Financial planner Work, Jobs in Shepperton, Sry (with Salaries)

Financial Administration Assistant
Bigmore Associates Limited —Walton-on-Thames
- Up to £25,625 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Employee assistance programme
- Life insurance
Quick apply
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Trainee Wealth Planner
Hoxton Wealth —London
- Tax experience
Quick apply
4d
IFA Administrator
Recruit Wealth —Weybridge
- £32,000 - £35,000 a year
- Microsoft Office
- Organisational skills
- Communication skills
2d
Financial Planning Associate
Atomos —London
- Hybrid work
- CRM software
- Microsoft Excel
- Organisational skills
9d
Financial Planning Associate - London
Atomos —London
- Hybrid work
- Microsoft Excel
Client Servicing Assistant
Financial Lifestyle Management —London
- £45,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Wealth Planner
Barclays —London
- CRM software
- Financial services
- Communication skills
11d
Senior Financial Planner
WTW —Reigate
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Senior Wealth Planning Administrator
mbf. —London
- £40,000 - £45,000 a year
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Communication skills
9h
Paraplanner
AFH Wealth Management Cookham —Maidenhead
- £26,112.84 - £45,000.00 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
Quick apply
Paraplanner
TrinityBridge —Gatwick Airport
- IT
- Communication skills
Paraplanner
Menzies LLP —London
- Full-time
- Hybrid work
- English
Financial Planning Client Administrator
Evelyn Partners —London
- Full-time
- Organisational skills
- IT
- In-person
Quick apply
Wealth Adviser
Howden Group Holdings —London
- Full-time
- Hybrid work
- Supervising experience
- Mentoring
- Communication skills
8d
Paraplanner
AAB —Crawley
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Senior Wealth Planner - Wealth Management
Barclays —London
- Financial services
- Negotiation
Senior IFA Administrator Junior Paraplanner Progression - St Albans - Up to £40,000 plus...
Financial Divisions —St Albans
- £35,000 - £40,000 a year
- Organisational skills
- Communication skills
2d
IFA Administrator
Moore Kingston Smith —London
- £30,000 - £36,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Organisational skills
- IT
- Financial services

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Financial Administration Assistant

Bigmore Associates Limited
Walton-on-Thames

Quick apply

Job details

Permanent | Full-time
Up to £25,625 a year

Benefits

Cycle to work scheme
Financial planning services
Company pension
Employee assistance programme
Private medical insurance
Life insurance

Qualifications

Microsoft Word
CRM software
Financial planning
Microsoft Excel
Microsoft Outlook
Microsoft Office
Administrative experience
Organisational skills
Financial services
Communication skills

Full job description

Financial Administration Assistant – Financial Planning Team

Bigmore Associates is a long-standing and well-established financial services firm that offers a wide range of support and financial services to businesses and individuals.

We are looking for a Financial Administration Assistant to join our Financial Planning Team. Our office is based in Walton on Thames and this role is 5 days working in the office. Our weekly working hours are 37.5 hours between the hours of 8.30am to 5pm from Monday to Friday.

What skills, qualifications and experience do I need to have?

Previous experience in an administrative role within financial services, wealth management or financial planning would be advantageous but not essential.
Strong organisational skills with excellent attention to detail
Confident using Microsoft Office, particularly Word, Excel and Outlook
Experience using financial planning or CRM systems would be advantageous
Excellent written and verbal communication skills
Ability to manage multiple tasks and prioritise workload effectively
Professional and client-focused approach
GCSEs (or equivalent) in Maths and English at grade C/4 or above
A willingness to learn and develop within the financial services industry

What are my key responsibilities?

Providing administrative support to Financial Planners and the wider Financial Planning Team
Preparing client documentation, application forms and review packs
Liaising with clients, providers and third parties in a professional and timely manner
Managing client records and ensuring information is accurate and up to date
Assisting with new business processing and monitoring progress through to completion
Scheduling meetings and maintaining adviser diaries
Handling incoming correspondence, emails and telephone enquiries
Supporting the team to ensure compliance and regulatory standards are met
Assisting with general office administration duties as required

What do I need to bring to Bigmore Associates?

A positive and proactive attitude
Excellent attention to detail and pride in producing accurate work
Strong interpersonal skills and the ability to build professional relationships
A team-focused approach with a willingness to support colleagues
Reliability, accountability and a strong work ethic
A desire to provide exceptional service to clients and colleagues
Flexibility and the ability to adapt in a fast-paced environment
A willingness to learn, develop and grow within the business

What is the compensation package?

The salary range for this role is up to £25,625 per annum. Final agreed salary will depend on your qualifications and experience.

Our team is also eligible for a non contractual 10% discretionary bonus annually, which will depend on company profits, hitting your KPIs and exhibiting the behaviours we expect from our team, in line with our core values of:

Client/People First
Trust
Empathy
Innovate & Adapt
Educate & Empower

Our core values sit at the heart of the business both in how we operate as a team and how we work with our clients.

We also have a comprehensive benefits package which currently includes:

Private Medical Insurance
Death in Service Cover
Income Protection
Employee Assistance Programme
Group Pension Scheme
Cycle to Work Scheme

We fully support ongoing study and longer-term career progression and there are significant opportunities to grow with the business.

About Bigmore Associates

We have been established in Walton on Thames for over 50 years and we have grown and evolved into a unique, market leading financial services business. We have complimentary, specialist teams looking after pensions, retirement and investment solutions, mortgages, protection and equity release, tax and estate planning, trusts, wills, LPAs and probate services and group benefits such as death in service cover, group pensions and group medical schemes and payroll services.

To learn more about what our days are like and why we are so passionate about making a difference, check out our article Why We Cannot Take the Heart Out of What We Do.

Pay: Up to £25,625.00 per year

Benefits:

Company pension
Cycle to work scheme
Financial planning services
Life insurance
Private medical insurance

Work Location: In person

Quick apply

Refine Your Search

financial planner jobs in shepperton, sry

Financial Administration Assistant

Financial Planner - Surrey

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