Pensions administrator Work, Jobs in Wimbledon, 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
2d
Receptionist/Administrator
Elborough Street Surgery —London
- From £14.02 an hour
- Part-time
- English
- IT
- In-person
- Employee discount
- Sick pay
Quick apply
2d
Administrator | SEND Specialist School | London (Chelsea / Imperial Wharf)
First Bridge School —London
- £24,864 - £25,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Sick pay
Quick apply
Finance Administrator
Optima Care —Teddington
- £35,000 a year
- Full-time
- Microsoft Excel
- Sales
- English
Quick apply
13d
STA - 3002 - Medical Records Administrator
Spire Healthcare —Sutton
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Free parking
- Annual leave
4d
IFA Administrator
Fleet Street Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
Quick apply
Housing Administrator
Caridon Property Services —Croydon
- £25,398.60 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Accounting
- Life insurance
- Sick pay
Quick apply
2d
Patient Services Advisor
The Groves Medical Group —Wimbledon
- From £12.71 an hour
- Full-time
- Customer service
- Administrative experience
- In-person
- Annual leave
Quick apply
Senior Pensions Administrator (Fixed term Contract)
Johnson Matthey —London
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Employee discount
- Flexible schedule
Payroll & Pensions Administrator
F.Hinds —Uxbridge
- £15.47 an hour
- Monday to Friday
- IT
- Phone etiquette
- Communication skills
- Annual leave
- Employee discount
Central Office Administrator
Imperial College London —South Kensington
- £41,005 - £45,616 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
8d
Registry Administrator
Mander Portman Woodward —South Kensington
- Full-time
- Microsoft Word
- Microsoft Excel
- English
- Sick pay
Quick apply
9d
Bank Receptionist
Spire Healthcare —Sutton
- Microsoft Outlook
- Customer service
- Communication skills
- Free parking
- Annual leave
2d
Pensions Administrator
Secret Intelligence Service —London
- £40,428 - £43,705 a year
- Part-time
- English
- Maths
- Human resources
- Annual leave
Administrator
Manor Drive Medical Centre —Worcester Park
- From £13 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
2d
Insurance Process Administrator
Bionic Services Ltd —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Quick apply
Senior Administrator
Communitas Clinics —Croydon
- £14 an hour
- Full-time
- Management
- Microsoft Office
- Administrative experience
- Employee assistance programme
- Employee discount
Quick apply
5d
Digital Systems Manager
Apax —London
- £50,000 - £58,000 a year
- Full-time
- Salesforce
- Project management
- Bachelor's degree
- Free parking
- Annual leave
Education Administrator x3
University College London —London
- £36,433 - £41,833 a year
- Full-time
- Hybrid work
- Administrative experience
- Communication skills
- Office experience
- Annual leave
- Employee assistance programme
10d
Medical Practice Administrator (Mitcham)
Cricket Green Medical Practice —Mitcham
- £14.98 an hour
- Full-time
- Customer service
- Administrative experience
Quick apply
9d

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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
2 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

pensions administrator jobs in wimbledon, gtl

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

Receptionist/Administrator

Administrator | SEND Specialist School | London (Chelsea / Imperial Wharf)

Finance Administrator

STA - 3002 - Medical Records Administrator

IFA Administrator

Housing Administrator

Patient Services Advisor

Senior Pensions Administrator (Fixed term Contract)

Payroll & Pensions Administrator

Central Office Administrator

Registry Administrator

Bank Receptionist

Pensions Administrator

Administrator

Insurance Process Administrator

Senior Administrator

Digital Systems Manager

Education Administrator x3

Medical Practice Administrator (Mitcham)

I want to receive the latest job alerts for pensions administrator in wimbledon, gtl

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