Practice administrator Work, Jobs in Leatherhead, 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
13d
Planning Support Officer (Technical Administrator) - Full-time
Mole Valley District Council —Dorking
- Up to £36,046 a year
- Full-time
- Hybrid work
- Customer service
- Presentation skills
- In-person
- Free parking
- Annual leave
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
8d
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
2d
Office Administrator
ABL 1Touch —Reigate
- £25,350 a year
- Full-time
- Microsoft Excel
- Customer service
- Maintenance
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
7d
Salesforce Administrator
Harvey Water Softeners —Woking
- £45,000 - £55,000 a year
- Full-time
- Salesforce
- APIs
- Communication skills
- Annual leave
- Employee discount
Quick apply
PA/CQC Administrator
Southview Medical Practice —Woking
- Up to £16 an hour
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
Quick apply
21h
Practice Administrator
Bedford Hill Family Practice —London
- £14.50 - £15.80 an hour
- Full-time
- Management
- GP surgery experience
- Windows
- Sick pay
Quick apply
Practice Administrator
The Border Practice —Aldershot
- £12.71 an hour
- Part-time
- GP surgery experience
- Administrative experience
- Organisational skills
- Free parking
Quick apply
Senior Admissions Officer (Applicant Enquiries)
University College London —London
- £43,981 - £52,586 a year
- Full-time
- Annual leave
- Employee assistance programme
7d
HR Administrator
Fennies Day Nurseries Ltd —Epsom
- Up to £32,000 a year
- Full-time
- Human resources
- Communication skills
- Employee discount
Quick apply
14h
Practice Development Administrator
Surrey and Sussex Healthcare NHS Trust —Redhill
- £15,456 - £16,485 a year
- Part-time
- In-person
- Communication skills
5d
Inclusion Coordinator
Greenshaw Learning Trust —Sutton
- Full-time
- Communication skills
- School
- Time management
- Employee assistance programme
- Employee discount
12d
Front of House/Workflow Administrator
Glenlyn Medical Group —Thames Ditton
- £12.71 an hour
- Full-time
- English
- Patient care
- IT
- Free parking
- Bereavement leave
Quick apply
Patient Administrator
Circle Health Group —London
- Up to £25,620 a year
- Full-time
- Hospital
- Employee discount
- Life insurance
Finance Administrator
Thomas Keating Limited —Billingshurst
- £28,000 - £30,000 a year
- Full-time
- Organisational skills
- In-person
- Communication skills
- Free parking
Quick apply
9d
Administrator
Manor Drive Medical Centre —Worcester Park
- From £13 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
12d
Medical Practice Administrator (Mitcham)
Cricket Green Medical Practice —Mitcham
- £14.98 an hour
- Full-time
- Customer service
- Administrative experience
Quick apply
CTBOC Administrator – Band E – CTP Border Operation Centre – Counter Terrorism Policing HQ
Metropolitan Police —London
- £33,219 - £36,228 a year
- Full-time
- Hybrid work
- English
- Project management
- Travel

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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
13 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 leatherhead, sry

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

Planning Support Officer (Technical Administrator) - Full-time

Admissions Administrator

Human Resources & Compliance Administrator

Office Administrator

Emotional Wellbeing Services Administrator

Salesforce Administrator

PA/CQC Administrator

Practice Administrator

Practice Administrator

Senior Admissions Officer (Applicant Enquiries)

HR Administrator

Practice Development Administrator

Inclusion Coordinator

Front of House/Workflow Administrator

Patient Administrator

Finance Administrator

Administrator

Medical Practice Administrator (Mitcham)

CTBOC Administrator – Band E – CTP Border Operation Centre – Counter Terrorism Policing HQ

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

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