Financial advisory occupations Work, Jobs in Stevenage, Hrt (with Salaries)

Mortgage and Financial Administrator
SB Wealth Management Ltd —Barnet
- £29,500 - £33,500 a year
- Part-time
- Basic maths
- Microsoft Office
- Administrative experience
- Annual leave
- Flexitime
Quick apply
9d
Client Services Executive
AFH Financial Group —Bishop's Stortford
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Financial Administrator (Home Counties)
Perspective Financial Group —Chesham
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Financial Administrator
Perspective Financial Group —Cambridge
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Office Administrator
Lyndhurst Financial Management —Hitchin
- £20,000 - £28,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
- Health & wellbeing programme
- Life insurance
Quick apply
3d
Trust and Estate Planning Consultant
Solidus Trust —Stevenage
- Full-time
- Financial services
- Communication skills
- Time management
- Annual leave
Wealth & Financial Planning Administrator
Leagold Miller —London
- £30,000 - £40,000 a year
- Part-time
- Microsoft Excel
- Customer service
- Microsoft Office
Quick apply
9d
Senior Administrator / Paraplanner
Carlton Mays —Bishop's Stortford
- £28,000 - £40,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Financial services
- Work from home
- Life insurance
Quick apply
9d
Associate Wealth Planner
RGH‑Global Limited —Cambridge
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
14d
Financial Adviser
Partnership Recruitment —London
- £30,000 a year
- Remote
- Customer service
- Financial services
- Communication skills
Paraplanner
Perspective Financial Group —Cambridge
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Paraplanner
Swiss Life Global Solutions —Cambridge
- Annual leave
- Employee assistance programme
Paraplanner
RGH‑Global Limited —Cambridge
- £35,000 - £45,000 a year
- Full-time
- Hybrid work
- Communication skills
14d
Chartered Financial Planner
Azets —Hertford
- Full-time
- Hybrid work
- Leadership
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
5d
Senior Paraplanner
RGH‑Global Limited —Cambridge
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
14d
Experienced Financial Adviser - Cambridge
Apollo Private Wealth —Cambridge
- £40,000 - £65,000 a year
- Travel
Quick apply

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Mortgage and Financial Administrator

SB Wealth Management Ltd
Barnet

Quick apply

Job details

Part-time
£29,500 - £33,500 a year
9 days ago

Benefits

Casual dress
Additional leave
Annual leave
Flexitime
Company pension
Work from home
Company events

Qualifications

Basic maths
Microsoft Office
Administrative experience
Organisational skills
Financial services
Communication skills
Office experience

Full job description

About Us:

We are a local firm of investment and mortgage advisers working with individual clients and businesses. We are a small office with a very strong team ethic. As an office administrator you will need to be able to work as part of a close-knit team in a fast-paced environment.

Key Deliverables

Processing on-line applications and liaising with financial providers clients, solicitors and financial advisers. Inputting and maintaining client information onto an internal database. Managing the office diary and ensuring the smooth running of the office. Ensuring all work is carried out in a professional and compliant fashion.

Skills required

A successful applicant will have excellent communication skills., strong organizational skills and a high level of accuracy and attention to detail. The applicant MUST have at least 12 month previous experience in the mortgage or financial services industry along with working in an office environment. Above all they must be able to work autonomously and work as part of a team.

The part time hours are flexible. We will consider applicants who wish to work 5 days per week on reduced hours or we can consider full time hours (9am to 5pm) but only work 3 or 4 days per week. There is scope to work from home after 6 months service. There is also a contributory pension scheme and 20 days annual leave (please note the office is also closed on all bank holidays and the period between Christmas and New Year; this does not form part of your holiday entitlement).

Job Type: Part-time

Pay: £29,500.00-£33,500.00 per year

Benefits:

Additional leave
Casual dress
Company events
Company pension
Flexitime

Experience:

financial services administration: 1 year (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

financial advisory occupations jobs in stevenage, hrt

Mortgage and Financial Administrator

Client Services Executive

Financial Administrator (Home Counties)

Financial Administrator

Office Administrator

Trust and Estate Planning Consultant

Wealth & Financial Planning Administrator

Senior Administrator / Paraplanner

Associate Wealth Planner

Financial Adviser

Paraplanner

Paraplanner

Paraplanner

Chartered Financial Planner

Senior Paraplanner

Experienced Financial Adviser - Cambridge

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