Business administrator Work, Jobs in Hersham, Surrey (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
10d
Business Administrator
Simply CDM —London
- £32,000 - £42,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Flexible schedule
Quick apply
L&D Administrator
Impact Food Group —Woking
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
Quick apply
Event Office Administrator
Pie Events —Weybridge South
- £26,000 - £29,000 a year
- Full-time
- Microsoft Powerpoint
- Spanish
- English
- Free parking
- Profit sharing
Quick apply
13d
IFA Administrator
Fleet Street Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
Quick apply
Business Administrator
Hamberley Care Homes —Dorking
- £37,290.53 a year
- Full-time
- Customer service
- Hotel
- Administrative experience
- Free parking
- Annual leave
6d
Business Administrator
Hallmark Care Homes —Esher
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
- Referral programme
9d
Salesforce Administrator
Harvey Water Softeners —Woking
- £45,000 - £55,000 a year
- Full-time
- Salesforce
- APIs
- Communication skills
- Annual leave
- Employee discount
Quick apply
System Support Administrator
Impact Food Group —Woking
- Full-time
- Microsoft Excel
- Customer service
- Data analysis skills
- Annual leave
- Employee discount
Quick apply
12d
Financial Administrator (East Molesey)
Perspective Financial Group —East Molesey
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Human Resources & Compliance Administrator
Eigen Ltd —Leatherhead
- £30,000 - £35,000 a year
- Part-time
- Microsoft Access
- Azure
- English
- Free parking
- Flexible schedule
Quick apply
2h
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
5d
Receptionist
Hallmark Care Homes —Esher
- £15.20 an hour
- Part-time
- Front desk
- Employee discount
- Referral programme
9d
Office Administrator/Receptionist
River Manufacturing Ltd —Sunbury
- £19,000 - £24,000 a year
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
- Free parking
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
Office Administrator
TCR Irrigation Ltd —Chertsey
- £25,000 - £30,100 a year
- Full-time
- CRM software
- Customer service
- English
- Free parking
- Relocation assistance
Quick apply
13d
Service Coordinator
The HR Surgery —Thames Ditton
- £26,000 a year
- Full-time
- Customer service
- Administrative experience
- Organisational skills
Quick apply
4d
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
Lettings Administrator/Negotiator
Parry & Drewett —Chessington
- £26,000 a year
- Full-time
- Data entry
- IT
- In-person
Quick apply
6d
Client Accounts Administrator
Dexters —Feltham
- £26,400 a year
- Monday to Friday
- Communication skills
- Employee discount
Quick apply

I want to receive the latest job alerts for business administrator in hersham, surrey

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

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
10 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

business administrator jobs in hersham, surrey

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

Business Administrator

L&D Administrator

Event Office Administrator

IFA Administrator

Business Administrator

Business Administrator

Salesforce Administrator

System Support Administrator

Financial Administrator (East Molesey)

Human Resources & Compliance Administrator

Admissions Administrator

Receptionist

Office Administrator/Receptionist

Recall Administrator

Office Administrator

Service Coordinator

Payroll & Benefits Administrator

Lettings Administrator/Negotiator

Client Accounts Administrator

I want to receive the latest job alerts for business administrator in hersham, surrey

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected