Financial planning administrator Work, Jobs in Derby, Dby (with Salaries)

Financial Services Administrator
James Leighton Financial Services —Nottingham
- £28,500 - £31,500 a year
- Full-time
- Customer service
- Basic maths
- Organisational skills
- Health & wellbeing programme
- Referral programme
Quick apply
9d
Financial Planning Administrator
Cooper Parry —Derby
- Full-time
- Analysis skills
6d
Senior Administrator (Business Operations) - (Part-Time)
University of Nottingham —Nottingham
- £29,740 - £36,446 a year
- Part-time
- Hybrid work
- Administrative experience
- University
- Organisational skills
- Employee discount
14d
Part Time Administrator
Well for Life (working title of Derbyshire Positive Support) —Derby
- £14 an hour
- Part-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Free parking
Quick apply
Legal Administrator - Derby
Right Legal Group —Chaddesden
- £21,160 - £24,785 a year
- Hospitality
- Microsoft Office
- Communication skills
Quick apply
Salesforce Administrator
Propel Holdings UK Limited —Nottingham
- Hybrid work
- Salesforce
- Agile
- Financial services
Business and Operations Officer
Loughborough University —Loughborough
- £28,000 - £30,000 a year
- Full-time
- Administrative experience
- Analysis skills
- IT
- Free parking
- Annual leave
1d
Senior IFA Administrator
Willday Wealth Management —Leicester
- £32,000 - £36,000 a year
- Full-time
- CRM software
- English
- Microsoft Office
- Gym membership
Quick apply
10d
Administrator
Hoxton Wealth —Lichfield
- Full-time
- CRM software
- Microsoft Office
- Administrative experience
Quick apply
Purchase Ledger & Sales Ledger Administrator
TTS360 —Burton-On-Trent
- From £24,420 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Sales
- Microsoft Office
- Free parking
Quick apply
7d
Salesforce Solutions Architect
Cooper Parry —Derby
- Full-time
- Sales
- Salesforce
- APIs
16h
Systems Engineer (Security Remediation & Patching)
TheNottingham —Nottingham
- £50,000 - £55,000 a year
- Hybrid work
- Azure
- Communication skills
12d
Audit Lead
Duncan & Toplis —Leicester
- Full-time
- IT
- Communication skills
Field Service Supervisor
Donaldson —Leicester
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook

More jobs to discover

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Financial Services Administrator
James Leighton Financial Services —Nottingham
Handle inbound and outbound calls. Confident and clear on the phone, inbound and outbound, including with clients who are under time pressure.
£28,500 - £31,500 a year
Quick apply
9d
Financial Planning Administrator
Cooper Parry —Derby
A flexible approach to work - balancing working from home, in office or with clients. As the next Financial Planning Administrator, you will work well under…
6d

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financial planning administrator jobs near derby, dby

Financial Services Administrator

James Leighton Financial Services
Nottingham

Quick apply

Job details

Permanent | Full-time
£28,500 - £31,500 a year
9 days ago

Benefits

Health & wellbeing programme
Referral programme
On-site parking

Qualifications

Telephony
Teamwork
Customer service
GCSE
Basic maths
Attention to detail
Organisational skills
Financial services
Communication skills

Full job description

Overview

Sandiacre (office based)

£28,500 to £31,500 depending on experience, plus a discretionary bonus scheme

We are a UK top-30 mortgage brokerage on a business park just off Junction 25 of the M1 in Sandiacre. We support clients purchasing both new build and existing homes across the UK, and our relationship doesn't end once they receive their keys. From mortgages and protection through to wealth planning, savings, pensions and investments, we're committed to supporting our clients throughout every stage of their financial journey. That long-term, personal approach is what sets us apart, and it only works because the people managing each case are organised, proactive and genuinely committed to delivering an exceptional client experience.

Read this part before you apply

You do not need a financial services background; we will train you fully. But we do need someone who already knows how to work in a busy office. This role requires a minimum of two years in an office-based role. It is fast paced, deadline driven and phone heavy, and to do well you must be:

- Confident and clear on the phone, inbound and outbound, including with clients who are under time pressure

- Able to explain complicated matters simply

- Accurate under pressure, with real attention to detail

- Comfortable juggling and re-prioritising a busy caseload

- Quick to pick up new software

What you will actually do

Hold each client's hand from document collection through to mortgage completion. Handle inbound and outbound calls. Collect and quality-check documents ahead of adviser appointments. Chase and liaise with lenders and solicitors. Check application handovers and offer documents. Keep our systems accurate at all times. Escalate problems early so clients are never let down.

What we offer

- £28,500 to £31,500 depending on experience, plus a discretionary bonus scheme

- Monday to Friday

- Structured training with dedicated one-to-one support and a three-month probation

- Medicash health cash plan

- Car parking scheme on site

- A genuine, defined route forward for people who perform and express an interest, towards team management, training, or an advice role

- Great office life, check out our Instagram: instagram.com/jlfsmortgages

The practical bits

Office based on a business park in Sandiacre, just off J25 of the M1. Full time, permanent, Monday to Friday. You will need to be within a reasonable daily commute; this is not a remote or hybrid role.

Pay: £28,500.00-£31,500.00 per year

Benefits:

Health & wellbeing programme
On-site parking
Referral programme

Application question(s):

1. Do you have at least two years' experience in an office-based role? (Yes / No, knockout on No)
2. In your own words, why does this role appeal to you and why do you think you are suitable? (Free text, minimum 50 words)

Work Location: In person

Quick apply

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financial planning administrator jobs in derby, dby

Financial Services Administrator