Client Administrator
7 months ago
**Career**
If you are looking for a role where in 2 years time you could move to paraplanning or into management then this is for you. We're a growing wealth management firm that believes in building the best client service in the business. For self-motivated people, show us what you can do and we like to open opportunities to support your growth.
Equally, if you just like being excellent Client Support then that is also great.
**About the role**
Located in St Asaph, North Wales you will be joining our Hub team, where no two days will be the same. Support our Financial Planners and be a crucial part of the team ensuring their clients get a good administrative service, and they have you for their organisation and diary management.
A busy environment with lots to get involved with, we will help you learn our firm and products from the ground up. This opportunity is a great springboard into a career with one of the most exciting UK-wide Wealth Management firms. If you deliver, we are happy to support your RO exams.
**Accountabilities**
- Liaise with 3rd party providers and navigate provider platforms (easy to do, must be comfortable using software).
- Co-ordinate Financial Planner’s diaries and arrange client meetings.
- Prepare documentation for client appointments and meetings, including the production of annual planning meeting packs.
- Send prepared information and reports to clients.
- Ensure all data entry is completed accurately and within specified timelines.
**Skills and Experience**
- Experience in a Wealth Management, Financial Planning or IFA firm (6mths minimum).
- A little knowledge of pensions, investments, mortgages and protection will jump you straight to the top of the queue.
- Intermediate Excel skills - e.g. Pivot tables.
- Good communication skills, comfortable with numbers, and highly organised.
- Capable of fact finding and analytical thinking.
- Love it when you delight a client with great outcomes.
- Want to be part of a team that appreciates you - we know you as a person.
**Benefits**:
- Competitive Pension Scheme - we contribute 6%, you 3%
- 26 days holiday plus bank holidays
- Private Medical Insurance
- Life Assurance (4x)
- Group Income Protection
- Work From Anywhere in the UK or Europe for up to 4 weeks
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
-
Administrator
7 days ago
St. Asaph, United Kingdom William Glyn Recruitment Full timeAre you an efficient Administrator looking for a new exciting opportunity? Look no further! If you have strong administration skills and excellent typing skills, I would love to hear from you! My client is looking for an experienced Administrator to join their growing team. Please click **APPLY** below to be considered for this great...
-
Client & Adviser Support
7 months ago
St. Asaph, United Kingdom atomos Full timeWe are looking for an experienced Client & Adviser Support to join our St Asaph's, Wales Hub. **Career** Ideally, you will have experience working within an IFA / Financial Planning firm and hold strong administrative skills with PA support experience. Day to day tasks will include producing valuations, processing new business, supporting Financial...
-
Ifa Administrator
7 months ago
St. Asaph, United Kingdom Avenue Recruitment Full timeWe are looking for an experienced IFA Administrator to join our team and provide administrative support to Financial Planners. **Responsibilities**: - Managing adviser's pipeline - Submitting new business - Chasing pipeline business - Letters of authority - Creating valuations - Booking in client reviews - Managing adviser's diary For further details...
-
Client Service Liaison
2 weeks ago
St Asaph, Denbighshire, United Kingdom Siamo Group Ltd Full timeWe are seeking a skilled Client Service Liaison to join our team at Siamo Group Ltd. As a Client Service Liaison, you will play a crucial role in managing existing and new client relationships, arranging meetings, providing information on relevant services, and working within a dedicated team.Key responsibilities include:Effectively communicate with clients...
-
Payroll Administrator
1 week ago
St. Asaph, United Kingdom Adele Carr Payroll Recruitment Full timeAs **Payroll Administrator**, you will be part of a team responsible for processing the weekly and monthly payrolls for a portfolio of clients. This is an established business which offers excellent career progression and development. **We’d love to speak to people who** - Have end to end payroll experience - Have strong administration skills including...
-
Office Administrator
7 months ago
St. Asaph, United Kingdom Azets Full timeAre you looking to take the next step on your journey? Do you want to be part of an international family whose vision is "To make their services smarter, more effective, and more personal every day"? If yes, then you could be our next investment! At Azets, you're in control of your career and with our support this will make us even stronger, together. Our...
-
Procurement and Contract Administration Expert
3 weeks ago
St Asaph, Denbighshire, United Kingdom K&C Construction Limited Full timeJob OpportunityProcurement and Contract Administration ExpertK & C Construction Limited seeks a Procurement and Contract Administration Expert to oversee contract procurement and administration, and manage relationships with clients and stakeholders.About the Job:Oversight of contract procurement and administration processes.Development and maintenance of...
-
Financial Planning Administrator
3 weeks ago
St Asaph, Denbighshire, United Kingdom Atomos Investments Limited Full timeJob Summary:We are seeking a highly organized and detail-focused Financial Planning Administrator to join our team at Atomos Investments Limited. As a Financial Planning Administrator, you will be responsible for supporting Financial Advisers in various tasks, including diary management, data entry, and client communication. This is an exciting opportunity...
-
Administrative Support Professional
3 weeks ago
St Asaph, Denbighshire, United Kingdom Atomos Investments Limited Full timeJob Summary:This is a fantastic opportunity to join our dynamic team as a highly organized and detail-oriented administrator, supporting our financial planning operations and delivering exceptional client service.About the Position:You will be responsible for coordinating the diaries of our Financial Planners, scheduling appointments, and preparing meeting...
-
Pathway to Office Administrator
7 months ago
St. Asaph, United Kingdom ClwydAlyn Housing Full timePathways_ **Maintenance** **_ Job Overview_*** **Pathway to Office** **Administrator** £16,610 or National Minimum Wage per annum, pro rata Annual salary increments plus any cost of living increase Qualified salary £23,000 circa per annum, pro rata V72, St Asaph 37 Hours a week **_ Pathway Entry: _**_Basic maths, english and IT skills_ **Hom** **_...
-
Customer Service/administration Officer
7 months ago
St. Asaph, United Kingdom Recruitomatic Full timeCompany Overview: Our company is a leading provider of financial services, specializing in VAT and tax returns for construction clients. We pride ourselves on delivering exceptional customer service and accurate financial solutions to our clients. We are currently seeking a dedicated Customer Service Administrator to join our team in St. Asaph. **We are...
-
Client Support Administrator
2 weeks ago
St. Albans, United Kingdom Aspire Executive Search Full timeClient Support Administrator, St Albans. Salary up to £35,,000 (Dependent upon level of experience) Excellent benefits including a bonus and at least 2 days working from home This is an excellent and interesting opportunity to work for an IFA firm who have a client centred approach and are experienced in helping clients with complex needs. The purpose of...
-
Client Accounts Administrator
4 weeks ago
St Albans, United Kingdom CV-Library Full timeClient Accounts Administrator - St Albans Salary £28,000 – £30,000 - Experience dependant Monday – Friday – 8:45 – 5pm 20 days holiday – Plus bank Holidays Hybrid working arrangement Our client is an estate and letting agent based in St Albans, Hertfordshire. With a strong reputation since 1825, they are experts...
-
Client Accounts Administrator
24 hours ago
St Albans, United Kingdom Pear Recruitment Full timeClient Accounts Administrator - St AlbansSalary £28,000 – £30,000 - Experience dependantMonday – Friday – 8:45 – 5pm20 days holiday – Plus bank HolidaysHybrid working arrangementOur client is an estate and letting agent based in St Albans, Hertfordshire. With a strong reputation since 1825, they are experts in their field and have a strong local...
-
Compliance Administrator
7 months ago
St. Asaph, United Kingdom Retrofit Compliance Services Full timeRetrofit Compliance Services is a growing organisation with offices in the North East of England and North Wales. We are looking for a new member of the team as we begin to grow who is diligent and looking to begin a new career in a thriving industry. We provide Assessment, Coordination and Design services for companies who operate within the ECO Industry as...
-
Client Administrator
7 months ago
Bury St. Edmunds, United Kingdom Greene & Greene Solicitors Full timeTHE ROLE: Client Administrator We are looking for a full time (Mon - Fri 8.30am - 5.30pm) Client Administrator to join our team. Working closely with our Deeds Manager, this varied role will involve dealing with all client onboarding tasks and some wider administrative duties. Duties will include, but are not limited to: Deal with Client Onboarding tasks...
-
Client Service Administrator
7 days ago
St. Albans, United Kingdom Reed Business Support Full timeMy client are a financial services company and they are looking for a Client Service Administrator to assist in the provision of excellent Customer Service to ensure the successful outcome of all written and telephonic correspondence for our client products. **Primary Job Objectives** - To undertake work allocated by the Team Leader providing a first class...
-
Senior Contract Administrator Position
4 days ago
St Asaph, Denbighshire, United Kingdom Eric Wright Group Limited Full timeWe are seeking a highly skilled Senior Contract Administrator to join our Water team based in St Asaph, Denbighshire. This role is integral to our business, requiring the provision of commercial support to the Senior Quantity Surveyor and the production of internal commercial information.This opportunity involves assisting with the administration of large...
-
Financial Planning Administrator
3 weeks ago
St Asaph, Denbighshire, United Kingdom Atomos Investments Limited Full timeExciting OpportunityWe are seeking a highly motivated and experienced Financial Planning Administrator to join our team at Atomos Investments Limited. As a key member of our St Asaph hub, you will play a vital role in supporting our Financial Advisers and contributing to the delivery of exceptional service.About the RoleYou will be responsible for...
-
Client Services Administrator
7 days ago
St. Albans, United Kingdom Smart 10 ltd Full timeJob Title: Client Services Administrator **Salary**: Up to £24,000 per annum Location: St Albans / Hybrid Contract: Permanent, Full Time or Part-Time COMPANY PROFILE SKILLS REQUIRED - Previous experience in and admin or customer service role - Your communication skills will be great - You work well under pressure and enjoy being in a fast paced...