Financial administrator Work, Jobs in Leighton Buzzard (with Salaries)

Financial Administrator
Perspective Financial Group —Milton Keynes
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
Rental Administrator
BS Trailer Services —Leighton Buzzard
- £28,000 a year
- Monday to Friday
- Data entry
Accounts Administrator
Leisure Employment Services —Hemel Hempstead
- Part-time
- Hybrid work
- Microsoft Word
- Communication skills
- Employee discount
Quick apply
3d
Financial Administrator (Home Counties)
Perspective Financial Group —Chesham
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- CRM software
- Maths
- Mentoring
- Employee assistance programme
- Referral programme
Quick apply
Research Support Administrator
Buckinghamshire New University —High Wycombe
- £26,093 - £28,778 a year
- Hybrid work
- Customer service
- University
- Organisational skills
- Employee discount
HR Administrator - 6 Month FTC
Smiths Detection —Hemel Hempstead
- Full-time
- Hybrid work
- Microsoft Office
- Administrative experience
- Contracts
Quick apply
Accounts Administrator
WasteKing —Tring
- Full-time
- Customer service
New Business Administrator
Allica Bank —Milton Keynes
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Customer service
- Time management
Administrator
Active Care Group —Bedford
- £27,927.79 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Employee assistance programme
- Referral programme
Quick apply
2d
Scheduling Administrator
Securitas UK —Milton Keynes
- £28,000 a year
- Full-time
- Continuous improvement
- Data entry
- Time management
- Employee discount
Quick apply
Sales Operations Manager
Eckoh —Hemel Hempstead
- From £65,000 a year
- Full-time
- Hybrid work
- CRM software
- Salesforce
- Communication skills
- Free parking
- Work from home
Quick apply
7d
Office Administrator
Lyndhurst Financial Management —Hitchin
- £20,000 - £28,000 a year
- Full-time
- CRM software
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Life insurance
Quick apply
Sales Administrator
Bionic Services Ltd —Luton
- £26,000 a year
- Full-time
- Hybrid work
- CRM software
- Microsoft Office
- Continuous improvement
- Annual leave
- Employee assistance programme
Quick apply
Pension Administrator (Documentation & Client Support)
Gemmell Financial Services —St Albans
- £27,000 - £40,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Free parking
Quick apply
10d
Clinic Administrator & Receptionist
Vitalscan Limited —Milton Keynes
- £25,000 - £30,000 a year
- Overtime
- CRM software
- Computer literacy
- Administrative experience
- Annual leave
Quick apply
7d
Claim Settlement Payments Administrator
Copart —Bedford
- £27,976 a year
- Analysis skills
- Communication skills
- Banking
- Employee discount
- Life insurance
Quick apply
Head Of Restart Programme
TCHC Group —Aylesbury
- £44,000 - £45,000 a year
- Full-time
- Business development
- Travel
- Training & development
- Annual leave
- Employee assistance programme
Quick apply
Financial Planning (IFA) Administrator
Integrity365 —High Wycombe
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
6d
Administrator
PPG Health In Justice —Bicester
- Up to £28,576 a year
- Monday to Friday
- Computer literacy
- Administrative experience
- Computer skills
- Free parking
- Employee discount

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Financial Administrator

Perspective Financial Group
Milton Keynes

Apply Now

Job details

Permanent

Benefits

Cycle to work scheme
Company pension
Referral programme
Car scheme

Qualifications

Financial planning
Pension
Customer service call handling
Meeting coordination
Inbound customer enquiry call handling
Stakeholder liaison
Administrative support experience
Microsoft Office Suite
Appointment booking and call handling
Computer skills
Proofreading
Communication skills

Full job description

Perspective (South East) Ltd

Job Description

We have a fantastic vacancy for a Financial Administrator to join our busy Milton Keynes 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 (South East) Limited
Location: Milton Keynes
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

Milton Keynes Office16 Shenley PavilionsChalkdell DriveShenley WoodMilton KeynesMK5 6LB

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.

Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, 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 leighton buzzard

Financial Administrator

Rental Administrator

Accounts Administrator

Financial Administrator (Home Counties)

Financial Planning Administrator

Research Support Administrator

HR Administrator - 6 Month FTC

Accounts Administrator

New Business Administrator

Administrator

Scheduling Administrator

Sales Operations Manager

Office Administrator

Sales Administrator

Pension Administrator (Documentation & Client Support)

Clinic Administrator & Receptionist

Claim Settlement Payments Administrator

Head Of Restart Programme

Financial Planning (IFA) Administrator

Administrator

I want to receive the latest job alerts for financial administrator in leighton buzzard

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Perspective (South East) Ltd

Job Description

Office Location

BirthdayLeave

ElectricVehicleScheme

Cycle toWorkScheme

EyecareSupport

HolidayPurchaseScheme

LongServiceAwards

ExtraDiscount Cards

FamilyFriendlyPolicy

Perspectiveplus
Shaped around you

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financial administrator jobs in leighton buzzard

I want to receive the latest job alerts for financial administrator in leighton buzzard

Explore jobs in more locations

Perspective (South East) Ltd

Job Description

Office Location

BirthdayLeave

ElectricVehicleScheme

Cycle toWorkScheme

EyecareSupport

HolidayPurchaseScheme

LongServiceAwards

ExtraDiscount Cards

FamilyFriendlyPolicy

Perspectiveplus Shaped around you

Perspectiveplus
Shaped around you