Account Management Administrator
2 weeks ago
**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
-
Accounts Administrator
7 days ago
Reading, United Kingdom Tate Full timeAccounts Administrator Part time, 6 month contract Remote working (office is Reading) As an Accounts Administrator you will play an integral role within the Payroll team, assisting with the accounts administrative processes that support the delivery of payroll services to UK and International clients. This role is not client facing and no knowledgeof payroll...
-
Accounts Administrator
18 hours ago
Reading, United Kingdom Tate Full timeAccounts Administrator £25-32K (depending on experience) Remote working (office is Reading) As an Accounts Administrator you will play an integral role within the Payroll team, assisting with the accounts administrative processes that support the delivery of payroll services to UK and International clients. This role is not client facing and no knowledgeof...
-
Accounts Payable Administrator
18 hours ago
Reading, United Kingdom Page Personnel Finance Full timeThis Accounts Payable Administrator position is based in Reading and offers financial and other administrative services to other group companies. They offer hybrid working, training and flexible working hours. **Client Details** This is a large, structured business based in the centre of Reading with open-planned offices. They are a well known, successful...
-
Accounts Administrator
2 weeks ago
Reading, United Kingdom Atlantis Estates Ltd Full time**Job description** If you're interested in working as part of a skilled, dynamic, caring and fun team while progressing your career, then Atlantis is the company for you. **Introduction** Atlantis delivers outstanding management to our clients and lessees. We are focused on growing and changing the face of the estate management industry and looking at...
-
Accounts Payable Administrator
2 weeks ago
Reading, United Kingdom Michael Page Full timeThe Accounts Payable Administrator will manage and process supplier invoices accurately, ensuring timely payments and compliance with company policies. This role requires a detail-oriented individual with a strong understanding of accounts payable process. Client Details This organisation is a reputable medium-sized company. They are committed to providing...
-
Accounts & Administration Officer
1 week ago
Reading, United Kingdom Harris Computer Full timeRialtas, part of Quicksilva and the global Harris Computer family, is looking for an Accounts and Administration Officer for its market leading accounting software business. This is a new role within the business and provides an exciting opportunity to join a dedicated team, shape the role and to help grow the business. Working with us will provide you...
-
Accounts Payable Administrator
1 week ago
Reading, United Kingdom Wade Macdonald Full time**Accounts Payable Administrator** **£20,000 - £24,000** **Permanent** **Reading** **The company** - My client an industry leader based in Reading are looking for an Accounts Payable Administrator to join their growing team! **The role**- Processing invoices- - Overseeing the day to day running of supplier accounts- - Dealing with queries- - Review...
-
Accounts Administrator
7 days ago
Reading, United Kingdom Chiltern Medical Clinic Full timeChiltern Medical Clinic is a private dermatology and laser surgery clinic located in the beautiful village of Goring on Thames, Berkshire. We are a successful and growing clinic specialising in non-invasive and mínimally invasive procedures. We have an excellent reputation and provide outstanding patient care. **Role**: The administrator is responsible...
-
Property Administrator
2 weeks ago
Reading, United Kingdom Remus Management Full time**Your New Job Title**: Property Administrator **Company**: Remus Management **Location**: Reading **Hours**: 08.45 - 17.15 **About this Role**: We are currently seeking a Property Administrator / Customer Services agent to become an Assistant Property Manager within our Reading region. You will be responsible for assisting the Property Manager with all...
-
Project Administrator
1 week ago
Reading, United Kingdom Stantec Full timeProject Administrator (Accountant) at Stantec Opportunity Are you ready to take ownership of the financial management of exciting projects and make a real impact? At Stantec, we’re looking for a motivated Project Administrator to join our team and support the delivery of projects across their full lifecycle. In This Role You Will Manage a portfolio of...