Client Services Administrator
2 days ago
Client Services Administrator required. Great company to work for and plenty of opportunities to learn. Any background considered, its your can do attitude and organisation and people skills were after. We'll train you in the rest
Are you the super client service focused administrator we are looking for to be our next team member? Can you be the person our clients look forward to seeing when they come to our offices and take part in our regular client events? Can they turn to youwhen they need something?
This is a fantastic opportunity. We are a friendly, fun and team orientated company and we put our clients at the heart of everything we do. We want you to thrive and progress and you will be working at a Chartered independent adviser firm where you canmake a real difference. You may wish to train to be a paraplanner or progress into a senior client liaison role in the future. Your positive attitude, client focused approach and get up and go and our support and encouragement will be a forceful combination
A quick look at our website will tell you all you need to know. Please read our excellent client reviews and watch our adviser video profiles which will give you a real feeling for who we are and what we stand for.
**The role**
Working as part of a team, the role will involve providing timely and efficient administration support to the advisers, paraplanners and other members of the company.
- Be a point of contact for clients, new business, life offices and third parties.
- Maintain our administration systems and ensure client data is up to date.
- Manage the business administration workflow.
- Book client meetings and manage client servicing queries and calls.
- Ensure business files are compliant and up to date.
- Meet and greet our clients when they come into the office.
- Attending client events and play a part in the experience we give our clients.
- Run our office and make sure its a joy to walk into and is fully supplied.
**Benefits**
30 days holiday plus bank holidays, company pension, bonus scheme, income protection and medical insurance after probation, 35-hour week, office based with some occasional homeworking.
**Essential skills**
- A few years office administration or client services experience is required. Any financial services background would be useful but not essential.
- Great people skills and able to maintain client trust and inspire confidence.
- Able to work as part of a team supporting others.
- Able to work on your own initiative with a positive can do attitude.
- Extremely capable, efficient and diligent at getting things done.
- Good knowledge of Microsoft Word and Excel.
- Effective organisation and planning skills.
- Possess a keen eye for detail.
**About us**
Lucent Financial Planning is a caring, innovative and dynamic Chartered Financial Planning company. We are focussed on our clients, and we are equally focussed on our employees. As an employer we are supportive and loyal, and we understand the importanceof family. The commitment we give to our employees and vice versa is critical to our success and when we all work together and are successful, we share the rewards in bonuses, praise and recognition and career progression.
Please spend a few minutes on our website reading some of our client reviews and watching our adviser profiles, reading about our team members and looking at some of the events we put on for our clients. It will give you a real insight as to what it is liketo work at Lucent and what we can do for you if you join us.
-
Service Administrator
7 months ago
Solihull, United Kingdom Solotech Inc. Full time: Solotech are looking for a Service Administrator to work as part of the service and support team based at our head office in the UK. The role acts as a liaison between clients, manufacturers and the technical staff based both within the workshop and on the road throughout all aspects of the service/repair process. Dealing with clients enquiries and...
-
Administrator
7 months ago
Solihull, United Kingdom Lynx Employment Services Ltd Full timeWe are recruiting on behalf of our client who is looking for an **Administrator in the Solihull area.** **Job Role** The post holder will take a lead role in the provision of administrative, financial, information support and tasks that allow the service to function efficiently and the team to undertake commissioning of services effectively. **Role...
-
Financial Services Administrator
3 days ago
Solihull, United Kingdom NJR Recruitment Full timeFinancial Planning Administrator Solihull NJR are currently working with a market leading Wealth Management consultancy who are based in the Solihull area. Our client have built up an excellent reputation within the industry, as a result of their ongoing growth now have an excellent opportunity available for a talented Administrator to join their thriving...
-
Private Client Secretary and Administrator
2 weeks ago
Solihull, Solihull, United Kingdom G2 Legal Limited Full timeJob OpportunityA talented Private Client Secretary and Administrator is sought by G2 Legal Limited, a respected Legal 500 firm in Solihull, to form part of its accomplished team.As a key member of the Private Client department, you will offer first-class administrative assistance to the team, prioritizing client satisfaction and streamlining legal...
-
Private Client Legal Administrator
2 weeks ago
Solihull, Solihull, United Kingdom G2 Legal Limited Full timeAbout G2 Legal LimitedG2 Legal Limited is a renowned Legal 500 firm based in Solihull, providing high-quality legal services to its clients. We are currently seeking an experienced Private Client Legal Administrator to join our esteemed team.Job DescriptionThe successful candidate will provide administrative support to the Private Client team, focusing on...
-
Private Client Administration Specialist
2 weeks ago
Solihull, Solihull, United Kingdom G2 Legal Limited Full timeJob DescriptionG2 Legal Limited is a renowned Legal 500 firm based in Solihull, seeking a highly skilled Private Client Administration Specialist to join its esteemed team.This role offers an exciting opportunity for a motivated individual who is looking to build a long-term career as a Private Client Administration Specialist. You will provide high-quality...
-
Customer Service Administrator
7 months ago
Solihull, United Kingdom Morgan Parkes Recruitment Ltd Full time**Job Title: Customer Service Administrator** **Salary: £24,000 - £27,000** **Hours: Full Time** **Location: Earlswood, Solihull (own transport essential)** **Description**: We are currently recruiting for a competent and enthusiastic Customer Service Administrator with an excellent telephone manner to join a small friendly team within a busy,...
-
Client Finance Administrator
7 months ago
Solihull, United Kingdom Linnaeus Full time**Come and join the Willows family!** As one of the leading small animal referral centres in the UK, we have been delivering excellence in pet healthcare for over 30 years. We currently have a vacancy for a **Client Finance Administrator** to come and join our amazing team. Our aim is to deliver gold standard veterinary care to our patients and with care...
-
Education Services Administrator
7 months ago
Solihull, United Kingdom Morgan Parkes Recruitment Ltd Full time**Job Title: Education Services Administrator** **Salary: £23,000** **Location: Shirley** **Hours: 37 hours - Monday - Friday** **Excellent benefits** **Description**: Our client, a well-established and professional organisation within the Education sector is recruiting for an Education Services Administrator to join their team. Responsible for...
-
Admin & Clerical - Administrator
7 months ago
Solihull, United Kingdom Lynx Employment Services Ltd Full timeWe are recruiting on behalf of our client for an **Admin & Clerical - Administrator** in Solihull for the purpose general administration. **Duties of the role include**: - Diary management/time keeping/data entry/prioritisation - Providing administrative support, in supporting senior administration - Providing a professional/friendly/efficient point of...
-
Education Services Administrator
1 day ago
Solihull, United Kingdom Pertemps Redditch Commercial Full time**Benefits**: **37 hours per week - hybrid working from home every Tuesday and Friday** **Early Fridays, finish half an hour early every Friday** **Annual leave 25 days annual leave per annum (plus bank holidays).Option to buy or sell annual leave days** **1 paid volunteer day per year to give something back to the community** **Extra day off over the annual...
-
Service Administrator
7 days ago
Solihull, United Kingdom Whale Tankers Ltd Full time**Job Title**: Service Administrator **Hours**: 39.5 hours/ week (Coverage - 8:00am - 5:00pm) **Salary**: £20,000 - £22,500 per annum DOE. **Job Description**: Your responsibilities will be: - - Raising job sheets and booking work into the workshop - Updating the service schedule - Maintain workshop job sheets - Enter parts used and reconcile hours -...
-
Education Services Administrator
4 days ago
Solihull, United Kingdom Pertemps Redditch Commercial Full time**Benefits**: **37 hours per week - hybrid working from home every Tuesday and Friday** **Early Fridays, finish half an hour early every Friday** **Annual leave 25 days annual leave per annum (plus bank holidays).Option to buy or sell annual leave days** **1 paid volunteer day per year to give something back to the community** **Extra day off over the annual...
-
Head of Private Client Department
7 months ago
Solihull, United Kingdom Kingdom People Professional Services Full timeLooking to progress your career with a Legal 500 firm in the Preston area? My client is looking for an experienced Solicitor to join their Wills, Probate, Tax and Trusts team. This is a fantastic opportunity to work at their gorgeous office based in Walton Summit, wirh hybrid working as an option. My client prides themselves with friendly and collaborative...
-
Administrator - Solihull
5 days ago
Solihull, United Kingdom Lynx Employment Services Ltd Full timeLynx Employment Services are a professional recruitment company based in Sheffield. Established in 2001, we have provided temporary and permanent staff to many different public and private companies. We are recruiting on behalf of our client, who is looking for a **Administrator** to join their team for a temporary contract. **Responsibilities**: You will...
-
Financial Services Administrator
2 weeks ago
Solihull, Solihull, United Kingdom Pertemps Network Group Full timeJob DescriptionWe have an exciting opportunity for a Trainee Paraplanner to join our team at Pertemps Network Group in the Solihull area.The ideal candidate will come from a financial services background with experience in an administrative or client support position. We offer potential for further growth and educational support within the sector.This role...
-
Customer Service Administrator
5 days ago
Solihull, United Kingdom SF Group Full timeSF Recruitment are supporting a Global leading building services business in recruiting for a an Customer Service Administrator to join the Customer Services team on a permanent basis in Solihull. Monday - Friday **Salary**: £25,000 p.a. + Pension + Holiday + Excellent Training/Progression The Role: - As the Administrator you will support the efficient...
-
Private Client Financial Services Administrator
6 months ago
Solihull, United Kingdom Executive Dynamics Ltd Full time**Duties**: - Provide exceptional customer service to clients by responding to inquiries and resolving issues in a timely and professional manner. - Maintain accurate client records and update information as needed. - Assist clients with navigating our products or services, providing guidance and recommendations as necessary. - Collaborate with internal...
-
Administrator
7 days ago
Solihull, United Kingdom Kate+Co Full timeWe are currently recruiting for a Administrator to support a small Financial Services team in Shirley. This is a fantastic opportunity to join a progressive, forward thinking company that will develop your financial services knowledge, with the chance toestablish yourself within the financial sector and offer great career prospects. Strong administration...
-
Customer Service Administrator
3 days ago
Solihull, United Kingdom Kate+Co Full timeWe are working in partnership with a luxury brand based in Shirley who are looking to recruit a Customer Service Administrator to join their supportive and expanding team on a full time, permanent basis. This is a great opportunity for someone with a passionfor customer service to join a fantastic team of people. The working hours are 08.30-5.00pm, Monday...