Financial professional Work, Jobs in Wallington, 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
1d
Financial controller - FMCG, Beauty Wellness
Minerva Research Labs / Gold Collagen —London
- From £50,000 a year
- Microsoft Excel
- ERP systems
- Accounting
Quick apply
11d
Account Assistant
KINGSTON CATERERS LTD —Surbiton
- £31,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Quick apply
2d
Operations & Executive Assistant to the Managing Director
AM Facilities Management —London
- £34,000 - £40,000 a year
- Full-time
- Microsoft Excel
- Data analysis skills
- Administrative experience
- Free parking
Quick apply
11d
Finance Officer - Accounts Receivable
Civic Recruitment Limited —Sutton
- Full-time
- Microsoft Excel
- Customer service
- Microsoft Office
Quick apply
9d
Senior Consultant
VFS SPV Ltd —London
- £55,000 - £75,000 a year
- Full-time
- Engineering
- English
- Master's degree
- Free parking
Quick apply
9d
Media Relations Consultant
CGI —London
- Full-time
- Organisational skills
- AI
- Leadership
Quick apply
Director, Banking Partnerships
Kyriba —London
- £122,850.00 - £155,366.25 a year
- Full-time
- Sales
- English
- Business development
Regional Business Manager
Banning Dental Group —London
- Up to £60,000 a year
- Full-time
- Management
- Supervising experience
- Bachelor's degree
- Employee discount
Quick apply
3d
Private Care Coordinator
The Royal Marsden NHS Foundation Trust —Sutton
- £33,262 - £36,027 a year
- Full-time
- Customer service
10d
Business Support Officer
Byte Bay Products Ltd —London
- £41,700 - £41,800 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Rental Portfolio Manager
Wildheart Residential Management Ltd —Epsom
- £45,000 - £50,000 a year
- Full-time
- Management
- Microsoft Office
- IT
Quick apply
5d
Business Manager
Big Motoring World —Wimbledon
- £35,000 - £42,500 a year
- Full-time
- Administrative experience
- In-person
- Communication skills
- Free parking
- Store discount
Quick apply
9d
Event Specialist
RICS —London
- Hybrid work
- Organisational skills
- Communication skills
- Annual leave
Finance Analyst
London Business School —London
- IT
- Communication skills
- School
- Annual leave
- Gym membership
Quick apply
9d
Foster Carers For Babies and Children
Positive Aspirations Group - Fostering —London
- Up to £1,015 a week
- Full-time
- Childcare
- In-person
Quick apply
1d
Performance & Compliance Manager
OCS Group —Beckenham
- Monday to Friday
- Microsoft Office
- No degree
- Organisational skills
Quick apply
4d
Underwriter
PIB Group Services Ltd. —Croydon
Quick apply
Finance Assistant
Emperor —London
- Hybrid work
- Data analysis skills
- Business
- Internship
- Flexible schedule
14d
Trainee Accountant
Avega —London
- Microsoft Excel
- Analysis skills
- Accounting
- Employee assistance programme
Quick apply

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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
1 day 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

financial professional jobs in wallington, gtl

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

Financial controller - FMCG, Beauty Wellness

Account Assistant

Operations & Executive Assistant to the Managing Director

Finance Officer - Accounts Receivable

Senior Consultant

Media Relations Consultant

Director, Banking Partnerships

Regional Business Manager

Private Care Coordinator

Business Support Officer

Rental Portfolio Manager

Business Manager

Event Specialist

Finance Analyst

Foster Carers For Babies and Children

Performance & Compliance Manager

Underwriter

Finance Assistant

Trainee Accountant

I want to receive the latest job alerts for financial professional in wallington, gtl

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