Practice administrator Work, Jobs in Horley, Sry (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
7d
Office Administrator
Hilltop Primary School —Crawley
- £18,923.12 - £26,409.00 a year
- Part-time
- Administrative experience
- Organisational skills
- Leadership
- Employee assistance programme
9d
PA and Team Admin to UK Services Director
Thales —Crawley
- Part-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
1d
School Administrator
Minerva May School —Horley
- £20,000 - £27,000 a year
- Full-time
- In-person
- School
- Free parking
- Sick pay
Quick apply
8d
Office Administrator
TKAT (The Kemnal Academies Trust) —Crawley
- £18,923.12 - £26,409.00 a year
- Part-time
- Administrative experience
- Organisational skills
- Leadership
- Employee assistance programme
9d
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
2d
Practice Administrator
Wadhurst, Crowborough & Heathfield Physiotherapy & Sports Injury Clinic —Wadhurst
- £12.71 - £13.08 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Front desk
- Annual leave
- Sick pay
Quick apply
10d
Dental Laboratory Administrator
Banning Dental Group —Blackfriars Station
- Up to £25,000 a year
- Full-time
- Customer service
- Laboratory experience
- English
Quick apply
7d
Office Administrator - Hilltop Primary School
WSCC —Crawley
- £27,254 a year
- Call to connect
- Administrative experience
- Organisational skills
- Communication skills
8d
Business Support Administrator
Menzies LLP —Crawley
- Full-time
- Hospitality
- Customer service
- Microsoft Office
Business Support Administrator
Beever and Struthers —Gatwick Airport
- Full-time
- Hospitality
- Customer service
- Microsoft Office
Customer Service Administrator
The Pallet Network —Crawley
- Full-time
- Computer networking
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Practice Administrator
Bedford Hill Family Practice —London
- £14.50 - £15.80 an hour
- Full-time
- Management
- GP surgery experience
- Windows
- Sick pay
Quick apply
9d
Receptionist/Administrator
Gossops Green Medical —Crawley
- £12.71 an hour
- Full-time
- Customer service
- Accounting
- Front desk
- Annual leave
Quick apply
NHS GP Practice Receptionist & Administrator
Lavender Hill Group Practice —London
- £14.80 an hour
- Full-time
- Microsoft Office
- Administrative experience
- Organisational skills
- Employee discount
- Sick pay
Quick apply
2d
Medical Secretary
Medserv —Haywards Heath
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Employee assistance programme
- Gym membership
Quick apply
9d
Service Contact Advisor
Sussex Community Dermatology Service —Brighton
- £24,960 a year
- Full-time
- Microsoft Office
- Continuous improvement
- Organisational skills
Quick apply
Emotional Wellbeing Services Administrator
YMCA East Surrey —Tadworth
- £14,290 - £25,000 a year
- Monday to Friday
- Hybrid work
- Customer service
- Microsoft Office
- IT
- Annual leave
- Employee assistance programme
1d
Finance Administrator
Thomas Keating Limited —Billingshurst
- £28,000 - £30,000 a year
- Full-time
- Organisational skills
- In-person
- Communication skills
- Free parking
Quick apply
3d
Assistant Practice Manager
Woodlands Health Centre —Tonbridge
- £35,000 - £40,000 a year
- Full-time
- Management
- Supervising experience
- Organisational skills
- Annual leave
Quick apply

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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
7 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

practice administrator jobs in horley, sry

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

Office Administrator

PA and Team Admin to UK Services Director

School Administrator

Office Administrator

Admissions Administrator

Practice Administrator

Dental Laboratory Administrator

Office Administrator - Hilltop Primary School

Business Support Administrator

Business Support Administrator

Customer Service Administrator

Practice Administrator

Receptionist/Administrator

NHS GP Practice Receptionist & Administrator

Medical Secretary

Service Contact Advisor

Emotional Wellbeing Services Administrator

Finance Administrator

Assistant Practice Manager

I want to receive the latest job alerts for practice administrator in horley, sry

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