Senior administrator Work, Jobs in Epsom, Sry (with Salaries)

IFA Administrator/ Trainee paraplanner
PPSL —Epsom
- £30,000 - £45,000 a year
- Full-time
- CRM software
- Analysis skills
- Organisational skills
- Profit sharing
- Sick pay
Quick apply
Senior Administrator
Harris Federation —London
- £36,000 - £45,000 a year
- Oracle
- Administrative experience
- Organisational skills
- Annual leave
- Employee assistance programme
8d
Senior Pension Administrator
Aptia Group —Leatherhead
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
Part Time Administrator (Real Estate)
BuildUp —Walton-on-Thames
- £24,420 a year
- Part-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Free parking
- Annual leave
Quick apply
2d
Faculty Support Administrator
Kingston University —Kingston upon Thames
- £29,478 - £33,149 a year
- Call to connect
- Administrative experience
- University
- Organisational skills
8h
Senior Administrator
Harris Federation Head Office —London
4d
PRIVATE GP PERSONAL ASSISTANT AND PATIENT CARE COORDINATOR
The Staight Practice —London
- £24,420.00 - £37,871.41 a year
- Part-time
- Microsoft Office
- Administrative experience
- QuickBooks
Quick apply
3d
Senior Administrator
Apex Group —St. Helier
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
4d
Senior Systems Administrator
Medtronic —Watford
- £52,800 - £79,200 a year
- Full-time
- Remote
- Software troubleshooting
- SQL
- Project management
Institute Administrator
University College London —London
- £36,433 - £41,833 a year
- Full-time
- Administrative experience
- University
- Human resources
- Annual leave
- Employee assistance programme
12d
Senior Technical Administrator (Planning)
Mole Valley District Council —Dorking
- £33,437 - £36,046 a year
- Full-time
- Hybrid work
- Customer service
- Presentation skills
- Free parking
- Annual leave
17h
Team Administrator
Heathrow —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Work from home
9h
Senior Team Administrator - London
Tractebel —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Google Suite
- Annual leave
Receptionist/Administrator, Cardiology
Ashford and St. Peter's Hospitals NHS Foundation Trust —Chertsey
- £27,106 - £28,850 a year
- Full-time
- Annual leave
7d
Operations Assistant
Imperial College London —South Kensington
- £41,005 - £45,616 a year
- Full-time
- Microsoft Outlook
- Administrative experience
- University
- Annual leave
3d
PA/Office Manager (Maternity Cover)
Fenris Creations —London
- Full-time
- Remote
- Organisational skills
- Communication skills
- Flexible schedule
- Life insurance
Quick apply
6d
Administrator
Jigsaw Trust —Cranleigh
- £26,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
Senior Compliance Administrator
States of Jersey —St. Helier
- Full-time
- English
Office Administrator/PA
Decoris Diamonds LTD —London
- £24,420 - £30,000 a year
- Full-time
- Customer service
- English
- Microsoft Office
- Employee discount
Quick apply
Senior Team Administrator, Commercial Investment (Maternity Cover)
BNP Paribas —London
- Full-time
- Microsoft Office
- Administrative experience
- Communication skills
- Annual leave
- Employee discount

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IFA Administrator/ Trainee paraplanner

PPSL
Epsom

Quick apply

Job details

Full-time
£30,000 - £45,000 a year

Benefits

Profit sharing
Company pension
Sick pay
On-site parking

Qualifications

CRM software
Financial planning
Report writing
Analysis skills
Organisational skills
Financial services
Certificate in Insurance

Full job description

We are looking for an experienced IFA Administrator/ Trainee Paraplanner to join our team and work closely with the Managing Director and a second adviser. This is a senior administration role and the primary focus is end-to-end client and investment administration, carried out to a high standard with minimal supervision.

You will be supported by a junior administrator and will work alongside a paraplanner. Over time, and for the right candidate, there is scope to develop into a paraplanning function, though this is not a requirement of the role and a long-term career administrator pathway is equally valued, however we happy to develop into a paraplanner.

Key Responsibilities

End-to-end client administration: new business, onboarding, annual reviews, and ongoing client servicing.
Processing trades, withdrawals, and investment instructions on platforms including AJ Bell, Aviva, and Transact.
Overseeing Letters of Authority (LOAs) and managing the transfer process.
Maintaining and updating client records accurately within Plannr CRM.
Coordinating and preparing paperwork for annual review meetings.
Liaising directly with clients, providers, and platforms in a professional and timely manner.
Supporting the rebalancing of model portfolios following annual reviews or client investment/withdrawal events.
General office administration and contributing to the smooth running of the business.
Over time: assisting with preparation and drafting of annual review letters, including basic recommendations such as adjusting withdrawals or investing surplus cash, and preparing or updating client financial plans in Voyant.

What We Are Looking For

The ideal candidate will have:

Approximately two years’ experience in an IFA or financial planning environment.
Solid understanding of the IFA advice process, including platforms, product wrappers (ISAs, pensions, bonds), and the administration that supports them.
Experience with or working knowledge of AJ Bell, Aviva, and/or Transact platforms (desirable, not essential).
Familiarity with Plannr or a comparable CRM system and experience with Voyant cashflow modelling is an advantage.
Strong attention to detail, the ability to manage competing priorities, and a proactive approach to getting things done.
A professional and personable manner when dealing with clients and colleagues.

Qualifications

No specific qualifications are required for this role. Relevant CII qualifications are advantageous. We are committed to supporting professional development and will fund relevant exams for the right candidate.

Pay: £30,000.00-£45,000.00 per year

Benefits:

Company pension
On-site parking
Profit sharing
Sick pay

Work Location: In person

Quick apply

Refine Your Search

senior administrator jobs in epsom, sry

IFA Administrator/ Trainee paraplanner

Senior Administrator

Senior Pension Administrator

Part Time Administrator (Real Estate)

Faculty Support Administrator

Senior Administrator

PRIVATE GP PERSONAL ASSISTANT AND PATIENT CARE COORDINATOR

Senior Administrator

Senior Systems Administrator

Institute Administrator

Senior Technical Administrator (Planning)

Team Administrator

Senior Team Administrator - London

Receptionist/Administrator, Cardiology

Operations Assistant

PA/Office Manager (Maternity Cover)

Administrator

Senior Compliance Administrator

Office Administrator/PA

Senior Team Administrator, Commercial Investment (Maternity Cover)

I want to receive the latest job alerts for senior administrator in epsom, sry

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