Practice administrator Work, Jobs in Surbiton, Gtl (with Salaries)

Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)
Spring Wealth Management —Epsom
- £25,500 - £28,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Employee discount
- Life insurance
Quick apply
7d
Admissions Administrator
Imperial College London —Charing Cross
- £41,005 - £45,616 a year
- Full-time
- Hybrid work
- Computer literacy
- Bachelor's degree
- School
- Annual leave
2d
Administrator
Royal Surrey NHS Foundation Trust —Epsom
- £16.73 an hour
- Part-time
- Annual leave
20h
NHS GP Practice Receptionist & Administrator
Lavender Hill Group Practice —London
- £14.80 an hour
- Full-time
- Microsoft Office
- Administrative experience
- Organisational skills
- Employee discount
- Sick pay
Quick apply
2d
Dental Laboratory Administrator
Banning Dental Group —Blackfriars Station
- Up to £25,000 a year
- Full-time
- Customer service
- Laboratory experience
- English
Quick apply
7d
Administrator
Manor Drive Medical Centre —Worcester Park
- From £13 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
7d
Administrator
Willow Practice —Hounslow
- £24,420 - £35,500 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
Quick apply
Medical Practice Administrator (Mitcham)
Cricket Green Medical Practice —Mitcham
- £14.98 an hour
- Full-time
- Customer service
- Administrative experience
Quick apply
14d
Finance/Office Administrator
ACCOTAX London Ltd —London
- £22,000 - £30,000 a year
- Full-time
- QuickBooks
- In-person
Quick apply
11d
Receptionist/Administrator
Acorn Group Practice —Twickenham
- £12.75 an hour
- Part-time
- GP surgery experience
- Computer skills
- In-person
Quick apply
1d
Practice Administrator
Bedford Hill Family Practice —London
- £14.50 - £15.80 an hour
- Full-time
- Management
- GP surgery experience
- Windows
- Sick pay
Quick apply
9d
HR and Benefits Coordinator
Wimbledon - AELTC —Wimbledon
- Holidays
- Microsoft Excel
- Human resources
- Leadership
- Annual leave
- Employee assistance programme
1d
MDT Coordinator Assistant
University College London Hospitals NHS Foundation Trust —London
- £34,186 - £37,389 a year
- Full-time
- Administrative experience
- Organisational skills
- Communication skills
1d
Front of House/Workflow Administrator
Glenlyn Medical Group —Thames Ditton
- £12.71 an hour
- Full-time
- English
- Patient care
- IT
- Free parking
- Bereavement leave
Quick apply
Recall Administrator
Glenlyn Medical Group —East Molesey
- £12.71 an hour
- Full-time
- BLS Certification
- Office experience
- Free parking
- Sick pay
Quick apply
Receptionist/Administrator
Elborough Street Surgery —London
- From £14.02 an hour
- Part-time
- English
- IT
- In-person
- Employee discount
- Sick pay
Quick apply
7d
Emotional Wellbeing Services Administrator
YMCA East Surrey —Tadworth
- £14,290 - £25,000 a year
- Monday to Friday
- Hybrid work
- Customer service
- Microsoft Office
- IT
- Annual leave
- Employee assistance programme
2d
HR Operations Administrator (9-month Maternity Cover - 30 hours a week)
Flexiss Management service Ltd —Fleet
- £26,000 a year
- Temporary
- Microsoft Excel
- Microsoft Outlook
- English
- Free parking
- Health & wellbeing programme
Quick apply
2d
Project Coordinator / Team Administrator
ZHA —London
- Microsoft Powerpoint
- Microsoft Outlook
- IT
Administrator (Cellular Pathology)
HCA Healthcare UK —London
- Up to £31,076 a year
- Full-time
- Hotel
- Administrative experience
- Data entry
- Employee discount
1d

I want to receive the latest job alerts for practice administrator in surbiton, gtl

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)

Spring Wealth Management
Epsom

Quick apply

Job details

Permanent | Full-time
£25,500 - £28,000 a year
7 days ago

Benefits

Employee mentoring programme
Financial planning services
Company pension
Employee discount
Life insurance
Sick pay
On-site parking

Qualifications

Microsoft Excel
Microsoft Office
Administrative experience
Organisational skills
Financial services
Communication skills
Office experience

Full job description

A busy and growing financial adviser practice are looking for someone to join their team as an PA / Administrator to assist with growing business volumes. You will be working as part of a vibrant and busy team assisting the advisers with ensuring that we deliver a 1st class service for our clients. Initially you will start in more of a PA / Admin type role then once you have learnt the basics progressing into more of a paraplanning position over time where you will be writing up more complex cases (such as investment and pension transfers).

You will be primarily responsible for:

Contacting (phone, email and letter) new and existing clients to schedule meetings
Document the follow up to those meetings
Action requests / follow ups from client meetings
Deal with both internal and external administration functions
Sending off letters of authority to 3rd party providers then chasing up the resulting info
Utilising and documenting on our CRM System (Salesforce)
Writing up basic reports
Dealing with Ad-Hoc client requests
Prepare Meeting and Review Packs
Carry out and Document AML checks
Working as part of a team to ensure a smooth and seamless administration function for clients.

The Person:

Must be confident, articulate and able to communicate
Ideally has experience as an office or business administrator
Has excellent attention to detail and able to manage time effectively
Is comfortable managing multiple reponsibilities and prioritising requirements
Someone who is enthusiastic and can overcome challenges
Has a positive attitude, can manage themselves, competent and professional
Is proactive and can contribute towards future development of the Practice
Keen on learning and developing themselves

Prior experience in financial services would be highly desirable but is not essential, an interest in this area is certainly beneficial though. Full training with an accredited pathway will be provided and progression encouraged, we will pay for 1st sittings of exams and supporting text books as well as provide support and training from qualified people within the practice. There will also be the opportunity to progress into other roles within the practice for the right person (should they wish), full training will be supplied.

Package includes pension matching, life insurance, critical illness insurance, income protection and 24 days holiday a year as well as bonsues linked to team performance.

We will need someone to be working in office 5 days a week so flexible working is not an option.

Job Types: Full-time, Permanent

Pay: £25,500.00-£28,000.00 per year

Benefits:

Company pension
Employee discount
Employee mentoring programme
Financial planning services
Life insurance
On-site parking
Sick pay

Work Location: In person

Quick apply

Refine Your Search

practice administrator jobs in surbiton, gtl

Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)

Admissions Administrator

Administrator

NHS GP Practice Receptionist & Administrator

Dental Laboratory Administrator

Administrator

Administrator

Medical Practice Administrator (Mitcham)

Finance/Office Administrator

Receptionist/Administrator

Practice Administrator

HR and Benefits Coordinator

MDT Coordinator Assistant

Front of House/Workflow Administrator

Recall Administrator

Receptionist/Administrator

Emotional Wellbeing Services Administrator

HR Operations Administrator (9-month Maternity Cover - 30 hours a week)

Project Coordinator / Team Administrator

Administrator (Cellular Pathology)

I want to receive the latest job alerts for practice administrator in surbiton, gtl

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected