Financial planning administrator Work, Jobs in Harrow, Greater London (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
11d
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
14d
Human Resources Manager & Finance administrator
The Manor Hotel Elstree —Elstree
- £28,000 - £31,000 a year
- Full-time
- Hospitality
- Data analysis skills
- Supervising experience
- Free parking
Quick apply
2d
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Financial Planning Client Administrator
Evelyn Partners —London
- Full-time
- Organisational skills
- IT
- Communication skills
Quick apply
Financial Administrator (Home Counties)
Perspective Financial Group —Chesham
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Financial Planning Assistant
Leagold Miller —London
- Up to £36,000 a year
- Part-time
- Microsoft Excel
- Customer service
- Microsoft Office
Quick apply
23h
Financial Services Finance Administrator
BDO —London
- Full-time
- Microsoft Excel
- Analysis skills
- Presentation skills
Financial Administrator (East Molesey)
Perspective Financial Group —East Molesey
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Financial Administrator
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Database Administrator (DBA)
Air Apps —London
- £55,000 - £69,000 a year
- Full-time
- Azure
- DevOps
- SQL
- Life insurance
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
System Administrator
Air Apps —London
- £48,000 - £60,000 a year
- Full-time
- Azure
- Software troubleshooting
- AWS
- Life insurance
Group Finance Systems and Consolidation Accountant (FTC)
Senior plc Head Office —Rickmansworth
- Full-time
- Hybrid work
- Microsoft Excel
- Oracle
- Programmable logic controllers
- Work from home
- Employee assistance programme
Quick apply
Administrator (12 months FTC)
7IM —London
- Temporary
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Clinical Services Administrator
CPotential —London
- £26,000 - £28,500 a year
- Weekend availability
- Microsoft Word
- Microsoft Outlook
- Microsoft Office
- Free parking
- Health & wellbeing programme
Quick apply
12d
Salesforce Business Analyst
Shiftlogic —London
- £34,000 - £58,000 a year
- Hybrid work
- Sales
- Salesforce
- SQL
Quick apply
Administrator
Blissful Care Homes Ltd —Uxbridge
- £14.35 an hour
- Full-time
- Google Suite
- Customer service
- English
- Free parking
- Annual leave
Quick apply
Site Administrator
GE Vernova —Whetstone
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Experienced Database Administrator
iPipeline —Bromley
- Full-time
- Azure
- Oracle
- Computer Science

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financial planning administrator jobs near harrow, greater london

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
11 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

financial planning administrator jobs in harrow, greater london

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

Financial Planning Administrator

Human Resources Manager & Finance administrator

Associate Financial Advisor - Hybrid

Financial Planning Client Administrator

Financial Administrator (Home Counties)

Financial Planning Assistant

Financial Services Finance Administrator

Financial Administrator (East Molesey)

Financial Administrator

Database Administrator (DBA)

Financial Planner - Surrey

System Administrator

Group Finance Systems and Consolidation Accountant (FTC)

Administrator (12 months FTC)

Clinical Services Administrator

Salesforce Business Analyst

Administrator

Site Administrator

Experienced Database Administrator

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