Programme administrator Work, Jobs in Esher, Eng (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
13d
L&D Administrator
Impact Food Group —Woking
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
Quick apply
Programme Administrator
Royal Veterinary College —King's Cross
- £31,930 - £35,311 a year
- Part-time
- School
- Annual leave
- Work from home
14d
Programme Administrator (Postgraduate)
University College London —London
- £43,981 - £52,586 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
8d
Admissions Administrator
Imperial College London —Charing Cross
- £41,005 - £45,616 a year
- Full-time
- Hybrid work
- Computer literacy
- Bachelor's degree
- School
- Annual leave
8d
IFA Administrator
Fleet Street Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
Quick apply
Recall Administrator
Glenlyn Medical Group —East Molesey
- £12.71 an hour
- Full-time
- BLS Certification
- Office experience
- Free parking
- Sick pay
Quick apply
Education Administrator (Taught Programmes)
University College London —London
- £36,433 - £41,833 a year
- Full-time
- Microsoft Outlook
- Administrative experience
- Organisational skills
- Annual leave
- Employee assistance programme
9d
Operational Resilience Vetting Administrator
London Fire Brigade —London
- £36,723 - £44,085 a year
- Hybrid work
- Organisational skills
- IT
- Communication skills
- Employee discount
5d
Payroll & Benefits Administrator
Bigmore Associates Limited —Walton-on-Thames
- Up to £27,000 a year
- Full-time
- Hybrid work
- Computer literacy
- English
- Organisational skills
- Employee assistance programme
- Life insurance
Quick apply
HMP&YOI Feltham A Administrator - Digital Team
Ministry of Justice —Feltham
- £30,001 - £40,000 a year
- Part-time
- Hybrid work
- Presentation skills
- IT
- Annual leave
13d
Diabetes Team Administrator
Kingston and Richmond NHS Foundation Trust —Chessington
- £30,630 - £32,346 a year
- Part-time
- Microsoft Outlook
- Hospital
- Customer service
- Employee assistance programme
1d
Digital Systems Manager
Apax —London
- £50,000 - £55,000 a year
- Full-time
- Salesforce
- Project management
- Bachelor's degree
- Free parking
- Annual leave
Education Coordinator Research (0.6 FTE)
University College London —London
- £43,981 - £52,586 a year
- Part-time
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
5d
People Service Delivery Administrator
ISS Facility Services —Weybridge
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Business Administrator
Hamberley Care Homes —Dorking
- £37,290.53 a year
- Full-time
- Customer service
- Hotel
- Administrative experience
- Free parking
- Annual leave
8d
Insurance Administrator
London Borough of Sutton —Sutton
- £29,436 - £31,158 a year
- Full-time
- Hybrid work
- Annual leave
- Employee discount
9d
CTBOC Administrator – Band E – CTP Border Operation Centre – Counter Terrorism Policing HQ
Metropolitan Police —London
- £33,219 - £36,228 a year
- Full-time
- Hybrid work
- English
- Project management
- Travel
Education Administrator (Research)
University College London —London
- £36,433 - £41,833 a year
- Full-time
- Administrative experience
- University
- Office experience
- Annual leave
- Employee assistance programme
8d
Office Administrator
Enjoy the View —Ealing
- From £26,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Sick pay
Quick apply
13d

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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
13 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

programme administrator jobs in esher, eng

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

L&D Administrator

Programme Administrator

Programme Administrator (Postgraduate)

Admissions Administrator

IFA Administrator

Recall Administrator

Education Administrator (Taught Programmes)

Operational Resilience Vetting Administrator

Payroll & Benefits Administrator

HMP&YOI Feltham A Administrator - Digital Team

Diabetes Team Administrator

Digital Systems Manager

Education Coordinator Research (0.6 FTE)

People Service Delivery Administrator

Business Administrator

Insurance Administrator

CTBOC Administrator – Band E – CTP Border Operation Centre – Counter Terrorism Policing HQ

Education Administrator (Research)

Office Administrator

I want to receive the latest job alerts for programme administrator in esher, eng

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