business administrator Work, Jobs in epsom kt19 (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
Office Administrator
Cartwright Jenson Group Ltd —London
- £38,000 - £42,000 a year
- Full-time
- CRM software
- Microsoft Office
- Administrative experience
- Employee discount
- Gym membership
Quick apply
9d
Resource Administrator x 5
Imperial College London —South Kensington
- £41,005 - £45,616 a year
- Full-time
- Human resources
- Annual leave
3h
General Administrator
Junction 7 Limited —Coulsdon
- £13 - £15 an hour
- Part-time
- Microsoft Office
- Administrative experience
- Travel
Quick apply
5d
Bank Medical Records Administrator
Spire Healthcare —Sutton
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Free parking
- Annual leave
8d
Mortgage Administrator
PRIMIS Mortgage Network —Tolworth
- £25,000 a year
- Part-time
- Hybrid work
- Financial services
- Communication skills
Office Administrator
GREEN'S CARRIAGE MASTERS —London
- £15 an hour
- Full-time
- Microsoft Word
- Microsoft Outlook
- Computer literacy
- Work from home
Quick apply
6d
Business Administrator
Aurem Care —Caterham
- £17 an hour
- Full-time
- Microsoft Office
- Administrative experience
- Human resources
- Free parking
- Employee assistance programme
Quick apply
4h
Conference Administrator
INTERCEM —Epsom
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Hospitality
- Microsoft Excel
Quick apply
Business Administrator
Aurem Care Shared Services —Caterham
- £17 an hour
- Full-time
- Microsoft Office
- Administrative experience
- Human resources
- Free parking
- Employee assistance programme
2h
Occupational Health Administrator
Keltbray Group —Esher
- From £28,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Free parking
- Work from home
Quick apply
2d
HR Coordinator
Trinity Homecare —Worcester Park
- Up to £35,000 a year
- Human resources
Care Home Administrator
Oatleigh and Oatlands Care Home —London
- £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Cargo Administrator-Heathrow Airport
Swissport International AG —London
- £28,675.92 a year
- Full-time
- Microsoft Word
- English
- Microsoft Office
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
1d
Technical Data Entry Administrator
Pole Star EAM Limited —London
- £25,000 - £30,000 a year
- Full-time
- Hybrid work
- Travel
- Data entry
- Typing
- Flexible schedule
Quick apply
8d
Business Administrator
Care UK —London
- Microsoft Office
- Care plans
- Employee discount
7d
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
Administrator
Apex Group —St. Helier
- Full-time
- IT
- Time management
Business Support Administrator
Equans —Barbican
- Full-time
- Microsoft Excel
- Oracle
- Microsoft Outlook
- Annual leave
- Employee assistance programme
14d

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business administrator jobs near epsom kt19

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

business administrator jobs in epsom kt19

IFA Administrator/ Trainee paraplanner

Office Administrator

Resource Administrator x 5

General Administrator

Bank Medical Records Administrator

Mortgage Administrator

Office Administrator

Business Administrator

Conference Administrator

Business Administrator

Occupational Health Administrator

HR Coordinator

Care Home Administrator

Cargo Administrator-Heathrow Airport

Purchasing Administrator

Technical Data Entry Administrator

Business Administrator

School Premises Team Administrator

Administrator

Business Support Administrator

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