Financial professional Work, Jobs in Carshalton, Gtl (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
4d
Financial controller - FMCG, Beauty Wellness
Minerva Research Labs / Gold Collagen —London
- From £50,000 a year
- Microsoft Excel
- ERP systems
- Accounting
Quick apply
14d
Financial controller/ bookeeper
180 Degrees Bar and Kitchen —Haywards Heath
- From £16 an hour
- Part-time
- Microsoft Excel
- In-person
- Restaurant
- Free parking
- Flexible schedule
Quick apply
Senior Consultant
VFS SPV Ltd —London
- £55,000 - £75,000 a year
- Full-time
- Engineering
- English
- Master's degree
- Free parking
Quick apply
12d
Administrative Assistant
Queen's Park Studios —London
- £38,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Sick pay
Quick apply
15h
Account Assistant
KINGSTON CATERERS LTD —Surbiton
- £31,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Quick apply
5d
Assistant Project Manager
Tetra Tech —London
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Trainee Accountant
Tan Lam Partnership —London
- £25,400 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- QuickBooks
Quick apply
13h
Finance Officer - Accounts Receivable
Civic Recruitment Limited —Sutton
- Full-time
- Microsoft Excel
- Customer service
- Microsoft Office
Quick apply
12d
Digital Marketer / PPC & Social
Assura Protect —London
- £35,000 - £65,000 a year
- Full-time
- Social media management
- Organisational skills
- In-person
- Health & wellbeing programme
- Life insurance
Quick apply
11d
Media Relations Consultant
CGI —London
- Full-time
- Organisational skills
- AI
- Leadership
Quick apply
Regional Business Manager
Banning Dental Group —London
- Up to £60,000 a year
- Full-time
- Management
- Supervising experience
- Bachelor's degree
- Employee discount
Quick apply
6d
Senior Analyst, Turkey
Eurasia Group —London
- Full-time
- Hybrid work
- English
Quick apply
Foster Carers For Babies and Children
Positive Aspirations Group - Fostering —London
- Up to £1,015 a week
- Full-time
- Childcare
- In-person
Quick apply
4d
School Business Manager
Leatherhead Trinity School —Leatherhead
- £45,204 - £59,106 a year
- Full-time
- Analysis skills
- Bachelor's degree
- Leadership
- Free parking
- Health & wellbeing programme
Quick apply
3d
Bookkeeper - Part Time
DKT Artworks —Balham
- £20,000 - £24,000 a year
- Part-time
- Microsoft Excel
- Accounting
- Organisational skills
Quick apply
21h
PMO Consultant – Financial Services
Delta Capita —London
- Full-time
- Hybrid work
- Analysis skills
- Bachelor's degree
- Financial services
Quick apply
5d
Business Manager
Big Motoring World —Wimbledon
- £35,000 - £42,500 a year
- Full-time
- Administrative experience
- In-person
- Communication skills
- Free parking
- Store discount
Quick apply
11d
Event Specialist
RICS —London
- Hybrid work
- Organisational skills
- Communication skills
- Annual leave
Finance Analyst
London Business School —London
- IT
- Communication skills
- School
- Annual leave
- Gym membership
Quick apply
12d

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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
4 days 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 professional jobs in carshalton, gtl

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

Financial controller - FMCG, Beauty Wellness

Financial controller/ bookeeper

Senior Consultant

Administrative Assistant

Account Assistant

Assistant Project Manager

Trainee Accountant

Finance Officer - Accounts Receivable

Digital Marketer / PPC & Social

Media Relations Consultant

Regional Business Manager

Senior Analyst, Turkey

Foster Carers For Babies and Children

School Business Manager

Bookkeeper - Part Time

PMO Consultant – Financial Services

Business Manager

Event Specialist

Finance Analyst

I want to receive the latest job alerts for financial professional in carshalton, gtl

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