Service advisor/administrator Work, Jobs in West Parley, Dor (with Salaries)

Wealth Management Administrator
Grove Wealth Management Ltd —Christchurch
- £24,000 - £27,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Management
Quick apply
7d
Administrator/Customer Service Advisor
The Polyclear Group —Southampton
- From £26,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Accounting
- Free parking
Quick apply
HR Administrator
Churchill Retirement PLC —Ringwood
- Full-time
- Microsoft Office
- Human resources
- Organisational skills
- Employee assistance programme
Service Advisor/Administrator
Adams Morey —Southampton
- £28,080 a year
- Full-time
- Customer service
- Administrative experience
- Free parking
- Employee assistance programme
Quick apply
17h
Customer Service Advisor
Olleco —Southampton
- £27,497.64 a year
- Sales
- Customer service
- Communication skills
Quick apply
Warranty Administrator
Snows Group —Bournemouth
- £32,000 a year
- Full-time
- Employee assistance programme
- Referral programme
Quick apply
Employee Benefits Administrator
Menzies LLP —Southampton
- Hybrid work
- Time management
Occupational Health Physician - Hybrid / Southampton
Health Partners —Southampton
- Part-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
- Annual leave

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Customer Service Advisor
Olleco —Southampton
You’ll be delivering amazing customer service by building rapport with our customers. We look to proactively manage our customers accounts, identifying and…
£27,497.64 a year
Quick apply
Administrator/Customer Service Advisor
The Polyclear Group —Southampton
Keeping customers updated on order progress. Managing incoming phone calls and emails. General administrative duties including photocopying, filing, invoicing…
From £26,000 a year
Quick apply

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service advisor/administrator jobs near west parley, dor

Wealth Management Administrator

Grove Wealth Management Ltd
Christchurch

Quick apply

Job details

Full-time
£24,000 - £27,000 a year
7 days ago

Benefits

Company pension

Qualifications

Microsoft Word
Microsoft Excel
Management
Salesforce
Microsoft Office
IT
Financial services
Communication skills

Full job description

About Us

Grove Wealth Management is a long established senior partner practice of St. James's Place Wealth Management. We offer a personal, bespoke service to individual and corporate clients. We pride ourselves on delivering tailored financial solutions, ensuring our clients achieve their long-term financial goals. We are seeking a motivated Financial Administrator to join our team in Christchurch, Dorset.

Overview
We are seeking an exceptionally organised and detail-oriented Financial Administrator who is passionate about getting things right first time. This is a fantastic opportunity for a candidate with experience in the wealth management sector.

Duties

Communication with third party providers to submit Letters of Authority and obtain policy information as required by the Advisors.
Financial Record Management: Maintain, update, and manage client financial records efficiently and accurately.
Administrative Support: Provide administrative support to our financial advisers, including document preparation, and data entry.
Reporting: Assist in generating financial reports, client documentation, and meeting file preparation as needed.
Client Liaison: Interact with clients as required, ensuring all communications and queries are handled professionally.
Compliance Support: Help ensure all processes are in line with regulatory requirements and internal policies.

Key Skills & Experience

Proven experience in a financial administration role or similar position.
Attention to Detail: High levels of accuracy are required, particularly when handling financial information.
Excellent Communication Skills: You will be in contact with both clients, external providers and colleagues, so clear and professional communication is vital.
IT Skills: Strong proficiency in Microsoft Office, Salesforce, OneNote, Word and Excel, and familiarity with other financial software (eg, FE Analytics) is beneficial.

Why Join Us?

Immediate start, in person training and online learning provided .
Ongoing training & professional development
A friendly, collaborative and supportive team environment

How to Apply

If you are passionate about financial administration and enjoy data management, please apply now to Grove Wealth Management Ltd.

Please note that a Public Information Identity Check will be undertaken if the position is offered to you. The check confirms identity and establishes any adverse financial records.

Job Type: Full-time

Pay: £24,000.00-£27,000.00 per year

Benefits:

Company pension

Experience:

Wealth Management: 1 year (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

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