An opportunity has arisen for a Financial Administrator to join a well-established organisation providing tailored financial solutions and expert advice to individuals and businesses.
As a Financial Administrator, you will be supporting clients and the wider team with administrative tasks and client communications.
This full-time role offers a salary of £25,000 and benefits.
You will be responsible for:
? Making outbound calls to new and existing clients to build relationships and generate interest.
? Managing and maintaining client records and ensuring all information is accurate and up to date.
? Preparing documentation and templated reports for third-party providers.
? Handling general office administration including filing, scanning, reporting, and dealing with post.
? Managing client communication by phone, email, and written correspondence in a professional manner.
? Supporting advisers and team members with the processing of information and client-related documentation.
? Logging and updating call outcomes within the CRM system.
What we are looking for:
? Previously worked as a Client Administrator, Client Account Administrator, Business Administrator, Practice Administrator, Business Support Administrator, Administrative Assistant, Administrator, Admin, Client Services Administrator, Client Support Administrator, Financial Administrator, IFA administrator, Financial Planning administrator, Financial Services administrator, Operations administrator, Sales Support Administrator or in a similar role.
? Experience in an administrative office role.
? Confident telephone manner and ability to make outbound calls.
? Excellent computer skills, including knowledge of Microsoft Word and Excel.
? Strong written and verbal communication skills.
What's on offer:
? Competitive salary
? Company pension
? Life insurance
? On-site parking
Apply today for this fantastic opportunity to join a supportive organisation where you c....Read more...
An opportunity has arisen for a Client Administrator to join a well-established organisation providing tailored financial solutions and expert advice to individuals and businesses.
As a Client Administrator, you will be supporting clients and the wider team with administrative tasks and client communications.
This full-time role offers a salary of £25,000 and benefits.
You will be responsible for:
? Making outbound calls to new and existing clients to build relationships and generate interest.
? Managing and maintaining client records and ensuring all information is accurate and up to date.
? Preparing documentation and templated reports for third-party providers.
? Handling general office administration including filing, scanning, reporting, and dealing with post.
? Managing client communication by phone, email, and written correspondence in a professional manner.
? Supporting advisers and team members with the processing of information and client-related documentation.
? Logging and updating call outcomes within the CRM system.
What we are looking for:
? Previously worked as a Client Administrator, Client Account Administrator, Business Administrator, Practice Administrator, Business Support Administrator, Administrative Assistant, Administrator, Admin, Client Services Administrator, Client Support Administrator, Financial Administrator, IFA administrator, Financial Planning administrator, Financial Services administrator, Operations administrator, Sales Support Administrator or in a similar role.
? Experience in an administrative office role.
? Confident telephone manner and ability to make outbound calls.
? Excellent computer skills, including knowledge of Microsoft Word and Excel.
? Strong written and verbal communication skills.
What's on offer:
? Competitive salary
? Company pension
? Life insurance
? On-site parking
Apply today for this fantastic opportunity to join a supportive organisation where you can dev....Read more...
An opportunity has arisen for a Financial Administrator to join a well-established organisation providing tailored financial solutions and expert advice to individuals and businesses.
As a Financial Administrator, you will be supporting clients and the wider team with administrative tasks and client communications.
This full-time role offers a salary of £25,000 and benefits.
You will be responsible for:
* Making outbound calls to new and existing clients to build relationships and generate interest.
* Managing and maintaining client records and ensuring all information is accurate and up to date.
* Preparing documentation and templated reports for third-party providers.
* Handling general office administration including filing, scanning, reporting, and dealing with post.
* Managing client communication by phone, email, and written correspondence in a professional manner.
* Supporting advisers and team members with the processing of information and client-related documentation.
* Logging and updating call outcomes within the CRM system.
What we are looking for:
* Previously worked as a Client Administrator, Client Account Administrator, Business Administrator, Practice Administrator, Business Support Administrator, Administrative Assistant, Administrator, Admin, Client Services Administrator, Client Support Administrator, Financial Administrator, IFA administrator, Financial Planning administrator, Financial Services administrator, Operations administrator, Sales Support Administrator or in a similar role.
* Experience in an administrative office role.
* Confident telephone manner and ability to make outbound calls.
* Excellent computer skills, including knowledge of Microsoft Word and Excel.
* Strong written and verbal communication skills.
What's on offer:
* Competitive salary
* Company pension
* Life insurance
* On-site parking
Apply today for this fantastic opportunity to join a supportive organisation where you can develop your skills and build lasting client relationships.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An opportunity has arisen for aBusiness Support Administratorto join a well-established organisation providing tailored financial solutions and expert advice to individuals and businesses.
As a Business Support Administrator, you will be supporting clients and the wider team with administrative tasks and client communications.
This full-time role offers a salary of £25,000 and benefits.
You will be responsible for:
? Making outbound calls to new and existing clients to build relationships and generate interest.
? Managing and maintaining client records and ensuring all information is accurate and up to date.
? Preparing documentation and templated reports for third-party providers.
? Handling general office administration including filing, scanning, reporting, and dealing with post.
? Managing client communication by phone, email, and written correspondence in a professional manner.
? Supporting advisers and team members with the processing of information and client-related documentation.
? Logging and updating call outcomes within the CRM system.
What we are looking for:
? Previously worked as a Client Administrator, Client Account Administrator, Business Administrator, Practice Administrator, Business Support Administrator, Administrative Assistant, Administrator, Admin, Client Services Administrator, Client Support Administrator, Financial Administrator, IFA administrator, Financial Planning administrator, Financial Services administrator, Operations administrator, Sales Support Administrator or in a similar role.
? Experience in an administrative office role.
? Confident telephone manner and ability to make outbound calls.
? Excellent computer skills, including knowledge of Microsoft Word and Excel.
? Strong written and verbal communication skills.
What's on offer:
? Competitive salary
? Company pension
? Life insurance
? On-site parking
Apply today for this fantastic opportunity to join a supportive organisation....Read more...
An opportunity has arisen for a Client Administrator to join a well-established organisation providing tailored financial solutions and expert advice to individuals and businesses.
As a Client Administrator, you will be supporting clients and the wider team with administrative tasks and client communications.
This full-time role offers a salary of £25,000 and benefits.
You will be responsible for:
* Making outbound calls to new and existing clients to build relationships and generate interest.
* Managing and maintaining client records and ensuring all information is accurate and up to date.
* Preparing documentation and templated reports for third-party providers.
* Handling general office administration including filing, scanning, reporting, and dealing with post.
* Managing client communication by phone, email, and written correspondence in a professional manner.
* Supporting advisers and team members with the processing of information and client-related documentation.
* Logging and updating call outcomes within the CRM system.
What we are looking for:
* Previously worked as a Client Administrator, Client Account Administrator, Business Administrator, Practice Administrator, Business Support Administrator, Administrative Assistant, Administrator, Admin, Client Services Administrator, Client Support Administrator, Financial Administrator, IFA administrator, Financial Planning administrator, Financial Services administrator, Operations administrator, Sales Support Administrator or in a similar role.
* Experience in an administrative office role.
* Confident telephone manner and ability to make outbound calls.
* Excellent computer skills, including knowledge of Microsoft Word and Excel.
* Strong written and verbal communication skills.
What's on offer:
* Competitive salary
* Company pension
* Life insurance
* On-site parking
Apply today for this fantastic opportunity to join a supportive organisation where you can develop your skills and build lasting client relationships.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An opportunity has arisen for aBusiness Support Administratorto join a well-established organisation providing tailored financial solutions and expert advice to individuals and businesses.
As a Business Support Administrator, you will be supporting clients and the wider team with administrative tasks and client communications.
This full-time role offers a salary of £25,000 and benefits.
You will be responsible for:
* Making outbound calls to new and existing clients to build relationships and generate interest.
* Managing and maintaining client records and ensuring all information is accurate and up to date.
* Preparing documentation and templated reports for third-party providers.
* Handling general office administration including filing, scanning, reporting, and dealing with post.
* Managing client communication by phone, email, and written correspondence in a professional manner.
* Supporting advisers and team members with the processing of information and client-related documentation.
* Logging and updating call outcomes within the CRM system.
What we are looking for:
* Previously worked as a Client Administrator, Client Account Administrator, Business Administrator, Practice Administrator, Business Support Administrator, Administrative Assistant, Administrator, Admin, Client Services Administrator, Client Support Administrator, Financial Administrator, IFA administrator, Financial Planning administrator, Financial Services administrator, Operations administrator, Sales Support Administrator or in a similar role.
* Experience in an administrative office role.
* Confident telephone manner and ability to make outbound calls.
* Excellent computer skills, including knowledge of Microsoft Word and Excel.
* Strong written and verbal communication skills.
What's on offer:
* Competitive salary
* Company pension
* Life insurance
* On-site parking
Apply today for this fantastic opportunity to join a supportive organisation where you can develop your skills and build lasting client relationships.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An opportunity has arisen for a Paraplanner to join a well-established financial services firm offering independent advice with a strong focus on investment, retirement, and estate planning services.
As a Paraplanner, you will be supporting financial advisers through technical research and preparation of suitability reports. This is a 12-month fixed-term contract position, with the possibility of extension, offering a salary range of £38,000 to £46,000 plus bonus and benefits.
For trainee candidates, the shift will be working 4 days a week and Friday for studying.
What we are looking for:
? Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator or in a similar role.
? Possess 1 year of paraplanning experience
? Experience of 2 years within the financial advice sector, ideally within an independent advisory setting
? Strong understanding of paraplanning processes and financial planning concepts
? Familiarity in using research systems such as Defaqto Engage, Selectapension, and Iress Xplan
? Level 4 Diploma in Financial Planning (CII) or actively working towards completion
? Experience liaising with product providers and platforms to gather necessary data
What's on offer:
? Competitive salary
? Annual discretionary bonus
? Company pension scheme
? Potential for the contract to become permanent based on performance
This is a fantastic opportunity to advance your career in financial services with a respected firm in the heart of London.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place ....Read more...
An opportunity has arisen for a Paraplanner to join a well-established financial services firm offering independent advice with a strong focus on investment, retirement, and estate planning services.
As a Paraplanner, you will be supporting financial advisers through technical research and preparation of suitability reports. This is a 12-month fixed-term contract position, with the possibility of extension, offering a salary range of £38,000 to £46,000 plus bonus and benefits.
For trainee candidates, the shift will be working 4 days a week and Friday for studying.
What we are looking for:
* Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator or in a similar role.
* Possess 1 year of paraplanning experience
* Experience of 2 years within the financial advice sector, ideally within an independent advisory setting
* Strong understanding of paraplanning processes and financial planning concepts
* Familiarity in using research systems such as Defaqto Engage, Selectapension, and Iress Xplan
* Level 4 Diploma in Financial Planning (CII) or actively working towards completion
* Experience liaising with product providers and platforms to gather necessary data
What's on offer:
* Competitive salary
* Annual discretionary bonus
* Company pension scheme
* Potential for the contract to become permanent based on performance
This is a fantastic opportunity to advance your career in financial services with a respected firm in the heart of London.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
FINANCE ADMINISTRATOR MANCHESTER, CITY CENTRE UPTO £25,000 + GREAT BENEFITS & CULTURETHE OPPORTUNITY: Get Recruited are excited to be working with a very reputable and award-winning legal practice, who are on the lookout for a new Finance Administrator to join their growing team. The ideal candidate will have experience working as a Finance Administrator, have an interest in financial services or will have recently studied maths / finance. As an Accounts Administrator you will:THE ROLE:
Manage administration for the transactions team
Assist with some finance duties, including sales and purchase ledger.
Ensure client files are managed and maintained.
Assist the team with all targets and deadlines.
Preparing bank statements
File closing and archiving of client details
Posting financial transactions and recurring payments
THE PERSON:
Must be organised, proactive, and a team player.
Previous experience working within an office environment
Have an interest in financial services.
BENEFITS:
25 days holiday plus bank holidays
Company Pension.
Private health cover
Life insurance
Attendance bonus scheme
Cycle to work scheme.
Social Events.
Charity days
Christmas close down including shopping days
Get Recruited is acting as an Employment Agency in relation to this vacancy.....Read more...
An excellent opportunity has arisen for a Practice Administrator / Client Support Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator / Client Support Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This part-time role offers benefits and a salary range of £25,000 - £28,000 (pro-rata) working between 9.30am and 3.30pm.
You will be responsible for:
? Acting as a first point of contact with clients via telephone, email, and in person.
? Supporting the onboarding process for new clients and handling incoming and outgoing post.
? Assisting with monitoring deadlines and compliance requirements.
? Liaising with HMRC and Companies House on administrative matters.
? Managing invoicing and chasing outstanding payments.
? Overseeing compliance documentation, including anti-money laundering requirements.
? Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
? Previously worked as a Client Support Administrator, Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
? Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
? Have 3 years of experience in office environment
? Willingness to learn and undertake training for new responsibilities.
? Professional yet approachable manner.
? Ability to manage workload effectively in a part-time capacity.
What's on offer
? Competitive salary
? Casual dress environment.
? Company pension scheme.
? A supportive and friendly workpl....Read more...
An excellent opportunity has arisen for a Practice Administrator / Client Support Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator / Client Support Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This part-time role offers benefits and a salary range of £25,000 - £28,000 (pro-rata) working between 9.30am and 3.30pm.
You will be responsible for:
? Acting as a first point of contact with clients via telephone, email, and in person.
? Supporting the onboarding process for new clients and handling incoming and outgoing post.
? Assisting with monitoring deadlines and compliance requirements.
? Liaising with HMRC and Companies House on administrative matters.
? Managing invoicing and chasing outstanding payments.
? Overseeing compliance documentation, including anti-money laundering requirements.
? Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
? Previously worked as a Client Support Administrator, Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
? Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
? Have 3 years of experience in office environment
? Willingness to learn and undertake training for new responsibilities.
? Professional yet approachable manner.
? Ability to manage workload effectively in a part-time capacity.
What's on offer
? Competitive salary
? Casual dress environment.
? Company pension scheme.
? A supportive and friendly workpl....Read more...
An excellent opportunity has arisen for a Practice Administrator / Client Support Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator / Client Support Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This is a part-time role based in South East London (SE), offering a pro-rata salary of £25,000 - £28,000, plus benefits, with working hours Monday to Friday, 9:30 am to 3:30 pm.
You will be responsible for:
? Acting as a first point of contact with clients via telephone, email, and in person.
? Supporting the onboarding process for new clients and handling incoming and outgoing post.
? Assisting with monitoring deadlines and compliance requirements.
? Liaising with HMRC and Companies House on administrative matters.
? Managing invoicing and chasing outstanding payments.
? Overseeing compliance documentation, including anti-money laundering requirements.
? Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
? Previously worked as a Client Support Administrator, Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
? Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
? Have 3 years of experience in office environment
? Willingness to learn and undertake training for new responsibilities.
? Professional yet approachable manner.
? Ability to manage workload effectively in a part-time capacity.
What's on offer
? Competitive salary
? Casual dress environment.
?....Read more...
An excellent opportunity has arisen for a Practice Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This part-time role offers benefits and a salary range of £25,000 - £28,000 (pro-rata) working between 9.30am and 3.30pm.
You will be responsible for:
? Acting as a first point of contact with clients via telephone, email, and in person.
? Supporting the onboarding process for new clients and handling incoming and outgoing post.
? Assisting with monitoring deadlines and compliance requirements.
? Liaising with HMRC and Companies House on administrative matters.
? Managing invoicing and chasing outstanding payments.
? Overseeing compliance documentation, including anti-money laundering requirements.
? Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
? Previously worked as a Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
? Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
? Have 3 years of experience in office environment
? Willingness to learn and undertake training for new responsibilities.
? Professional yet approachable manner.
? Ability to manage workload effectively in a part-time capacity.
What's on offer
? Competitive salary
? Casual dress environment.
? Company pension scheme.
? A supportive and friendly workplace culture.
This is a fantastic opportunity to join a thriving organisation and play a....Read more...
An excellent opportunity has arisen for a Practice Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This part-time role offers benefits and a salary range of £25,000 - £28,000 (pro-rata) working between 9.30am and 3.30pm.
You will be responsible for:
? Acting as a first point of contact with clients via telephone, email, and in person.
? Supporting the onboarding process for new clients and handling incoming and outgoing post.
? Assisting with monitoring deadlines and compliance requirements.
? Liaising with HMRC and Companies House on administrative matters.
? Managing invoicing and chasing outstanding payments.
? Overseeing compliance documentation, including anti-money laundering requirements.
? Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
? Previously worked as a Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
? Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
? Have 3 years of experience in office environment
? Willingness to learn and undertake training for new responsibilities.
? Professional yet approachable manner.
? Ability to manage workload effectively in a part-time capacity.
What's on offer
? Competitive salary
? Casual dress environment.
? Company pension scheme.
? A supportive and friendly workplace culture.
This is a fantastic opportunity to join a thriving organisation and play a....Read more...
An excellent opportunity has arisen for a Practice Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This is a part-time role based in South East London (SE), offering a pro-rata salary of £25,000 - £28,000, plus benefits, with working hours Monday to Friday, 9:30 am to 3:30 pm.
You will be responsible for:
? Acting as a first point of contact with clients via telephone, email, and in person.
? Supporting the onboarding process for new clients and handling incoming and outgoing post.
? Assisting with monitoring deadlines and compliance requirements.
? Liaising with HMRC and Companies House on administrative matters.
? Managing invoicing and chasing outstanding payments.
? Overseeing compliance documentation, including anti-money laundering requirements.
? Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
? Previously worked as a Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
? Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
? Have 3 years of experience in office environment
? Willingness to learn and undertake training for new responsibilities.
? Professional yet approachable manner.
? Ability to manage workload effectively in a part-time capacity.
What's on offer
? Competitive salary
? Casual dress environment.
? Company pension scheme.
? A supportive and friendly workplace culture.
This is a fantast....Read more...
An excellent opportunity has arisen for a Practice Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This is a part-time role based in South East London (SE), offering a pro-rata salary of £25,000 - £28,000, plus benefits, with working hours Monday to Friday, 9:30 am to 3:30 pm.
You will be responsible for:
? Acting as a first point of contact with clients via telephone, email, and in person.
? Supporting the onboarding process for new clients and handling incoming and outgoing post.
? Assisting with monitoring deadlines and compliance requirements.
? Liaising with HMRC and Companies House on administrative matters.
? Managing invoicing and chasing outstanding payments.
? Overseeing compliance documentation, including anti-money laundering requirements.
? Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
? Previously worked as a Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
? Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
? Have 3 years of experience in office environment
? Willingness to learn and undertake training for new responsibilities.
? Professional yet approachable manner.
? Ability to manage workload effectively in a part-time capacity.
What's on offer
? Competitive salary
? Casual dress environment.
? Company pension scheme.
? A supportive and friendly workplace culture.
This is a fantast....Read more...
The Business Administrator role will be instrumental in managing and enhancing customer relationships within the financial sector. The role aims to ensure customer satisfaction by delivering exceptional customer service. The Business Administrator will provide support to three financial advisors. This position is crucial for maintaining the company's reputation and fostering loyalty among clients.
Key Responsibilities:
Responsible for the reception area, including greeting clients and providing a positive and welcoming experience
Answering the telephone, taking and passing on messages by email
Managing and monitoring the sales force database which includes matching fees to clients on the CRM system
Preparation of pre-meeting documentation which includes creating client valuations and illustrations as directed by the advisers
Managing client appointments including scheduling and follow up as appropriate
Handling client post and scanning documents to their files
Management of quarterly bulk client mailing
Management and distribution of company emails received through our website
Assist our Customer Relations Manager in the preparation of client’s periodic suitability reports following their annual reviews
Training:The learner will be studying the Business Administration Level 3 Apprenticeship Standard qualification.Training Outcome:Career progression possible in time to other more experienced roles within the company for example Customer Relations Co-ordinator.Employer Description:NKT Financial Solutions was founded in 2007 and offers expert advice to individuals and businesses covering everything from pensions, savings and investments to insurances and mortgages.Working Hours :Monday - Friday (9am-5pm) - 1-hour lunch breakSkills: Communication skills,IT skills,Organisation skills,Team working,Initiative,Attention to detail,Customer care skills....Read more...
To ensure all actions are recorded on the back-office system to give full audit trail of events
To liaise effectively with Advisers, Clients, Colleagues, Providers & Introducers
Dealing with post and Letters of Authority
Reviewing file notes and carrying out relevant actions to deliver the agreed service to the client
To maintain client confidentiality, data protection and other legislative and organisational responsibilities
To liaise with relevant teams in relation to compliance, admin, technology etc.
To deal promptly and professionally with queries from all colleagues across all offices
To ensure compliance procedures are strictly adhered to in a timely matter
To ensure our processes and procedures are followed to ensure consistency across the department
Training:Business Administrator Level 3 Apprenticeship Standard:
Within the first 15 months additional training is delivered by Loughborough College, one morning a week for 12 weeks, dates are subject to enrolment date
Online portfolio to update with learning and development completed onsite
Diarised visits from dedicated Trainer/Assessor
Training Outcome:
Become a Financial Planning Administrator
To progress into becoming a ParaPlanner
Progress to become a Financial Planner
Upon successful completion of the apprenticeship, you will have the skills and qualifications necessary to pursue a career in financial planning
Employer Description:Saltus Wealth Partnership Limited (Trading as Abacus Advisers) is an expanding organisation of which colleagues are expected to contribute and engage fully with all organisational activities and adopt a positive & flexible approach where appropriate.Working Hours :Monday - Friday: hours to be confirmed.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Non judgemental....Read more...
Open and distribute the post (stamp dating if necessary) and scanning it on to the database daily
Be responsible for the Royal mail post including taking the post to the post box on a rota basis
Answering the phone, being able to take messages and pass on to the appropriate person
Answering the door and greeting any visitors to the building, making sure that all visitors comply with site regulations
Keep company database up to date
Registers and logs kept up to date
Make refreshments as required
Use of office equipment including scanner, printer, copier, binder, shredder and franking machine
Communicate with colleagues on compliance matters as they arise highlighting any areas of specific interest
Working towards providing a professional level of administrative support to the Financial Advisers
Working towards processing investment and pension cases ensuring they are fully compliant with both the company and provider requirements
Assist the Office Manager on administrative or office-based tasks
Take an appropriate role in any seminars and events arranged by the company
Take an appropriate role in any seminars and events arranged by the company
Training:
Level 3 Busines Administrator Apprenticeship Standard
Remote training delivery
Onefile
VLE
6 hours of dedicated training time every week
Training Outcome:
Possible full time permanent position upon completion of the apprenticeship
Employer Description:The company are independent financial advisors that offer a range of financial services including investments, mortgages and pensions. With the head office in Kettering, they are now looking for a Investment and Pension administrator apprentice to join their friendly team in Kettering, Northants.Working Hours :Monday - Friday, 9.00am - 5.00pm with one hour lunchSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative....Read more...
An excellent opportunity has arisen for a Practice Administrator / Client Support Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator / Client Support Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This part-time role offers benefits and a salary range of £25,000 - £28,000 (pro-rata) working between 9.30am and 3.30pm.
You will be responsible for:
* Acting as a first point of contact with clients via telephone, email, and in person.
* Supporting the onboarding process for new clients and handling incoming and outgoing post.
* Assisting with monitoring deadlines and compliance requirements.
* Liaising with HMRC and Companies House on administrative matters.
* Managing invoicing and chasing outstanding payments.
* Overseeing compliance documentation, including anti-money laundering requirements.
* Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
* Previously worked as a Client Support Administrator, Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
* Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
* Have 3 years of experience in office environment
* Willingness to learn and undertake training for new responsibilities.
* Professional yet approachable manner.
* Ability to manage workload effectively in a part-time capacity.
What's on offer
* Competitive salary
* Casual dress environment.
* Company pension scheme.
* A supportive and friendly workplace culture.
This is a fantastic opportunity to join a thriving organisation and play a key role in their continued success.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An excellent opportunity has arisen for a Practice Administrator / Client Support Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator / Client Support Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This part-time role offers benefits and a salary range of £25,000 - £28,000 (pro-rata) working between 9.30am and 3.30pm.
You will be responsible for:
* Acting as a first point of contact with clients via telephone, email, and in person.
* Supporting the onboarding process for new clients and handling incoming and outgoing post.
* Assisting with monitoring deadlines and compliance requirements.
* Liaising with HMRC and Companies House on administrative matters.
* Managing invoicing and chasing outstanding payments.
* Overseeing compliance documentation, including anti-money laundering requirements.
* Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
* Previously worked as a Client Support Administrator, Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
* Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
* Have 3 years of experience in office environment
* Willingness to learn and undertake training for new responsibilities.
* Professional yet approachable manner.
* Ability to manage workload effectively in a part-time capacity.
What's on offer
* Competitive salary
* Casual dress environment.
* Company pension scheme.
* A supportive and friendly workplace culture.
This is a fantastic opportunity to join a thriving organisation and play a key role in their continued success.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An excellent opportunity has arisen for a Practice Administrator / Client Support Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator / Client Support Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This is a part-time role based in South East London (SE), offering a pro-rata salary of £25,000 - £28,000, plus benefits, with working hours Monday to Friday, 9:30 am to 3:30 pm.
You will be responsible for:
* Acting as a first point of contact with clients via telephone, email, and in person.
* Supporting the onboarding process for new clients and handling incoming and outgoing post.
* Assisting with monitoring deadlines and compliance requirements.
* Liaising with HMRC and Companies House on administrative matters.
* Managing invoicing and chasing outstanding payments.
* Overseeing compliance documentation, including anti-money laundering requirements.
* Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
* Previously worked as a Client Support Administrator, Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
* Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
* Have 3 years of experience in office environment
* Willingness to learn and undertake training for new responsibilities.
* Professional yet approachable manner.
* Ability to manage workload effectively in a part-time capacity.
What's on offer
* Competitive salary
* Casual dress environment.
* Company pension scheme.
* A supportive and friendly workplace culture.
This is a fantastic opportunity to join a thriving organisation and play a key role in their continued success.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An excellent opportunity has arisen for a Practice Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This part-time role offers benefits and a salary range of £25,000 - £28,000 (pro-rata) working between 9.30am and 3.30pm.
You will be responsible for:
* Acting as a first point of contact with clients via telephone, email, and in person.
* Supporting the onboarding process for new clients and handling incoming and outgoing post.
* Assisting with monitoring deadlines and compliance requirements.
* Liaising with HMRC and Companies House on administrative matters.
* Managing invoicing and chasing outstanding payments.
* Overseeing compliance documentation, including anti-money laundering requirements.
* Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
* Previously worked as a Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
* Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
* Have 3 years of experience in office environment
* Willingness to learn and undertake training for new responsibilities.
* Professional yet approachable manner.
* Ability to manage workload effectively in a part-time capacity.
What's on offer
* Competitive salary
* Casual dress environment.
* Company pension scheme.
* A supportive and friendly workplace culture.
This is a fantastic opportunity to join a thriving organisation and play a key role in their continued success.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An excellent opportunity has arisen for a Practice Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This part-time role offers benefits and a salary range of £25,000 - £28,000 (pro-rata) working between 9.30am and 3.30pm.
You will be responsible for:
* Acting as a first point of contact with clients via telephone, email, and in person.
* Supporting the onboarding process for new clients and handling incoming and outgoing post.
* Assisting with monitoring deadlines and compliance requirements.
* Liaising with HMRC and Companies House on administrative matters.
* Managing invoicing and chasing outstanding payments.
* Overseeing compliance documentation, including anti-money laundering requirements.
* Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
* Previously worked as a Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
* Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
* Have 3 years of experience in office environment
* Willingness to learn and undertake training for new responsibilities.
* Professional yet approachable manner.
* Ability to manage workload effectively in a part-time capacity.
What's on offer
* Competitive salary
* Casual dress environment.
* Company pension scheme.
* A supportive and friendly workplace culture.
This is a fantastic opportunity to join a thriving organisation and play a key role in their continued success.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An excellent opportunity has arisen for a Practice Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This is a part-time role based in South East London (SE), offering a pro-rata salary of £25,000 - £28,000, plus benefits, with working hours Monday to Friday, 9:30 am to 3:30 pm.
You will be responsible for:
* Acting as a first point of contact with clients via telephone, email, and in person.
* Supporting the onboarding process for new clients and handling incoming and outgoing post.
* Assisting with monitoring deadlines and compliance requirements.
* Liaising with HMRC and Companies House on administrative matters.
* Managing invoicing and chasing outstanding payments.
* Overseeing compliance documentation, including anti-money laundering requirements.
* Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
* Previously worked as a Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
* Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
* Have 3 years of experience in office environment
* Willingness to learn and undertake training for new responsibilities.
* Professional yet approachable manner.
* Ability to manage workload effectively in a part-time capacity.
What's on offer
* Competitive salary
* Casual dress environment.
* Company pension scheme.
* A supportive and friendly workplace culture.
This is a fantastic opportunity to join a thriving organisation and play a key role in their continued success.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
