Skip to main content
Post your CV and find your next job on Indeed!

Receptionist Administrator jobs in Slough

Sort by: -
    • End-to-end client administration: new business, onboarding, annual reviews, and ongoing client servicing.
    • Overseeing Letters of Authority (LOAs) and managing…
    • A full-time opportunity has arisen for an experienced dental receptionist/nurse at a newly refurbished general/specialist private practice in Gerrards Cross.
    • The successful candidate will be responsible for managing various financial records, processing transactions, and ensuring the accuracy of accounts.
    • Integral to the delivery of outstanding client experiences at Progeny, you will work alongside our knowledgeable Paraplanners and Financial Planners to assist…
    • Making sure customer orders received are entered correctly into the CRM system.
    • Communicating with customers and all colleagues by telephone, email ensuring…
    • This position requires good planning & organistional skills to prioritise daily requests and attention to detail.
    • Update carrier and customer rate cards.
    • Preparing of Sales quotations/ Hire contracts/off hires/cross hires.
    • Computer literate: Confident and proficient with Word & Excel.
    • Be fully trained in HR but gain military skills that set you apart from civilian HR specialists.
    • Travel with your unit wherever they go, at home or overseas.
    • Hours:* 30 to 37.5 hours per week (flexible for the right candidate).
    • Salary:* £24,000 to £30,000 (depending on hours).
    • Experience as a coordinator, senior administrator, supervisor or team leader.
    • This is a stable, full-time office role for someone who enjoys organised work,…
    • We are looking for a good team member who will work alongside two other receptionists.
    • We are looking for a full-time experienced dental receptionist to replace…
    • Proven experience within a wealth, pension or IFA firm, adviser, planner, senior administrator, paraplanner or in a financial planning/IFA role.
    • The post holder will work with our existing team of administrators and Care Coordinators.
    • You will be an experienced administrator with a wide knowledge in all…
    • Be fully trained in HR but gain military skills that set you apart from civilian HR specialists.
    • Travel with your unit wherever they go, at home or overseas.
    • This is a full-time role, 37.5 hours/week between 8:30am - 5pm, Monday to Friday.
    • Level 2 or above in Health and Social Care.

People also searched:

receptionist
administrator
part time
full time
admin
administration
administrative assistant
work from home
receptionist part time
receptionist no experience

Job Post Details

IFA Administrator/ Trainee paraplanner - job post

PPSL
Epsom
£35,000 - £45,000 a year - Full-time
Responded to 75% or more applications in the past 30 days, typically within 3 days.

Job details

Pay

  • £35,000 - £45,000 a year

Job type

  • Full-time

Location

Epsom

Benefits

Pulled from the full job description

  • Sick pay
  • Profit sharing
  • Company pension
  • On-site parking

Full job description

We are looking for an experienced IFA Administrator/ Trainee Paraplanner to join our team and work closely with the Managing Director and a second adviser. This is a senior administration role and the primary focus is end-to-end client and investment administration, carried out to a high standard with minimal supervision.

You will be supported by a junior administrator and will work alongside a paraplanner. Over time, and for the right candidate, there is scope to develop into a paraplanning function, though this is not a requirement of the role and a long-term career administrator pathway is equally valued, however we happy to develop into a paraplanner.

Key Responsibilities

  • End-to-end client administration: new business, onboarding, annual reviews, and ongoing client servicing.
  • Processing trades, withdrawals, and investment instructions on platforms including AJ Bell, Aviva, and Transact.
  • Overseeing Letters of Authority (LOAs) and managing the transfer process.
  • Maintaining and updating client records accurately within Plannr CRM.
  • Coordinating and preparing paperwork for annual review meetings.
  • Liaising directly with clients, providers, and platforms in a professional and timely manner.
  • Supporting the rebalancing of model portfolios following annual reviews or client investment/withdrawal events.
  • General office administration and contributing to the smooth running of the business.
  • Over time: assisting with preparation and drafting of annual review letters, including basic recommendations such as adjusting withdrawals or investing surplus cash, and preparing or updating client financial plans in Voyant.

What We Are Looking For

The ideal candidate will have:

  • Approximately two years’ experience in an IFA or financial planning environment.
  • Solid understanding of the IFA advice process, including platforms, product wrappers (ISAs, pensions, bonds), and the administration that supports them.
  • Experience with or working knowledge of AJ Bell, Aviva, and/or Transact platforms (desirable, not essential).
  • Familiarity with Plannr or a comparable CRM system and experience with Voyant cashflow modelling is an advantage.
  • Strong attention to detail, the ability to manage competing priorities, and a proactive approach to getting things done.
  • A professional and personable manner when dealing with clients and colleagues.

Qualifications

No specific qualifications are required for this role. Relevant CII qualifications are advantageous. We are committed to supporting professional development and will fund relevant exams for the right candidate.

Pay: £35,000.00-£45,000.00 per year

Benefits:

  • Company pension
  • On-site parking
  • Profit sharing
  • Sick pay

Work Location: In person

Let Employers Find YouUpload Your Resume