Data administrator Work, Jobs in Lytchett Matravers, Dor (with Salaries)

Wealth Management Administrator
Grove Wealth Management Ltd —Christchurch
- £24,000 - £27,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Management
Quick apply
5d
Temporary HR Administrator
M-Page Hiredonline —Poole
- £14 - £15 an hour
- Temporary
- Remote
- Microsoft Office
- Administrative experience
- Human resources
5d
Product data administrator
Blue Skies Lifestyle —Bournemouth
- £24,000 - £26,000 a year
- Full-time
- Microsoft Office
- Maths
- Project management
Quick apply
Contracts Administrator
Hampshire and Isle of Wight Healthcare NHS Foundation Trust —Lymington
- £25,760 - £27,476 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
6d
Estate Agent Administrator
Rolfe East Sherborne Ltd —Sherborne
- £24,420 - £28,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
GP Practice Administrator
Christchurch Medical Practice —Christchurch
- £12.71 an hour
- Part-time
- Microsoft Word
- Administrative experience
- Accounting
Quick apply
Office Administrator
Bridge Dental Laboratory —Christchurch
- From £25,500 a year
- Full-time
- Computer literacy
- Microsoft Office
- Accounting
- Free parking
- Sick pay
Quick apply
Purchase Ledger Administrator (Maternity Cover)
SIXT —Dorchester
- Microsoft Excel
- Data entry
- Communication skills
Quick apply
Receptionist/Administrator
South Coast Medical Group —Bournemouth
- From £12.71 an hour
- Part-time
- Customer service
- Front desk
- IT
- Annual leave
- Employee discount
Quick apply
3d

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Wealth Management Administrator

Grove Wealth Management Ltd
Christchurch

Quick apply

Job details

Full-time
£24,000 - £27,000 a year
5 days ago

Benefits

Company pension

Qualifications

Microsoft Word
Microsoft Excel
Management
Salesforce
Microsoft Office
IT
Financial services
Communication skills

Full job description

About Us

Grove Wealth Management is a long established senior partner practice of St. James's Place Wealth Management. We offer a personal, bespoke service to individual and corporate clients. We pride ourselves on delivering tailored financial solutions, ensuring our clients achieve their long-term financial goals. We are seeking a motivated Financial Administrator to join our team in Christchurch, Dorset.

Overview
We are seeking an exceptionally organised and detail-oriented Financial Administrator who is passionate about getting things right first time. This is a fantastic opportunity for a candidate with experience in the wealth management sector.

Duties

Communication with third party providers to submit Letters of Authority and obtain policy information as required by the Advisors.
Financial Record Management: Maintain, update, and manage client financial records efficiently and accurately.
Administrative Support: Provide administrative support to our financial advisers, including document preparation, and data entry.
Reporting: Assist in generating financial reports, client documentation, and meeting file preparation as needed.
Client Liaison: Interact with clients as required, ensuring all communications and queries are handled professionally.
Compliance Support: Help ensure all processes are in line with regulatory requirements and internal policies.

Key Skills & Experience

Proven experience in a financial administration role or similar position.
Attention to Detail: High levels of accuracy are required, particularly when handling financial information.
Excellent Communication Skills: You will be in contact with both clients, external providers and colleagues, so clear and professional communication is vital.
IT Skills: Strong proficiency in Microsoft Office, Salesforce, OneNote, Word and Excel, and familiarity with other financial software (eg, FE Analytics) is beneficial.

Why Join Us?

Immediate start, in person training and online learning provided .
Ongoing training & professional development
A friendly, collaborative and supportive team environment

How to Apply

If you are passionate about financial administration and enjoy data management, please apply now to Grove Wealth Management Ltd.

Please note that a Public Information Identity Check will be undertaken if the position is offered to you. The check confirms identity and establishes any adverse financial records.

Job Type: Full-time

Pay: £24,000.00-£27,000.00 per year

Benefits:

Company pension

Experience:

Wealth Management: 1 year (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

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data administrator jobs in lytchett matravers, dor

Wealth Management Administrator

Temporary HR Administrator

Product data administrator

Contracts Administrator

Estate Agent Administrator

GP Practice Administrator

Office Administrator

Purchase Ledger Administrator (Maternity Cover)

Receptionist/Administrator

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