Practice administrator Work, Jobs in Little Bookham, 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
1d
Finance Administrator
Optima Care —Teddington
- £35,000 a year
- Full-time
- Microsoft Excel
- Sales
- English
Quick apply
12d
Client Care Administrator
Bodyset —Cobham
- Microsoft Excel
- Microsoft Outlook
- Customer service
Network Administrator
Nexgen Communication ltd —London
- £31,500 - £38,000 a year
- Full-time
- Hybrid work
- Computer Science
- Analysis skills
- Bachelor's degree
- Annual leave
- Work from home
Quick apply
3h
Practice Administrator
Bedford Hill Family Practice —London
- £14.50 - £15.80 an hour
- Full-time
- Management
- GP surgery experience
- Windows
- Sick pay
Quick apply
3d
Administrator
Brett Wilson LLP —Farringdon
- Full-time
- Microsoft Excel
- Microsoft Office
- IT
Quick apply
2d
Dental Laboratory Administrator
Banning Dental Group —Blackfriars Station
- Up to £25,000 a year
- Full-time
- Customer service
- Laboratory experience
- English
Quick apply
1d
Part Time Home Visits Administrator
Specsavers —Cobham
- £27,000 a year
- Part-time
- Employee discount
4d
Office Administrator
ABL 1Touch —Reigate
- £25,350 a year
- Full-time
- Microsoft Excel
- Customer service
- Maintenance
Quick apply
8d
Administrator Part Time
Dapdune House Surgery —Guildford
- £13 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
4d
Administrator
PPG Health In Justice —Gatwick Airport
- Up to £17,144 a year
- IT
- Communication skills
- Employee discount
NHS Medical Administrator - GP Practice
Penrose Health —London
- £25,000 - £28,500 a year
- Full-time
- Annual leave
- Employee discount
Quick apply
GP Administrator
Cranleigh Medical Practice —Cranleigh
- From £13.23 an hour
- Full-time
- Administrative experience
- IT
- In-person
Quick apply
Senior Administrator
Learning Partners Academy Trust —Guildford
- £31,481 - £33,764 a year
- Part-time
- Administrative experience
- Travel
- Communication skills
- Employee assistance programme
- Employee discount
3d
Administrator | SEND Specialist School | London (Chelsea / Imperial Wharf)
First Bridge School —London
- £24,864 - £25,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Sick pay
Quick apply
Administrator
Manor Drive Medical Centre —Worcester Park
- From £13 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
1d
Administrator
VDM Roofing Ltd —Fulham
- £16,000 - £22,000 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
1d
Part-time Administrator
Successful Mums Career Academy —Bromley Town
- £24,785 a year
- Part-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Annual leave
- Work from home
Quick apply
National Sales & Contracting Administrator
Sweeptech Environmental Services Limited —Haywards Heath
- £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Customer service
Quick apply
1d
Ward Clerk
Central and North West London NHS Foundation Trust —London
- £31,554 - £33,270 a year
- Weekend availability
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
1d

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

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

practice administrator jobs near little bookham, 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
1 day 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 little bookham, sry

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

Finance Administrator

Client Care Administrator

Network Administrator

Practice Administrator

Administrator

Dental Laboratory Administrator

Part Time Home Visits Administrator

Office Administrator

Administrator Part Time

Administrator

NHS Medical Administrator - GP Practice

GP Administrator

Senior Administrator

Administrator | SEND Specialist School | London (Chelsea / Imperial Wharf)

Administrator

Administrator

Part-time Administrator

National Sales & Contracting Administrator

Ward Clerk

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

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected