communicator, both written and verbal.
Looking for a long-term opportunity rather than just a short-term role.

Experience in financial advice or financial services would be a strong advantage, but the right personality, work ethic and willingness to learn are just as important.

What We Offer

Full-time hours, Monday to Friday, 9am to 5pm.
Four-day week considered for the right person.
Supportive, friendly and relaxed office environment.
Opportunity to learn from experienced Financial Advisers.
A chance to build a long-term career in financial advice.
Holiday package.
Workplace pension.
Option to purchase extra holiday.
Flexibility where needed, as we understand the importance of family life.

This is a great opportunity for someone who wants to join a growing company, become part of a close team and build a fulfilling career in financial planning.

Job Types: Full-time, Part-time

Pay: £22,000.00-£29,000.00 per year

Benefits:

Company events
Company pension
Employee discount
Financial planning services
Flexitime
Free parking
Profit sharing
Sick pay

Education:

A-Level or equivalent (required)

Experience:

Financial Services: 1 year (preferred)

Work Location: In person

Quick apply

Refine Your Search

document jobs in budleigh salterton, dev

Financial Planning Assistant / Administrator

Professional Services Co-ordinator / Administrator

Administrator

Office Administrator

Legal Secretary (Private Client)

Helpdesk Operator

Assistant Scheduler

Document Controller

Skin Cancer Screening Nurse

Operations Coordinator

Office Administrator / PA (Estate Agency)

Office Administrator

IT Helpdesk Analyst

Paralegal

SEND Administrator

Document Controller

Business Administrator

Litigation Paralegal

Caravan Sales Administrator

Legal Secretary (Property)

I want to receive the latest job alerts for document in budleigh salterton, dev

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected