Finance administrator Work, Jobs in Ditton, 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
11d
Financial Administrator (East Molesey)
Perspective Financial Group —East Molesey
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Client Accounts Administrator
Dexters —Feltham
- £26,400 a year
- Monday to Friday
- Communication skills
- Employee discount
Quick apply
Graduate Accounts Assistant
Mondi —Weybridge
- £28,000 - £32,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Finance Assistant
Kogo Limited —East Grinstead
- £26,000 - £30,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Free parking
- Sick pay
Quick apply
14d
Finance Administrator
Oner Active —London
- Full-time
- Hybrid work
- Microsoft Excel
- Accounting
- QuickBooks
- Annual leave
13d
Finance Administrator
Evergen Solar —Maidenhead
- From £28,500 a year
- 8 hour shift
- Microsoft Excel
- Microsoft Access
- Sales
- Employee assistance programme
Quick apply
20h
Finance Administrator [Part Time]
Weldon —London
- £13,000 - £14,000 a year
- Part-time
- Administrative experience
- QuickBooks
- Organisational skills
Quick apply
5d
Analyst/Associate – Alternate Finance Portfolio Management Administration
Royal Bank of Canada —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
12d
Finance and Office Administrator
Supersets Scenery LTD —London
- Up to £35,000 a year
- Part-time
- Microsoft Office
- Administrative experience
- Analysis skills
- Sick pay
Quick apply
14d
Administration and Finance Officer
Waverley Borough Council —Farnham
- £31,929 a year
- Full-time
- Annual leave
- Employee assistance programme
10d
Financial Administrator (Home Counties)
Perspective Financial Group —Chesham
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
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
5d
Insurance Administrator
London Borough of Sutton —Sutton
- £29,436 - £31,158 a year
- Full-time
- Hybrid work
- Annual leave
- Employee discount
7d
Insurance Process Administrator
Bionic Services Ltd —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Quick apply
Accounts Administrator
Instant Glass & Glazing —Crawley
- £29,000 - £35,000 a year
- Full-time
- Analysis skills
- QuickBooks
- Data entry
- Free parking
Quick apply
14d
Financial Services Finance Administrator
BDO —London
- Full-time
- Microsoft Excel
- Analysis skills
- Presentation skills
Accounts Receivable Administrator
Logic CS —Fleet
- £26,000 - £28,000 a year
- Full-time
- Accounting
- QuickBooks
- IT
- Life insurance
Quick apply
6d
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
14d
Accounts Administrator
Partners n Pubs Group —Beaconsfield
- £24,420.00 - £37,997.11 a year
- Full-time
- Hybrid work
- Accounting
- QuickBooks
- Data entry
Quick apply

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finance administrator jobs near ditton, sry

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
11 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

finance administrator jobs in ditton, sry

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

Financial Administrator (East Molesey)

Client Accounts Administrator

Graduate Accounts Assistant

Finance Assistant

Finance Administrator

Finance Administrator

Finance Administrator [Part Time]

Analyst/Associate – Alternate Finance Portfolio Management Administration

Finance and Office Administrator

Administration and Finance Officer

Financial Administrator (Home Counties)

Part Time Accounts and Sales Administrator

Insurance Administrator

Insurance Process Administrator

Accounts Administrator

Financial Services Finance Administrator

Accounts Receivable Administrator

Financial Planning Administrator

Accounts Administrator

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