Financial administrator Work, Jobs in Esher, Sry (with Salaries)

Financial Administrator (East Molesey)
Perspective Financial Group —East Molesey
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Assistant Administrator
University College London —London
- £36,433 - £41,833 a year
- Full-time
- Hybrid work
- Administrative experience
- University
- Annual leave
- Employee assistance programme
2d
Financial Administrator
Financial Divisions —Leatherhead
- £30,000 - £32,000 a year
- Tax experience
23h
Finance Officer
University College London —London
- £43,981 - £52,586 a year
- Full-time
- Microsoft Excel
- English
- Annual leave
- Employee assistance programme
7d
Compliance Administrator - Weekends Only
1st Formations —London
- £18 an hour
- Weekends only
- Remote
- English
- Typing
1d
People & Organisation Administrator
Kia UK —Walton-on-Thames
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- IT
- Annual leave
- Employee assistance programme
Quick apply
9h
Onboarding Administrator
Flatpay —London
- English
Quick apply
1d
Administrator
St John's Nursing Home —London
- £16 an hour
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
Quick apply
2d
Clinic and Funding Administrator
Sensory Smart Child Therapies —Walton-on-Thames
- £23,000 - £27,000 a year
- Full-time
- Microsoft Outlook
- Computer literacy
- English
- Health & wellbeing programme
Quick apply
2d
Office Administrator
Weycroft Financial Services —Weybridge
- £27,500 - £28,500 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Business Support Administrator
Churchill Group —London
- £33,000 - £35,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee discount
- Sick pay
Quick apply
8d
Home Administrator
The White House Nursing Home —London
- £14.50 - £15.00 an hour
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Google Suite
Quick apply
13h
Data Systems Administrator 12 month Fixed Term Contract
Lidl —London
- £35,200 - £44,000 a year
- Temporary
- Hybrid work
- Organisational skills
- Communication skills
- Store discount
- Employee discount
8d
Finance & Fulfilment Administrator
Good Life —Orpington
- £25,000 - £30,000 a year
- Full-time
- Microsoft Excel
- Administrative experience
- In-person
- Work from home
Quick apply
1d
PA Administrator - APMIC
Imperial College London —London
- £41,005 - £45,616 a year
- Full-time
- Analysis skills
- Communication skills
- Annual leave
3d
Office Administrator (Maternity cover - fixed term contract ending January 2027)
Adzuna —London
- £32,000 - £35,000 a year
- Hybrid work
- English
- Microsoft Office
- Administrative experience
- Annual leave
- Work from home
Quick apply
Patient Administrator
Circle Health Group —Chertsey
- £24,947 a year
- Full-time
- Hospital
- Employee discount
- Life insurance
Reward and Benefits Administrator
University of London —London
- £30,842 - £36,164 a year
- Full-time
- Hybrid work
- University
11d
IFA Administrator
Recruit Wealth —Weybridge
- £32,000 - £35,000 a year
- Microsoft Office
- Organisational skills
- Communication skills
1d
Maintenance Administrator
Penn Contracting LTD —Cobham
- £19,000 - £25,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Customer service
- Free parking
- Health & wellbeing programme
Quick apply

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Financial Administrator (East Molesey)

Perspective Financial Group
East Molesey

Apply Now

Job details

Permanent

Benefits

Cycle to work scheme
Company pension
Referral programme
Car scheme

Qualifications

Financial planning
Microsoft Outlook
Administrative experience
Communication skills

Full job description

Perspective (South East) Ltd / Perspective (Lloyd O'Sullivan)

Job Description

We have a fantastic vacancy for a Financial Administrator to join our busy East Molesey Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.

Office: Perspective (Lloyd O’Sullivan)
Location: East Molesey
Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)
Salary: Competitive dependant on experience and qualifications. Available upon request.

Please note: any offer of employment is subject to satisfactory criminal record background checks.

Office Location

Hampton Court Office145 Walton RoadEast MoleseySurreyKT8 0DU

Requirements

You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.
You will also be skilled in, or have the ability to learn:

Good working knowledge of IO and Platform.
Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
Management and prioritising workloads.
Excellent planning, organisational and multi-tasking abilities.
Analytical and problem-solving skills.
Flexibility/adaptability to cope with change.
Excellent communication skills at all levels.
A team player with a positive attitude.

Responsibilities

This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including, but not limited, to:

Client correspondence, written and verbal.
Processing New Business.
Preparation of client review packs.
Arranging client meetings and managing the Adviser’s diary.
Illustration requests.
Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
Taking phone calls, enquiries and requests, and handling them where appropriate.
Back-office support.

Due to the nature of the business, the role may also include additional responsibilities considered reasonable.

Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Enhanced Parental Leave, Pension, Corporate Eyecare and Extras Discount shopping discounts.

BirthdayLeave

Everyone should have the chance to enjoy their birthday, which is why Perspective offers an extra paid day off to mark the occasion.

ElectricVehicleScheme

Our Electric Vehicle Scheme gives eligible employees the opportunity to lease a brand-new electric car through a salary sacrifice arrangement.

Cycle toWorkScheme

Our Cycle to Work Scheme makes it easier for employees to access a new bike and safety equipment through a salary sacrifice arrangement.

EyecareSupport

Our Eyecare Support is designed to help employees stay comfortable and supported when working with display screen equipment.

HolidayPurchaseScheme

Our Holiday Purchase Scheme gives eligible employees the option to buy up to five additional days of holiday each year.

LongServiceAwards

Our Long Service Awards are designed to recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective.

ExtraDiscount Cards

Extras Discount Cards give employees an easy way to make everyday spending go further.

FamilyFriendlyPolicy

Our Family Leave policies are designed to support employees as they grow their families, whether through birth or adoption.

Perspectiveplus
Shaped around you

We believe that supporting our people goes beyond the workplace, which is why we offer a comprehensive range of employee benefits, shaped around you.

25 days holiday

Pension

Enhanced Parental Pay

Life Assurance

Learning & Development

Employee Referral Scheme

Apply Now

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