Full Time Administrator

2 weeks ago


Chelmsford, United Kingdom Toner Graham Full time

Administrator
£18,000 - £22,000 per annum dependent on experience
Chelmsford - 100% Office based
Permanent - Full time
An excellent opportunity to work for an established and forward thinking financial services company, in their Wealth Management team. With superb opportunities to grow and develop your career in Financial Services
Responsibilities for the position include:

- Prepare & package FP reports for the financial planners and their clients
- preparation of transactional templated client letters, letters of authority, change of address, disengagement letters etc
- liaise with product providers, obtaining fees & charges on specific products
- Obtain policy information, documents, fact sheets, illustrations & product comparison quotes
- Uploading plan statements & other documents to client records, following agreed naming conventions
- maintain accurate client information & record all client interaction on the back office system
- Assist in onboarding new clients
- assist with annual review process of existing clients
- assist in ad hoc requests and with company projects as and when needed

We're looking for someone with:

- previous experience working in an administration role (and experience in a financial services role is desirable)
- good understanding of Microsoft Office: Word, Excel, Outlook, Powerpoint.
- excellent organisational skills with a flexible and proactive approach with strong written and verbal communication skills
- proven ability to work on own initiative, delivering exceptional service to deliver the best outcome

Kelly Services are acting as an Employment Agency in relation to this role. Should you choose to apply, your information will be processed in accordance with Kelly's Privacy Statement. For information regarding data protection at Kelly, please visit theKelly website and have a look into the Privacy Statement.



  • Chelmsford, Essex, United Kingdom Kings Permanent Recruitment Ltd Full time

    Lettings Administrator * Please note during a period of initial training for 2 to 3 months the successful candidate will initially operate from Chelmsford. Hybrid working will commence once initial training is completed, depending on relevant experience and how quickly you learn the role, so applicants must be prepared to commute to Chelmsford on a daily...


  • Chelmsford, United Kingdom MorePeople Full time

    Location: Chelmsford - Sector: Rural Professionals - Salary: Negotiable - Contact: Natalie Dunne - Job ref: ND16381 - Published: 24 minutes ago - Duration: 3 Months Part Time Administrator | Chelmsford 22k Full Time Equivalent If you're an experienced Administrator looking to get involved in a 3-month project on a part time basis then please give me a...


  • Chelmsford, United Kingdom Wilderness Foundation UK Full time

    **Project Administrator** Location: Chatham Green, Chelmsford, Essex, CM3 3FE Contract Type: Part Time (Fixed Term Contract) **Salary**: £14-£15 per hour Hours: 5 hours between 0900-1700 a day, and 3 days a week Monday to Friday Closing date: Sunday 2 April 2023 (midnight) **About Wilderness Foundation UK** Established in South Africa in 1956, the...

  • Administrator

    1 month ago


    Chelmsford, United Kingdom Aether Compliance Ltd Full time

    **Looking to work for a fast paced growing business that values its employees?** Due to recent expansion and growth within the company we are looking to recruit a full-time Administration Assistant to support the existing team. Aether Compliance Ltd is fast becoming a market leader within our sector. The Company provides specialist building compliance...

  • School Administrator

    4 weeks ago


    Chelmsford, United Kingdom Tempest Resourcing Full time

    **School Administrator - Full Time** **School Administrator - Chelmsford** **School Administrator - ASAP Start** - Have you got experience within a school office?_ - Have you used school software such as SIMS, Arbor etc?_ - Do you want an exciting new role within an outstanding school office?_ **School Administrator - Information about this role** You...


  • Chelmsford, Essex, United Kingdom Worth Recruiting Full time

    Worth Recruiting Property Industry Recruitment RENEWALS ADMINISTRATOR (PART TIME) Residential Estate Agency Permanent Part Time Are you an efficient, competent and experienced Part Time Lettings Renewals Administrator? Would you like to join a highly successful Estate Agency and help support their busy lettings team based at their offices in...


  • Chelmsford, Essex, United Kingdom Worth Recruiting Full time

    Worth Recruiting - Property Industry Recruitment RENEWALS ADMINISTRATOR (PART TIME)- Residential Estate Agency Permanent - Part Time Are you an efficient, competent and experienced Part Time Lettings Renewals Administrator? Would you like to join a highly successful Estate Agency and help support their busy lettings team based at their offices in...


  • Chelmsford, United Kingdom Ontraq Ltd Full time

    Ontraq Limited, an IT Technical Supplier, are currently searching for an Accounts Administrator to join the team to support their continued growth. - Full time or Part time role available - Chelmsford, office based. - £25,000 - £28,000 per annum - 22 days holiday + bank holidays Accounts Administrator - Responsibilities - Bookkeeper / Accounts will work...


  • Chelmsford, United Kingdom Essex Partnership University NHS Foundation Trust Full time

    **Full Time Post (Maternity Cover) - Administrator to the Safeguarding Team Band 3** **An opportunity has arisen to join the Safeguarding Team in an Administrative role based in Chelmsford.


  • Chelmsford, United Kingdom Essex Partnership University NHS Foundation Trust Full time

    Full Time Post (Maternity Cover) - Administrator to the Safeguarding Team Band 3 An opportunity has arisen to join the Safeguarding Team in an Administrative role based in Chelmsford. You will work as part of a highly motivated and lively team consisting of clinical specialist and administrative support. The team actively works to safeguard and protect...


  • Chelmsford, United Kingdom Adecco UK Full time

    **Part-Time Finance Administrator/Assistant** Adecco Chelmsford are currently on the lookout for an experienced Finance Administrator/Assistant for our client based in Chelmsford. This is a temporary position, offering flexible working hours (20 hours a week). **Responsibilities -** - Uploading invoices onto the internal database - Issuing invoices to...

  • Administrator

    1 month ago


    Chelmsford, United Kingdom InterAct Full time

    To provide administrative support across the organisation and work closely with the project teams to support the coordination and delivery of a number of innovative projects, including Young People’s Services. **Key Tasks and Responsibilities**: - Collate, input and analyse information and data, with regular usage of Excel and bespoke database - Prepare...


  • Chelmsford, United Kingdom Arundell Mechanical Contractors Full time

    Job Title: Operations Administrator Department: Office & Operations Line Manager: Business Operations Manager **Salary**: £24,500 to £26,500 P/A (dependent on experience) **Overview** **Tasks & Responsibilities** - **Materials** - completing material bookings from engineers, building rapport with our suppliers, and negotiating rates to ensure we are...


  • Chelmsford, United Kingdom Kings Permanent Recruitment Ltd Full time

    Lettings Administrator * Please note during a period of initial training for 2 to 3 months the successful candidate will initially operate from Chelmsford. Hybrid working will commence once initial training is completed, depending on relevant experience and how quickly you learn the role, so applicants must be prepared to commute to Chelmsford on a daily...


  • Chelmsford, United Kingdom Integra Cleaning Group Full time

    Overview: We at Integra cleaning group are seeking a dedicated and reliable full time Mobile Operative to join our team. As a Mobile Cleaning Operative, you will be responsible for a team of cleaners in the Essex and surrounding areas ensuring the team are maintaining cleanliness and sanitation standards in various commercial settings. This position comes...

  • Administrator

    6 days ago


    Chelmsford, United Kingdom GP Surgery Full time

    Administrator We are looking to recruit 2 Administrators to join the team at a Medical Surgery in Chelmsford. Offering a permanent contract, part-time working hours, Monday to Friday with NO weekends. Back-office environment with a supportive and friendly team. What will you be doing as a Medical Administrator? Using your great reporting skills to update...


  • Chelmsford, Essex, United Kingdom Time Appointments Ltd Full time

    Time Appointments are currently recruiting on behalf of a leading Insurance Company based in Chelmsford who are looking to appoint a professional underwriting admin Support Assistant into their Claims team.


  • Chelmsford, United Kingdom Adam & Greenwood Funeral Home Full time

    Adam & Greenwood Funeral Home are an independent family owned Funeral Directors with offices in Chelmsford, Billericay, Maldon & Herongate, Essex. We pride ourselves on offering a caring, professional, compassionate service to all our bereaved families. We have a strong and dedicated team which we are looking to grow, with a completely new role! The duties...


  • Chelmsford, United Kingdom Supreme Care Services Ltd Full time

    **Job description** The main duties of the role will be: Monitoring the electronic call monitoring system and ensuring that all service users' visits are logged in a timely manner. Identification of any late and or potentially missed service user calls. Maintain the database of service users who do not have a telephone or those who decline to allow care...


  • Chelmsford, United Kingdom Additional Resources Full time

    **Transfers-In Administrator** **Location: Chelmsford, Hybrid** **Salary: £24k - £34k plus Excellent benefits** **Job Type: Full Time** **Duties**: - You will assist with the processing of transferring client portfolios including tax-wrapped and taxable trading accounts - Assist with the transferring of collectives to and from trading platform(s) -...