senior administrator Work, Jobs in leatherhead kt22 (with Salaries)

IFA Administrator/ Trainee paraplanner
PPSL —Epsom
- £30,000 - £45,000 a year
- Full-time
- CRM software
- Analysis skills
- Organisational skills
- Profit sharing
- Sick pay
Quick apply
Senior Administrator
Harris Federation —London
- £36,000 - £45,000 a year
- Oracle
- Administrative experience
- Organisational skills
- Annual leave
- Employee assistance programme
3d
Senior Salesforce Administrator
Metropolitan Thames Valley —London
- £59,432 - £69,509 a year
- Full-time
- Hybrid work
- Customer service
Quick apply
6d
Senior Administrator
Michael Page —London
- £35,000 - £40,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
14d
Senior Systems Administrator
Northrop Grumman —New Malden
- £55,000 - £70,000 a year
- Azure
- Computer Science
- Windows
Receptionist/Administrator, Cardiology
Ashford and St. Peter's Hospitals NHS Foundation Trust —Chertsey
- £27,106 - £28,850 a year
- Full-time
- Annual leave
2d
Institute Administrator
University College London —London
- £36,433 - £41,833 a year
- Full-time
- Administrative experience
- University
- Human resources
- Annual leave
- Employee assistance programme
7d
Finance Change Lead
1st Central —Haywards Heath
- Up to £70,000 a year
- Microsoft Excel
- ERP systems
- Microsoft Office
Office Administrator
Weycroft Financial Services —Weybridge
- £27,500 - £28,500 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
12d
Data Administrator
The Winston Churchill School —Woking
- From £16,509 a year
- Part-time
- Microsoft Word
- English
- Administrative experience
Quick apply
Administrator
Jigsaw Trust —Cranleigh
- £26,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
13d
Senior Team Administrator - London
Tractebel —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Google Suite
- Annual leave
Senior Pension Administrator
Aptia Group —Leatherhead
- Full-time
- Analysis skills
- Communication skills
Legal Secretary / PA
Air Charter Service —Surbiton
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Gym membership
Quick apply
Senior Systems Administrator
Medtronic —Watford
- £52,800 - £79,200 a year
- Full-time
- Remote
- Software troubleshooting
- SQL
- Project management
TG1423738- Operations Administrator
TATE Museum —London
- £28,864 a year
- Organisational skills
- Time management
Quick apply
14h
Senior Compliance Administrator
States of Jersey —St. Helier
- Full-time
- English
Personal Assistant (12-Month FTC)
Janus Henderson —London
- Hybrid work
- Microsoft Powerpoint
- Microsoft Outlook
- Mentoring
- Work from home
Building Safety Administrator
City of Westminster Council —Westminster
- £34,359 - £38,637 a year
- Administrative experience
- Communication skills
- Time management
Office Administrator/PA
Decoris Diamonds LTD —London
- £24,420 - £30,000 a year
- Full-time
- Customer service
- English
- Microsoft Office
- Employee discount
Quick apply
12d

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IFA Administrator/ Trainee paraplanner

PPSL
Epsom

Quick apply

Job details

Full-time
£30,000 - £45,000 a year

Benefits

Profit sharing
Company pension
Sick pay
On-site parking

Qualifications

CRM software
Financial planning
Report writing
Analysis skills
Organisational skills
Financial services
Certificate in Insurance

Full job description

We are looking for an experienced IFA Administrator/ Trainee Paraplanner to join our team and work closely with the Managing Director and a second adviser. This is a senior administration role and the primary focus is end-to-end client and investment administration, carried out to a high standard with minimal supervision.

You will be supported by a junior administrator and will work alongside a paraplanner. Over time, and for the right candidate, there is scope to develop into a paraplanning function, though this is not a requirement of the role and a long-term career administrator pathway is equally valued, however we happy to develop into a paraplanner.

Key Responsibilities

End-to-end client administration: new business, onboarding, annual reviews, and ongoing client servicing.
Processing trades, withdrawals, and investment instructions on platforms including AJ Bell, Aviva, and Transact.
Overseeing Letters of Authority (LOAs) and managing the transfer process.
Maintaining and updating client records accurately within Plannr CRM.
Coordinating and preparing paperwork for annual review meetings.
Liaising directly with clients, providers, and platforms in a professional and timely manner.
Supporting the rebalancing of model portfolios following annual reviews or client investment/withdrawal events.
General office administration and contributing to the smooth running of the business.
Over time: assisting with preparation and drafting of annual review letters, including basic recommendations such as adjusting withdrawals or investing surplus cash, and preparing or updating client financial plans in Voyant.

What We Are Looking For

The ideal candidate will have:

Approximately two years’ experience in an IFA or financial planning environment.
Solid understanding of the IFA advice process, including platforms, product wrappers (ISAs, pensions, bonds), and the administration that supports them.
Experience with or working knowledge of AJ Bell, Aviva, and/or Transact platforms (desirable, not essential).
Familiarity with Plannr or a comparable CRM system and experience with Voyant cashflow modelling is an advantage.
Strong attention to detail, the ability to manage competing priorities, and a proactive approach to getting things done.
A professional and personable manner when dealing with clients and colleagues.

Qualifications

No specific qualifications are required for this role. Relevant CII qualifications are advantageous. We are committed to supporting professional development and will fund relevant exams for the right candidate.

Pay: £30,000.00-£45,000.00 per year

Benefits:

Company pension
On-site parking
Profit sharing
Sick pay

Work Location: In person

Quick apply

Refine Your Search

senior administrator jobs in leatherhead kt22

IFA Administrator/ Trainee paraplanner

Senior Administrator

Senior Salesforce Administrator

Senior Administrator

Senior Systems Administrator

Receptionist/Administrator, Cardiology

Institute Administrator

Finance Change Lead

Office Administrator

Data Administrator

Administrator

Senior Team Administrator - London

Senior Pension Administrator

Legal Secretary / PA

Senior Systems Administrator

TG1423738- Operations Administrator

Senior Compliance Administrator

Personal Assistant (12-Month FTC)

Building Safety Administrator

Office Administrator/PA

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