Client Services Administrator
5 months ago
**Position Summary**
Due to continued growth, Capstone Financial is seeking a Client Administrator to join our busy administration team based in the Altrincham area.
**Role Purpose**
Supporting the adviser team and the wider operation, ensuring that new business cases are processed effectively; whilst maintaining a timely turnaround and high level of accuracy.
This role is instrumental to ensuring that cases are moving through the end to end process smoothly with no delays.
The Client Servicing Administrator plays a key role in contributing to and enhancing the overall client experience.
**Key Duties**
- Receiving and processing new business handovers from advisers
- Inputting fact find data onto the client management system (CMS) and liaising with adviser where information is unclear or missing
- Adding prospects to the CMS
- Updating the CMS with new case details as appropriate
- Preparing presentation packs for advisers; ensuring that everything is provided first time for client signature
- Dealing with withdrawal and contribution requests and queries
- Working proactively; arranging weekly update meetings with advisers to discuss case specific progress and chasing anything required, in order to move cases forward effectively
- Ringing providers to chase case updates
- Speaking with clients directly to give case updates or other information where appropriate
- Sending letters of authority and requests for information to provider (where required)
**Person Specification**
You must have excellent written and verbal communication skills; as well as strong customer service skills. You will have a desire to provide quality client service and support. Excellent attention to detail is a must as you will be transposing information and inputting onto our CMS.
You must have demonstrable experience of multi-tasking and managing a wide variety workload. You will therefore need to have excellent organisational and prioritisation skills.
You will be professional with a high level of integrity.
Must have a good working knowledge of MS Office (Outlook, Word, Excel, Powerpoint), as well as experience of using in-house client management systems and web based portals.
Hours of work: Monday to Friday 9am to 5pm with a 30 minute lunch break provided
**Job Types**: Full-time, Permanent
**Salary**: £22,000.00-£24,000.00 per year
**Benefits**:
- Company pension
- Employee discount
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Ability to commute/relocate:
- Altrincham, WA14 2DT: reliably commute or plan to relocate before starting work (required)
**Experience**:
- Administration: 1 year (required)
Work Location: In person
-
Client Servicing Administrator
6 months ago
Altrincham, United Kingdom NJR Recruitment Full time**Client Servicing Administrator** **Location: Altrincham** **Salary: Up to £24,000 per annum (depending on experience)** An exciting opportunity has arisen for a Client Servicing Administrator to work for a respected and growing firm of Financial Advisers who specialise in financial planning for families and business owners, including key areas of...
-
New Client Administrator
5 months ago
Altrincham, United Kingdom Eventus Legal Full time**Eventus Legal is seeking a New client Administrator to join the clinical negligence team in a well-recognised firm based in Altrincham, Greater Manchester. The law firm is well-recognised, not only for their unrivalled legal expertise but also for their innovative, empathetic and pioneering approach to their work. This is a full-time, hybrid working job...
-
Senior Client Relationship Administrator
6 months ago
Altrincham, United Kingdom Eventus Finance Full time**Role Responsibilities** The incoming Senior Client Relationship Administrator will deal with a range of client queries. Key tasks include: - Produce EIS & VCT summaries for clients when requested - Liaise with providers to resolve queries - Overseeing withdrawal requests - Processing new business submissions - Preparing meeting packs - Ensuring...
-
Client Support Administrator
6 months ago
Altrincham, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning practice based in Altrincham who are looking for a Client Support Administrator. Job Purpose To provide dedicated, accurate and efficient sales support service for agreed Financial Planning Consultants. Responsibilities Providing an efficient new business processing service for sales...
-
Customer Service Administrator
6 months ago
Altrincham, United Kingdom Page Personnel Full timeGreat working culture and career prospects on offer! - Excellent working patterns - NO WEEKENDS! **About Our Client**: Our client is a leading facility management business and they are looking for a Customer Service Administrator to join their Altrincham team. As a Customer Service Administrator you will: - Supporting the wider help-desk team in...
-
Financial Services Administrator
5 months ago
Altrincham, United Kingdom Jane Deane Recruitment Limited Full time**Job Title: Financial Services Administrator** **Duties include**: Provide administration support to financial advisers Liaising with clients and other third parties - dealing with queries Updating the database Preparing meeting packs Sending review letters Processing fund switches, rebalances and withdrawals **Requirements**: Previous financial...
-
Office Administrator/customer Service
5 months ago
Altrincham, United Kingdom The Safety Group Limited ta Spectra Safety Full timeH&S Consultancy business based in Altrincham requires Health and Safety Administrator to join our team. Requirements of our Health & Safety Administrator - Experienced administrator - Good level of IT literacy and knowledge of Microsoft office, training will be provided on our internal systems. - Excellent organisational skills and attention to detail...
-
Financial Services Administrator
5 months ago
Altrincham, United Kingdom Capstone Financial Full timeDue to continued growth and internal promotion, an exciting opportunity has arisen for an experienced financial services administrator to join our team, based at our Altrincham Office, Greater Manchester. You will have knowledge of the financial planning process and ideally be experienced in providing client and financial adviser support. The role covers a...
-
Sales Support Administrator
5 months ago
Altrincham, United Kingdom Nationwide Specialist Services Full time**Sales Support Administrator at The NSS Group** **£23,920 per annum** **Your Role - Main Purpose of the Job** The role involves general sales support to the sales department & other stakeholders, a pivotal role in ensuring the smooth functioning of the sales department and contributing to the overall success of the business **Your job will include** -...
-
Sales Support Administrator
5 months ago
Altrincham, United Kingdom Nationwide Specialist Services Full time**Sales Support Administrator at The NSS Group** **Part of Sales Division** **£22,000 per annum** **This is the job for you.** **Looking for a new challenge with clear career progression?** **Fancy working in a great friendly work environment?** **Keen to bring new ideas to the table and see those ideas brought to life?** **Your Role - Main Purpose...
-
Helpdesk Administrator
5 months ago
Altrincham, United Kingdom McGoff Group Facilities Services Full timeMcGoff Group is a privately owned, multi award winning construction and integrated support services business with 50 years’ experience. Building for generations and working with select clients nationally, the company offers a holistic range of services; acquire, design, build, operate and maintain. We require each employee to embody our EPIC values to...
-
Administrator
5 months ago
Altrincham, United Kingdom Nationwide Specialist Services Full time**Administrator at The NSS Group** **Part of NSS Maintenance** **Salary £21,652 per annum** - ** Looking for a new challenge with clear career progression?**: - **Fancy working in a vibrant office environment?**: - **Keen to bring new ideas to the table and see those ideas brought to life?** **This is the job for you.** NSS Maintenance has seen huge...
-
Administrator
5 months ago
Altrincham, United Kingdom Nationwide Specialist Services Full time**Operations Administrator at The NSS Group** **Part of NSS Maintenance** **Salary £23,795 per annum** - ** Looking for a new challenge with clear career progression?**: - **Fancy working in a vibrant office environment?**: - **Keen to bring new ideas to the table and see those ideas brought to life?** **This is the job for you.** NSS Maintenance has...
-
Altrincham, Trafford, United Kingdom Taylor James Professional Recruitment Full timeIFA Administrator RoleWe are working with a prestigious financial planning firm in Altrincham to find a skilled IFA Administrator to join their team on a permanent basis. The successful candidate will be a key part of a team that supports experienced paraplanners and financial planners in providing exceptional client service.The role involves a range of...
-
Junior Office Administrator
5 months ago
Altrincham, United Kingdom CCJ Removal Services Ltd Full timeDuties Include - Scanning Documents - Answering the Telephone - Supporting the Paralegals & Advisors - Opening Client Files - Calling Claimants and the Court Service - Being Organised - Taking Post to the Post Office **Job Types**: Full-time, Part-time **Salary**: From £18,000.00 per year Expected hours: 40 per week **Benefits**: - Company...
-
Sales and Administration Assistant
2 weeks ago
Altrincham, Trafford, United Kingdom Nationwide Specialist Services Full timeAbout the Role:The Sales Support Administrator plays a pivotal role in the smooth functioning of the sales department at Nationwide Specialist Services, contributing to the overall success of the business. This role is responsible for handling a high volume of general sales support requests from the sales department and other stakeholders, ensuring timely...
-
Application Support Administrator
6 months ago
Altrincham, United Kingdom Quality Care Services Full time**Reference**: 020/07/23 **Location**: Altrincham **Salary**: per Annum + Benefits & Pension **Job type**: Permanent **City & County Healthcare Group**: **Altrincham**: **Application Support Administrator** This is a hybrid role with an expectation of 3 days on site in our Altrincham Office and 2 days a week working from home Salary up to £27,000 per...
-
Administrator
5 months ago
Altrincham, United Kingdom Oakfield Psychological Services Full timeLooking for someone to join a busy, rapidly growing organisation trying to make a real difference. Here at Oakfield, we are wanting to add someone to the head office team that is motivated, highly skilled, outcome focused but also fun spirited and most importantly has a passion for helping vulnerable complex children / young people. Successful applicant...
-
Customer Service Administrator
5 months ago
Altrincham, United Kingdom Platinum Financial Recruitment Full time**LOCATION** **Altrincham** **SALARY** **£25000 - £25000** **JOB TYPE** **Permanent** **REF** **EW2402-78_1709155201** **Customer Service Administrator** **£25,000 + Benefits** **Altrincham** This is a place where you will be for the next 10 years still enjoying your role and career and loving being amongst the incredible team. I’m not just...
-
Office Administrator
5 months ago
Altrincham, United Kingdom Oakfield Psychological Services Full time**Opportunity Available!** **Here at Oakfield, we are looking for someone who is personable, willing to learn, kind and supportive of others and wishes to be part of a team making meaningful difference.** **Oakfield: What we do?** We provide specialist therapeutic placements to young people leaving hospital. As a result, we are continually completing...