Financial administrator Work, Jobs in Boldre, Ham (with Salaries)

IFA Administrator
Baggette + Co Wealth Management —Poole
- £28,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Work from home
- Life insurance
Quick apply
13d
Administrator
McCarthy & Stone —Lymington
- £12.85 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
- Employee discount
Quick apply
11d
Payroll Administrator
Knights Brown —Ringwood
14d
Financial Planning Administrator
Dynamite Recruitment Solutions Ltd —Poole
- £30,000 - £35,000 a year
- Hybrid work
- Organisational skills
- Communication skills
1d
Administrator, Onboarding AML/KYC
Gen II Group Services - UK- Limited —Southampton
- Hybrid work
- English
- Bachelor's degree
- Organisational skills
Housing Options Assistant
New Forest District Council —Lyndhurst
- £27,939 - £30,372 a year
- Full-time
- Hybrid work
- Microsoft Office
- IT
- Communication skills
- Employee assistance programme
- Employee discount
4d
Employee Benefits Administrator
Beever and Struthers —Solent
- Hybrid work
- Time management
2d
Administrator - Lymington (Adult Leisure)
Brockenhurst College —Lymington
- £24,617 a year
- Microsoft Outlook
- Customer service
- Computer skills
- Free parking
- Employee assistance programme
4d
Senior Administrator
Colten Care —Winchester
- £14.20 - £15.70 an hour
- Nursing home
- Customer service
- Microsoft Office
Pensions Administrator
Ashe Consulting —Winchester
1d
Accounts Assistant
Greenfield Insurance Brokers —Fareham
- £14 - £18 an hour
- Part-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
- Free parking
Quick apply
1d
Finance Administrator
Hampshire County Council —Winchester
- £27,780 - £30,564 a year
- Call to connect
- Hybrid work
- Data analysis skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
4d
Assistant Pensions Administrator
Ashe Consulting —Winchester
1d
Business Administrator
Hays Business Support —Southampton
- £13 - £14 an hour
- Temporary
- Microsoft Office
- Administrative experience
- Organisational skills
14d
Senior Administrative Officer
Hampshire County Council —Winchester
- £33,178 - £36,369 a year
- Hybrid work
- Microsoft Office
- Administrative experience
- Travel
- Annual leave
- Employee assistance programme
1d
Customer Service Administrator
Quilter —Southampton
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
Risk & Compliance Administrator
Eight Financial Advice —Whiteley
- Full-time
- Hybrid work
- Salesforce
- Microsoft Office
- Organisational skills
- Work from home
- Employee assistance programme
Quick apply
Business Administrator
Hays-Hiredonline —Southampton
- £12.76 - £13.50 an hour
- Temporary
- Microsoft Office
- Administrative experience
- Organisational skills
11d
Financial Planning Administrator - 12-month FTC
Attivo Group —Fareham
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
2d
Purchasing Administrator
UK Docks Marine Services South Ltd —Gosport
- £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
Quick apply
3d

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IFA Administrator

Baggette + Co Wealth Management
Poole

Quick apply

Job details

Permanent | Full-time | Part-time upon request
£28,000 - £35,000 a year
13 days ago

Benefits

Financial planning services
Company pension
Work from home
Paid volunteer time
Life insurance
On-site parking

Qualifications

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

Full job description

Job Overview
We are seeking a highly organised and detail-oriented IFA Administrator to join our team. This role involves providing comprehensive administrative support within the financial services sector, ensuring smooth operation of client and adviser activities. The ideal candidate will possess strong communication skills, a solid understanding of financial planning processes, and proficiency in Microsoft Office applications. This position offers an excellent opportunity for individuals with administrative experience looking to develop their career within the financial industry.

Duties

Prepare and maintain accurate reports related to client portfolios and financial planning activities.
Analyse data to support financial advisers in creating tailored advice for clients.
Manage client records and documentation in compliance with regulatory standards.
Assist with the organisation of meetings, appointments, and client correspondence using Microsoft Outlook.
Support the preparation of financial documents and presentations using Microsoft Word and Excel.
Provide exceptional customer service by responding promptly to client enquiries and requests.
Coordinate with internal teams to ensure timely completion of administrative tasks.
Maintain a high level of organisation across all administrative functions, ensuring data accuracy and confidentiality.

Skills

Proven experience in report writing and analysis within a financial services environment.
Strong organisational skills with excellent time management abilities.
Proficiency in Microsoft Office suite, including Word, Excel, and Outlook.
Good IT skills with the ability to adapt to new software systems quickly.
Excellent communication skills, both written and verbal, suitable for liaising with clients and colleagues.
Knowledge of financial planning processes and regulatory requirements is desirable.
Previous administrative experience is essential, preferably within a financial or professional services setting.
Ability to deliver high-quality customer service consistently under pressure. This role is ideal for motivated individuals seeking a challenging yet rewarding position supporting financial advisers in delivering exceptional service to clients while advancing their professional development within the financial sector.

Pay: £28,000.00-£35,000.00 per year

Benefits:

Company pension
Financial planning services
Life insurance
On-site parking
Paid volunteer time
Work from home

Work Location: In person

Quick apply

Refine Your Search

financial administrator jobs in boldre, ham

IFA Administrator

Administrator

Payroll Administrator

Financial Planning Administrator

Administrator, Onboarding AML/KYC

Housing Options Assistant

Employee Benefits Administrator

Administrator - Lymington (Adult Leisure)

Senior Administrator

Pensions Administrator

Accounts Assistant

Finance Administrator

Assistant Pensions Administrator

Business Administrator

Senior Administrative Officer

Customer Service Administrator

Risk & Compliance Administrator

Business Administrator

Financial Planning Administrator - 12-month FTC

Purchasing Administrator

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