Financial administrator Work, Jobs in Bracknell Forest, Brk (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
1d
Property Helpdesk Administrator
Choice Care Group —Bracknell
- £25,000 a year
- Full-time
- Microsoft Excel
- Maintenance
- Analysis skills
- Employee assistance programme
- Life insurance
1d
Accounts and Inventory Administrator
Joy Limited —Wendover
- £15 - £17 an hour
- Part-time
- Hybrid work
- Microsoft Office
- Communication skills
- Health & wellbeing programme
- Employee discount
Quick apply
Mortgage Administrator
PJK Associates Ltd —Camberley
- £15 - £16 an hour
- Part-time
- Customer service
- Microsoft Office
- Financial services
- Free parking
Quick apply
4d
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
4d
Home Administrator
The White House Nursing Home —London
- £14.50 - £15.00 an hour
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Google Suite
Quick apply
Financial Planning Administrator
Amber River SFIA —Maidenhead
- £25,000 - £28,000 a year
- Full-time
- Data entry
- In-person
- School
- Annual leave
Quick apply
9d
Financial Services Administrator
Scott Financial Limited —Fleet
- Up to £29,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Administrator
PJ REPAIR CENTRE LTD —Reading
- Up to £16 an hour
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
Quick apply
2d
Payments Administrator
MotorEasy —Reading
- From £25,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Referral programme
Quick apply
1d
Finance & M&A Assistant
Amber River SFIA —Maidenhead
- £28,000 - £30,000 a year
- Full-time
- Administrative experience
- Bachelor's degree
- Financial services
- Annual leave
Quick apply
9d
Onboarding Administrator
Flatpay —London
- English
Quick apply
Administrator
Carbonxgen Limited —Sandhurst
- Up to £29,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Human resources
- Communication skills
- Store discount
- Health & wellbeing programme
Quick apply
Executive Assistant to the Artistic Director (Part-time)
Darbar Arts Culture Heritage Trust —London
- £38,000 - £42,000 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Quick apply
3d
Administrator
VDM Roofing Ltd —Fulham
- £16,000 - £22,000 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
1d
Administrator/Paraplanner/Trainee Paraplanner
FGA Wealth Ltd —Guildford
- £27,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Financial services
Quick apply
Technical Administrator
Bidfood —Slough
- £30,000 a year
- Monday to Friday
- Remote
- Microsoft Powerpoint
- Microsoft Excel
- Administrative experience
- Employee discount
Quick apply
2d
Accounts Payable Administrator
Salutem Care & Education —Windsor
- £28,000 - £30,000 a year
- Hybrid work
- Microsoft Excel
- Accounting
Operations Finance Administrator
Evolution (Electronic Security Systems) Ltd —Marlow
- Full-time
- QuickBooks
- Contracts
- Financial services
- Annual leave
- Employee assistance programme
Quick apply
9d
Technology Finance Administrator
Primark —Reading
- Microsoft Powerpoint
- Microsoft Excel
- Oracle
3d

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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
1 day ago

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 bracknell forest, brk

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

Property Helpdesk Administrator

Accounts and Inventory Administrator

Mortgage Administrator

Financial Planning Administrator

Home Administrator

Financial Planning Administrator

Financial Services Administrator

Administrator

Payments Administrator

Finance & M&A Assistant

Onboarding Administrator

Administrator

Executive Assistant to the Artistic Director (Part-time)

Administrator

Administrator/Paraplanner/Trainee Paraplanner

Technical Administrator

Accounts Payable Administrator

Operations Finance Administrator

Technology Finance Administrator

I want to receive the latest job alerts for financial administrator in bracknell forest, brk

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