Current jobs related to Administrator - Wealth Management - Kirton in Lindsey - North Oak Recruitment

  • Office Administrator

    4 months ago

    Kirton in Lindsey, United Kingdom Obaby Ltd Full time

    Obaby Ltd. is a long established, renowned brand in the UK nursery furniture and baby products industry. Independently owned and proud of our roots we are one of the leading brands in a highly competitive baby and nursery market. All of our products are designed in house in the UK and we are no stranger to picking up awards for our innovative, stylish and...

  • Warehouse Administrator

    4 months ago

    Sherburn in Elmet, United Kingdom GXO Logistics Full time

    Are you a Warehouse Operative looking for a new challenge? Perhaps you have strong administration skills that you’re looking to put to good use? You may simply be looking for an opportunity to grow and develop your careerwhatever the reason, we have a brilliant opportunity available for you! Here at GXO, we’re recruiting for **Warehouse Administrators**...

  • Stock Administrator

    5 months ago

    Sherburn in Elmet, United Kingdom GXO Logistics Full time

    Are you ready for that next step in your career? Have you been involved in the stock control function and would like to further your knowledge? We are currently looking for a **Stock Administrator** to join us at our Sainsbury’s site in **Sherburn in Elmet**. This is our recent new business win so exciting time to join! You will be working on an **‘any...

  • Stock Administrator

    5 months ago

    Sherburn in Elmet, United Kingdom GXO Logistics Full time

    Are you ready for that next step in your career? Have you been involved in the stock control function and would like to further your knowledge? We are currently looking for a **Stock Administrator** to join us at our Sainsbury’s site in **Sherburn in Elmet**. This is our recent new business win so exciting time to join! You will be working on an **‘any...

  • Control Room Administrator

    4 months ago

    Sherburn in Elmet, United Kingdom GXO Logistics Full time

    Are you a Warehouse Operative looking for a new challenge? Perhaps you have strong administration skills that you’re looking to put to good use? You may simply be looking for an opportunity to grow and develop your careerwhatever the reason, we have a brilliant opportunity available for you! Here at GXO, we’re recruiting for **Control Room...

  • Administrator

    5 months ago

    Henley in Arden, United Kingdom The Compliance Office Full time

    _Who we are_ - What are we looking for?_ A new team member to help support our Operations Manager. Key tasks may include: - Raising invoices - Setting clients up on our case management system & creating order forms - PA duties to the Managing Director, Operations Manager & consultant team - Scheduling meetings - Preparing agendas - Assisting with credit...

  • Administrator

    4 weeks ago

    Moreton-in-Marsh, United Kingdom Reed.co.uk Full time

    Reed Business School is looking for a dedicated and detail-oriented Administrative Assistant to their team in the Cotswolds. Overview As an Administrative Assistant, you will be instrumental in maintaining the smooth running of our Business School’s front office. You will be the first point of contact for phone calls and visitors, ensuring exceptional...

  • Administrator

    2 months ago

    Barrow-in-Furness, United Kingdom Pertemps TM Full time

    We are seeking an experienced Administrator to join our client in Barrow-In-Furness, to support them with various administration duties.Typical duties will include managing emails, data entry, inducting new members of staff onto site, completing the daily paperwork for the business, alongside a project manager and operations director.Ideal personExperience...

  • Administrator

    5 months ago

    Sutton-in-Ashfield, United Kingdom SIG plc Full time

    SR Timber (part of SIG Plc) is a leading supplier of specialist timber construction material in the UK, with decades of experience in producing and supplying timber products.  We are currently looking for an experienced and motivated candidate who will work as an Office Administrator whose key role will be to deliver outstanding customer service to our...

  • Administrator

    2 weeks ago

    Barrow in Furness, United Kingdom CV-Library Full time

    Are you looking for your next role? Ready to start by end of this year or January? We are seeking an SC cleared Administrator to join our client on a long-term contract basis. Our client requires an Administrator with a positive and pro-active approach, who is comfortable working in a fast-paced environment. This role will be 3 days per week onsite at...

  • Maintenance Administrator

    4 months ago

    Kirkby in Ashfield, United Kingdom Halliday Lighting Ltd Full time

    A permanent, full-time Administrator working within the maintenance department at Halliday Lighting. With good organisational and administrative skills, the Administrator works closely with the Maintenance Manager to assist with general administration related to the successful delivery of all maintenance projects. - **Responsibilities & Duties**_ - Carry out...

  • Administration Assistant

    5 months ago

    Barrow-In-Furness, United Kingdom SGS Full time

    Our Client, Schlumberger, are currently looking for an Administration Assistant for a 1 year contract to start early March in Barrow in Furness. Schlumberger are looking for a dedicated and motivated Administration Assistant to join their busy manufacturing department to perform a variety of administrative duties. Main duties will include - Data entry of...

  • Associate Administration

    5 months ago

    Hampton in Arden, United Kingdom KC Group Full time

    The KC Group have partnered with a finance organisation to based In the Coventry area who are recruiting an Associate Administrator to join their growing team. As an Associate Administrator you will be responsible for providing administrative support and managing relationships between the Practice and clients. **To be considered for Associate...

  • Administrator

    3 weeks ago

    Barrow in Furness, United Kingdom Experis UK Full time

    Job Description Administrator Part time: Tuesday, Wednesday and ThursdayLength:12 monthsLocation: Onsite - 3 days per week in Barrow-in-FurnaceSalary: £13 to £15 per hour depending on experience***CANDIDATES MUST HOLD ACTIVE SC CLEARANCE TO BE CONSIDERED FOR THE POSITION***Main Purpose of RoleGeneral duties will include but are not limited to:-Manage the...

  • Administrator

    2 weeks ago

    Barrow in Furness, United Kingdom Experis UK Full time

    Job Description Administrator Part time: Tuesday, Wednesday and ThursdayLength:12 monthsLocation: Onsite - 3 days per week in Barrow-in-FurnaceSalary: £13 to £15 per hour depending on experience***CANDIDATES MUST HOLD ACTIVE SC CLEARANCE TO BE CONSIDERED FOR THE POSITION***Main Purpose of RoleGeneral duties will include but are not limited to:-Manage the...

  • Administrator

    2 weeks ago

    Barrow in Furness, United Kingdom Experis UK Full time

    Job Description Administrator Part time: Tuesday, Wednesday and ThursdayLength:12 monthsLocation: Onsite - 3 days per week in Barrow-in-FurnaceSalary: £13 to £15 per hour depending on experience***CANDIDATES MUST HOLD ACTIVE SC CLEARANCE TO BE CONSIDERED FOR THE POSITION***Main Purpose of RoleGeneral duties will include but are not limited to:-Manage the...

  • Nursery Administrator

    5 months ago

    Sutton-In-Ashfield, United Kingdom Papermoon Day Nursery Full time

    **Nursery Administrator** Paper Moon Day Nurseries was established in 1990 and we now operate 8 nurseries across Nottingham, Nottinghamshire and Lincolnshire. We are a family run business that prides itself on offering a warm and friendly nursery environment for the children, parents and staff. The Nursery Administrator is an essential part of our team and...

  • Contracts Administrator

    4 months ago

    Sutton-In-Ashfield, United Kingdom Chase and Holland Full time

    **Contracts Administrator - Sutton in Ashfield - £22,000 - £24,000** Chase & Holland are excited to be working with a highly successful and fast-growing manufacturing business who are looking for energetic and hardworking Contracts Administrator to join their team. This is an exciting opportunity for someone with experience supporting a busy Contracts...

  • Workshop Administrator

    5 months ago

    Sherburn in Elmet, United Kingdom Sapphire Vehicle Services Full time

    Workshop Administrator - Shuerburn in Elmet - up to 25K DOE Sapphire Vehicles Services Limited is a commercial vehicle fleet management company with a service provision packaged to offer a clearly defined portfolio of support services to both new and existing companies. We are looking for an experienced Automotive Administrator to assist our busy VMU in...

  • Administrative Assistant

    2 weeks ago

    Barrow in Furness, United Kingdom Experis UK Full time

    Job Title: AdministratorExperis UK is seeking an experienced Administrator to join our team in Barrow-in-Furnace. As an Administrator, you will be responsible for providing administrative support to our team, ensuring the smooth operation of our site.Key Responsibilities:Manage visitor access to the site, ensuring all procedures and processes are...

Administrator - Wealth Management

5 months ago

Kirton in Lindsey, United Kingdom North Oak Recruitment Full time

Administrator - Wealth Management – 12 month contract

Gainsborough – hybrid available (our ref AL1290)

Salary to £25,000 pa dep on exp + benefits

My client is an award-winning wealth management company and they now have an exciting opportunity for an individual to join them on a 12-month contract to cover maternity leave. There will be the opportunity to join the Company as soon as possible in order to gain a smooth transition and training from the individual leaving the post. The purpose of the role is to support the Adviser Team with preparing them for client meetings and discharging their responsibilities to their existing clients / prospective clients whilst ensuring that our service offering is outstanding.

Day to Day responsibilities

* Maintain effective diary system to ensure clients are offered review meetings at the appropriate time.

* Contact clients and book review meetings using diary colour coding system. Confirmation letters/emails to be sent to clients.

* Prepare meeting packs for Advisers including valuations and all other relevant documents required on the database.

* Monitor / chase for the return of meeting notes uploaded to the system by Adviser.

* Ensure that client meeting notes are recorded on the system, including e-briefings, Curo/CRM's, CRR's, Client ID, service questionnaires, review dates updated, scan notes to system.

* Construct appropriate post meeting letter for issue to clients from Adviser notes

* Meet & Greet Advisers clients’ when meetings are held onsite. Ensure welcome screen is displayed in reception and guests sign in to the Visitors Book.

* Send off any Letters of Authority bought back from client meetings and record in working spreadsheet ensuring information is chased as required.

* Process change of address requests, updating our systems and notifying the administration centres.

* Update systems and administration departments of any Death notifications following the Death Process.

* Make adviser aware of documentation received in relation to their clients and provide general support as required.

* Act as a point of contact for clients and deal with routine issues/queries.

* Client celebration cards and sympathy cards to be arranged as necessary and sent to clients.

* Stationery stocks to be maintained within the Pod to ensure all documentation is current, recycling pile to be checked and added back to stationary stocks as appropriate.

* Completion of “Confirmation Withdrawal and Rebalance letter”.

Skills / Knowledge Required:

* Knowledge and understanding of wealth management systems, procedures and responsibilities to ensure clients receive an outstanding service

* Professional and warm telephone manner.

* Ability to relate to the pressures on the Adviser Team and ensure an effective and efficient two way relationship.

* Team player.

* Product and market knowledge would be desirable

If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website