Financial planning administrator Work, Jobs in Knaphill, 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
3d
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
5d
Financial Planning Administrator
Amber River SFIA —Maidenhead
- £25,000 - £28,000 a year
- Full-time
- Data entry
- In-person
- School
- Annual leave
Quick apply
11d
Administrator
Bupa —Crawley
- £29,300 a year
- Full-time
- Customer service
- Microsoft Office
- Computer skills
- Employee discount
- Gym membership
Quick apply
Pension Administrator
Benchmark Capital —Horsham
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
3d
Property Helpdesk Administrator
Choice Care Group —Bracknell
- £25,000 a year
- Full-time
- Microsoft Excel
- Maintenance
- Analysis skills
- Employee assistance programme
- Life insurance
2d
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Finance & M&A Assistant
Amber River SFIA —Maidenhead
- £28,000 - £30,000 a year
- Full-time
- Administrative experience
- Bachelor's degree
- Financial services
- Annual leave
Quick apply
11d
Senior Investment Administrator
Dentons Pension Management Ltd —Godalming
- £24,420.00 - £41,163.62 a year
- Full-time
- Administrative experience
- Analysis skills
- IT
- Employee discount
- Life insurance
Quick apply
11d
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Organisational skills
6d
Technical Administrator
Bidfood —Slough
- £30,000 a year
- Monday to Friday
- Remote
- Microsoft Powerpoint
- Microsoft Excel
- Administrative experience
- Employee discount
3d
Supplier Invoice & Staff Expenses Administrator
BNP Paribas —Basingstoke
- Full-time
- Microsoft Excel
- Organisational skills
- Communication skills
P2P Admin Support
Norgine —Uxbridge
- Hybrid work
- ERP systems
- Communication skills
Quick apply
2d
Administrator
Blissful Care Homes Ltd —Uxbridge
- £14.35 an hour
- Full-time
- Google Suite
- Customer service
- English
- Free parking
- Annual leave
Quick apply
Financial Administrator (East Molesey)
Perspective Financial Group —East Molesey
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Facilities Administrator - Helpdesk
Emcor —Horsham
- £30,500 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Quick apply
12d
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
12d
Administration Executive
The Lucy Rayner Foundation —Redhill
- £25,000 - £27,000 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Accounting
- Free parking
Quick apply
4d
Inclusion Coordinator
Greenshaw Learning Trust —Sutton
- Full-time
- Communication skills
- School
- Time management
- Employee assistance programme
- Employee discount
2d
Technical Administrator
BidCorpManufacturing —Slough
- £30,000 a year
- Monday to Friday
- Remote
- Microsoft Powerpoint
- Microsoft Excel
- Administrative experience
- Employee discount
Quick apply
3d

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financial planning administrator jobs near knaphill, sry

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
3 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 knaphill, sry

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

Financial Planning Administrator

Financial Planning Administrator

Administrator

Pension Administrator

Property Helpdesk Administrator

Financial Planner - Surrey

Finance & M&A Assistant

Senior Investment Administrator

Technical Administrator

Technical Administrator

Supplier Invoice & Staff Expenses Administrator

P2P Admin Support

Administrator

Financial Administrator (East Molesey)

Facilities Administrator - Helpdesk

Payroll & Benefits Administrator

Administration Executive

Inclusion Coordinator

Technical Administrator

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