Financial administrator Work, Jobs in Ashbourne (with Salaries)

Financial Administrator
Perspective Financial Group —Ashbourne
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
5d
Casework Support Officer - 2 posts
Derby City Council —Derby
- £26,403 - £27,254 a year
- Temporary
- Hybrid work
- Microsoft Outlook
- Administrative experience
- Communication skills
- Annual leave
- Employee assistance programme
1d
Trainee Mortgage Advisor
APR Money Ltd —Derby
- From £24,000 a year
- Full-time
- Hybrid work
- Basic maths
- Financial services
- Communication skills
- Life insurance
- Sick pay
Quick apply
Administration Assistant
Premier Insurance Brokers Ltd —Nottingham
- From £27,000 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
5d
Junior Planning Assistant / General Administrator
Copper and Optic —Trentham
- Up to £25,000 a year
- Full-time
- Microsoft Access
- Computer literacy
- Maths
- Free parking
- Health & wellbeing programme
Quick apply
OHL Project Administrator
SOCOTEC UK & Ireland —Derby
- Full-time
- Microsoft Office
- Administrative experience
- Organisational skills
- Employee assistance programme
Quick apply
Sales Administrator
Project Better Energy —Burton-On-Trent
- £26,437 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Employee assistance programme
- Employee discount
Quick apply
4d
Accounts Payable Assistant
Steris —Derby
- Full-time
11h
Part-Time Accounts Administrator
Karntek —Stafford
- Part-time
- Salesforce
- Communication skills
- Time management
- Annual leave
- Employee assistance programme
Quick apply
8d
Helpdesk Administrator
Cornerstone facilities management LTD —Derby
- £13 an hour
- Full-time
- Continuous improvement
- Data entry
- Contracts
- Free parking
- Employee discount
Quick apply
6d
Financial Planning Administrator
Cooper Parry —Derby
- Full-time
- Analysis skills
- Training & development
OHL Project Administrator
LSTC Group —Derby
- Part-time
- Microsoft Office
- Administrative experience
- Organisational skills
FM Administrator
BAM UK & Ireland —Derby
- Word processing
- Computer literacy
- Databases
Digital Operations & Supplier Assurance Support Officer
Midlands Partnership University NHS Foundation Trust —Stafford
- £28,392 - £31,157 a year
- Full-time
- Human resources
11d
Administrator
Park Lane Private Limited —Stoke-on-Trent
- £12.81 - £13.10 an hour
- Full-time
- English
- Administrative experience
- Data entry
- Free parking
Quick apply
Care Home Administrator
Orchard Healthcare Group —Chesterfield
- From £14.71 an hour
- Full-time
- Human resources
- Contracts
- Communication skills
- Employee assistance programme
Quick apply
Pick Up IT and Network Support Administrator
DPD Group UK —Stoke-on-Trent
- Up to £28,200 a year
- Full-time
- Hybrid work
- IT
- Communication skills
- Free parking
Quick apply
20h
Pensions Finance Administrator
Brightwell —Chesterfield
- Microsoft Word
- Organisational skills
- Communication skills
- Free parking
- Employee assistance programme
Administrator
Leonard Cheshire —Swadlincote
- £15 an hour
- Microsoft Word
- Microsoft Outlook
- Administrative experience
- Annual leave
- Employee assistance programme
Quick apply
6d
Operational Support Administrator
East Midlands Ambulance Service NHS Trust —Annesley
- £25,760 - £27,476 a year
- Overtime
- Administrative experience
- Organisational skills
- IT
- Employee assistance programme
11d

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Financial Administrator

Perspective Financial Group
Ashbourne

Apply Now

Job details

Permanent
5 days ago

Benefits

Cycle to work scheme
Company pension
Referral programme
Car scheme

Qualifications

Financial planning
Pension
Meeting coordination
Inbound customer enquiry call handling
Stakeholder liaison
Administrative support experience
Microsoft Office Suite
Computer skills
Proofreading
Communication skills

Full job description

Perspective (North West) Ltd / Perspective (Foinaven)

Job Description

We have a fantastic vacancy for a Financial Administrator to join our busy Ashbourne Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.

Office: Perspective (Foinaven)
Location: Ashbourne
Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)
Salary: Competitive dependant on experience and qualifications. Available upon request.

Please note: any offer of employment is subject to satisfactory criminal record background checks.

Office Location

Ashbourne OfficeUnit 2 Spire HouseWaterside RoadAshbourneDerbyshireDE6 1DG

Requirements

You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.
You will also be skilled in, or have the ability to learn:

Good working knowledge of IO and Platform.
Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
Management and prioritising workloads.
Excellent planning, organisational and multi-tasking abilities.
Analytical and problem-solving skills.
Flexibility/adaptability to cope with change.
Excellent communication skills at all levels.
A team player with a positive attitude.

Responsibilities

This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including, but not limited, to:

Client correspondence, written and verbal.
Processing New Business.
Preparation of client review packs.
Arranging client meetings and managing the Adviser’s diary.
Illustration requests.
Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
Taking phone calls, enquiries and requests, and handling them where appropriate.
Back-office support.

Due to the nature of the business, the role may also include additional responsibilities considered reasonable.

Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.

BirthdayLeave

Everyone should have the chance to enjoy their birthday, which is why Perspective offers an extra paid day off to mark the occasion.

ElectricVehicleScheme

Our Electric Vehicle Scheme gives eligible employees the opportunity to lease a brand-new electric car through a salary sacrifice arrangement.

Cycle toWorkScheme

Our Cycle to Work Scheme makes it easier for employees to access a new bike and safety equipment through a salary sacrifice arrangement.

EyecareSupport

Our Eyecare Support is designed to help employees stay comfortable and supported when working with display screen equipment.

HolidayPurchaseScheme

Our Holiday Purchase Scheme gives eligible employees the option to buy up to five additional days of holiday each year.

LongServiceAwards

Our Long Service Awards are designed to recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective.

ExtraDiscount Cards

Extras Discount Cards give employees an easy way to make everyday spending go further.

FamilyFriendlyPolicy

Our Family Leave policies are designed to support employees as they grow their families, whether through birth or adoption.

Perspectiveplus
Shaped around you

We believe that supporting our people goes beyond the workplace, which is why we offer a comprehensive range of employee benefits, shaped around you.

25 days holiday

Pension

Enhanced Parental Pay

Life Assurance

Learning & Development

Employee Referral Scheme

Apply Now

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