Financial administrator Work, Jobs in Bagshot, Sry (with Salaries)

Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)
Spring Wealth Management —Epsom
- £25,500 - £28,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Employee discount
- Life insurance
Quick apply
Accounts Administrator / Assistant Management Accountant
Pure Resi Ltd —Dorking
- £25,000 - £42,000 a year
- Part-time
- Microsoft Excel
- Management
- Accounting
- Annual leave
Quick apply
3d
Accounts Assistant
Spare Crib Global Ltd —Sunningdale
- £14 - £18 an hour
- Part-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Work from home
Quick apply
3d
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Part Time Accounts Assistant - Self Employed
Eton Town Council —Windsor
- From £20 an hour
- Accounting
- In-person
Quick apply
1d
Accounts and Office Administrator
Excalibur Actuaries Ltd —Farnham
- £25,000 - £35,000 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
3d
Loan Administrator
Step One Finance —Woking
- Full-time
- Microsoft Excel
- Customer service
- Computer skills
Quick apply
Building co-ordinator
Heritus Managment —Bracknell
- £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Sick pay
Quick apply
9d
Payroll & Pensions Administrator
Achieve Together —Leatherhead
- £34,000 - £38,000 a year
- Microsoft Excel
- Employee discount
Financial Services Administrator
FNZ —Basingstoke
- Full-time
- Hybrid work
- Organisational skills
- IT
- Communication skills
2d
Client Administrator
Evelyn Partners —Guildford
- Full-time
- Hybrid work
- English
- Administrative experience
- Organisational skills
Quick apply
Patient Administrator
Circle Health Group —Guildford
- £24,947.11 a year
- Part-time
- Hospital
- Employee discount
- Life insurance
Business Administrator
Nuffield Health —Woking
- £25,545 a year
- Part-time
- Employee discount
- Gym membership
9d
Accounts Payable Administrator
Salutem Care & Education —Windsor
- £28,000 - £30,000 a year
- Hybrid work
- Microsoft Excel
- Accounting
Financial Administrator
Bupa —Wembley
- £26,422.50 - £33,595.85 a year
- Full-time
- Customer service
- Employee discount
- Gym membership
Quick apply
Financial Administrator (Home Counties)
Perspective Financial Group —Chesham
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Talent Acquisition Administrator
Flatpay —London
- £30,000 - £32,000 a year
- Full-time
- Recruiting
- In-person
Quick apply
EMEA AML Officer
Invesco —Henley on Thames
- Full-time
- Hybrid work
- Spanish
- Project management
- Organisational skills
- Annual leave
- Life insurance
Business Support Administrator (12 Month Fixed Term Contract)
Menzies LLP —Staines-upon-Thames
- Customer service
- Microsoft Office
- Administrative experience

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Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)

Spring Wealth Management
Epsom

Quick apply

Job details

Permanent | Full-time
£25,500 - £28,000 a year

Benefits

Employee mentoring programme
Financial planning services
Company pension
Employee discount
Life insurance
Sick pay
On-site parking

Qualifications

Microsoft Excel
Microsoft Office
Administrative experience
Organisational skills
Financial services
Communication skills
Office experience

Full job description

A busy and growing financial adviser practice are looking for someone to join their team as an PA / Administrator to assist with growing business volumes. You will be working as part of a vibrant and busy team assisting the advisers with ensuring that we deliver a 1st class service for our clients. Initially you will start in more of a PA / Admin type role then once you have learnt the basics progressing into more of a paraplanning position over time where you will be writing up more complex cases (such as investment and pension transfers).

You will be primarily responsible for:

Contacting (phone, email and letter) new and existing clients to schedule meetings
Document the follow up to those meetings
Action requests / follow ups from client meetings
Deal with both internal and external administration functions
Sending off letters of authority to 3rd party providers then chasing up the resulting info
Utilising and documenting on our CRM System (Salesforce)
Writing up basic reports
Dealing with Ad-Hoc client requests
Prepare Meeting and Review Packs
Carry out and Document AML checks
Working as part of a team to ensure a smooth and seamless administration function for clients.

The Person:

Must be confident, articulate and able to communicate
Ideally has experience as an office or business administrator
Has excellent attention to detail and able to manage time effectively
Is comfortable managing multiple reponsibilities and prioritising requirements
Someone who is enthusiastic and can overcome challenges
Has a positive attitude, can manage themselves, competent and professional
Is proactive and can contribute towards future development of the Practice
Keen on learning and developing themselves

Prior experience in financial services would be highly desirable but is not essential, an interest in this area is certainly beneficial though. Full training with an accredited pathway will be provided and progression encouraged, we will pay for 1st sittings of exams and supporting text books as well as provide support and training from qualified people within the practice. There will also be the opportunity to progress into other roles within the practice for the right person (should they wish), full training will be supplied.

Package includes pension matching, life insurance, critical illness insurance, income protection and 24 days holiday a year as well as bonsues linked to team performance.

We will need someone to be working in office 5 days a week so flexible working is not an option.

Job Types: Full-time, Permanent

Pay: £25,500.00-£28,000.00 per year

Benefits:

Company pension
Employee discount
Employee mentoring programme
Financial planning services
Life insurance
On-site parking
Sick pay

Work Location: In person

Quick apply

Refine Your Search

financial administrator jobs in bagshot, sry

Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)

Accounts Administrator / Assistant Management Accountant

Accounts Assistant

Financial Planning Administrator

Part Time Accounts Assistant - Self Employed

Accounts and Office Administrator

Loan Administrator

Building co-ordinator

Payroll & Pensions Administrator

Financial Services Administrator

Client Administrator

Patient Administrator

Business Administrator

Accounts Payable Administrator

Financial Administrator

Financial Administrator (Home Counties)

Financial Planner - Surrey

Talent Acquisition Administrator

EMEA AML Officer

Business Support Administrator (12 Month Fixed Term Contract)

I want to receive the latest job alerts for financial administrator in bagshot, sry

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