Administrator - Financial Services
2 months ago
**This current role and salary advertised is for a part time financial administrator for 20 hours per week mainly Monday to Thursday 11:45am-5:00pm with 15 minute afternoon break.**
**The main duties (but not limited to) are the following**:
**2. Communicate effectively with internal and external customers, via various modes of communication channels, including welcoming clients to the office.**
**3. Write letters to clients and providers.**
**4. Assist with preparing client review files including compliance required documentation, such as; research; illustrations; valuations and client letters.**
**5. Assist with ensuring that client review files are complete, accurate, with all required client information contained and organised within our required structure.**
**7. Support the business to ensure the end-to-end business process is adhered to and tracked efficiently in line with the business and regulatory standards.**
**8. Perform research and cashflow modelling through various tools and systems, conducting appropriate level of research for the client files, reviews or new business. Training would be provided.**
**9. Project a professional image in both appearance and attitude and provide quality support on time to agreed standards.**
**10. Maintain a good working relationship with colleagues, clients and third parties.**
**11. Maintain competence at an appropriate level to meet the requirements of the role.**
**12. Attend Training, workshops and undertake training as appropriate**
**The above is not an exhaustive list of duties and you will be expected to perform different tasks as necessary by your changing role within the company and overall business objectives of the company.**
**Attributes, Skills, Experience and Qualifications**
**1. Personable and a team player.**
**2. Highly organised, both personally and able to organise the office.**
**3. Accuracy and good attention to detail with the ability to prioritise workloads.**
**4. Good telephone manner & confident in dealing with clients maintaining a professional attitude at all times.**
**5. Familiarity with MS Office, particularly Word, Excel and Outlook. The attitude and ability to learn new systems and navigate through various provider administration / Intranet systems.**
**9. Experience or proven ability to deliver exceptional customer service.**
**10. Educated to A level or equivalent with GCSE passes of C / 5 or above in English Language and Maths.**
**11. Desired: Previous experience of working in financial services administration (either in an IFA practice, a product provider, investments, insurance or banking).**
**12. Desired: A willingness to undertake relevant financial planning qualifications or already studying / qualified with Financial Planning Certificate (FP1), CF1 or equivalent or CII Award in Financial Administration or equivalent.**
**Job Types**: Part-time, Permanent
Part-time hours: 20 per week
**Salary**: £10,836.80-£12,480.00 per year
Work Location: In person
-
Administrator (Construction)
3 hours ago
Paignton, United Kingdom Hatchplan Ltd TAs Exjet Services Full timeExjet Services are a multi disciplined drainage engineering company based in South Devon. We are currently seeking an administration clerk preferably with experience in the construction industry to join our existing office team. **Person Specification** - Knowledge and demonstrable experience of administrative procedures - Good interpersonal skills and...
-
Administration Clerk
4 days ago
Paignton, United Kingdom Hatchplan Ltd TAs Exjet Services Full timeExjet Services are a multi disciplined drainage engineering company based in South Devon. We are currently seeking an administration clerk preferably with experience in the construction industry to join our existing office team. **Person Specification** - Knowledge and demonstrable experience of administrative procedures - Good interpersonal skills and...
-
HR Administrator
1 week ago
Paignton, United Kingdom Curo Services Full timeThis role would suit a HR Administrator that enjoys working in a fast paced environment. The ability to sucessfully multi-task, and being adaptable to changing prioroties is a must. Developing relationships and establishing trust is key. They are not precious about qualifications, and value hands on experience in dealing with people and situations. A good...
-
Office Administrator
3 days ago
Paignton, United Kingdom Greenlight Highways Ltd Full timeJob Opportunity: Office Administrator Are you organized, detail-oriented, and a master at multitasking? We have an exciting opportunity for an Office Administrator to join our dynamic team! If you're passionate about maintaining an efficient and smooth-running office environment, this role is perfect for you. About Us: Greenlight Highways is a leading...
-
Finance Administrator
1 month ago
Paignton, United Kingdom Campions Full time**Job Advert**: Job Role: Finance Administrator Location: Torquay Rd, Paignton TQ3 Hours: 35 hours per week Contract: 6 months FTC As the Finance Administrator for the Lettings and Commercial division, you will contribute to our vision of being the UKs favourite property manager by: - Using your strong communication skills when liaising with both...
-
Apprentice - Business and Administration
1 week ago
Paignton, United Kingdom Sanctuary Full timeLocation: Paignton, South West, GB, TQ4 7HP- Department: Apprenticeship Programme- Operation: Sanctuary Property Services- Closing Date: 21/02/2023- Salary: £12001 / year- Requisition: 208906Sanctuary provide in-house repairs and maintenance services for an extensive portfolio of properties across Sanctuary organisations. As part of a not-for-profit...
-
Apprentice Patient Services Team Administrator
23 hours ago
Paignton, United Kingdom PMA LTD Full time**Mayfield Medical Practice** **Paignton, TQ4 5LA** **What will the apprentice be doing?** The practice is offering a varied role to support the learning and development of its medical administrator which will include a cross section of the areas of administration at the practice. - Answer incoming phone calls, transferring calls or dealing with the...
-
Lettings Property Administrator
1 month ago
Paignton, United Kingdom FirstPort Full timeExternal Job Advert **Job Role: Lettings Property Administrator** **Location: Torquay Rd, Paignton TQ3** **Hours: 35 hours per week** **Contract: 6 months FTC** As the Finance Administrator for the Lettings and Commercial division, you will contribute to our vision of being the **UKs favourite **property manager by: - Using your strong communication skills...
-
Lettings Finance Administrator
1 month ago
Paignton, United Kingdom FirstPort Full timeExternal Job Advert **Job Role: Finance Administrator** **Location: Torquay Rd, Paignton TQ3** **Hours: 35 hours per week** **Contract: 6 months FTC** As the Finance Administrator for the Lettings and Commercial division, you will contribute to our vision of being the **UKs favourite **property manager by: - Using your strong communication skills when...
-
Lettings Property Administrator
1 month ago
Paignton, United Kingdom Campions Full time**Job Advert**: Job Role: Lettings Property Administrator Location: Torquay Rd, Paignton TQ3 Hours: 35 hours per week Contract: 6 months FTC As the Finance Administrator for the Lettings and Commercial division, you will contribute to our vision of being the UKs favourite property manager by: - Using your strong communication skills when liaising with...
-
Office Administrator/receptionist
2 weeks ago
Paignton, United Kingdom Hatchplan Ltd TAs Exjet Services Full time**Job Overview**: - Good interpersonal skills and professional telephone etiquette - Excellent communication and inter-personal skills, with ability to communicate both orally or in writing in a clear, concise, professional manner - Ability to remain professional at all times, working to high customer service standards - Ability to organise, prioritise work...
-
Administrator
4 days ago
Paignton, United Kingdom Pembroke Medical Group Full time**Pembroke Medical Group** - **Administrator - RESPONSIBLE TO: Admin Team Leader** **We are looking to recruit a new team member to join our busy Administration Department. We can offer a modern pleasant working environment, uniform provided and access to the NHS Pension Scheme. No previous medical experience necessary, just a desire to learn and provide a...
-
Business Administrator
1 month ago
Paignton, United Kingdom Devon Partnership NHS Trust Full time**Job summary** We currently have a vacancy for a Community Business Administrator based at our offices overlooking the sea in Paignton. If you are an experienced administrator with a positive and proactive attitude to work, this could be the role for you. You will be managing the administrative function of a clinical community team and therefore will be...
-
Administrative
1 week ago
Paignton, United Kingdom Interframe SW LTD Full timeAn exciting opportunity has arisen for a Office Administrator at Interframe SW Ltd. We specialise in the fabrication and supply of high quality bespoke PVCu products. Based in Paignton with five regional Trade Counters we operate out of a 25,000 sq ft factory space supplying Customers south of the M4. To be suitable for this role you will need: -...
-
Depot Administrator
3 days ago
Paignton, United Kingdom Amberon ltd Full timeAmberon is an award winning, national traffic management company. We are a busy company that is experiencing a period of expansion and growth and need positive, energetic people to join our team. **We currently have a vacancy in our Paignton depot for a Depot Administrator.** This role will involve: - Being the point of contact for customers and ensuring...
-
Customer Support Administrator
2 weeks ago
Paignton, United Kingdom Emmerson Ross Recruitment Full time**The Job** If you love helping customers and have good administrative skills we have an exciting permanent opportunity to start immediately. As a Customer Support Administrator you will join this well-established company, talking to customers, processing orders and providing office administration and support to the external sales team. What you’ll be...
-
Cas Senior Administrator
3 days ago
Paignton, United Kingdom South Devon College Full timeJob title CAS Senior Administrator Job reference REQ002407 Date posted 04/03/2024 Application closing date 14/04/2024 Location Paignton Salary £22,620 to £23,775 per annum Package Excellent Benefits Contractual hours 37 Basis Full Time Job category/type Support Attachments - Blank Job description **Salary: £22,620 to £23,775 per...
-
Receptionist/administration
2 weeks ago
Paignton, United Kingdom Age UK Torbay Full timeThe primary purpose of this post is to provide reception services to the main office of Age UK Torbay, and will be the first point of contact for visitors and callers to the charity. In addition, the post holder will provide general administrative support to ensure the smooth and efficient running of the office. **Job Types**: Part-time, Permanent Pay:...
-
Accounts Administrator
1 hour ago
Paignton, United Kingdom Award Refrigeration & Air conditioning Ltd Full timeAward Refrigeration & Air Conditioning ltd are looking for an individual to join our ever growing team. Established in 2016, Award Refrigeration and Air Conditioning Limited provide a nationwide service for the installation, repair and maintenance of commercial air conditioning and refrigeration equipment. We are part of a group of companies, with our...
-
Sales Administrator
2 weeks ago
Paignton, United Kingdom Acorn by Synergie Full timeAre you an experienced Sales Administrator? Would you like to work in a friendly team in a manufacturing company where you can expand your existing skills and knowledge and learn new ones? Acorn by Synergie is currently seeking an individual with a positive and conscientious attitude to provide general office administration and support the external sales...