Client Services Administrator
7 months ago
**The Opportunity**
An exciting opportunity has arisen for a Client Services Administrator to join our busy team within Hill Johnstone Wealth Management Ltd who are a highly successful Appointed Representative of St. James’s Place Wealth Management Plc.
St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a range of investment and retirement products and financial solutions to a high
- net worth client base. St. James’s Place Wealth Management has funds under management in excess of £113bn.
The practice Hill Johnstone Wealth Management has been highly successful, and experienced year on year growth since it was established in 2010. This is an exceptional opportunity to join a reputable firm located in Bolton Town Centre.
**The Role**
As part of a growing Practice support team, you will work within our Client Services Team.
**Key Responsibilities**
- First point of contact for clients telephoning, e mailing and visiting the office.
- Arranging and booking appointments and Managing our Advisers diaries.
- Producing appointment packs valuations and meeting documentation.
- Preparing and producing pre and post meeting communications.
- Updating confidential financial review Information.
- Updating client records and ensuring information is accurate and up to date in our CRM system (Salesforce).
- Assisting with and resolving client/adviser queries.
- Providing administrative support to the client services team and the wider practice.
**The Person**
You will be able to demonstrate exceptional customer service skills and will ideally have previously worked in client facing role. As you will have regular contact with our clients, it is essential that you are professional and confident in dealing with people and can work with total discretion. You must be able to show initiative, have excellent IT skills and be a strong communicator, with both written and oral communication skills. You will be able to demonstrate excellent administrative skills, be adaptable to change with the ability to perform well under pressure and manage your own workload whilst maintaining a high level of accuracy throughout your work. Experience of using CRM systems and a knowledge of Salesforce is desirable but not essential.
**Benefits**
- 25 days holiday plus bank holidays
- Incentives
- Bonus Scheme
- Auto enrolment Pension
- Continuous learning & Development
**Job Types**: Full-time, Permanent
**Salary**: £20,000.00-£22,000.00 per year
**Education**:
- GCSE or equivalent (preferred)
Work Location: In person
-
Client Services Administrator
4 days ago
Bolton, United Kingdom Hill Johnstone Wealth Management Ltd Full time**The opportunity** An exciting new opportunity has arisen for a Client Services Administrator to join a busy team within Hill Johnstone Wealth Management Ltd who are a highly successful Appointed Representative of St. James’s Place Wealth Management Plc. St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded FTSE 100 UK Wealth...
-
Administrator
7 months ago
Bolton, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time**Wealth Management Administrator** **Location: Bolton, BL1** **Salary**:up to £26,000** (Excellent benefits including bonuses, loyalty reward scheme, pension, team social events, generous holiday allowance and exam support) **Hours: 35 hours, with potential for hybrid 3/2 in office working pattern (after probation)** **Working as part of the team at an...
-
Junior Administrator
7 months ago
Bolton, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time**Junior Administrator** **Location: Bolton, BL1** **Salary: up to £22,000 plus **(Excellent benefits including bonuses, loyalty reward scheme, pension, team social events, generous holiday allowance and exam support) **Hours: 35 hours, in office** **Are you an enthusiastic Junior Administrator eager for your next role? Could you fulfil a vital support...
-
Client Data Administrator
7 months ago
Bolton, United Kingdom The Marlborough Group Full timeMarlborough Group is a successful investment business that manages over £10 billion for over 200,000 clients and employs some of the UK’s most respected fund managers. The Group has its headquarters in Bolton and offices in London, Lichfield, Peterborough, Bristol and Dublin. The Group employ more than 235 people across its business lines being: -...
-
Customer Service Administrator
2 days ago
Bolton, United Kingdom Square Peg Associates Ltd Full time**Bolton (Hybrid role)** **Salary: £20,000** **Hours: Monday to Friday 9am - 5pm though can be flexible for earlier or later start / finish times.** The role is to work for a UK’s leading business and you will be supporting with processing pension details and following workflow instructions to progress the pension to the next stage. It is a hybrid...
-
Service Administrator
7 months ago
Bolton, United Kingdom Vertu Motors Full time**Vertu Motors Land Rover Bolton** At Vertu Motors Land Rover Bolton we are looking for a Service Administrator to join the team! We are offering a basic salary of £28,000 plus great company benefits! The general duties of the role: - Service work undertaken on the vehicle meets brand requirements - Submission of all invoiced jobs - Calling customers...
-
Customer Service Administrator
7 months ago
Bolton, United Kingdom Four Financial Full time**Job role**: Customer Service Administrator **Location**:Bolton **Salary**: £21,000-£23,000 DOE **Benefits**:28 days holiday, Flexitime, Employee discounts & more Our client is a well-established Manufacturing and Retail Business based in Bolton since 1976. We are looking for someone who will provide an excellent service to our clients customers,...
-
Financial Services Administrator Role
2 weeks ago
Bolton, Bolton, United Kingdom NJR Recruitment Full timeJob Title: Administration Support for Financial AdvisorsLocation: BoltonAbout the Company:NJR Recruitment is a leading recruitment agency specializing in placing top talent in the financial services sector.Job Summary:We are seeking an experienced Administrative Assistant to join our team in Bolton. The ideal candidate will possess excellent communication...
-
Graduate Financial Services Administrator
7 months ago
Bolton, United Kingdom Page Personnel Full timeGraduate Financial Services Administrator - Investment firm **About Our Client**: Following some internal restructuring and promotions, there is a newly created role for a Graduate Financial Services Administrator to join a large operations function in an investment firm in Bolton. As Graduate Financial Services Administrator, you will be responsible...
-
Sales Administrator
7 months ago
Bolton, United Kingdom Voltari Services Ltd Full time_Sales Administrator_ **Would you like to build your career at a forward thinking company? We pride ourselves on delivering excellent customer service. If you take pride in what you do - come and join us.** **About the role** Voltari Electrical Services has an exciting opportunity for a Sales Administrator to join our team in the North West region. You...
-
Customer Service/administration
7 months ago
Bolton, United Kingdom Recruitment Solutions (NW) Ltd Full timeJob Role; Customer Service and Administration Salary; c £23,000 Location; Bolton - on site car parking Consultants; Charlotte Hilton and Michaela Thorpe Our Bolton based client is a large family run business that has been trading for nearly 40 years and now employees over 1,500 members of staff across the globe. They are looking to appoint a permanent...
-
Customer Service Administrator
3 days ago
Bolton, United Kingdom Square Peg Associates Ltd Full timeSquare Peg Associates are recruiting a Customer Service Administrator, who can provide exceptional customer care and administration support. WHY YOU WILL WANT TO WORK FOR THIS COMPANY: - Fun and vibrant office where hard work is recognised - 20-22k basic salary - Hybrid working on offer, 3 days home/2 days office - flexible hours - can choose 9-5, 8-4 or...
-
Administrator
9 months ago
Bolton, United Kingdom ABL Health Ltd Full time**Your key responsibilities will be**: You will provide key administrative support for the service, including patient and health professional letters, patient database updates, appointment bookings, venue bookings, management of phone lines, and liaising with health professionals and colleagues. Take incoming calls, ensuring that calls are transferred to the...
-
Financial Services Operations Administrator
7 months ago
Bolton, United Kingdom Page Personnel Full timeSuccessful financial services business - Bolton **About Our Client**: As Financial Services Operations Administrator, you will be responsible for: - Supporting operational team where required - Processing settlements in accordance with SLAs - Reconciling cash into and out of business and client bank accounts - Client Money reconciliations - CASS...
-
Administrator
7 months ago
Bolton, United Kingdom SYN Solutions Full time**Job Title**: Law Firm Administrator **Location**: Bolton **Employment Type**: Full-time **Company Overview**: Our client is a prestigious and growing law firm dedicated to providing high-quality legal services to our clients. We are seeking a skilled and organized Administrator to support our team and ensure the smooth operation of the office. As a Law...
-
Service & Finance Administrator
1 day ago
Bolton, United Kingdom Adele Carr Recruitment Full timeThe successful Service Administrator will need to be organised, good with numbers, a strong problem solver and be open to getting involved with a variety of tasks. In return you will work 35 hours per week, have 33 days annual leave, have hybrid working flexibility, private healthcare, free parking and a number of other market-leading benefits! **Salary &...
-
Customer Services Administrator
4 days ago
Bolton, United Kingdom Four Recruitment Limited Full timeAn exciting, ever-growing business based in Bolton are now recruiting for a permanent Customer Services Administrator to join their team, paying £21,000pa. The organisation are looking for someone with excellent communication skills who can provide a greatcustomer experience in order to keep up with their successful reputation. Please see below an overview...
-
Sales / Accounts Administrator - Customer Service
6 months ago
Bolton, United Kingdom RecruitmentRevolution.com Full timeDo you love how it feels to work in a busy and varied role, working closely with colleagues to deliver a great customer experience? If you have outstanding administrative skills with a passion for customer service, this might be the perfect opportunity for you. **Role info**: Sales and Accounts Administrator Bolton Up to £26,000 Depending on...
-
Customer Service Administrator
7 months ago
Bolton, United Kingdom Love Energy Savings Full time**Customer Service Administrator** **£23,400** **Bolton/ Hybrid** **Monday-Friday 9 am - 5:30 pm** At Love Energy Savings our customers are at the heart of everything we do and that’s why we invest in delivering an exceptional after-sales service. We have our own in-house Service Centre, which acts as a centralized hub for all things customer...
-
Customer Services Administrator
1 day ago
Bolton, United Kingdom Four Recruitment Limited Full time**Job Title**: Customer Services Administrator **Pay Bracket**:Up to £22,000 **Benefits**:28 days holiday and Family & friends discount My client is looking for someone who is an enthusiastic and driven individual to join their well-established team on the edge of Horwich. They are one of the UK's largest manufacturer and installer of bespoke...