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Office Administrator

apartmentHAYSplaceSouthampton, 35 mi from Marlborough
Office Administrator job in Southampton working for a successful SME Your new company A successful company, located on the outskirts of Southampton have a new opportunity for an experienced Office Administrator to join their busy team...
apartmentLidl - AvonmouthplaceSwindon
Monday to Friday: 4am to 9am and.Everyone who works at Lidl brings something unique to the table - but we also have.We’re collaborative, determined and we all pitch in to help each.As a Lidl Customer Assistant, no two shifts are the same.In return, we’ll give you a competitive hourly pay rate based ...
apartmentLidl - AvonmouthplaceSwindon
Monday to Friday: 4am to 9am and.Everyone who works at Lidl brings something unique to the table - but we also have.We’re collaborative, determined and we all pitch in to help each.As a Lidl Customer Assistant, no two shifts are the same.In return, we’ll give you a competitive hourly pay rate based ...
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Sales Office Administrator

placeSwindon, 10 mi from Marlborough
Sales Office Administrator Full-Time, Permanent Swindon - Office based £23,795 per annum Do you have experience working in customer service or administration within an office environment? Are you a motivated individual with a positive attitude...
placeSwindon, 10 mi from Marlborough
Sales Office Administrator Our client are looking for an individual to ensure that their customer orders and enquiries are handles appropriately and customers' expectations are managed. The selected individual will be reporting to the Sales...
placeSwindon, 10 mi from Marlborough
Office Administrator Swindon Monday to Friday 8:30-5pm £25,000 We have a great opportunity for a an organised and detail orientated administrator join a well-established company with a solid reputation for delivering excellence. Our client...
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Office Administrator

apartmentRecruitment SolutionsplaceNewbury, 18 mi from Marlborough
Office Administrator to assist the Office Manager. Qualifications:  •  GCSE Maths and English minimum. Experience:  •  2-year minimum experience in an office environment  •  Experience within an account’s office an advantage Skills:  •  MS Office Suite...
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Sales Office Administrator

apartmentCollab Talent Solutions LtdplaceSwindon, 10 mi from Marlborough
Sales Office Administrator Permanent £23,795 annual salary Swindon 8:30 – 17:00 Mon – Fri In this role you will be responsible for ensuring customer orders and enquiries are handled appropriately and customers’ expectations are managed. You...
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Financial Planning Administrator

Marlborough | www.cv-library.co.uk |
Recruit Wealth are representing a fast growing, national Financial Planning business who are currently recruiting for several experienced Administrators to join their regional Marlborough offices.

The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice.

There are various administration opportunities available within the team due to a recent client acquisition and office expansion.

Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators.

Overview of the role is detailed below:

 •  Preparation of correspondence including letters and emails
 •  Ensuring appropriate documentation is scanned and attached to the relevant client records
 •  Maintaining all administration systems, ensuring all client data is accurate and up to date
 •  Build relationships with clients and interact with them directly
 •  Arrange client meetings for the Advisers when required
 •  Prepare client files for adviser meetings for both new and existing clients
 •  Processing and monitoring of all new business (both for new and existing clients)
 •  Manage and track pipeline activity providing regular progress updates to both client and adviser
 •  Monitor and progress cases through to issue, liaising with client and any third party
 •  Issue policy documents
 •  General back-office support using IO software
 •  Provide support to other staff where needed
 •  Liaising with paraplanning and operations teams to assist with any queries

Benefits of joining the business:

 •  25 days holiday plus bank holidays
 •  Day off for your Birthday
 •  Annual salary review
 •  Staff awards
 •  Study support for professional industry exams
 •  Adviser Academy - In-House Training
 •  Progression to Trainee Paraplanner, Paraplanner and Adviser if desired
 •  Holiday Purchase Scheme
 •  Life Assurance
 •  Pension
 •  Corporate Eyecare cover

The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support.

This role will undoubtedly suit an individual who has some existing Financial Services background, but looking to take the next step up in their career.

Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK.

Please apply to us here at Recruit Wealth for an immediate response