- Monday
- Friday, 9am 5pm
- Build relationships with the clients, respond promptly to all queries by post/email & Phone
- Providing support to the advisers including booking meetings and ensuring that they have everything required.
- Answering phone calls and passing on messages to the Admin and Advisers
- Assisting with booking annual reviews with clients
- Preparing client and adviser packs for annual reviews and ad-hoc meetings
- Processing Rebalances, switches and cash replenishment business resulting from Annual Review meetings, quarterly switch project or ad-hoc instructions
- Processing of completed Attitude to Risk Questionnaires, recording and filing as appropriate.
- Meeting Quality standards
- Meeting clients in the office to assist with forms
- Provide training/buddying support to Trainees
- Assist with Project work where asked
- Building of relevant fund portfolios
- Undertake appropriate professional development and continued training
- Confident using all programmes such as Word, Excel and Outlook
- Friday, 9am 5pm
- Full study support, after successful completion of probation, to assist in acquiring diploma in financial planning #J18808Ljbffr
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Senior Administrator
Found in: SonicJobs Direct Apply UK - 2 days ago
Tiffanys Wealth Management Ltd Farnham, United Kingdom Full timeTIFFANYS WEALTH MANAGEMENT LTD · Financial Services Senior Administrator · Position Description · Financial Administration including Team Leader/Management duties with a potential to progress into Technical Associate role – Team Leader/Management experience essential · Person Des ...
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Senior IT Support Engineer/IT System Administrator
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Reed Technology Winchester, United Kingdom Full timeSenior IT Support Engineer / IT System Administrator · Location: Winchester - on site role · Job Type: Full-time · Salary: up to circa £36,500 per annum · Seeking a Senior IT Support Engineer to join an established IT Team in an educational organisation. This role involves workin ...
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Senior Administrator
Found in: Appcast UK GBP C2 - 2 days ago
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Senior Administrator
Found in: Talent UK 2A C2 - 5 days ago
THE OPENWORK PARTNERSHIP Fleet, United KingdomSenior Administrator / Paraplanner · Office based in Fleet, Hampshire · A negotiable salary of £32,000 - £35,000 plus benefits · Growth and Development opportunities available · We are recruiting for one of our partnership businesses based in their Fleet, Hampshire offices. With ...
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Senior Administrator
Found in: Click to Hired UK C2 - 8 hours ago
Openwork Services Limited Hart, County Durham, United Kingdom Permanent, Full timeSenior Administrator / Paraplanner · Office based in Fleet, Hampshire · A negotiable salary of £32,000 - £35,000 plus benefits · Growth and Development opportunities available · We are recruiting for one of our partnership businesses based in their Fleet, Hampshire offices. With ...
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Senior Administrator
Found in: J-Vers UK C2 - 8 hours ago
Openwork Services Limited Fleet, Hampshire, United KingdomSenior Administrator / Paraplanner · Office based in Fleet, Hampshire A negotiable salary of £32,000 - £35,000 plus benefits Growth and Development opportunities available We are recruiting for one of our partnership businesses based in their Fleet, Hampshire offices. With more ...
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Senior Administrator
Found in: Ziprecruiter UK C2 - 2 days ago
Morgan McKinley Chertsey, United KingdomJob Description · Job Title: Senior Administrator · Location: Chertsey · Salary: Circa £40,000 · Start Date: ASAP (early May) · Duration: Temp to Perm · Working Hours: Full-time Monday to Friday 9.00am - 5.30pm · Working pattern: Hybrid · Parking: Yes · We are currently recruiti ...
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Senior Administrator
Found in: Jooble UK O C2 - 2 days ago
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Senior Administrator
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Transform Housing & Support Leatherhead, Surrey, United Kingdom Part timeSenior Maintenance Administrator - Asset Management & Development Team · plus benefits (pro rata for part time) · Full time: 39 hours per week · We currently manage just over 900 units (living accommodation). In this role as a Senior Maintenance Administrator, you will be respo ...
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Senior Administrator
Found in: Jooble UK O C2 - 2 days ago
Workshop Recruitment Eastleigh, Hampshire, United KingdomOur client specialises in housing repairs and requires support to schedule, coordinate, monitor and proactively manage the service related processes whilst schedule the Operatives' diaries to deliver an effective service. · You will be required to liaise with customers, trade op ...
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Senior Leadership Administrator
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Reed Rushmoor, Surrey, United Kingdom Full timeSenior Administrator · Salary: £15 - £16 per hour · Job Type: Long Term Temporary - Full-time untilDecember · We are looking for aSenior Administrator to join our client on a temporary basis until December. This role would suit someone from an Administration or Office Manageme ...
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Senior Administrator
Found in: J-Vers UK C2 - 8 hours ago
Chancellors Bracknell, Berkshire, United KingdomThis is an exciting opportunity to join our Head Office in Bracknell as a Property Administrator. · We are looking for highly organised and enthusiastic individuals who are willing to learn specialist information to become an expert in their department. Ideally candidates will h ...
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Senior Resource Administrator
Found in: Jooble UK O C2 - 1 day ago
Wade Macdonald Basingstoke, Hampshire, United KingdomPart Time HR Administrator, Basingstoke, hours) £32,000-£35,000 FTE · Wade Macdonald is currently partnering with a built environment business based near Basingstoke, who are actively looking to appoint an HR Administrator to join their business. This will be a standalone role w ...
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Senior Administrator
Found in: beBee S2 UK - 2 days ago
UNIVERSITY OF SOUTHAMPTON Southampton, United Kingdom Full timeFaculty Central (Arts and Humanities) · Location: Avenue Campus · Salary: £29,605 to £33,966 per annum · Full Time Fixed Term (until 30/09/2026) · Closing Date: Thursday 16 May 2024 · Interview Date: Tuesday 28 May 2024 · Reference: NX · Together we can achieve the remarkable and ...
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Senior Resource Administrator
Found in: Jooble UK O L C2 - 17 hours ago
Wade Macdonald Basingstoke, Hampshire, United KingdomPart Time HR Administrator, Basingstoke, hours) £32,000-£35,000 FTEAn introduction to the company and role: Wade Macdonald is currently partnering with a built environment business based near Basingstoke, who are actively looking to appoint an HR Administrator to join their busin ...
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Senior Administrator
Found in: Talent UK C2 - 3 days ago
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Senior Business Support Administrator
Found in: Click to Hired UK C2 - 3 days ago
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Senior Contract Administrator
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Corrigenda Group Limited Fleet, Hampshire, United KingdomBenefits include: Employee Assistance Programme, Bupa Cashplan, company performance bonus and pension · Corrigenda are looking to appoint a passionate Senior Contract Administrator to support the · successful running of the local maintenance contracts. You will be responsible ...
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Senior Business Support Administrator
Found in: J-Vers UK C2 - 8 hours ago
Red King Resourcing Farnham, Surrey, United KingdomAre you an organized, detail-oriented individual with a passion for excellence in administrative support? Do you thrive in a dynamic, fast-paced environment where your skills contribute to the success of a team? If so, we want you to be part of our prestigious accounting firm · P ...
Client Services Senior Administrator - Alton, Hampshire, United Kingdom - Optima Recruitment
Description
An excellent opportunity has arisen for a financial planning administrator to work in a growing team.Our client is looking for an experienced IFA Administrator who prides themselves on the ability to support our financial advisors, liaise with providers and third parties.
You will be part of a fast-paced team who provide full end to end administrative support to a bank of clients ensuring they always receive a high level of service.
Monday