Account Management Administrator

6 months ago


Reading, United Kingdom Dynamic Planner Full time

**About Dynamic Planner**:
Dynamic Planner was founded in 2003 and is the UK’s most popular risk profiling and asset allocation investment process. It is today used by thousands of advisers and helps them ensure investment suitability, increase efficiency and demonstrate value to their clients.

Advisers use Dynamic Planner to gain information about their clients, to calculate their appetite for risk, to analyse their financial situation, and to match them with suitable investment opportunities.

We have a core product which is configured and used by thousands of financial advisers

**Role Purpose**:

- Supporting our busy Account Management team as we onboard new key clients in a positive and effective way.
- Provide administrative support where required for both the Account Management team and Client Success.
- Creating Financial MI on behalf of the team,
- Assisting in onboarding large integral firms onto Dynamic Planner and admin set-up. Cross-checking data provided by clients and reaching out to clients where further information is required.
- Support the team as we move over to a new internal reporting system.

**What does Account Management do?**

Manage relationships of new and existing customers. Support onboarding of new customers and use of Dynamic Planner in their own business practices Plan, prepare and deliver formal and informal training sessions. Engage regularly with existing mid to large & national accounts Involvement in projects to develop and enhance Dynamic Planner

**Career development**:
Fixed term contract 6 months

**Key Stakeholders**:

- Account Management Team,
- Project/Implementation Team,
- Sales & Marketing Analyst

**Competencies**

**(knowledge/skills/experience)**
- Strong Excel skills as they will be working with different data sets, comparing data.
- Attention to detail - working through the client data fields to cleanse looking for errors and correcting to ensure it is consistent and accurately reflects the client.
- Reviewing our data against external info i.e. FCA register to ensure the details we have accurately/compliantly reflect.
- Updating Salesforce consistently and accurately.

**Education & Qualifications**

Min A levels



  • Reading, Reading, United Kingdom Remedicare Full time

    Key Details:This role involves providing administrative support to our Accounts Managers and offers an exciting opportunity for someone looking to develop their skills with potential career growth in accounts as the company expands.Job Description:We are seeking a proactive individual to provide support to our Accounts Managers at Remedicare Group.Location:...


  • Reading, Reading, United Kingdom Remedicare Full time

    Accounts & Administration Role:As an Administrative Assistant - Accounts, you will provide administrative support to our Accounts Managers at Remedicare Group.About the Role:This is an exciting opportunity for someone looking to develop their skills with potential career growth in accounts as the company expands.Location: Office-based (no remote...


  • Reading, Reading, United Kingdom CV-Library Full time

    Accounting and Administrative Support RoleWe are currently recruiting for an experienced administrator to join our team in this accounts administration role.The successful candidate will work closely with our Accounts Managers, providing administrative support and developing their skills in accounting and administration.Job Highlights:Supporting Accounts...


  • Reading, Reading, United Kingdom CV-Library Full time

    Savings Account Administration RoleNewbury Building Society is looking for a skilled Savings Account Administrator to join our team. As a key member of our administration team, you will play a vital role in supporting our members with their savings account needs.The successful candidate will have experience in financial services administration and possess...

  • Property Administrator

    7 months ago


    Reading, United Kingdom Remus Management Full time

    **Your New Job Title**: Property Administrator **Company**: Remus **Location**:Reading **Hours**: 08.45 - 17.15 M-F **About this Role**: We are currently seeking a Property Administrator / Customer Services agent to become an Assistant Property Manager within our Reading regional office for Remus brand.. You will be responsible for assisting the Property...

  • Property Administrator

    6 months ago


    Reading, United Kingdom Remus Management Full time

    **Your New Job Title**: Assistant Property Manager **Company**: Remus **Location**:Reading **Hours**: 37.5 (M-F 8:45am-5:15pm) **About this Role**: We are currently seeking an Assistant Property Manager to join our Reading office. In this role, you will be assisting with the management of a portfolio of properties with a Property Manager. You will also...


  • Reading, Reading, United Kingdom Ten-Percent Full time

    A well-established law firm in a Reading location seeks an experienced Senior Accounts Administrator to work part-time. The role includes day-to-day legal accounts operations, bank reconciliations, VAT returns, credit control, and IT management. Solid bookkeeping experience is essential, with training provided for legal accounting.Key...


  • Reading, United Kingdom Three UK Full time

    **Company Description** Accounts Payable sits within our Finance Team, we are responsible for making timely and accurate payments to circa 2000 suppliers. This is an excellent opportunity if you’re looking to expand your current AP administration or general administration experience in a fast paced, multi skilled Finance environment. As the Accounts...

  • Assistant Accountant

    1 month ago


    Reading, United Kingdom CV-Library Full time

    Assistant Accountant & Administrator, AAT Level 3-4 / ACCA Level 1-2 qualified, to start asap from 18/11/2024. Full time based in Reading office: 8:00 am - 4:00 pm, Monday - Friday; occasional overtime. Three-month probation, training with the Financial Controller. Once permanent, successful candidate will be eligible for enrollment on the Company pension...


  • Reading, United Kingdom D.R.A.W Recruitment Full time

    A leading Auction House is seeking a detail-oriented and proactive Client Accounting Administrator to join their finance team.This pivotal role involves managing client-related financial operations, supporting buyers and vendors, and ensuring smooth post-sale processes.The successful candidate will demonstrate excellent communication and organisational...


  • Reading, United Kingdom Megabuyte Full time

    **Overview of role** Megabuyte’s intelligence on UK tech companies holds a distinctive leadership position within the sector, guiding the decision-making of CxOs, investors, and advisers through our subscription research service, packaged consulting service and our events programme. We are seeking to recruit an experienced Payroll and Accounts...


  • Reading, United Kingdom Cluttons Full time

    We are a business with exciting sustainable growth plans over the next few years looking for amazing people who want to grow along with us. We are a business that values our people. We've launched exciting people initiatives to better our people's experience and we engage with our people to listen to their needs and wants. We have adopted a hybrid working...


  • Reading, Reading, United Kingdom Remedicare Full time

    Financial Administrator AssistantRemedicare Group is seeking a Financial Administrator Assistant to provide administrative support to our Accounts Managers. This role involves assisting with accounts-related tasks and projects, contributing to the smooth operation of our finance department, and developing skills in accounting and...


  • Reading, Reading, United Kingdom CV-Library Full time

    Accounts and Administration OpportunityWe are seeking a proactive individual to provide support to our Accounts Managers in this accounts administration role.The ideal candidate will be based in an office environment, working flexible hours to accommodate personal needs.Key Responsibilities:Supporting Accounts Managers in their daily tasksDeveloping skills...

  • Administrator

    6 months ago


    Reading, United Kingdom Blue Collar Full time

    **Job Specification** **Title: Administrator** **Overview**: To assist in general business administration, provide support to the Business Owner and aid the smooth running of Blue Corner Group. This role has the potential to evolve and expand as the business fulfils its’ growth aspirations. **General duties and responsibilities**: - Assist in the...

  • Administrator

    6 months ago


    Reading, United Kingdom Pertemps Network Group Full time

    **Job Description**: **Part-Time Administrator** **Pertemps Reading **are currently looking for a **Part-Time Administrator** to work with an **Audio-Visual Distributor and Service Provider.** **£12 - £15 per hour DOE** **15 Hours a week (ideally 3 hours a day)** **Based in RG4** **As an Administrator, you will be responsible for the following**: -...


  • Reading, Reading, United Kingdom CV-Library Full time

    About the Role: We are seeking an experienced Payroll & Accounts Administrator to join our team at CV-Library. This role offers the opportunity to work on various aspects of payroll and accounting, utilising your administrative skills to maintain accurate records and process financial transactions efficiently.Key Responsibilities:Processing payroll data into...

  • Account Manager

    2 days ago


    Reading, United Kingdom CV-Library Full time

    Position: Account Manager Location: Reading (RG1 – hybrid) Salary: £35,000 – £39,000 per annum (+ discretionary bonus) Hours: 09:00 – 17:30 (Monday – Friday) Experience: Account Management, Public Relations, Communications, PR, Client Management, Stakeholder Engagement, Project Management, Property, Planning The...

  • Accounts Assistant

    6 months ago


    Reading, United Kingdom INTERNATIONAL COPIERS LTD Full time

    Responsibilities: - Assist with data entry, filing, and maintaining records - Manage and organize departmental documents, including correspondence, reports, and presentations - Management of debtors, including putting accounts on hold, sending statments and debt chasing letters - Processing sales invoices and purchase invoices - Processing card payments for...


  • Reading, Reading, United Kingdom ENGINEERINGUK Full time

    About the RoleThis Team Administrative Assistant position requires excellent organisational and planning skills, ability to manage conflicting demands on one's time and able to work to tight deadlines in order to meet client and legal obligations.A strong customer focus approach to their work is required - aware of the need of quality and precision in their...