Practice 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
Airdesk Operations Coordinator
The Air Ambulance Service —Coventry
- £31,629.94 - £31,629.95 a year
- Weekend availability
- Communication skills
- Annual leave
- Employee assistance programme
8d
Practice Manager
Kreate Dental Rugby —Rugby
- £38,000 - £42,000 a year
- Full-time
- Hospitality
- Management
- Business development
- Employee discount
Quick apply
7d
Associate Group Manager - Neurosciences
University Hospitals Coventry and Warwickshire NHS Trust —Coventry
- £57,528 - £64,750 a year
- Full-time
- Budgeting
- Training & development
2d
GP Practice Manager
Our Health Partnership —Birmingham
- £30 - £35 an hour
- Part-time
- Human resources
- Organisational skills
- IT
- Free parking
- Referral programme
Quick apply
10d
Patient Access Manager
HCA Healthcare UK —Birmingham
- Full-time
- Management
- Customer service
- Administrative experience
- Employee discount
10d
Optical Practice Manager
Hakim Group —Birmingham
- Full-time
- Team management
- Patient care
- In-person
- Employee discount
Aesthetic Clinic Administrator– BERMINGHAM
Russian Aesthetic Ltd —Birmingham
- £12.70 - £13.00 an hour
- Full-time
- Administrative experience
- Organisational skills
- Cleaning
Quick apply
11d
Site Manager
Steris —Birmingham
- Full-time
- Management
- Business development
- Continuous improvement
Quick apply
Dental Practice Administrator
Alvechurch Dental —Alvechurch
- From £14 an hour
- Part-time
- Management
- Human resources
- In-person
- Free parking
Quick apply
Treatment and Sales Coordinator
Eternal Smiles Dental Centre —Solihull
- From £13.50 an hour
- Full-time
- Bilingual
- Customer service
- Administrative experience
- Free parking
- Gym membership
Quick apply
7d
Client Manager (Accountancy Practice)
TGFP —Southam
- From £50,000 a year
- Full-time
- Hybrid work
- QuickBooks
- Training & development
- Communication skills
- Health & wellbeing programme
- Flexitime
Quick apply
Administrator Team Leader
Bupa —Solihull
- Up to £33,600 a year
- Full-time
- Computer literacy
- Microsoft Office
- Leadership
- Gym membership
- Life insurance
Quick apply
14h
Dental Practice Manager
Imperial Dental Group —Birmingham
- From £17 an hour
- Full-time
- Supervising experience
- Team management
- Human resources
Quick apply
Office Manager
Storal —Banbury
- £13.65 an hour
- Monday to Friday
- Organisational skills
- Computer skills
- Leadership
- Employee discount
- Sick pay
Quick apply
Deputy Clinical Services Manager – Fertility
Circle Health Group —Birmingham
- Up to £53,485.56 a year
- Full-time
- Hospital
- Supervising experience
- Recruiting
- Annual leave
- Employee discount
Lead Admin
Cygnet Behavioural Health Limited —Oldbury
- £30,900 a year
- Full-time
- Microsoft Office
- Continuous improvement
- Team management
- Annual leave
- Employee discount
2d
Operations Manager Retail (Public) Catering North
ISS Facility Services —Birmingham
- Customer service
- Continuous improvement
- Team management
Quick apply
8d
Band 6 Deputy Ward Manager - Reaside Clinic
Birmingham and Solihull Mental Health NHS Foundation Trust —Birmingham
- £39,959 - £48,117 a year
- Full-time
- Leadership
9d

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Admin Operations and Events Lead
National Federation of Almos (NFA) —Coventry
This is a home-based role for 14 hours per week, with additional hours potentially available before key events. Part-time: 14 hours per week *.
£15,500 - £17,000 a year
Quick apply
7d
School Office Manager (SEND Secondary School )
Trident Alternative Provision —Acocks Green
Demonstrated ability to manage multiple tasks efficiently in a fast-paced environment. Ensure the office environment is professional, organised, and welcoming.
£25,000 - £27,500 a year
Quick apply

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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

practice manager jobs in stoneleigh, war

Practice Administrator

Airdesk Operations Coordinator

Practice Manager

Associate Group Manager - Neurosciences

GP Practice Manager

Patient Access Manager

Optical Practice Manager

Aesthetic Clinic Administrator– BERMINGHAM

Site Manager

Dental Practice Administrator

Treatment and Sales Coordinator

Client Manager (Accountancy Practice)

Administrator Team Leader

Dental Practice Manager

Office Manager

Deputy Clinical Services Manager – Fertility

Lead Admin

Operations Manager Retail (Public) Catering North

Band 6 Deputy Ward Manager - Reaside Clinic

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