Service administrator Work, Jobs in Shenstone, Sts (with Salaries)

Financial Administrator (Halesowen)
Perspective Financial Group —Halesowen
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
1h
Bank Imaging Administrator
Spire Healthcare —Sutton Coldfield
- Part-time
- Microsoft Excel
- Computer literacy
- Medical terminology
- Free parking
- Annual leave
Parts Administrator
Sovereign Refrigeration Ltd —Shenstone
- Full-time
- Sales
- Customer service
- Administrative experience
- Free parking
Quick apply
14d
Sales Administrator
Turbosmart —Rugeley
- £27,000 - £28,000 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
14d
New Sites Administrator
Busy Bees —Burntwood
- £23,000 - £25,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
SCGP Workflow Administrator
Sutton Coldfield Group Practice (SCGP) - NHS —Sutton Coldfield
- £12.71 an hour
- Full-time
- Administrative experience
- In-person
- Office experience
Quick apply
1d
Lettings Referencing Administrator
Nicholas Humphreys —Burton-On-Trent
- £27,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
Administrator
Hoxton Wealth —Lichfield
- Full-time
- CRM software
- Microsoft Office
- Administrative experience
Quick apply
Property & Lettings Administrator
Preferential Properties —Sutton Coldfield
- £26,500 - £28,000 a year
- Full-time
- Sales
- Microsoft Office
- Organisational skills
- Annual leave
Quick apply
Office Administrator/Receptionist
Sutton car care centre —Sutton Coldfield
- From £13 an hour
- Full-time
- Customer service
- English
- Administrative experience
- Free parking
- Employee discount
Quick apply
4d
Enforcement Team Administrator
Dukes Bailiffs Limited —Stone
- £26,230 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Administrative experience
- Free parking
- Health & wellbeing programme
Quick apply
Operations Administrator
Wilmington plc —Cannock
- £26,227.50 a year
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Customer service
- Annual leave
- Employee discount
Equine Insurance & Debt Administrator
IVC —Lichfield
- Up to £23,212.27 a year
- Part-time
- Administrative experience
- Organisational skills
- IT
- Annual leave
- Employee discount
12d
Business Support Administrator
Nexian Technology Ltd —Aston
- £25,420 - £30,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Work from home
Quick apply
5d
Compliance Coordinator
non violentiam cic —Birmingham
- £24,420 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Quick apply
Business Administrator
Ministry of Justice —Stafford
- £20,001 - £40,000 a year
- Full-time
- Hybrid work
- Presentation skills
- Annual leave
8d
Operations Administrator
Red Industries —Walsall
- £12.71 an hour
- Full-time
- Computer literacy
- Organisational skills
- SharePoint
- Free parking
- Health & wellbeing programme
Quick apply
14d
Weekend Receptionist (Cannock)
Cannock Specialist Care Centre —Cannock
- £12.71 an hour
- Part-time
- Administrative experience
- Driving
- Organisational skills
- Free parking
Quick apply
Office Administrator
Utility Site Solutions Ltd —Solihull
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
8d
Administrator
OCS Group —Tamworth
- Monday to Friday
- Customer service
- Communication skills
8d

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Financial Administrator (Halesowen)

Perspective Financial Group
Halesowen

Apply Now

Job details

Permanent
1 hour ago

Benefits

Cycle to work scheme
Company pension
Referral programme
Car scheme

Qualifications

Financial planning
Microsoft Outlook
Administrative experience
Communication skills

Full job description

Perspective (South East) Ltd / Perspective (Warwickshire)

Job Description

We have a fantastic vacancy for a Financial Administrator to join our busy Halesowen Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. 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 covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.

Office: Perspective (Warwickshire)
Location: Halesowen
Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)
Salary: Competitive dependant on experience and qualifications. Available upon request.

Please note: any offer of employment is subject to satisfactory criminal record background checks.

Office Location

Halesowen Office1 St Kenelm CourtSteel Park RoadHalesowenB62 8HD

Requirements

You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.
You will also be skilled in, or have the ability to learn:

Good working knowledge of IO and Platform.
Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
Management and prioritising workloads.
Excellent planning, organisational and multi-tasking abilities.
Analytical and problem-solving skills.
Flexibility/adaptability to cope with change.
Excellent communication skills at all levels.
A team player with a positive attitude.

Responsibilities

This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including, but not limited, to:

Client correspondence, written and verbal.
Processing New Business.
Preparation of client review packs.
Arranging client meetings and managing the Adviser’s diary.
Illustration requests.
Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
Taking phone calls, enquiries and requests, and handling them where appropriate.
Back-office support.

Due to the nature of the business, the role may also include additional responsibilities considered reasonable.

Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.

BirthdayLeave

Everyone should have the chance to enjoy their birthday, which is why Perspective offers an extra paid day off to mark the occasion.

ElectricVehicleScheme

Our Electric Vehicle Scheme gives eligible employees the opportunity to lease a brand-new electric car through a salary sacrifice arrangement.

Cycle toWorkScheme

Our Cycle to Work Scheme makes it easier for employees to access a new bike and safety equipment through a salary sacrifice arrangement.

EyecareSupport

Our Eyecare Support is designed to help employees stay comfortable and supported when working with display screen equipment.

HolidayPurchaseScheme

Our Holiday Purchase Scheme gives eligible employees the option to buy up to five additional days of holiday each year.

LongServiceAwards

Our Long Service Awards are designed to recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective.

ExtraDiscount Cards

Extras Discount Cards give employees an easy way to make everyday spending go further.

FamilyFriendlyPolicy

Our Family Leave policies are designed to support employees as they grow their families, whether through birth or adoption.

Perspectiveplus
Shaped around you

We believe that supporting our people goes beyond the workplace, which is why we offer a comprehensive range of employee benefits, shaped around you.

25 days holiday

Pension

Enhanced Parental Pay

Life Assurance

Learning & Development

Employee Referral Scheme

Apply Now

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service administrator jobs in shenstone, sts