Senior administrative associate Work, Jobs in Wetherby, Wyk (with Salaries)

Senior Administrator
Pen-Life Associates Ltd —York
- £26,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
Senior Associate, Payroll and Rewards Operations
Schneider Electric —Leeds
- Hybrid work
- English
3d
Locum Consultant Clinical Geneticist
Leeds Teaching Hospitals NHS Trust —Leeds
- £113,565 - £150,569 a year
- Full-time
- Teaching
Implementation Associate
BigChange —Leeds
- Google Suite
- Organisational skills
- Annual leave
- Employee assistance programme
Quick apply
1d

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senior administrative associate jobs near wetherby, wyk

Senior Administrator

Pen-Life Associates Ltd
York

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Job details

Permanent | Full-time
£26,000 a year

Benefits

Free parking
Health & wellbeing programme
Private dental insurance
Employee mentoring programme
Financial planning services
Company pension
Discounted gym membership
Private medical insurance
Gym membership
Life insurance
Referral programme
Sick pay

Qualifications

Microsoft Word
Financial planning
Microsoft Excel
Microsoft Outlook
GCSE
Microsoft Office
Organisational skills
Communication skills

Full job description

PenLife Associates is a leading Chartered Financial Planning firm located on the outskirts of York. With a strong commitment to providing exceptional financial planning services, we have built a reputation for excellence in the industry. Our team of dedicated professionals takes pride in delivering tailored financial solutions to our valued clients.

Job Description

Are you an experienced IFA Administrator looking to join a dynamic and client-focused financial planning firm with a fantastic company culture? If so, we invite you to consider joining our team at PenlIfe. As an IFA Administrator, you will play a crucial role in supporting our Financial Planners, ensuring the smooth and efficient operation of our client services.

Responsibilities:

· Provide administrative support to our team of Financial Planners

· Assist in the preparation and processing of client documentation.

· Maintain client records and ensure data integrity.

· Liaise with clients and external parties, providing excellent customer service.

· Assist in the preparation of financial reports and client presentations.

· Manage appointment scheduling and calendar coordination for Financial Planners

· Handel general office duties and ad-hoc tasks to support the team.

Qualifications:

· Previous experience as an IFA Administrator is essential

· Knowledge of financial planning products and service is highly desirable.

· Strong organizational skills with great attention to detail.

· Excellent communication and interpersonal skills.

· Proficiency in MS Office (Word, Excel & Outlook).

· Experience with wrap platform and Intelligent Office desirable.

· The ability to work independently and as part of a team.

Benefits:

· Health Scheme with access to counselling

· 25 days holidays plus Bank Holidays

· Office closed over the Christmas period

· Subsidised Bannatyne Gym Membership

· Performance Bonus Scheme

· Employee Ownership Trust Bonus

· Pension Contributions – no Adviser fees

· Sick Pay Policy

· Development and Training Budget

· Funded Socials and Mystery Days!

· Charity Fundraising Events

· Monthly Team Superstar Cash Award

· The odd gift here and there

Job Types: Permanent, Full-time

Pay: £26,000.00 per year

Benefits:

Company pension
Employee mentoring programme
Financial planning services
Free parking
Gym membership
Health & wellbeing programme
Life insurance
Private dental insurance
Private medical insurance
Referral programme
Sick pay

Ability to commute/relocate:

York YO26 6RS: reliably commute or plan to relocate before starting work (required)

Education:

GCSE or equivalent (preferred)

Experience:

Financial planning: 2 years (required)

Work Location: In person

Quick apply

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senior administrative associate jobs in wetherby, wyk

Senior Administrator

Senior Associate, Payroll and Rewards Operations

Locum Consultant Clinical Geneticist

Implementation Associate

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