Executive Support/Financial Services Administrator
1 month ago
We are seeking a tenacious and resilient Executive Support Administrator to provide high-level PA support to the Operations Director and administration support to the financial advisors. This is a hybrid role within a financial services firm based in Westerham.
If you thrive in a fast-paced environment, are highly organised with strong administrations skills and have experience in working within financial services; this is a fantastic opportunity to develop your career.
Key Responsibilities
Provide PA support to the Operations Director, managing their diary and client appointments.
Manage the Partner's inbox, including emails, delegated tasks, and deadlines.
Deliver administrative support to the financial advisors.
Manage client queries with effective communication and a professional approach.
Prepare and maintain client files, ensuring compliance documentation is accurate and complete.
Process applications with precision and oversee their timely completion with third parties.Special Requirements
Strong level of financial administration skills and experience within the financial services sector is essential.
Knowledge of pensions and financial services.
Proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel).
Experience with client management systems such as Salesforce is desirable.
Strong written and verbal communication skills with the ability to interact with high-level clients and building strong relationships.
Exceptional organisational skills with a keen eye for detail.
Ability to handle multiple tasks, manage time effectively, and remain calm under pressure.Benefits
Salary: £30,000 to £35,000 dependant on experience, with discretionary bonus (up to 12% of basic salary).
Hours: Monday to Friday, 9:00 AM - 5:00 PM (one hour paid lunch) Hybrid role.
22 days holiday, plus additional days for your birthday, Christmas shopping and office closure during Christmas and New Year. Regular company lunches and Christmas lunch.
Free on-site parking.
Nest pension scheme.
Private medical cover starting from day one.
Regular company lunches, including an annual Christmas lunch.Please submit your CV (in Word) and email to Mandy: (url removed)
New Appointments Group, Expertly Matching Employers and Jobseekers since 1975. Committed to diversity, equality and opportunity for all.
Twitter: @nagforjobs
-
Westerham, United Kingdom New Appointments Group Full timeWe are seeking a tenacious and resilient Executive Support Administrator to provide high-level PA support to the Operations Director and administration support to the financial advisors. This is a hybrid role within a financial services firm based in Westerham. If you thrive in a fast-paced environment, are highly organised with strong administrations...
-
Administrative Professional
3 weeks ago
Westerham, Kent, United Kingdom CV-Library Full timeNew Appointments Group is seeking a skilled Administrative Professional to join our team. As a key member of our financial services firm, you will be responsible for providing exceptional administrative support to our operations team. We are offering a competitive salary of £34,000 per annum, based on experience, with discretionary bonus up to 12% of basic...
-
Customer Service
2 days ago
Westerham, United Kingdom Crossways Recruitment Ltd Full timeCustomer Service & Administrative Executive Westerham £25k to £30k doe My client is a family run business based in the beautiful and historic town of Westerham and is currently recruiting for someone to join their team. This person will have a hands-on, can-do attitude and be willing to learn all aspects of the company andhelp where required. The...
-
Financial Administrator
3 weeks ago
Westerham, United Kingdom Page Personnel Full timeAbout the RolePAGE Personnel is looking for a talented Financial Administrator to join their team. This role offers a competitive salary of $45,000 - $55,000 per annum, depending on experience.Located near Westerham, the successful candidate will be responsible for managing payroll functions and ensuring the smooth operation of financial processes within our...
-
Financial Administrator
3 weeks ago
Westerham, Kent, United Kingdom Page Personnel Full timeRole Overview:We are seeking a Financial Administrator - Payroll to join our team at Page Personnel. The successful candidate will be responsible for managing payroll functions, including processing payrolls, maintaining employee records, and providing support to the finance team.The ideal candidate will have a strong understanding of payroll functions,...
-
Executive Administrator
6 days ago
Westerham, Kent, United Kingdom Insight Select Full timeInsight Select is a leader in the environmental services industry and we are committed to delivering high-quality services to our clients. We are now seeking an experienced Operations Executive to join our rapidly growing team.
-
Financial Services Manager
3 weeks ago
Westerham, Kent, United Kingdom Page Personnel Full timeJob SummaryA career opportunity has arisen for a meticulous and organized Payroll Administrator to join our Accounting & Finance Department in the transport sector. As a key member of the team, you will be responsible for ensuring the smooth running of payroll functions.About Our ClientOur client is a well-established entity in the transport industry,...
-
School Administrator
6 months ago
Westerham, United Kingdom Complete Classroom Services Full timeSchool Administrator Needed in Bromley Are you an organised and detail-oriented individual with a passion for supporting the smooth running of a primary school? We're seeking a dedicated School Administrator to join a vibrant community in Biggin Hill, Bromley. **Position**: School Administrator **Type**: Temporary to Permanent **Start Date**:...
-
Executive Assistant to Operations Director
3 weeks ago
Westerham, Kent, United Kingdom CV-Library Full timeWe are looking for a talented Executive Assistant to support our Operations Director and financial advisors at New Appointments Group. As a key member of our team, you will provide high-level PA support, manage diaries and client appointments, and deliver administrative support. We are offering a competitive salary of £33,000 per annum, based on experience,...
-
Technical Administrator
7 months ago
Westerham, United Kingdom GSI Wealth Management Full timeLocation: 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...
-
Wills & Trusts Administrator
12 hours ago
Westerham, United Kingdom GSI Wealth Management Full timeJob Title - Wills and Trusts Administrator Location - Kent, TN16 1BT Salary - £30,000 - 35,000+ Duration - Full Time Sector - Administration We are GSI Wealth Management, and we specialise in creating personalised plans for investments, estates, pensions and retirement. We are looking to recruit a Wills and Trusts Administrator to draft wills, LPAs and...
-
Business Support Coordinator
3 weeks ago
Westerham, Kent, United Kingdom CV-Library Full timeSeeking a highly organized and detail-oriented Business Support Coordinator to join our team at New Appointments Group. This is an exciting opportunity for someone with strong administrative skills and experience in the financial services sector.We are offering a competitive salary of £32,000 per annum, based on experience, with discretionary bonus up to...
-
Executive Assistant
1 week ago
Westerham, United Kingdom CV-Library Full timeAre you an experienced Executive Assistant with a flair for organisation and an eye for detail? We have an exciting opportunity to join our prestigious client's team as their next Executive Assistant! 🌟 At our client's organisation, the Executive Assistant plays a pivotal role in ensuring smooth operations and supporting the leadership team....
-
Contract Administrator
7 months ago
Westerham, United Kingdom Chartwell Controls Ltd Full time**SALARY**: Negotiable Depending on Experience **LOCATION**:Westerham **POSITION**:Contract Administrator** Chartwell Controls Ltd are an established forward thinking BeMS service provider seeking to hire a part time, experienced and “open minded” employee in the ongoing delivery of energy focussed support services. **The Role - **We are looking to...
-
Executive Assistant
2 weeks ago
Westerham, Kent, United Kingdom Insight Select Full timeJob Description: We are looking for a skilled Executive Assistant - Logistics Management to provide exceptional support to our operations team. This office-based role will involve managing logistics, administering the day-to-day running of the team and ensuring all tasks are completed efficiently.Responsibilities include:Providing administrative support to...
-
Administrator
14 hours ago
Westerham, United Kingdom JETMS Completions Ltd Full timeWe have an opportunity for an experienced Administrator to join our team located at Biggin Hill Airport on a full time permanent basis. Full training and guidance will be provided in general administrative support to the business with CAA/EASA regulations and day to day running of a very busy department. Your key duties will include but are not limited...
-
Office Administrator
1 week ago
Westerham, Kent, United Kingdom Insight Select Full time**Job Title:** Office AdministratorWe are seeking an experienced Office Administrator to join our team at Insight Select. This is a fantastic opportunity for a motivated and organized individual to take on a key role in the day-to-day management of our office.The successful candidate will have previous experience in a similar position, with strong...
-
Assistant Business Services Co-ordinator
7 months ago
Westerham, United Kingdom National Trust Full timeDo you have a wealth of experience in cash handling and banking procedures? Do you enjoy undertaking administrative tasks to support your colleagues? Are you a team player? If so, come and join our team at Chartwell as an Assistant Business Services Co-ordinator. What it's like to work here:The National Trust is a busy organisation that has a lot going on...
-
Sales Administrator
3 months ago
Westerham, United Kingdom CV-Library Full timeThis is a rare opening to join our Westerham based client, who are looking to hire an experienced Sales Administrator to support the busy sales team. Salary: £23,000 - £26,000 (DOE) Location: Westerham, Kent Hours: Monday to Friday, 8am – 4pm/9am – 5pm (rota basis) Benefits: Company pension, on-site parking, 20 days + bank...
-
Business Administration Apprentice
7 months ago
Westerham, United Kingdom Five Elms PCN Full time**PCN Five Elms** Formed in 2019, Five Elms Primary Care Network (PCN) is a collaboration of five GP Surgeries in Bromley, Biggin Hill, and Locksbottom, Orpington. We pride ourselves on offering our patients the best care possible by working in collaboration with our allied health care professionals across the network. Five Elms PCN offers and supports...