Technical Administrator

7 months ago

Westerham, United Kingdom GSI Wealth Management Full time

Location: Westerham, Frimley/Camberley

The GSI Group is looking for a Technical Administrator to join a team at a rapidly expanding Wealth Management Firm with offices across London and South East England.

We are seeking a highly motivated and experienced administrator to join our team. You will be responsible for providing experienced administrative support to Financial Planners and Paraplanners and overall, provide exceptional customer services to our clients.

You will be required to manage your own workload and the following:

- Preparing client files for meetings
- Writing client annual review letters, fund switch letters and other compliance letters
- Drafting and proof-reading documents, including client correspondence, illustrations etc
- Provide regular updates to clients regarding the status of transfers, withdrawals etc.
- Experience using Xplan, CashCalc, FE, Defaqto, Microsoft 365 etc.

To succeed in this role, you will need:

- Previous experience in a Financial Planning Administrator role
- Knowledge of investments and pensions
- Professional communication manner, both written and verbally
- Desired: Completed CII RO1 or working toward level 4 Diploma in Financial Planning or any other Financial Services Qualification

If you're a detail-oriented individual with a passion for helping others achieve their financial goals we would love to hear from you join our team as a technical administrator and make a positive impact on the lives of our clients.

**Benefits**:

- Friendly and positive working environment
- Company pension
- Hybrid working
- Private medical
- Competitive salary
- 24 days holiday plus bank holidays
- Birthday Bonus Holiday

**Salary**: £25,000.00-£30,000.00 per year

**Benefits**:

- Company pension
- Health & wellbeing programme
- On-site parking
- Private medical insurance

Schedule:

- Monday to Friday

**Education**:

- GCSE or equivalent (preferred)

**Experience**:

- Customer service: 2 years (preferred)
- Administrative experience: 1 year (preferred)

**Language**:

- English (required)

Licence/Certification:

- Driving Licence (required)

Ability to Commute:

- Westerham (required)

Work Location: Hybrid remote in Westerham

  • Technical Sales Administrator

    2 weeks ago

    Westerham, United Kingdom Netbox Recruitment Full time

    Technical Sales Administrator Biggin hill 9am-5pm or 8am-4pm Monday to Friday Netbox Recruitment is partnered exclusively with a well-established, independently owned engineering company looking to grow their team and hire a Sales / Customer service Administrator. They take pride in having low staff turnover, nurturing staff development and providing...

  • Technical Sales Administrator

    2 weeks ago

    Westerham, United Kingdom CV-Library Full time

    Technical Sales Administrator Biggin hill 9am-5pm or 8am-4pm Monday to Friday Netbox Recruitment is partnered exclusively with a well-established, independently owned engineering company looking to grow their team and hire a Sales / Customer service Administrator. They take pride in having low staff turnover, nurturing staff development and providing...

  • Technical Sales Administrator

    1 week ago

    Westerham, United Kingdom Netbox Recruitment Full time

    Technical Sales AdministratorBiggin hill9am-5pm or 8am-4pm Monday to FridayNetbox Recruitment is partnered exclusively with a well-established, independently owned engineering company looking to grow their team and hire a Sales / Customer service Administrator. They take pride in having low staff turnover, nurturing staff development and providing excellent...

  • Technical Sales Administrator

    2 weeks ago

    Westerham, United Kingdom Netbox Recruitment Full time

    Technical Sales AdministratorBiggin hill9am-5pm or 8am-4pm Monday to FridayNetbox Recruitment is partnered exclusively with a well-established, independently owned engineering company looking to grow their team and hire a Sales / Customer service Administrator. They take pride in having low staff turnover, nurturing staff development and providing excellent...

  • Technical Customer Service Advisor

    3 weeks ago

    Westerham, United Kingdom Brook Street Full time

    Salary: £20,400 per annum + team related bonus of up to £1500 25 days holiday + 8 bank holidays, free parking and lots of social events Hours: 8.30am-5pm Monday - Friday (9.30am-6pm for one week every 8 weeks) Training: 6 weeks + ongoing training will be given Do you have strong customer services experience? This can either be from an office or retail...

  • Customer Service

    2 weeks ago

    Westerham, United Kingdom Brook Street Full time

    **Salary: £20,400 per annum + team related bonus** **25 days holiday + 8 bank holidays, free parking and lots of social events** **Hours: Monday-Thursday 8am-4.30pm/ 8.30am-5pm/ 9.30am-6pm on a 3 week rota then Fridays either 8am-4.30pm or 8.30am-5pm** **Training: 6 weeks + ongoing training will be given** Do you have strong customer services experience?...

  • Sales Administrator

    7 months ago

    Westerham, United Kingdom Fortune Brands Innovation Full time

    Fortune Brands Innovations are a US based company, listed on the New York Stock Exchange, that owns and develops a dynamic portfolio of brands for homes worldwide. Our specialist kitchen and bathroom division, Fortune Brands Water Innovations, is made up of a collection of leading luxury UK brands: Shaws of Darwen, Perrin & Rowe, and Victoria & Albert...

  • Driver

    2 weeks ago

    Westerham, United Kingdom Saint-Gobain Full time

    **Driver - Brasted (Westerham) - Jewson** At Saint-Gobain we pride ourselves on being innovative, customer focused, agile, open and engaging and entrepreneurial. We are also proud to have been named a ‘Top Employer’ for 5 consecutive years. If you’re passionate about working with people, you’re able to put your customer first, and you want to know...

  • Warehouse Operator

    8 months ago

    Westerham, United Kingdom BMI Group Full time

    **Empower, Connect, Evolve, **and** Inspire - **these are the values that drive us and make **BMI **a company where you can thrive and grow. **ROLE INFORMATION** **Job title**:Warehouse Operator** **Function**:Supply Chain** **Location**:Moorhouse** **Reporting to**:Warehouse Team Leader** **Direct reports**:None** **Job grade**:W2** **Standard Hours...

  • Temporary Recruitment

    3 days ago

    Westerham, Kent, United Kingdom S3 Science Recruitment Full time

    S3 Science is looking for an outgoing, confident and ambitious Recruitment Consultant to be based at its office near Westerham, Kent. At S3 you will join a close-knit team, with real purpose, and the opportunity to develop your career and reap the rewards. Alongside a competitive salary and bonus scheme! You will be joining S3 Science, a specialist...