Financial planning client administration team leader Work, Jobs in Normanton, Wyk (with Salaries)

Administrator
Bupa —Horsforth
- £16,740 a year
- Part-time
- Hospitality
- Customer service
- Microsoft Office
- Employee discount
- Gym membership
Quick apply
Sales Director - Asset Management (New Business)
UST —Leeds
- Sales
- Master's degree
- Business development
Quick apply
Service Coordinator
Photuris Ltd —Sheffield
- £26,227.50 a year
- Full-time
- Customer service
- Care experience
- Administrative experience
- Free parking
- Health & wellbeing programme
Quick apply
8d
Legal Secretary EPI Leeds
DAC Beachcroft —Leeds
- Hybrid work
- Microsoft Office
- Communication skills
Quick apply
Lead Contract Support
CBRE —Leeds
- Full-time
- Microsoft Excel
- Contracts
Private Client Compliance Trust Tax Manager/Senior Manager
AAB —Leeds
- Hybrid work
- Microsoft Excel
- Leadership
- Tax experience
- Annual leave
- Employee assistance programme
Project Manager (Water Sector)
WSP —Leeds
- Part-time
- Hybrid work
- Project management
- Contracts
- Flexitime
- Work from home

Other jobs to consider

Find your next job by exploring related positions.

Financial Planning Administrator
The Progeny Group Limited —Leeds
Financial Services experience – you will bring a minimum of 2 years’ experience with a good understanding of financial products and FCA principles.
Quick apply
13d
Financial Administrator
Perspective Financial Group —Leeds
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…

I want to receive the latest job alerts for financial planning client administration team leader in normanton, wyk

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

financial planning client administration team leader jobs near normanton, wyk

Administrator

Bupa -
Horsforth

Quick apply

Job details

Part-time
£16,740 a year

Benefits

Additional leave
Private dental insurance
Cycle to work scheme
Employee mentoring programme
Free flu jabs
Company pension
Private medical insurance
Employee discount
Gym membership
Referral programme

Qualifications

Hospitality
Customer service
Microsoft Office
Administrative experience
Computer skills
Time management

Full job description

Job Description:

Administrator

Location: Bupa, Leeds Clinic, LS1 2EP

Contract Type: Part Time, Permanent, 3 set days

Hours: Monday, Tuesday, and Friday, shifts will be 7.00am - 3.30pm, 8.00am- 4.30pm - 9.00am-5pm & 9.30 - 6pm

Salary: £16,740 + fantastic benefits

We make health happen

We are looking for a dedicated Administrator to join our team at the Leeds clinic. In this role, you will provide essential front of house and back-office support to ensure our patients receive outstanding service from entering the clinic until after they leave. The work can be fast-paced and demanding at times, but with the support of your colleagues and team leader, you will finish each day knowing you have made a meaningful difference to every customer.

You'll help us make health happen by:

Work on reception, greeting customers and helping make their appointment as smooth and friendly as possible
Supporting our clinical staff by preparing client files and scanning documents, allowing them to focus fully on patient care
Carrying out day-to-day administrative tasks to keep the clinic running smoothly, including handling post, answering calls and emails, managing card transactions, processing invoices, and organising delivery notes
Working closely with clinical colleagues to ensure client reports and correspondence are completed and sent within required timeframes

Key Skills / Qualifications needed for this role:

Proven experience delivering exceptional, client focused customer service in person such as in retail, hospitality, experience in healthcare is desirable but not essential
Previous experience in an administrative role; experience in healthcare is desirable but not essential
Strong time management skills and flexibility - you will need to adapt quickly and support different areas throughout your shift
Excellent attention to detail, along with solid computing skills and a good understanding of Microsoft Office applications

Benefits:

Our benefits are designed to make health happen for our people. Viva is our global wellbeing programme and includes all aspects of our health - from mental and physical, to financial, social and environmental wellbeing. We support flexible working and have a range of family friendly benefits.

Joining Bupa in this role you will receive the following benefits and more:

25 days holiday (pro rata), increasing through length of service, with option to buy or sell
Bupa health insurance as a benefit in kind
Long Service - For every milestone at Bupa we will reward you with ecards, extra holidays and money!
Interest- free annual travel Loan to enable the purchase of public transport annual season tickets
Wagestream - Have early access up to 40% of your earned wages within minutes
Competitive Pension plans and Parental leave options as well as access to unique products such as our Menopause plan
My Bupa Extras - discounts at your favourite retailers, plus a huge range of tools, content and information to support you with your wellbeing

Why Bupa?:

We're a health insurer and provider. With no shareholders, our customers are our focus. Our people are all driven by the same purpose - helping people live longer, healthier, happier lives and making a better world. We make health happen by being brave, caring and responsible in everything we do.

We encourage all of our people to ”Be you at Bupa”, we champion diversity, and we understand the importance of our people representing the communities and customers we serve. That's why we especially encourage applications from people with diverse backgrounds and experiences.

Bupa is a Level 2 Disability Confident Employer. This means we aim to offer an interview/assessment to every disabled applicant who meets the minimum criteria for the role. We'll make sure you are treated fairly and offer reasonable adjustments as part of our recruitment process to anyone that needs them.

At Bupa we strive to ensure all our of customers, patients and staff are safe. All employees have a duty to ensure that safeguarding children, young people and adults at risk is prioritised and acted on appropriately.

Time Type:

Part time

Job Area:

Administration

Locations:

Clinic - Leeds

Employee mentoring programme, Private dental insurance, Referral programme, Private medical insurance, Company pension, Additional leave, Paid volunteer time, Free flu jabs, Health & wellbeing programme, Cycle to work scheme, Financial planning services, Gym membership

Quick apply

Refine Your Search

financial planning client administration team leader jobs in normanton, wyk

Administrator

Sales Director - Asset Management (New Business)

Service Coordinator

Legal Secretary EPI Leeds

Lead Contract Support

Private Client Compliance Trust Tax Manager/Senior Manager

Project Manager (Water Sector)

Other jobs to consider

I want to receive the latest job alerts for financial planning client administration team leader in normanton, wyk

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected