Administrator

5 months ago


Bournemouth, United Kingdom Investec Full time

**Role: Wealth Administrator, Bournemouth**

**What is the purpose of the role?**

An exciting opportunity for an administrator to join the Bournemouth office, working within a team who provide holistic Wealth Advisory Service in relation to retirement planning, estate planning, investments, and protection. Typically, our clients are HNW individuals with complex planning needs.

Sitting within the Private Client Division of Investec Wealth & Investment UK, the Bournemouth office continues to target strong growth driven by our advice-focused approach. Working together as a team alongside the Guildford office, we pride ourselves on delivering demonstrable, measurable value for our clients.

We are looking for someone who is excited about the prospect of joining a growing part of our business and who is passionate about a career in financial services.

**What are the Key responsibilities of the role?**
- Preparing documentation for Planners in advance of their client meetings, including requesting valuations and policy details.
- Sending Letters of Authority (LOAs) to clients and tracking progress of policy information received.
- Working alongside Paraplanners to ensure they have sufficient policy information to compile advice reports.
- Liaise with providers and Paraplanners to prepare documentation for advice reports.
- Liaise closely with our centralised Financial Planning Administration team regarding new business submissions and ongoing cases.
- Maintenance of client records (on Xplan) to ensure client data is up to date. Completing client workflows and tasks in Xplan in line with company policy.
- Working in line with company compliance processes and documentation requirements.
- Working alongside the investment managers and their teams, coordinating annual reviews for joint investment management and financial planning clients.

**What are the core skills and knowledge required?**
- Good attention to detail and strong organisation skills.
- Excellent telephone manner listens actively and questions to clarify own understanding.
- Prioritises and makes effective use of time, with flexibility to work in line with the changing needs of the team.
- Strong team ethic. Works co-operatively and effectively with colleagues to complete tasks and achieve targets.
- Experience using Xplan.

**Job Types**: Full-time, Permanent

Pay: £28,000.00-£35,000.00 per year

**Benefits**:

- Company events
- Company pension
- Cycle to work scheme
- Employee discount
- Health & wellbeing programme
- Life insurance
- Private dental insurance
- Private medical insurance
- Referral programme
- Sick pay
- Work from home

Schedule:

- Holidays
- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus scheme

**Education**:

- A-Level or equivalent (preferred)

**Experience**:

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

**Language**:

- English (preferred)

Licence/Certification:

- Driving Licence (preferred)

Work Location: Hybrid remote in Bournemouth, BH2 5QY

Reference ID: 10217


  • Administrator

    1 month ago


    Bournemouth, United Kingdom CV-Library Full time

    Administrator Duration: Initially 3 months Hours: 37 or 18.5 hours Rate: £15.67 umbrella an hour (£12.59 PAYE an hour) Bournemouth, Christchurch and Poole Council are looking for Administrators to join their Children Social Care Service. Opportunities include positions in Children's First Response and MASH Teams, General Hub, Assessment...

  • Administrator

    5 months ago


    Bournemouth, United Kingdom Nuffield Health Full time

    HEAD OFFICE Administrator Administration Assistant Bournemouth Hospital | Cardiology | Permanent contract | Part time Up to £21,333 pro rata | Dependent on experience 22.5 hours per week Are you a confident and customer-focused administrator, who’s passionate about great customer service? Then you could be just who we’re looking for. Join the...

  • Administrator

    5 months ago


    Bournemouth, United Kingdom Nuffield Health Full time

    HEAD OFFICE Administrator **Administrator** Bournemouth Hospital | Administration | Permanent | Part Time Up to £23,419.50 pro rata dependent on experience 20 hours per week Are you a confident and customer-focused administrator, who’s passionate about great customer service? Then you could be just who we’re looking for. Join the nation’s...

  • Administrator

    4 months ago


    Bournemouth, United Kingdom Nuffield Health Full time

    HEAD OFFICE Administrator **Administrator** Bournemouth Hospital | Administration | Permanent | Full time Up to £23,419.50 dependent on experience 37.5 hours per week Are you a confident and customer-focused administrator, who’s passionate about great customer service? Then you could be just who we’re looking for. Join the nation’s largest...

  • Administrator

    1 month ago


    Bournemouth, United Kingdom No1 Legal and Professional Full time

    Administrator Great opportunity to work at a very successful construction firm based in Bournemouth town centreGood fun environmentOffice based role Administrator Supporting business from start to finish on roofing projectsPrepare and modify documents including correspondence, reports and quotationsInteract with customers Administrator Proficient with...

  • Administrator

    4 weeks ago


    Bournemouth, United Kingdom Brook Street UK Full time

    Are you seeking a dynamic administrative role that offers the chance to make a difference? Brook Street has an exciting opportunity for you to join HM Courts and Tribunals Service (HMCTS) as an Administrative Officer in Bournemouth!Role: Administrative Officer Location: Courts Of Justice, Deansleigh Road, Bournemouth, BH7 7DS Contract: Temporary ongoing...

  • Administrator

    4 months ago


    Bournemouth, United Kingdom The Bourne Academy Full time

    **Administrator** Required - ASAP Grade 2 £20,897-£21,601 (£23,114 - £23,893 FTE) Term time only -37 hours per week (flexible start time/finish times) **Main Purpose**: to provide an efficient and confidential administration service to the Appeals Officer who works in partnership with local secondary schools, in the administration of the statutory...

  • Administrator

    5 months ago


    Bournemouth, United Kingdom The Panton Practice Full time

    **ADMINISTRATOR/ RECEPTIONIST 37.5 hours per week JOB TITLE**: ADMINISTRATOR/ RECEPTIONIST PAY RANGE: Salary: £10.71 per hour LOCATION: The Panton Practice two sites ACCOUNTABLE TO: The Practice Manager KEY RELATIONSHIPS: The post holder will be expected to develop and foster good working relationships and effective communication with Partners, Clinical...

  • Administrator

    4 months ago


    Bournemouth, United Kingdom GangstaWrap Full time

    GangstaWrap is a Vehicle Customisation Studio based in Springbourne, Bournemouth. We have a requirement within the business for a Part Time Administrator. The role will be based in the office at GangstaWrap HQ. You will be responsible for new bookings administration as well as preparing end of month sales and purchasing invoices. The core responsibilities...

  • Administrator

    1 month ago


    Bournemouth, United Kingdom HAYS Full time

    Part-time Temporary administration role in Bournemouth Your new company We are partnered with a reputable Higher Education institution based in Bournemouth to recruit an administrator for their Research Team based in Central Bournemouth.Your new role You will be working in an administrative role supporting the Research and Knowledge Exchange Development...

  • Administrator

    5 months ago


    Bournemouth, United Kingdom Bond Williams Full time

    Do you have strong administrative skills? Are you looking for a part time opportunity? We have an excellent new role to join our client based in Bournemouth as a part time Administrator! **What you’ll be doing**: You will be providing key administrative support to the whole team with all admin duties, meeting arrangements, taking notes with action...

  • Administrator

    3 weeks ago


    Bournemouth, United Kingdom Hays Full time

    Part-time Temporary administration role in Bournemouth Your new company We are partnered with a reputable Higher Education institution based in Bournemouth to recruit an administrator for their Research Team based in Central Bournemouth.Your new role You will be working in an administrative role supporting the Research and Knowledge Exchange Development...

  • Administrator

    1 month ago


    Bournemouth, United Kingdom HAYS Full time

    Part-time Temporary administration role in Bournemouth Your new company We are partnered with a reputable Higher Education institution based in Bournemouth to recruit an administrator for their Research Team based in Central Bournemouth.Your new role You will be working in an administrative role supporting the Research and Knowledge Exchange Development...

  • Administrator

    2 months ago


    Bournemouth, United Kingdom Reed Part time

    Administrator Job Type: Part time (Monday to Friday 9am - 2pm)Location: Bournemouth Salary: £22,500 FTE I am seeking a highly organised and proactive Administrator to manage our daily office operations and support our social media presence. The ideal candidate will have a strong background in administrative duties and social media management, with the...

  • Administrator

    4 months ago


    Bournemouth, United Kingdom Oakleaf Recruitment Full time

    **Job title**: Administrator **Location**: James Burns House, Valorum Care, Bournemouth BH8 0AS **Rate Of Pay**:£11 per hour **Shift Patterns**:40hrs per week - Full Time, permanent **Information about the Role**: **Working as a Administrator at James Burns House your duties will include the following**: - To provide accurate and efficient typing...

  • Administrator

    5 months ago


    Bournemouth, United Kingdom My Fire Door Full time

    Job Advert **About Us** At My Fire Door, we are committed to ensuring the safety of lives and properties through our specialised fire door services. We are a team of qualified professionals with a decade of experience in the property industry. Based in Bournemouth, we are looking for a dedicated Administrator to join our dynamic team. **Salary and...

  • Administrator

    5 months ago


    Bournemouth, United Kingdom Oakleaf Recruitment Full time

    **Job title**: Administrator **Location**: James Burns House, Valorum Care, Bournemouth BH8 0AS **Rate Of Pay**:£12 per hour **Shift Patterns**:35hrs per week - Full Time, permanent **Information about the Role**: **Working as a Administrator at James Burns House your duties will include the following**: - To provide accurate and efficient typing...

  • Administrator

    4 months ago


    Bournemouth, United Kingdom Lelola Management Ltd. Full time

    **'''Job Summary'''** **'''Duties'''**: - Perform general administrative and clerical duties, including data entry, filing, and organizing documents - Answer & direct phone calls - Processing bills and payments - Researching the best rates and setting up new properties with all utilities **'''Skills'''**: - Proficient in using computerized systems for...

  • Administrator

    1 month ago


    Bournemouth, United Kingdom CV-Library Full time

    Your new company We are partnered with a reputable Higher Education institution based in Bournemouth to recruit an administrator for their Research Team based in Central Bournemouth. Your new role You will be working in an administrative role supporting the Research and Knowledge Exchange Development Framework - setting up events, promoting events and...

  • Administrator

    5 months ago


    Bournemouth, United Kingdom MSI Ceilings Ltd Full time

    We are looking experienced administrator to undertake Child in Care reviews and reception duties at North Bournemouth Local Office. This is a full time position with potential to go temp to perm. This position is fully office based. 5 years admin experience 5 years customer service experience 2 years reception experience **Job Types**: Full-time, Temp...