Financial administrator Work, Jobs in Woldingham, Sry (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
Accounts Administrator
Intelligent Salon Software —Royal Tunbridge Wells
- From £30,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- QuickBooks
- Health & wellbeing programme
- Work from home
Quick apply
Financial Services Administrator - Haywards Heath - Hybrid
Argentis Group Limited —Haywards Heath
- Monday to Friday
- Hybrid work
- Financial services
- Communication skills
- Office experience
- Employee discount
Quick apply
10d
Pensions Analyst (Accounts & Member Data)
UK Power Networks —Crawley
- £37,000 - £42,000 a year
- Hybrid work
- Microsoft Excel
- SQL
- Analysis skills
- Annual leave
- Employee assistance programme
4d
Gateley IP Trade Mark Paralegal (12 months fixed term contract)
Gateley —London
- Hybrid work
- Time management
- Annual leave
- Employee assistance programme
Business Support & Finance Executive
Gravesham Friendly —Gravesend
- From £25,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Work from home
Quick apply
9d
Accounts Administrator / Assistant Management Accountant
Pure Resi Ltd —Dorking
- £25,000 - £42,000 a year
- Part-time
- Microsoft Excel
- Management
- Accounting
- Annual leave
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
Business Support Administrator - Part-time
JBA Consulting —Haywards Heath
- Part-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Microsoft Office
- Free parking
Quick apply
10d
Financial Crime Associate – Cash Funds, Digital Assets & Tokenisation
BlackRock Investments —London
- Hybrid work
- Analysis skills
- Bachelor's degree
- Organisational skills
- Work from home
ETF Capital Markets Associate
Janus Henderson —London
- Hybrid work
- Analysis skills
- Organisational skills
- IT
Private Credit and Alternative Accountant Specialist
Janus Henderson —London
- Hybrid work
- Microsoft Excel
- Accounting
- AI
Financial Administrator
Perspective Financial Group —Crowborough
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Payroll & Pensions Administrator
Achieve Together —Leatherhead
- £34,000 - £38,000 a year
- Microsoft Excel
- Employee discount
Purchase Ledger/Accounts Payable Administrator
Class Technology Solutions Ltd —Horsham
- £27,000 - £30,500 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Finance Administrator
TBC —London
- £35,000 - £40,000 a year
- Full-time
- Hybrid work
- QuickBooks
- Work from home
- Referral programme
Quick apply
14h
HR Administrator (12mth FTC)
ASCOT GROUP —London
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
People Operations Manager (Part-Time / Fully Remote)
GlobalConnect Europe Ltd. —London
- £500 a month
- Part-time
- Remote
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
Quick apply
2d
Financial Administrator
Bupa —Wembley
- £26,422.50 - £33,595.85 a year
- Full-time
- Customer service
- Employee discount
- Gym membership
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

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 administrator jobs in woldingham, sry

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

Accounts Administrator

Financial Services Administrator - Haywards Heath - Hybrid

Pensions Analyst (Accounts & Member Data)

Gateley IP Trade Mark Paralegal (12 months fixed term contract)

Business Support & Finance Executive

Accounts Administrator / Assistant Management Accountant

Insurance Process Administrator

Business Support Administrator - Part-time

Financial Crime Associate – Cash Funds, Digital Assets & Tokenisation

ETF Capital Markets Associate

Private Credit and Alternative Accountant Specialist

Financial Administrator

Associate Financial Advisor - Hybrid

Payroll & Pensions Administrator

Purchase Ledger/Accounts Payable Administrator

Finance Administrator

HR Administrator (12mth FTC)

People Operations Manager (Part-Time / Fully Remote)

Financial Administrator

I want to receive the latest job alerts for financial administrator in woldingham, sry

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