Systems administrator Work, Jobs in Coulsdon Cr5 (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
7d
Contract Administrator
BSW Heating Ltd —Kenley
- Up to £26,436.80 a year
- Full-time
- Microsoft Outlook
- Customer service
- Maintenance
- Free parking
- Bereavement leave
Quick apply
1d
Office Manager / Office Administrator
A1 Windows Construction Ltd —Wallington
- £28,000 - £34,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Supervising experience
- Annual leave
Quick apply
2d
Office Manager/Accounts Administrator
JLA Technology Limited —Northfleet
- £32,000 - £36,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
7d
Digital Systems Manager
Apax —London
- £50,000 - £58,000 a year
- Full-time
- Salesforce
- Project management
- Bachelor's degree
- Free parking
- Annual leave
Office Administrator
Excellent Care Ltd —Caterham
- From £12.71 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
2d
Sales Administrator
Rivertrace Ltd —Redhill
- £28,840 a year
- Full-time
- CRM software
- Customer service
- Microsoft Office
Quick apply
2d
IFA Administrator
Fleet Street Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
Quick apply
Sales & Logistics Coordinator
SIAN Wholesale —Dorking
- From £28,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Employee assistance programme
Quick apply
Document Controller
Pyramid Brickwork Specialist —Wembley
- £30,000 - £50,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
3d
Senior Administrator
Communitas Clinics —Croydon
- £14 an hour
- Full-time
- Management
- Microsoft Office
- Administrative experience
- Employee assistance programme
- Employee discount
Quick apply
9d
Junior Quality Assurance (QA) Administrator - Temporary (possibly to Permanent)
Graphters Ltd —Redhill
- From £25,000 a year
- Full-time
- Microsoft Office
- Analysis skills
- IT
- Free parking
- Health & wellbeing programme
Quick apply
16h
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
10d
Junior Quality Assurance (QA) Administrator - Temporary (to permanent possible)
Graphters Ltd —Redhill
- £25,000 a year
- Full-time
- Microsoft Office
- Analysis skills
- Bachelor's degree
- Free parking
- Health & wellbeing programme
Quick apply
17h
Part Time Accounts and Sales Administrator
NetVector Consulting Limited —Edenbridge
- £26,000 - £28,000 a year
- Part-time
- Customer service
- Microsoft Office
- Administrative experience
- Work from home
- Sick pay
Quick apply
17h
Administrator
Royal Surrey NHS Foundation Trust —Epsom
- £16.73 an hour
- Part-time
- Annual leave
12h
Key Account Administrator
Kentec Training Ltd —Tonbridge
- £13.45 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
Quick apply
7d
Office Administrator
MGN Repairs Management Ltd. —Cowden
- £25,000 - £28,000 a year
- Full-time
- Hybrid work
- Salesforce
- English
- Microsoft Office
- Free parking
- Employee discount
Quick apply
Office Administrator
Coolings Nurseries Ltd —Sevenoaks
- £12.71 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Employee discount
Quick apply
2d
Senior Section PA
GMB Union —London
- From £42,630.36 a year
- Full-time
- Administrative experience
- Bachelor's degree
- Human resources
- Annual leave
- Employee assistance programme
Quick apply
8d

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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
7 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

systems administrator jobs in coulsdon cr5

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

Contract Administrator

Office Manager / Office Administrator

Office Manager/Accounts Administrator

Digital Systems Manager

Office Administrator

Sales Administrator

IFA Administrator

Sales & Logistics Coordinator

Document Controller

Senior Administrator

Junior Quality Assurance (QA) Administrator - Temporary (possibly to Permanent)

IT & Business Systems Administrator

Junior Quality Assurance (QA) Administrator - Temporary (to permanent possible)

Part Time Accounts and Sales Administrator

Administrator

Key Account Administrator

Office Administrator

Office Administrator

Senior Section PA

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