We have other current jobs related to this field that you can find below
-
Administrator
3 months ago
Dorking, United Kingdom Fintel Full timeAt Competent Adviser, part of Fintel IQ, our whole ethos is built around providing the financial services organisation of today with the training and competency assessment tools they require to be able to demonstrate that all individuals within their organisation are, and remain, competent in their role. We're recruiting for an **Administrator **to join the...
-
Librarian - Part Time - 2 Days a Week
3 months ago
Dorking, United Kingdom Sue Hill Recruitment Full time**Part Time Librarian** **Abinger, Surrey** **£26,000 Pro Rata** **12 hours a week (2 days)** **To start Mid-October** **About the company** The Society's admin office is located in the Research Centre, Hackhurst Lane, Abinger Hammer, Surrey RH5 6SE. The Society's Library, which includes a large and diverse collection of research material is also in...
-
Head of Paraplanning
3 months ago
Dorking, United Kingdom Ortus PSR Full timeMy client, a reputable IFA located in Dorking, is seeking a dynamic and motivated individual for the position of Head of Paraplanning and Customer Experience. This is an exceptional opportunity for an experienced Paraplanner who is eager to grow and work alongside a phenomenal Adviser, providing invaluable support in both the technical aspects of report...
-
Sales Support Executive
3 months ago
Dorking, United Kingdom Tate Full timeSales Support Executive £25,000 Dorking, Surrey Exciting graduate opportunity for a business minded, ambitious individual with excellent communication skills, and a drive to succeed. The position of Sales Support Executive is a newly created role, designed to provide a training programme aimed at progression to become a New Business Executive. It is an...
-
Sales Support Executive
3 months ago
Dorking, United Kingdom Tate Full timeSales Support Executive £25,000 Dorking, SurreyExciting graduate opportunity for a business minded, ambitious individual with excellent communication skills, and a drive to succeed.The position of Sales Support Executive is a newly created role, designed to provide a training programme aimed at progression to become a New Business Executive. It is an...
-
Project Coordinator
3 days ago
Dorking, Surrey, United Kingdom Streamline Search Full timeJob Title: Construction CoordinatorAbout the Role:We are seeking a highly organized and detail-oriented Construction Coordinator to join our team at Streamline Search. As a key member of our operations team, you will play a crucial role in supporting the planning, execution, and completion of various projects.Key Responsibilities:Project Planning and...
-
Sales Support Executive
3 months ago
Dorking, United Kingdom Tate Full timeSales Support Executive £25,000 Dorking, Surrey Exciting graduate opportunity for a business minded, ambitious individual with excellent communication skills, and a drive to succeed. The position of Sales Support Executive is a newly created role, designed to provide a training programme aimed at progression to become a New Business Executive. It is an...
-
Sales Support Executive
3 months ago
Dorking, United Kingdom Tate Full timeSales Support Executive £25,000 Dorking, SurreyExciting graduate opportunity for a business minded, ambitious individual with excellent communication skills, and a drive to succeed.The position of Sales Support Executive is a newly created role, designed to provide a training programme aimed at...
-
Operations Lead
3 months ago
Dorking, United Kingdom SHP Health Ltd Full time**About us** Based on the stunning Denbies Wine Estate (England’s largest vineyard), SHP is continuing to develop as a healthcare company, offering Consultant-led physiotherapy, professional development, and wellbeing services. The Barn is a purpose-built and sustainable centre with clinic rooms and a beautiful, large bespoke studio. At SHP, we empower...
-
Property Management Supervisor
2 weeks ago
Dorking, Surrey, United Kingdom Worth Recruiting Full time £33,000Worth Recruiting – Property Industry Recruitment PROPERTY MANAGEMENT SUPERVISOR – Real Estate Management Permanent – Full Time We are representing a well-respected independent Estate Agency with a robust Property Management division that is currently in search of a skilled Property Management Supervisor to enhance their team and oversee a significant...
-
Business Travel Consultant
4 weeks ago
Dorking, United Kingdom Platinum Travel Recruitment Ltd Full timeWe are thrilled to announce our partnership with this forward thinking visionary travel management company as they embark on the next phase of their expansion plans.We are seeking a driven, confident and seasoned Business Travel Consultant to join an innovative travel company dedicated to shaping the future of the workplace.The primary focus of this role is...
-
Senior Gardener
3 months ago
Dorking, United Kingdom National Trust Full timeThis is the next step in your horticulture career, it’s a fantastic opportunity to develop skills and gain experience as a Gardener for the National Trust. Polesden Lacey is a celebrated Edwardian Garden which is brimming with potential, we need your help to unlock it. What it's like to work here:The garden at Polesden Lacey is 30 acres in total,...
-
Business Travel Consultant
4 weeks ago
Dorking, United Kingdom Platinum Travel Recruitment Ltd Full timeWe are thrilled to announce our partnership with this forward thinking visionary travel management company as they embark on the next phase of their expansion plans. We are seeking a driven, confident and seasoned Business Travel Consultant to join an innovative travel company dedicated to shaping the future of the workplace. The primary focus of this role...
-
Head of Marketing Strategy
2 weeks ago
Dorking, Surrey, United Kingdom UKi Media & Events Full timePosition OverviewInterim Head of Marketing Strategy - 12-month engagement.UKi Media & Events is a leading organizer of business-to-business exhibitions, conference producer, and publisher, focusing on specialized, technology-driven sectors such as automotive, aviation, marine, meteorological, and logistics. Following a recent acquisition, we are entering a...
-
Head of Marketing Strategy
2 weeks ago
Dorking, Surrey, United Kingdom UKi Media & Events Full timePosition OverviewInterim Head of Marketing Strategy - 12-month engagement.UKi Media & Events is a leading organizer of business-to-business exhibitions, conference production, and publishing, focusing on specialized technology-driven sectors such as automotive, aviation, marine, meteorological, and logistics. Following a recent acquisition, we are entering a...
-
Residential Property Supervisor
2 weeks ago
Dorking, Surrey, United Kingdom Worth Recruiting Full timePosition OverviewRESIDENTIAL PROPERTY SUPERVISOR – Property Management SectorSalary: Competitive (Negotiable based on experience and qualifications)Employment Type: Permanent – Full TimeA well-established independent property management firm is currently seeking a Residential Property Supervisor to enhance their team and oversee a significant portfolio...
-
Let Estate Building Surveyor
2 months ago
Dorking, United Kingdom The National Trust Full timeLet Estate Building Surveyor - DorkingSummaryWe are currently recruiting for a Let Estate Building SurveyorAt the National Trust, we have one of the largest and most diverse let estates in the UK. We are looking for an experienced Building Surveyor to join the Let Estate Management Team who can bring their knowledge of building conservation, coupled with...
-
Volunteer Caseworker
3 months ago
Dorking, United Kingdom SSAFA Full timeThis role covers Dorking and surrounding areas. Would you like to support people who have served in the Armed Forces? You just need the ability to listen, strong IT skills and good written and spoken English. If you think this could be the role for you, we’d love to hear from you. **What is a Caseworker?** Caseworkers visit clients to work out what type...
-
Regional Contracts Manager
1 month ago
Dorking, United Kingdom Biwater Full timeOverview of Biwater: Biwater is an international water treatment company headquartered in Surrey, UK. The company specialises in providing water, wastewater, and membrane treatment solutions to clients worldwide. Established in 1968, Biwater has gained recognition for its innovative approaches to addressing the world’s most pressing water-related...
![Artemis Recruitment Consultants Ltd](https://media.trabajo.org/img/noimg.jpg)
Financial Administrator
3 months ago
Financial Services
Dorking
22/03/2024
Type of Position: Financial Administrator (SJP) - Dorking
Pay: £25k - £35k
**Financial Administrator (SJP) - Dorking**:
We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Dorking. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms (including Salesforce).
**Key Responsibilities**:
- Provide a high level of technical and administrative support, responding to client enquiries, liaising with third parties and providing support at client meetings where appropriate
- Issuing letter of authorities (LOAs) to providers
- Chasing financial institutions to provide requested information
- Telephone liaison with Administration Centres and Paraplanners
- Drafting and proof-reading documents, including client correspondence, presentations, illustrations etc
- Creating and updating client records and our databases with financial and personal data
- Maintaining and accurately updating the CRM - using it to effectively manage the business workflow
- Deciphering policy information and inputting into the company CRM
- On boarding new clients to our company CRM
- Preparing client files for review meetings
- Provide regular status updates to clients regarding status of transfers, withdrawals amongst other things
- Processing New Business and chasing through to completion
- Processing Application forms
- Complete an audit at the end of each case to make sure that all documents are where they are supposed to be
- Manage the compliance requirements of the business - Ensure new business and client files are fully compliant
- Maintaining accurate computer records
- Managing company compliance records
- Managing the new SJP meeting review process
- Managing business pipeline
- Learning to write basic Suitability Letters
- Assisting with marketing administration
- Other adhoc duties
- Full training will be given and there is the opportunity to progress within the SJP Accreditiation Framework
**Experience and Qualifications**:
- Previous experience within a Financial Planning role
- Must have a can do attitude
- Must be flexible and adaptable
- Exceptional attention to detail is paramount
- Excellent communication skills
- Excellent written English, numerate and analytical
- Strong organisational skills
- Ability to use own initiative and Multi task
- Able to work additional hours when required