Financial administrator Work, Jobs in Hurworth, Dur (with Salaries)

Financial Administrator (Darlington)
Perspective Financial Group —Darlington
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
2d
Financial Administration
Verve —Darlington
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Employee discount
13d
Purchase Ledger Administrator
Bannatyne —Darlington
- Microsoft Excel
- Accounting
- Communication skills
- Annual leave
- Employee assistance programme
Accounts and Returns Administrator
Ultralight Outdoor Gear Ltd —Billingham
- From £28,726 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Accounting
- Free parking
- Store discount
Quick apply
7d
Sales Administrator
Lookers —Darlington
- Up to £26,500 a year
- Full-time
- Computer literacy
- Annual leave
Quick apply
Clinical Team Administrator
Tees, Esk and Wear Valleys NHS Trust —Northallerton
- £25,760 - £27,476 a year
- Part-time
- Customer service
- Microsoft Office
- Administrative experience
8d
Patient Experience Administrator
Tees, Esk and Wear Valleys NHS Trust —Middlesbrough
- £25,760 - £27,476 a year
- Part-time
- Customer service
- Microsoft Office
- Administrative experience
7d
Regional Administrator
HC-One - Central Support —Darlington
- £40,000 a year
- Microsoft Office
- Administrative experience
- Travel
Quick apply
1d
Lettings & Property Administrator
Evenmore Properties —Durham
- £13.50 an hour
- Weekend availability
- Administrative experience
- Data entry
- In-person
Quick apply
13d
Radiology Administrator
Nuffield Health —Stockton-On-Tees
- £25,038 a year
- Part-time
- IT
- Employee discount
- Gym membership
1d
Care Home Administrator
Orchard Care Homes —Stockton-on-Tees
- £14.71 an hour
- Full-time
- Human resources
- Contracts
- Communication skills
- Employee assistance programme
8d
Administrator
ACCOMPLISH CARE AND LIVING LTD —Stokesley
- £25,500 - £30,000 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Health & wellbeing programme
Quick apply
5d
Business Support Administrator
North Yorkshire Council —Northallerton
- £25,620 - £25,989 a year
- Full-time
- Microsoft Outlook
- Analysis skills
- Communication skills
- Employee discount
8d
Apprentice Admin/Office Manager
Mitie —Darlington
- £16,686.08 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
1d
Care Home Administrator
Orchard Healthcare Group —Stockton-on-Tees
- From £14.71 an hour
- Full-time
- Human resources
- Contracts
- Communication skills
- Employee assistance programme
Quick apply
8d
Administrator
Hill Care —Stockton-on-Tees
- £13.10 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Flexible schedule
Quick apply
6d
Operations Administrator
Univar Solutions UK Ltd —Middlesbrough
- Microsoft Excel
Contract Administrator
Veolia ES (UK) Limited —Billingham
- £28,000 a year
- Full-time
- Google Suite
- Microsoft Excel
- Microsoft Office
- Employee discount
Quick apply
1d
Logistics support
Avril —Northallerton
- Microsoft Excel
- Microsoft Office
- IT
Employer’s Agent / Quantity Surveyor
WSP —Stockton-on-Tees
- Part-time
- Hybrid work
- Analysis skills
- Project management
- Bachelor's degree
- Flexitime
- Work from home

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Financial Administrator (Darlington)

Perspective Financial Group
Darlington

Apply Now

Job details

Permanent
2 days ago

Benefits

Cycle to work scheme
Company pension
Referral programme
Car scheme

Qualifications

Financial planning
Microsoft Outlook
Administrative experience
Communication skills

Full job description

Perspective (North East) Ltd

Job Description

We have a fantastic vacancy for a Financial Administrator to join our busy Darlington 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 (North East) Ltd
Location: Darlington
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

Darlington OfficeGround Floor9 Pioneer CourtDarlingtonDL1 4WD

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, Enhanced Parental Leave, Life Assurance, 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

Refine Your Search

financial administrator jobs in hurworth, dur

Financial Administrator (Darlington)

Financial Administration

Purchase Ledger Administrator

Accounts and Returns Administrator

Sales Administrator

Clinical Team Administrator

Patient Experience Administrator

Regional Administrator

Lettings & Property Administrator

Radiology Administrator

Care Home Administrator

Administrator

Business Support Administrator

Apprentice Admin/Office Manager

Care Home Administrator

Administrator

Operations Administrator

Contract Administrator

Logistics support

Employer’s Agent / Quantity Surveyor

I want to receive the latest job alerts for financial administrator in hurworth, dur

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Perspective (North East) Ltd

Job Description

Office Location

BirthdayLeave

ElectricVehicleScheme

Cycle toWorkScheme

EyecareSupport

HolidayPurchaseScheme

LongServiceAwards

ExtraDiscount Cards

FamilyFriendlyPolicy

Perspectiveplus
Shaped around you

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Refine Your Search

financial administrator jobs in hurworth, dur

I want to receive the latest job alerts for financial administrator in hurworth, dur

Explore jobs in more locations

Perspective (North East) Ltd

Job Description

Office Location

BirthdayLeave

ElectricVehicleScheme

Cycle toWorkScheme

EyecareSupport

HolidayPurchaseScheme

LongServiceAwards

ExtraDiscount Cards

FamilyFriendlyPolicy

Perspectiveplus Shaped around you

Perspectiveplus
Shaped around you