Are you a business? Hire team administrator candidates in South Warnborough
Key Responsibilities & Day-to-day work tasks: Annual Planning Meetings: o Send out update packs. o Preparation for meeting. o Taking the notes post meeting. o Preparing the Financial Plan. o Overseeing agreed follow ups. Group Scheme Renewals: o Overseeing the quotes when Group Schemes renew. o Preparing the Corporate Confidential Financial Review (CFR) and Suitability Letter. Trust Forms: o Prepopulating and sending out Trust forms. o Co-ordination with providers to ensure the Trust forms are logged correctly. Estate Planning Liaison: o Organising the quarterly ‘Estate Planning Days’ for clients. o Overseeing the follow ups. Protection Applications: o Obtaining quotes for client meetings. o Running through online applications with clients. · Quality of Documentation: o Providing backup for CFR, Suitability Letters and advice sets. o Point of sale packs. Office: o Overseeing LOAs with PlusGroup. o Answering the phone. o Scanning and distribution of post. o Welcome Screen. o Help to Meet & Greet Clients/Drinks. o Anything else required. o Completion of regulatory training. o Completion of timesheet.
Executive Team Administrator Location: Staines-upon-Thames Salary: £30,500 + Bonus Benefits Include : - Company Pension Scheme (8.6% ER / 4% minimum EE) - Private Healthcare - Dental Insurance ...
This exciting company have a fantastic opportunity for a Team Administrator to come and join their team. This person will be working alongside the companies EA providing administrative support across ...
We are excited to be hiring a Senior Team Administrator to join our fantastic Children's Early Years, Education, Additional Needs & Disabilities Commissioning team. The role is offered as a 12-month ...
Together with the community we want to shape a plan for the future, and the project administrator will play a key part in the team's success. This is an opportunity to be involved with an exciting ...
COMPLIANCE HELPDESK ADMINISTRATOR FARNBOROUGH SALARY DOE This is a newly created position for a Compliance Helpdesk Administrator to join our compliance team, reporting directly to the firm's Legal ...
School Administrator Required for a Primary School in Reading / Newbury Administrator required for ... Our team has built an excellent reputation in the local area, and we're looking for more high ...
We are looking for a Quantity Surveyor to support our Project team in the commercial aspects of our business. As an Administrator at AVK, you will be responsible for providing general administrative ...
GENERAL OFFICE ADMINISTRATOR Loation: Cranleigh, Surrey Job Type: FULL-TIME Hours: This is a ... Candidates will have to demonstrate flexibility and enthusiasm and enjoy working within a team ...
Our client is looking for an Accounts Payable Administrator to join their Accountancy team in Farnborough Client Details Our client a well known & growing business based in Farnborough is looking for ...
They are seeking an experienced Service Administrator, who thrives in a busy environment to join a team scheduling engineers and providing... ZIPC1_UKTJ
Experience working in an Administrative / Administrator, or Co-ordinator / similar position ... As the team's Admin Co-ordinator / Administrative Assistant, you will support the team and the ...
One of my clients is currently looking for a Tax Administrator to join their tax and trusts team based in Guildford. My client is a top legal 500 regional law firm dealing with good quality work and ...
Basingstoke (Hybrid) Salary: £20,000 - £25,000 My client is looking to for a recent graduate to join their team as a Billing Administrator. The primary function of this role is to ensure our ...
The role of Administrator and will be working in a team including Paraplanners and also Financial Planners ensuring the most demanding private clients receive the highest level of service. It is an ...
Reporting to the Head of HR and supporting the wider HR team and employees. If you are ready for an ... R Administrator - 2 to 3 Months Initially - Basingstoke - Office Based - £13.00 to £14.00 Per ...
Due to growth and expansion, they are looking for an experienced Senior Wealth Administrator to join their team. This role will focus on providing effective administrative support to their Financial ...
The ideal candidate: • At least 1 year experience in a admin/finance based role. • High level of attention to detail whilst working through a high volume of work. • Team player. • ...
Car Industry Fast Moving Sales Administrator - required for a fantastic dealer team with an International Company with a Great Brand As a Sales Administrator, your role is key as you work behind the ...
My client is looking for someone like you to join their team as a Salesforce Administrator & Sales Support. In this role, you'll be the backbone of their sales operations, managing the Salesforce ...
A team player who is able to multi-task * Excellent computer skills, including Microsoft Excel Desired Skills and Experience * Logistics / Scheduling Administrator * £13 - £14 per hour * Initially ...
As a Recruitment Administrator, you'll be responsible for providing administrative support to the recruitment team. Your main duties will include: * Helping to post job vacancies on various platforms
As the Mental Health Act and Quality Administrator, you will work as part of the administration team at Bere Clinic which is an established Tier 4 CAMHS Service. You will work 37.5 hours a week ...
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