Financial administrator Work, Jobs in Coulsdon (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
2d
Home Administrator
The White House Nursing Home —London
- £14.50 - £15.00 an hour
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Google Suite
Quick apply
Digital Systems Manager
Apax —London
- £50,000 - £58,000 a year
- Full-time
- Salesforce
- Project management
- Bachelor's degree
- Free parking
- Annual leave
Office Manager/Accounts Administrator
JLA Technology Limited —Northfleet
- £32,000 - £36,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
2d
Finance Administrator
Oner Active —London
- Full-time
- Hybrid work
- Microsoft Excel
- Accounting
- QuickBooks
- Annual leave
4d
Insurance Process Administrator
Bionic Services Ltd —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Quick apply
Payroll Specialist
Janus Henderson —London
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Analysis skills
Trainee Accountant
Avega —London
- Microsoft Excel
- Analysis skills
- Accounting
- Employee assistance programme
Quick apply
Patient Pathway Administrator (Billings Team)
OneWelbeck Skin Health and Allergy —London
- £28,000 - £32,000 a year
- Full-time
- Microsoft Word
- Hospitality
- Microsoft Excel
- Work from home
- Employee discount
Quick apply
Team Administrator and Case Manager
Howden Group Holdings —London
- Full-time
- Hybrid work
- Management
- Microsoft Office
- Travel
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Administrator
VDM Roofing Ltd —Fulham
- £16,000 - £22,000 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
2d
Business Support Administrator
Compass Business Finance Ltd —Tonbridge
- £27,500 - £30,000 a year
- Full-time
- Microsoft Outlook
- Customer service
- Microsoft Office
Quick apply
1d
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
Payroll Administrator
Sureserve —London
- £35,000 a month
- Travel
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
12d
Administrator
Bupa —Crawley
- £29,300 a year
- Full-time
- Customer service
- Microsoft Office
- Computer skills
- Employee discount
- Gym membership
Quick apply
Inclusion Coordinator
Greenshaw Learning Trust —Sutton
- Full-time
- Communication skills
- School
- Time management
- Employee assistance programme
- Employee discount
1d
Business Administrator
Hallmark Care Homes —Esher
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
- Referral programme
1d
Care Home Administrator
Beaumont Court Care Home —London
- £14 an hour
- Full-time
- Microsoft Word
- Microsoft Outlook
- English
- Free parking
- Referral programme
Quick apply
1d

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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
2 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 administrator jobs in coulsdon

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

Home Administrator

Digital Systems Manager

Office Manager/Accounts Administrator

Finance Administrator

Insurance Process Administrator

Payroll Specialist

Trainee Accountant

Patient Pathway Administrator (Billings Team)

Team Administrator and Case Manager

Associate Financial Advisor - Hybrid

Administrator

Business Support Administrator

Sales Administrator

Onboarding Administrator

Payroll Administrator

Administrator

Inclusion Coordinator

Business Administrator

Care Home Administrator

I want to receive the latest job alerts for financial administrator in coulsdon

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