junior administrator Work, Jobs in epsom (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
Junior Administrator
Kenneth Brian Associates Limited —Reigate
- £22,000 - £26,000 a year
- Organisational skills
- Communication skills
Office Junior Administrative Assistant
Wilson Architectural Engineering Ltd —Orpington
- From £22,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Customer service
Quick apply
Junior Administrator
TLP Consultancy —Nutfield
- £24,000 a year
- Monday to Friday
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
14d
Golf Administrator
Chipstead Golf Club —Coulsdon
- £35,000 - £40,000 a year
- Weekend availability
- Microsoft Word
- Microsoft Outlook
- Accounting
- Employee discount
Quick apply
Junior Contracts Administrator
The Well Group Limited —London
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
Junior People & Office Operations (Maternity Cover)
Adzuna —Fulham
- £32,000 - £35,000 a year
- Full-time
- Hybrid work
- English
- Microsoft Office
- Administrative experience
- Work from home
- Gym membership
Quick apply
Team Administrator - Learning Disability Supported Living Services
ENVICO Supported Living LTD —Hayes
- £27,000 - £30,000 a year
- Full-time
- Driving
- IT
- In-person
Quick apply
6d
Sales Administrator
EMJ —London
- £30,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Analysis skills
Quick apply
Junior Administrator - Planning, Scheduling & Client Liaison
Elevate Everywhere —London
- £28,860 a year
- Customer service
- Microsoft Office
- Communication skills
5d
Polish-Speaking Office Administrator — Junior Role, Full Training
ON THE SPOT BROKER LTD —Staines-upon-Thames
- £24,440 - £27,500 a year
- Overtime
- English
- Administrative experience
- Organisational skills
- Free parking
Quick apply
2d
Junior Payroll Administrator, UK & EU
Flexjet Europe —Farnborough
- Full-time
- Microsoft Excel
- Administrative experience
- Analysis skills
- Flexible schedule
Quick apply
Senior Pension Administrator
Aptia Group —Leatherhead
- Full-time
- Analysis skills
- Communication skills
Junior Fund Accountant, Private Credit
ESR Group —London
- Microsoft Excel
- Accounting
Quick apply
Sales Support & Amazon Marketplace Executive
Pie2 Brands —Watford
- £26,000 - £29,000 a year
- Full-time
- Social media management
- Customer service
- Communication skills
- Free parking
- Employee discount
Quick apply
14h
Non Life Actuary - Risk & Capital - Manager
Pwc UK —London
- Full-time
- Hybrid work
Property Paralegal/Legal Assistant
Mallory Pryce —London
- Sales
- Communication skills
Quick apply
5d
Finance Systems Administrator
JKS Restaurants —London
- Full-time
- Bar
- Data entry
- Employee assistance programme
- Referral programme
Quick apply
Systems Administrator (Corporate IT)
The Voleon Group —London
- Full-time
- Hybrid work
- Mentoring
- Scripting
- IT
- Referral programme
Post Graduate Clinical Education Fellow
Epsom and St Helier University Hospitals NHS Trust —Carshalton
- £54,499 a year
- Full-time
- Computer literacy
- Microsoft Office
- Mentoring
1d

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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

junior administrator jobs in epsom

IFA Administrator/ Trainee paraplanner

Junior Administrator

Office Junior Administrative Assistant

Junior Administrator

Golf Administrator

Junior Contracts Administrator

Junior People & Office Operations (Maternity Cover)

Team Administrator - Learning Disability Supported Living Services

Sales Administrator

Junior Administrator - Planning, Scheduling & Client Liaison

Polish-Speaking Office Administrator — Junior Role, Full Training

Junior Payroll Administrator, UK & EU

Senior Pension Administrator

Junior Fund Accountant, Private Credit

Sales Support & Amazon Marketplace Executive

Non Life Actuary - Risk & Capital - Manager

Property Paralegal/Legal Assistant

Finance Systems Administrator

Systems Administrator (Corporate IT)

Post Graduate Clinical Education Fellow

I want to receive the latest job alerts for junior administrator in epsom

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