systems 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
HR Administrator
Achieve together —Leatherhead
- £26,250 a year
- Microsoft Outlook
- Microsoft Office
- Administrative experience
- Employee discount
Quick apply
Admin
West London NHS Trust —Hounslow
- £17.66 - £17.87 an hour
- Part-time
- Organisational skills
7h
HR Administrator
ICR —Sutton
- £27,900 a year
- Call to connect
- Hybrid work
- Management
- Time management
23h
Conference Administrator
INTERCEM —Epsom
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Hospitality
- Microsoft Excel
Quick apply
Administrator
Aramark —Chessington
- Up to £12.71 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Employee assistance programme
General Administrator
Junction 7 Limited —Coulsdon
- £13 - £15 an hour
- Part-time
- Microsoft Office
- Administrative experience
- Travel
Quick apply
5d
Purchasing Administrator
The British Wax Refining Co —Redhill
- £27,000 - £31,000 a year
- Part-time
- Microsoft Excel
- ERP systems
- Microsoft Office
- Free parking
- Health & wellbeing programme
Quick apply
22h
Junior Administrator
Kenneth Brian Associates Limited —Reigate
- £22,000 - £26,000 a year
- Organisational skills
- Communication skills
People Flexi-Bank - Training Administrator
Royal Surrey NHS Foundation Trust —Leatherhead
- £14.76 an hour
- Full-time
- SharePoint
6d
HR Officer
Royal Surrey NHS Foundation Trust —Leatherhead
- £16.73 an hour
- Part-time
5d
Team Administrator
SURREY COUNTY COUNCIL —Reigate
- £27,634 a year
- Hybrid work
- Microsoft Office
- IT
- Communication skills
- Annual leave
- Employee assistance programme
School Premises Team Administrator
Overton Grange School —Sutton
- £4,144 - £4,384 a year
- Part-time
- Microsoft Office
- Administrative experience
- QuickBooks
- Free parking
Quick apply
14d
Bank Theatre Administrator
Spire Healthcare —Sutton
- Phone etiquette
- Free parking
- Annual leave
18h
Office Manager
Dave Ford Tree Care —Dorking
- £35,000 - £40,000 a year
- Full-time
- Social media management
- Administrative experience
- Human resources
Quick apply
12d
OT Systems Administrator Specialist - Laboratory Systems
Lonza —Slough
- Full-time
- Windows
- No degree
- Travel
- Relocation assistance
Care Home Administrator
Oatleigh and Oatlands Care Home —London
- £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Customer Services / Administrator
Colbern Limited —London
- £20.55 - £27.00 an hour
19h
Office Administrator
MAK Electrical Solutions Ltd —Send
- £24,800 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
Quick apply
1d
M365 Systems Administrator
Q5 —London
- Full-time
- Hybrid work
- SharePoint
- APIs
Quick apply
6d

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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

systems administrator jobs in epsom, sry

IFA Administrator/ Trainee paraplanner

HR Administrator

Admin

HR Administrator

Conference Administrator

Administrator

General Administrator

Purchasing Administrator

Junior Administrator

People Flexi-Bank - Training Administrator

HR Officer

Team Administrator

School Premises Team Administrator

Bank Theatre Administrator

Office Manager

OT Systems Administrator Specialist - Laboratory Systems

Care Home Administrator

Customer Services / Administrator

Office Administrator

M365 Systems Administrator

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

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