Financial advisory occupations Work, Jobs in Great Offley, Hrt (with Salaries)

Office Administrator
Lyndhurst Financial Management —Hitchin
- £20,000 - £28,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
- Health & wellbeing programme
- Life insurance
Quick apply
9d
Client Services Executive
AFH Financial Group —Bishop's Stortford
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Financial Administrator (Home Counties)
Perspective Financial Group —Chesham
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Pension Administrator (Documentation & Client Support)
Gemmell Financial Services —St Albans
- £27,000 - £40,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- English
- Free parking
Quick apply
1d
Financial Administrator
Perspective Financial Group —Milton Keynes
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
7d
Client Account Assistant
Lifestyle Wealth Limited —Bierton
- £26,500 - £32,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
Trust and Estate Planning Consultant
Solidus Trust —Stevenage
- Full-time
- Financial services
- Communication skills
- Time management
- Annual leave
Senior Administrator / Paraplanner
Carlton Mays —Bishop's Stortford
- £28,000 - £40,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Financial services
- Work from home
- Life insurance
Quick apply
14d
Pensions Associate
DHL —Bedford
- Hybrid work
- English
- Bachelor's degree
- Organisational skills
2d
Financial Adviser
Partnership Recruitment —London
- £30,000 a year
- Remote
- Customer service
- Financial services
- Communication skills
Chartered Financial Planner
Azets —Hertford
- Full-time
- Hybrid work
- Leadership
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
10d

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financial advisory occupations jobs near great offley, hrt

Office Administrator

Lyndhurst Financial Management
Hitchin

Quick apply

Job details

Full-time
£20,000 - £28,000 a year
9 days ago

Benefits

Health & wellbeing programme
Cycle to work scheme
Company pension
Private medical insurance
Life insurance
Sick pay

Qualifications

Microsoft Excel
Microsoft Outlook
Microsoft Office
Administrative experience

Full job description

Lyndhurst Financial Management is a financial advisory firm dealing with individuals as well as companies. Over the past 34 years, the company has expanded to 51 employees, and we are now looking for our next person.

As an office administrator your duties will include;

Opening, sorting & taking the post
Greeting clients & providing refreshments
Petty cash
Ordering stationery
Helping & attending work events (ordering food & drinks)
Managing the office diary
Answering the phone, message taking & checking voice messages
Scanning & filing
Adding new plans & clients to the back office system
Carrying out monthly checks
Liaising with providers to carry out research
Arranging, tracking & chasing meeting requests
Sending general Letters/ Client valuations/performance reports
Emails to clients

We use a number of Microsoft Office based programs such as Outlook, Excel, and Teams. We also use Xplan as our CRM.

Job Type: Full-time, Permanent

Benefits:

Yearly bonus
Company pension
Cycle to work scheme
Health & wellbeing programme
Life insurance
Private medical insurance
Sick pay

Schedule: Monday to Friday

Experience: Administrative: 1 year (preferred)

Work Location: Hitchin – in person

Job Types: Full-time, Permanent

Pay: £20,000.00-£28,000.00 per year

Benefits:

Company pension
Cycle to work scheme
Health & wellbeing programme
Life insurance
Sick pay

Experience:

Administrative: 1 year (preferred)

Work Location: In person

Quick apply

Refine Your Search

financial advisory occupations jobs in great offley, hrt

Office Administrator

Client Services Executive

Financial Administrator (Home Counties)

Pension Administrator (Documentation & Client Support)

Financial Administrator

Client Account Assistant

Trust and Estate Planning Consultant

Senior Administrator / Paraplanner

Pensions Associate

Financial Adviser

Chartered Financial Planner

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