Junior office administrator Work, Jobs in Alfreton, Dby (with Salaries)

Financial Planning Administrator / Junior Paraplanner
Red IFA (Nottingham) Limited —Nottingham
- From £25,420 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
7d
Financial Planning Administrator / Junior Paraplanner
Red IFA Nottingham Ltd —Nottingham
- From £25,420 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
7d
Junior Salesforce Administrator
Cooper Parry —Derby
- Full-time
- Sales
- Salesforce
- DevOps
11d
Senior Business Systems Administrator
Tes Global —Sheffield
- £60,000 - £65,000 a year
- Full-time
- Continuous improvement
- No degree
- Leadership
- Annual leave
- Employee assistance programme
Quick apply
7d

Other jobs to consider

Find your next job by exploring related positions.

IT Support Technician
Equip Outdoor Technologies UK —Alfreton
Great staff discounts on our Rab and Lowe Alpine products. Able to take ownership of assigned helpdesk tickets, investigate logically, communicate clearly,…
Quick apply
3d
Junior Consultant
Antea Group UK —Nottingham
A full UK driving license. An awareness and developing working knowledge computer software and technical guidance documents to support the assessment of data…
£27,000 - £40,000 a year
Quick apply
11d

I want to receive the latest job alerts for junior office administrator in alfreton, dby

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

junior office administrator jobs near alfreton, dby

Salesforce Administrator jobs in Heathrow

Salesforce Admin* jobs in London

Salesforce Administrator jobs in Cyprus Station

Salesforce Administrator jobs in London

Salesforce Administrator jobs in Spalding

Administrator jobs in Pontypridd

Administrator jobs in Herne Bay

Senior Systems Administrator jobs in Remote

Administrator jobs in Folkestone

Senior Marketing Executive jobs in London

Senior Systems Administrator jobs in Norwich

Senior Care Assistant jobs in London

Senior Systems Administrator jobs in London

Nhs Administrator jobs in Sheffield

Senior Systems Administrator jobs in Antrim

Junior Paraplanner jobs in Woking

Junior Software Developer jobs in Birmingham

Junior Event Assistant jobs in London

Financial Planning Administrator / Junior Paraplanner

Red IFA (Nottingham) Limited
Nottingham

Quick apply

Job details

Permanent | Full-time
From £25,420 a year
7 days ago

Qualifications

Microsoft Word
Financial planning
Report writing
Microsoft Excel
Microsoft Outlook
Customer service
Microsoft Office
Administrative experience
Analysis skills
Organisational skills
IT
Financial services
Communication skills
Time management

Full job description

Overview

We are seeking a detail-oriented and proactive Financial Planning Administrator / Junior Paraplanner to join our dynamic team. This role offers an excellent opportunity for individuals interested in developing a career within financial services, providing vital support to senior financial planners. The successful candidate will be responsible for assisting with report writing, analysis, and administrative tasks, ensuring smooth operational workflows. This position is ideal for organised individuals with strong communication skills and a passion for financial planning.

Key Responsibilities

Submitting new business applications to providers, including more complex cases where required, and chasing these through to completion while resolving any issues and keeping Financial Advisers updated.
Preparing suitability reports, review letters and annual review letters for a variety of advice types, including undertaking tax calculations, cashflow forecasting and switch analysis where required.
Discussing client cases with Financial Advisers and identifying where further information, clarification or supporting documentation is required.
Carrying out fund, product and provider research and analysis, including obtaining valuations, quotes and other information for Financial Advisers.
Submitting protection applications and chasing these through to completion.
Performing fee reconciliation, resolving any issues that may arise, and running regular reports to ensure adviser payments are made accurately and on time.
Maintaining relevant business logs and trackers, including the DB Transfer Log and Mortgage Tracker.
Responding to client queries professionally by telephone and email, answering incoming calls and accurately taking information and notes to pass on messages promptly.
Ensuring all relevant compliance, internal business documents and provider documents are completed and held on the firm’s back-office system.
Ensuring all tasks are carried out and completed in line with company policies and procedures, as well as all compliance and legislative requirements.
Dealing effectively with colleagues, product providers and third parties.
Supporting the wider Support Team, including providing assistance and training to junior team members where required.
Proactively contributing towards building own knowledge and experience in financial planning advice and the financial planning industry.
Completing reasonable ad-hoc and other duties as required by the company.

Requirements

Previous administrative experience within financial services including report writing experience
Strong organisational skills with the ability to prioritise tasks effectively
Excellent communication skills, both written and verbal
Proficiency in Microsoft Office applications, particularly Word, Excel, and Outlook
Analytical skills with the ability to interpret financial data accurately
Knowledge of financial planning principles
IT literacy with a good understanding of various software tools used in financial environments
Strong time management skills to meet deadlines efficiently
Customer service orientation with a professional attitude

This role offers a supportive environment for professional growth within the financial planning sector. The ideal candidate will be eager to learn, organised, and committed to delivering high-quality support in a fast-paced setting.

Pay: From £25,420.00 per year

Work Location: In person

Quick apply

Refine Your Search

junior office administrator jobs in alfreton, dby

Financial Planning Administrator / Junior Paraplanner

Financial Planning Administrator / Junior Paraplanner

Junior Salesforce Administrator

Senior Business Systems Administrator

Other jobs to consider

I want to receive the latest job alerts for junior office administrator in alfreton, dby

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected