Site administrator Work, Jobs in Merry Hill, Wmd (with Salaries)

Senior Administrator
JPA Financial Planning Limited —Wolverhampton
- £25,500 - £32,500 a year
- Full-time
- Management
- Maintenance
- Microsoft Office
- Free parking
Quick apply
1h
Senior Administrator
JPA Financial Planning —Wolverhampton
- £25,500 - £32,500 a year
- Full-time
- Management
- Maintenance
- Microsoft Office
- Free parking
- Flexible schedule
Quick apply
1h
Project Administrator
Select Installation Services Ltd —Wolverhampton
- £25,420 - £30,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Office
- Free parking
Quick apply
3h
Office Administrator
ASG LTD —Dudley
- £26,000 a year
- Full-time
- Administrative experience
- Data entry
- Organisational skills
- Free parking
Quick apply
Partnerships Records Administrator - 1 x Permanent 1 x FTC
University of Wolverhampton —Wolverhampton
- £26,707 - £28,778 a year
- Hybrid work
- Doctoral degree
- University
- Travel
- Free parking
- Annual leave
8d
Service & Warranty Administrator
Greenhous Commercials —Willenhall
- £24,784.50 a year
- Full-time
- Customer service
- Employee assistance programme
- Employee discount
Quick apply
14d
Stock Administrator
BCA —Wolverhampton
- £14.11 an hour
- Monday to Friday
- Customer service
- Salesforce
- Organisational skills
- Employee assistance programme
- Employee discount
Quick apply
11d
Part-time Bookkeeper/Administrator
Gatehouse Architectural Limited —Kingswinford
- £16 - £18 an hour
- Overtime
- Microsoft Excel
- Microsoft Office
- Administrative experience
Quick apply
6d
Sales Administrator
MyWorkwear —Telford
- £27,052 a year
- Full-time
- CRM software
- Microsoft Excel
- Customer service
- Free parking
- Employee assistance programme
Quick apply
14d
Operations Administrator
Beck Prosper Ltd —Kingswinford
- £25,500 - £27,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Referral programme
Quick apply
6d
Ordering and Administration Coordinator
Just Blinds —Cannock
- £28,000 a year
- Full-time
- Microsoft Excel
- ERP systems
- Microsoft Office
Quick apply
6d
Group Payroll & HR Administrator
Instaloft LTD —Telford
- £30,000 - £34,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Human resources
- Free parking
- Annual leave
Quick apply
14d
Copywriter & Website Administrator
British Ironwork Centre —Telford
- £25,000 - £27,500 a year
- Full-time
- In-person
Quick apply
12d
Operations & Sales Support Administrator
Andrews Coatings Ltd —Wolverhampton
- £12.71 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Administrative experience
- Organisational skills
- Free parking
- Flexitime
Quick apply
14d
Transport Administrator
Breslin Transport —Tamworth
- £30,000 a year
- 8 hour shift
- Microsoft Excel
- Analysis skills
- Data entry
Quick apply
10d
Admissions, Marketing, Reception & Administration Officer
Birchfield School —Albrighton
- £20,000 - £25,000 a year
- Full-time
- Social media management
- Presentation skills
- Bachelor's degree
Quick apply
Administrator
Camino Healthcare —West Bromwich
- £25,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
Business Administrator
Ministry of Justice —Stafford
- £20,001 - £40,000 a year
- Full-time
- Hybrid work
- Presentation skills
- Annual leave
8d
Business Administrator Apprentice (Estate Agency Sales & Lettings)
The Apprenticeship Centre —Wolverhampton
- £18,000 a year
- Full-time
- Microsoft Excel
- Maintenance
- Administrative experience
- Sick pay
Quick apply
1d
HR and L&D Administrator
Eurofins UK Food Testing —Wolverhampton
- Full-time
- Hybrid work
- Computer literacy
- Human resources
- Data entry
- Free parking
- Annual leave
Quick apply

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site administrator jobs near merry hill, wmd

Senior Administrator

JPA Financial Planning Limited
Wolverhampton

Quick apply

Job details

Permanent | Full-time
£25,500 - £32,500 a year
1 hour ago

Benefits

Free parking
Financial planning services
Company pension
Company events
On-site parking

Qualifications

Financial planning
Management
Maintenance
Microsoft Office
Administrative experience
Analysis skills
JPA
Financial services
Communication skills

Full job description

Job Summary

We are seeking a highly organised and detail-oriented Senior Administrator to join our financial services team. The successful candidate will play a pivotal role in managing client portfolios and supporting financial planning activities. This position offers an excellent opportunity for individuals with strong analysis skills, exceptional communication abilities, and a background in administrative functions within the financial sector. The Senior Administrator will be responsible for ensuring smooth operations, maintaining high standards of client service, and contributing to the overall efficiency of our wealth management services but also having the ability to be involved with change and improving current processes.

As a Senior Administrator for JPA Financial Planning you will provide essential technical and administrative support within the Partner Practice, ensuring the smooth processing of all Client servicing and Wealth tasks and a high-quality client service experience.

Core Responsibilities

Client Servicing: Managing the end-to-end client review process, including preparing documentation, annual review letters, including Drawdown letters, and presentation packs.
Call Handling – This includes receiving calls from clients and dealing with enquiries to making outbound calls to book clients in for their financial annual reviews.
Case Management: Liaising with SJP Head Office, Senior Team members and third-party providers to gather information to either close queries or chase information. Ensuring deadlines are met and communications is clear and concise
Task Management - using our CRM system and Salesforce to manage workload and ensure tasks are completed in a timely manner. Use reports for outstanding reviews to prioritise any that are overdue and aim to schedule Clients in for their annual review within the quarter they are due in.
Liaising with Key Stakeholders – ensuring communication is clear across all of key stakeholders, i.e. speaking to our Admin Centre to ensure processes are followed correctly and more importantly keeping the advisers up to date on cases and client queries.
Data Maintenance: Ensuring all client records are accurate and compliant using the Salesforce CRM platform.
General Servicing tasks: Including the deceased client process and vulnerable clients, Birthday cards and ensuring clients details are kept up to date.
Immediate needs Annuity - aiding the smooth processing of application forms, chasing providers and collating data.
Financial Tasks: Executing fund switches, processing client withdrawals and completing the letters
Complex Servicing Queries: Producing Deeds of Assignment and handling queries on issues relating to bonds and documents. Trust Paperwork completion
Drawdown tasks: producing and ensuring all documentation for clients taking crystalized funds are documented correctly
Income Drawdown Tasks: Review letters with income, Adhoc RA withdrawal letters from a crystalised pot, RA Crystalisation process on MyPractice, changes to income requests, Bond withdrawal process, unit Trust Withdrawal process, changes to Income Requests
Compliance: Adhering strictly to FCA regulatory requirements and internal SJP standards for all correspondence and file maintenance.

Required Skills & Qualifications

Experience: Typically requires at least 2 years of experience in a regulated financial services environment, with a strong preference for candidates familiar with SJP systems.
Ideally with St James’s Place Wealth Management Experience
Technical Proficiency: Proficiency in Microsoft Office and CRM systems like Salesforce is desirable.
Soft Skills: Exceptional attention to detail, strong verbal/written communication for client interaction, and the ability to work independently or as part of a remote team.

Career Progression

Within JPA we offer structured development through the SJP Accreditation framework, with paths leading to roles such as Paraplanner, Operations Manager, or even a Financial Adviser through the SJP Academy and in house support. There are also options to get involved with Social Media and Marketing content and arranging company events.

Pay: £25,500.00-£32,500.00 per year

Benefits:

Company pension
Financial planning services
Free parking
On-site parking

Work Location: In person

Quick apply

Refine Your Search

site administrator jobs in merry hill, wmd

Senior Administrator

Senior Administrator

Project Administrator

Office Administrator

Partnerships Records Administrator - 1 x Permanent 1 x FTC

Service & Warranty Administrator

Stock Administrator

Part-time Bookkeeper/Administrator

Sales Administrator

Operations Administrator

Ordering and Administration Coordinator

Group Payroll & HR Administrator

Copywriter & Website Administrator

Operations & Sales Support Administrator

Transport Administrator

Admissions, Marketing, Reception & Administration Officer

Administrator

Business Administrator

Business Administrator Apprentice (Estate Agency Sales & Lettings)

HR and L&D Administrator

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