Financial administrator Work, Jobs in Reigate, Sry (with Salaries)

IFA Administrator/ Trainee paraplanner
PPSL —Epsom
- £30,000 - £45,000 a year
- Full-time
- CRM software
- Analysis skills
- Organisational skills
- Profit sharing
- Sick pay
Quick apply
Finance Officer
University College London —London
- £43,981 - £52,586 a year
- Full-time
- Microsoft Excel
- English
- Annual leave
- Employee assistance programme
4d
Broker Support Coordinator / Administrator - Full Time
Halo Corporate Finance Limited —Horsham
- £26,000 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- No experience needed
- Free parking
Quick apply
8d
Business Support Administrator
Churchill Group —London
- £33,000 - £35,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee discount
- Sick pay
Quick apply
5d
Finance Administrator - Temps Required
Nestlé —Crawley
- £27,000 a year
- Full-time
- Microsoft Excel
- Sales
- Communication skills
11d
Investor & AML Operations Analyst
Janus Henderson —London
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
Business Support Administrator
Menzies LLP —Gatwick Airport
- Full-time
- Hospitality
- Customer service
- Microsoft Office
12d
SJP Financial Administrator
Financial Divisions —Horsham
- £30,000 - £38,000 a year
9d
Asset Transfers Administrator
Nucleus Financial —London
- £29,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- IT
- Annual leave
Quick apply
Assistant Administrator
University College London —London
- £36,433 - £41,833 a year
- Full-time
- Hybrid work
- Administrative experience
- University
- Annual leave
- Employee assistance programme
11h
Pensions Administrator
Secret Intelligence Service —London
- £40,428 - £43,705 a year
- Part-time
- English
- Maths
- Human resources
- Annual leave
1d
Business Administrator
Aurem Care —Caterham
- £17 an hour
- Full-time
- Microsoft Office
- Administrative experience
- Human resources
- Free parking
- Annual leave
Quick apply
6d
Underwriting Administrator - Financial Lines
Starr Companies —London
- Full-time
- Analysis skills
- IT
- Office experience
Payments Assistant
Birkbeck University of London —London
- £31,234 - £34,827 a year
- Full-time
- Hybrid work
- Administrative experience
- University
- Organisational skills
- Annual leave
9d
Experienced Financial Analyst, Portfolio Valuation and Fund Advisory (Structured Products) - London
Houlihan Lokey —London
- Full-time
- Hybrid work
- Microsoft Excel
- Master's degree
- Analysis skills
Resource Administrator x 5
Imperial College London —South Kensington
- £41,005 - £45,616 a year
- Full-time
- Human resources
- Annual leave
5d
Full time bookkeeper and accounts administrator
Ockenden Manor Hotel & Spa —Cuckfield
- £28,000 a year
- Full-time
- Microsoft Excel
- Hotel
- Analysis skills
- Free parking
- Annual leave
Quick apply
6d
Office Administrator (Maternity cover - fixed term contract ending January 2027)
Adzuna —London
- £32,000 - £35,000 a year
- Hybrid work
- English
- Microsoft Office
- Administrative experience
- Annual leave
- Work from home
Quick apply
HR Administrator
Achieve together —Leatherhead
- £26,250 a year
- Microsoft Outlook
- Microsoft Office
- Administrative experience
- Employee discount
Quick apply
Admin, Finance and HR Administrator
Leechpool Caterpillar After-School Club —Horsham
- From £14.50 an hour
- Childcare
- Microsoft Excel
- Customer service
- Health & wellbeing programme
Quick apply

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financial administrator jobs near reigate, sry

IFA Administrator/ Trainee paraplanner

PPSL
Epsom

Quick apply

Job details

Full-time
£30,000 - £45,000 a year

Benefits

Profit sharing
Company pension
Sick pay
On-site parking

Qualifications

CRM software
Financial planning
Report writing
Analysis skills
Organisational skills
Financial services
Certificate in Insurance

Full job description

We are looking for an experienced IFA Administrator/ Trainee Paraplanner to join our team and work closely with the Managing Director and a second adviser. This is a senior administration role and the primary focus is end-to-end client and investment administration, carried out to a high standard with minimal supervision.

You will be supported by a junior administrator and will work alongside a paraplanner. Over time, and for the right candidate, there is scope to develop into a paraplanning function, though this is not a requirement of the role and a long-term career administrator pathway is equally valued, however we happy to develop into a paraplanner.

Key Responsibilities

End-to-end client administration: new business, onboarding, annual reviews, and ongoing client servicing.
Processing trades, withdrawals, and investment instructions on platforms including AJ Bell, Aviva, and Transact.
Overseeing Letters of Authority (LOAs) and managing the transfer process.
Maintaining and updating client records accurately within Plannr CRM.
Coordinating and preparing paperwork for annual review meetings.
Liaising directly with clients, providers, and platforms in a professional and timely manner.
Supporting the rebalancing of model portfolios following annual reviews or client investment/withdrawal events.
General office administration and contributing to the smooth running of the business.
Over time: assisting with preparation and drafting of annual review letters, including basic recommendations such as adjusting withdrawals or investing surplus cash, and preparing or updating client financial plans in Voyant.

What We Are Looking For

The ideal candidate will have:

Approximately two years’ experience in an IFA or financial planning environment.
Solid understanding of the IFA advice process, including platforms, product wrappers (ISAs, pensions, bonds), and the administration that supports them.
Experience with or working knowledge of AJ Bell, Aviva, and/or Transact platforms (desirable, not essential).
Familiarity with Plannr or a comparable CRM system and experience with Voyant cashflow modelling is an advantage.
Strong attention to detail, the ability to manage competing priorities, and a proactive approach to getting things done.
A professional and personable manner when dealing with clients and colleagues.

Qualifications

No specific qualifications are required for this role. Relevant CII qualifications are advantageous. We are committed to supporting professional development and will fund relevant exams for the right candidate.

Pay: £30,000.00-£45,000.00 per year

Benefits:

Company pension
On-site parking
Profit sharing
Sick pay

Work Location: In person

Quick apply

Refine Your Search

financial administrator jobs in reigate, sry

IFA Administrator/ Trainee paraplanner

Finance Officer

Broker Support Coordinator / Administrator - Full Time

Business Support Administrator

Finance Administrator - Temps Required

Investor & AML Operations Analyst

Business Support Administrator

SJP Financial Administrator

Asset Transfers Administrator

Assistant Administrator

Pensions Administrator

Business Administrator

Underwriting Administrator - Financial Lines

Payments Assistant

Experienced Financial Analyst, Portfolio Valuation and Fund Advisory (Structured Products) - London

Resource Administrator x 5

Full time bookkeeper and accounts administrator

Office Administrator (Maternity cover - fixed term contract ending January 2027)

HR Administrator

Admin, Finance and HR Administrator

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