Information manager Work, Jobs in Stoneleigh, War (with Salaries)

Practice Administrator
Bridgegate Wealth Management —Kenilworth
- £24,000 - £25,000 a year
- Full-time
- Microsoft Word
- Computer literacy
- English
- Free parking
- Bereavement leave
Quick apply
11d
Assistant HR & Payroll Officer
Warwickshire Wildlife Trust —Coventry
- £24,479 - £28,582 a year
- Full-time
- Hybrid work
- Continuous improvement
- Human resources
- Recruiting
- Free parking
- Store discount
Quick apply
8d
Information Rights Officer
Warwickshire County Council —Warwick
- £28,598 - £31,022 a year
- Full-time
- English
- Annual leave
- Employee assistance programme
11d
Front of House Senior Receptionist x2 (111943-0826)
University of Warwick —Coventry
- £26,093 - £26,707 a year
- Management
- Databases
- Supervising experience
3d
Production Operator
PepsiCo —Coventry
- £37,704.78 a year
- 12 hour shift
- Computer literacy
- Maintenance
- Continuous improvement
Delivery Manager (110113-0526)
University of Warwick —Coventry
- £47,389 - £56,535 a year
- University
4d
Programme Coordinator UG (70094-0826)
University of Warwick —Coventry
- £26,707 - £30,378 a year
- Computer literacy
- Administrative experience
- University
10d
Group IT Manager
Icar Auto —Warwick
- £50,000 a year
- Full-time
- Travel
- Communication skills
- Free parking
- Health & wellbeing programme
Quick apply
Assistant Site Manager (Secondary School)
Arden Multi Academy Trust —Solihull
- £26,824 - £29,540 a year
- Overtime
- Maintenance
- School
- Free parking
- Sick pay
Quick apply
11d
Democratic Services Officer
Warwickshire County Council —Warwick
- £37,563 - £40,444 a year
- Full-time
- English
- Annual leave
- Employee discount
1d
People & Culture Coordinator
KRS Executive —Coventry
- £35,000 - £45,000 a year
- Full-time
- Microsoft Office
- Continuous improvement
- Contracts
- Free parking
- Annual leave
Quick apply
1d
Young Carers Transition Lead
Carers Trust Heart of England —Coventry
- £28,250 a year
- Weekend availability
- Care experience
- Travel
- Organisational skills
- Health & wellbeing programme
- Annual leave
Quick apply
Project Support Officer - Health Access for Refugees Programme
Coventry City Council —Coventry
- £28,598 - £34,434 a year
- Organisational skills
- Communication skills
Organisation Design & Effectiveness Manager (110561-0726)
University of Warwick —Coventry
- £47,389 - £56,535 a year
- Research
- Analysis skills
- University
14d
Resident Engagement Officer
Extra Care —Coventry
- £37,500 a year
- Full-time
- Presentation skills
- Annual leave
- Life insurance
Research Finance Coordinator (111990-0826)
University of Warwick —Coventry
- £26,707 - £30,378 a year
- Customer service
- University
- IT
7d
Programmes Assistant (UG and PG Programmes) (102047-0726)
University of Warwick —Coventry
- £26,707 - £30,378 a year
- Hybrid work
- Microsoft Office
- University
- IT
3d
Deputy Shop Manager, Leamington Re-use
Age UK Coventry and Warwickshire —Leamington Spa
- £8,106.81 a year
- Part-time
- Customer service
- Computer literacy
- Computer skills
- Employee assistance programme
Quick apply
Office Administrator
HTA Group —Coventry
- Up to £25,775 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Free parking
- Health & wellbeing programme
Quick apply
15h
Team Manager - Fixed Term
Coventry City Council —Coventry
- £56,393 - £63,239 a year
14d

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Practice Administrator

Bridgegate Wealth Management
Kenilworth

Quick apply

Job details

Permanent | Graduate | Full-time | Apprenticeship
£24,000 - £25,000 a year
11 days ago

Benefits

Free parking
Casual dress
On-site gym
Employee mentoring programme
Financial planning services
Company pension
Bereavement leave
On-site parking

Qualifications

Microsoft Word
Financial planning
Customer service call handling
Report writing
Inbound customer enquiry call handling
Computer literacy
GCSE
Filing
English
Microsoft Office Suite
Data entry
Organisational skills
Customer support
Financial services
AI
Communication skills
A Level

Full job description

Job Overview

We are a small family run Wealth Management practice established for over 25years. We are looking to recruit someone either directly after A levels or University for the role of practice administrator. The role over time and with grown experience, allows career progression into varied roles such as practice manager, specialisations such as paraplanning or to becoming a financial adviser within the practice.

We will provide training opportunities for the right individual to progress within the practice. We are looking for someone who is eager to make a difference, become part of our small family and help us continue to grow the business. Someone who uses their initiative, who has excellent communication skills and excellent grammar. Someone who can learn quickly and add value where they see we can do something more effectively.

REPORTING TO: Practice/Operations Manager

LOCATION: Office Based - Kenilworth Office (there is an option for some flexibility)

HOURS: Full Time – 9 am – 5 pm with 1 hour for lunch

Salary: £24,000 per annum, pension, 20 days holiday, plus bank holidays and at our discretion between Christmas and New Year. Performance bonus (at our discretion) per annum. You add value to our business and do a great job we will recognise this and reward it. Salary reviewed annually.

Key Responsibilites

Client Support

· Answer and make phone calls and respond to basic client requests. Comfortable on the phone. Able to be professional.

Data Management

· Update and maintain client records accurately on various financial software systems.

Document Preparation

· Prepare reports, valuations and paperwork for client reviews and other meetings.

Office Administration

· Scan and distribute post coming in, order office supplies, and manage electronic filing systems.

Process Tracking

· Track and chase new business applications and check for missing information.

Compliance

· Complete annual internal modules/sessions to meet compliance requirements.

Team Support

· Ability to work as part of a small team and help others within that team as and when required.

· Add value to the team.

Required Skills

· Communication: English speaking. Excellent communication skills across all areas e.g. with clients of all ages, third party providers and team members. Understand etiquette of dealing with clients. High level of confidentiality.

· Organization: Superb time keeper. Manage time well and the ability to handle multiple tasks at once.

· Ability to meet deadlines.

· Happy to work on their own

· Attention to Detail: Keep financial data accurate and follow strict rules.

· Computer Literacy: Excellent

· Use Microsoft Office programs like Word and Excel with ease. Able to learn new software packages like Salesforce.

· Experience with AI is useful as we will be implementing specific AI technology in our business.

Entry Requirements

· ‘A’ Levels (A* to C), including English and Maths at GCSE.

· Demonstrate excellent verbal and written communication skills.

· Eager to learn, reliable and professional.

Pay: £24,000.00-£25,000.00 per year

Benefits:

Bereavement leave
Casual dress
Company pension
Employee mentoring programme
Financial planning services
Free parking
On-site gym
On-site parking

Education:

A-Level or equivalent (required)

Work Location: In person

Quick apply

Refine Your Search

information manager jobs in stoneleigh, war

Practice Administrator

Assistant HR & Payroll Officer

Information Rights Officer

Front of House Senior Receptionist x2 (111943-0826)

Production Operator

Delivery Manager (110113-0526)

Programme Coordinator UG (70094-0826)

Group IT Manager

Assistant Site Manager (Secondary School)

Democratic Services Officer

People & Culture Coordinator

Young Carers Transition Lead

Project Support Officer - Health Access for Refugees Programme

Organisation Design & Effectiveness Manager (110561-0726)

Resident Engagement Officer

Research Finance Coordinator (111990-0826)

Programmes Assistant (UG and PG Programmes) (102047-0726)

Deputy Shop Manager, Leamington Re-use

Office Administrator

Team Manager - Fixed Term

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