Crm administrator Work, Jobs in Caterham, 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
4d
CRM & Systems Administrator
InnerDrive —London
- £30,000 - £35,000 a year
- Full-time
- Sales
- Salesforce
- IT
Quick apply
9d
IT & Business Systems Administrator
UNEEK CLOTHING Company Ltd —London
- From £30,000 a year
- Full-time
- Azure
- Computer Science
- ERP systems
- Free parking
- Employee assistance programme
Quick apply
7d
Team Administrator and Case Manager
Howden Group Holdings —London
- Full-time
- Hybrid work
- Management
- Microsoft Office
- Travel
National Sales & Contracting Administrator
Sweeptech Environmental Services Limited —Haywards Heath
- £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Customer service
Quick apply
3d
UK - CRM Administrator
ISS Group Holdings Limited —London
- £35,000 - £38,000 a year
- Full-time
- Hybrid work
- Sales
- Salesforce
Quick apply
7d
Office Administrator
David Andrew —London
- £35,000 - £40,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Sick pay
Quick apply
13d
Sales Administrator
Bionic Services Ltd —London
- Full-time
- CRM software
- Microsoft Excel
- Microsoft Office
- Annual leave
- Employee assistance programme
Quick apply
Onboarding Administrator
Flatpay —London
- English
Quick apply
Part-time Administrator
Successful Mums Career Academy —Bromley Town
- £24,785 a year
- Part-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Annual leave
- Work from home
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
6d
Sales Support Administrator
Pineapple Contracts —Aylesford
- Full-time
- CRM software
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Work from home
Quick apply
10d
Customer Success Specialist
Malt —London
- Hybrid work
- Sales
- English
- Communication skills
- Annual leave
Executive Assistant
Box to Box Films —London
- Hybrid work
- CRM software
- Organisational skills
- IT
Quick apply
4d
Fresh Desk Administrator
Inspiration Healthcare Ltd —London
- Full-time
- Customer service
- Administrative experience
- Organisational skills
Quick apply
10d
Administration Executive
The Lucy Rayner Foundation —Redhill
- £25,000 - £27,000 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Accounting
- Free parking
Quick apply
5d
Junior Sales Administrator (FTC)
Arista Networks —London
- Remote
- CRM software
- Customer service
- English
Quick apply
5d
Software & Consultancy Administrator
WKC Group —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Flexible schedule
Quick apply
7d
Customer Care Administrator
Osprey Charging Network —London
- £28,000 - £30,000 a year
- Weekend availability
- Hybrid work
- Customer service
- Salesforce
- Continuous improvement
Quick apply
1d
Office/Helpdesk Administrator
ECMS Services —Sevenoaks
- £30,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
4d

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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

crm administrator jobs in caterham, sry

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

CRM & Systems Administrator

IT & Business Systems Administrator

Team Administrator and Case Manager

National Sales & Contracting Administrator

UK - CRM Administrator

Office Administrator

Sales Administrator

Onboarding Administrator

Part-time Administrator

Executive Assistant to the Artistic Director (Part-time)

Sales Support Administrator

Customer Success Specialist

Executive Assistant

Fresh Desk Administrator

Administration Executive

Junior Sales Administrator (FTC)

Software & Consultancy Administrator

Customer Care Administrator

Office/Helpdesk Administrator

I want to receive the latest job alerts for crm administrator in caterham, sry

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