Financial administrator Work, Jobs in Swarkestone (with Salaries)

Financial Administrator
Aristotle Financial Planning —Darley Abbey
- £26,000 - £30,000 a year
- Part-time
- Hybrid work
- Microsoft Word
- CRM software
- Financial services
- Free parking
- Flexitime
Quick apply
1h
OHL Project Administrator
SOCOTEC UK & Ireland —Derby
- Full-time
- Microsoft Office
- Administrative experience
- Organisational skills
- Employee assistance programme
Quick apply
Casework Support Officer - 2 posts
Derby City Council —Derby
- £26,403 - £27,254 a year
- Temporary
- Hybrid work
- Microsoft Outlook
- Administrative experience
- Communication skills
- Annual leave
- Employee assistance programme
3d
Helpdesk Administrator
Cornerstone facilities management LTD —Derby
- £13 an hour
- Full-time
- Continuous improvement
- Data entry
- Contracts
- Free parking
- Employee discount
Quick apply
8d
Trainee Mortgage Advisor
APR Money Ltd —Derby
- From £24,000 a year
- Full-time
- Hybrid work
- Basic maths
- Financial services
- Communication skills
- Life insurance
- Sick pay
Quick apply
Accounts Payable Assistant
Steris —Derby
- Full-time
2d
Client Services Administrator
Stepping Stones Financial Planning LLP —Leicester
- From £28,000 a year
- Full-time
- Customer service
- Administrative experience
- Analysis skills
Quick apply
10d
Financial Planning Administrator
Cooper Parry —Derby
- Full-time
- Analysis skills
- Training & development
Compliance Administrator
Flint Bishop —Derby
- Full-time
- Microsoft Word
- Microsoft Outlook
- Writing skills
- Employee discount
Quick apply
1d
Business Administrator
Sprout Recruitment —Leicester
- £35,000 - £40,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Free parking
- Employee discount
Quick apply
FM Administrator
BAM UK & Ireland —Derby
- Word processing
- Computer literacy
- Databases
Financial Services Administrator
Witcher Associates —Leicester
- £25,500 - £33,000 a year
- Full-time
- Organisational skills
- Computer skills
- Financial services
- Annual leave
Quick apply
7d
Administration Assistant
Premier Insurance Brokers Ltd —Nottingham
- From £27,000 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
7d
Finance / Accounts Administrator (part time 20 hrs)
Schlüter-Systems Ltd —Coalville
- £14,000 a year
- Part-time
- Microsoft Excel
- Analysis skills
- In-person
- Free parking
- Annual leave
Quick apply
2d
Accounts Administrator (Fixed Term Maternity Cover)
Motus Vehicle Solutions —Derby
- £17,100 a year
- Organisational skills
- Communication skills
Quick apply
10d
Financial Planning Administrator / Wealth Management Administrator
Willday Wealth Management —Leicester
- £32,000 - £37,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
- Annual leave
Quick apply
13d
Business Support Administrator
Nottinghamshire County Council —Nottingham
- Part-time
- Microsoft Word
- Microsoft Outlook
- Computer literacy
7d
OHL Project Administrator
LSTC Group —Derby
- Part-time
- Microsoft Office
- Administrative experience
- Organisational skills
Customs Process Administrator
Maersk —Derby
- Weekend availability
- Microsoft Outlook
HR Administrator
LKQ Corporation —Tamworth
- Full-time
- Computer literacy
- Human resources
- Contracts
- Annual leave
- Employee assistance programme

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financial administrator jobs near swarkestone

Financial Administrator

Aristotle Financial Planning
Darley Abbey

Quick apply

Job details

Permanent | Part-time | Full-time | Part-time upon request
£26,000 - £30,000 a year
1 hour ago

Benefits

Free parking
Flexitime
Company pension
Flexible schedule
On-site parking

Qualifications

Microsoft Word
CRM software
Financial planning
Pension
Suitability report preparation
Microsoft Office Suite
Financial services
Communication skills
Certificate in Insurance

Full job description

Aristotle Financial Planning is an independent financial planning firm in Derby, working with clients across the East Midlands and wider UK. We help individuals, families and business owners organise and optimise their personal finances to enable awesome lives – including retirement and pension planning, investments, protection, and estate and inheritance tax planning. The firm is led by James Wallis, Chartered Financial Planner.

We're deliberately small and advice-led: no in-house products, no sales targets, no restricted panel. Independent means independent.

The role

This is the first hire of its kind, so you'll shape it. You'll take the administration off the adviser's desk and, over time, take on as much of the technical work as you want to.

Day to day:

Preparing client meeting packs, valuations and documentation
Keeping the CRM and client records accurate and up to date
Processing new business, applications, transfers and policy amendments on platforms such as Fundment and Transact
Chasing providers for information - pension schemes are slow, and part of this job is being politely relentless
Supporting compliance: file checks, record-keeping and audit trails
Handling client enquiries by phone and email, professionally and promptly
Gathering and organising data ahead of advice being given

As you develop, that broadens into cash flow modelling, research, and drafting suitability reports - the paraplanning work.

Where this goes

If you want to progress, we'll back you properly:

Exams fully funded (first attempt only, resit costs met by the candidate). R0 series through to Diploma, and on to Chartered if that's your ambition. Study support, not just the invoice paid.
Route to Paraplanner, and to Adviser after that if that's what you want. In a small firm you can see the whole client journey from first meeting to implementation to annual review, which is how people actually learn this job.
Direct, daily mentoring from a Chartered Financial Planner. No layers between you and the technical work.

Equally, if you want to be an excellent administrator and stay there - that's a genuinely valuable career and we'll pay for it accordingly. No pressure either way.

Flexibility

We're small, so we can be sensible about this:

Full-time or part-time - tell us what works and we'll look at it seriously
Roughly 50% in the Derby office, 50% wherever suits you
Flexible hours around school runs, appointments and real life
Compressed weeks, term-time patterns, staggered start times - all discussable

We care about the work being done well, not about where you were sitting when you did it.

What we're looking for

Financial services experience is welcome but not essential. What matters:

Genuinely organised, with the attention to detail that regulated work demands
Clear, confident written and verbal communication; you'll be speaking directly to clients
Comfortable with numbers and able to spot when something doesn't look right
Competent with Microsoft 365, particularly Excel and Word; quick to pick up new systems
Able to prioritise and see things through without being chased

Useful if you have it: prior financial planning, wealth management, mortgage or paraplanning experience; existing CII/CISI qualifications or progress towards them; experience with adviser platforms or CRM systems.

Pay: £26,000.00-£30,000.00 per year

Benefits:

Flexitime
Free parking
On-site parking

Work Location: Hybrid remote in Darley Abbey DE22 1DS

Quick apply

Refine Your Search

financial administrator jobs in swarkestone

Financial Administrator

OHL Project Administrator

Casework Support Officer - 2 posts

Helpdesk Administrator

Trainee Mortgage Advisor

Accounts Payable Assistant

Client Services Administrator

Financial Planning Administrator

Compliance Administrator

Business Administrator

FM Administrator

Financial Services Administrator

Administration Assistant

Finance / Accounts Administrator (part time 20 hrs)

Accounts Administrator (Fixed Term Maternity Cover)

Financial Planning Administrator / Wealth Management Administrator

Business Support Administrator

OHL Project Administrator

Customs Process Administrator

HR Administrator

I want to receive the latest job alerts for financial administrator in swarkestone

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