Financial professional Work, Jobs in Coulsdon, 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
10d
Financial Analyst
E2T Proprietary Solutions Limited —Bromley
- £45,800 - £100,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Maths
Quick apply
Revenue Manager
PremiumPlay 4K Media Group Ltd. —Croydon
- £6,800 - £7,500 a month
- Full-time
- Microsoft Excel
- SQL
- Analysis skills
Quick apply
Data Engineer
Redhorse International —London
- £51,355.35 - £106,846.96 a year
- Full-time
- SQL
- In-person
- AI
- Store discount
- Flexitime
Quick apply
PMO Manager
NextStep —London
- £80,000 - £100,000 a year
- Full-time
- Hybrid work
- PMP
- Analysis skills
Quick apply
Financial Analyst
City Financial Network —London
- Up to £5,200 a month
- Full-time
- Microsoft Excel
- Organisational skills
- In-person
- Annual leave
- Life insurance
Quick apply
5d
Chief Financial Officer (CFO)
St John's Wood Partners —London
- £162,000 a year
- Full-time
- Analysis skills
- Accounting
- In-person
- Health & wellbeing programme
- Life insurance
Quick apply
Group Finance & Accounts Manager
Evoke Care —Croydon
- £30,000 - £38,000 a year
- Full-time
- Microsoft Excel
- Word processing
- Care experience
- Annual leave
- Flexitime
Quick apply
Media Relations Consultant
CGI —London
- Full-time
- Organisational skills
- AI
- Leadership
Quick apply
Head of Corporate Due Diligence
PaymentGenes —London
- £130,000 a year
- Leadership
- Communication skills
- Annual leave
- Employee discount
Equity Research Analyst (REITs)
Kolytics —London
- Full-time
- Microsoft Excel
- Analysis skills
- Maths
Quick apply
6d
Finance Manager
Metropolitan Police Hayes Sports Club Ltd. —Bromley
- £38,000 - £40,000 a year
- Full-time
- Hospitality
- Management
- Sales
- Employee discount
Quick apply
5d
Financial Accountant (US Entity)
Wolffkran Ltd. —London
- £45,000 - £50,000 a year
- Full-time
- Microsoft Excel
- ERP systems
- Analysis skills
Quick apply
Financial Analyst
NextStep —London
- £55,000 - £70,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
Quick apply
Financial Controller
Somerce —London
- £35,000 - £45,000 a year
- Full-time
- Hybrid work
- Google Suite
- Accounting
- QuickBooks
- Employee discount
- Flexible schedule
Quick apply
Influencer Manager
Dermalogica —Leatherhead
- £33,000 a year
- Full-time
- Hybrid work
- Sales
- Project management
- In-person
- Health & wellbeing programme
- Work from home
Quick apply
3d
Criminal Justice Recovery Coordinators
Change Grow Live —Newham
- £28,557.79 - £32,802.41 a year
- Analysis skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
Trainee Wealth Manager
First Sentinel Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
6d
Business Operations Manager
Kashmir Integrated Business Services —Croydon
- £37,000 - £40,000 a year
- Full-time
- Analysis skills
- Supervising experience
- Bachelor's degree
Quick apply
3d
Management Consulting Operations Manager
Ravens Consulting Ltd —London
- £75,000 a year
- Full-time
- Analysis skills
- Project management
- Bachelor's degree
- Free parking
Quick apply
7d

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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
10 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 coulsdon, gtl

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

Financial Analyst

Revenue Manager

Data Engineer

PMO Manager

Financial Analyst

Chief Financial Officer (CFO)

Group Finance & Accounts Manager

Media Relations Consultant

Head of Corporate Due Diligence

Equity Research Analyst (REITs)

Finance Manager

Financial Accountant (US Entity)

Financial Analyst

Financial Controller

Influencer Manager

Criminal Justice Recovery Coordinators

Trainee Wealth Manager

Business Operations Manager

Management Consulting Operations Manager

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

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