Client Review Administrator
4 days ago
**Client Review Administrator**
**Location: Kibworth, Leicestershire
**Salary**: £10,000 p/a based on 20hrs per week (hours negotiable)**
**Are you an enthusiastic Administrative Assistant eager for your next role? Could you fulfil a vital support function within a busy office?**
You will be working as part of the team at a highly respected Appointed Representative of St. James’s Place Wealth Management Plc. The company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs.
**The Rewards**:
- Good working environment
- The chance to extend your skills and experience
- Be able to feel part of something and be part of a small team that works hard to make a success of this Practice.
The company fosters a professional and innovative environment where employees collaborate and share their knowledge to deliver an unrivalled level of service to their clients.
**The Role: Client Review Administrator**
You will work closely with the Practice Director and other members of the admin team and be responsible for booking and confirming all client meetings and other client specific general admin duties. You will be tasked with superb levels of support to clientsand other team members.
You will be a key member of the team dealing with a range of tasks supporting your colleagues and clients.
- You will be committed and keen to learn.
- Specifically, your role with involve:
- Arranging all client review meetings/diary management
- Preparing meeting notes and collating information prior to the partners meeting with the client
- Answering and directing phone calls and dealing with client queries
- Managing the database of clients
- Correspondence for clients and providers
- Processing new business
- Full training will be given and there is the opportunity to progress within the SJP Accreditation Framework.
**The Person: Client Review Administrator **To be considered for this role you will need:
- Proven work experience as an Administrator or within an office support role. Financial Services experience is useful but not essential
- Excellent customer service and the ability to build rapport and manage client relationships
- Strong attention to detail and be able to problem solve and think on your feet
- Good time management and planning skills
- Strong working knowledge of Excel, Word, and other Microsoft Office Programs
- It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.
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. SJP has fundsunder management in excess of £154bn.
This business Is well established and highly successful.
-
Sipp Administrator
5 days ago
Leicestershire, United Kingdom NJR Recruitment Full timeSIPP Administrator Leicester, Up to £32,000+ Benefits + Exam Support 24 Days Holiday, 2 Days Remote, Health Cash Plan, Free Parking 5% Pension, X2 Life Assurance Our Client are a leading Firm of Pension Specialists who offer a boutique family orientated working environment, who have been offering bespoke Pension's Advice for the past 39 years and hold...
-
Financial Planning Administrator
5 days ago
Leicestershire, United Kingdom NJR Recruitment Full timeFinancial Planning Administrator Location: Leicestershire Salary up to £23,000-£28,000 NJR is currently working with a well-established Wealth Management practice who provide a professional and bespoke Wealth Management service to their Private Client's, Business Owners, Trustees and Sports professionals and now have an excellent opportunityfor an...
-
Ifa Administrator
4 days ago
Leicestershire, United Kingdom NJR Recruitment Full timeIFA Administrator Leicestershire £20,000-£25,000 Hybrid working is available NJR are currently representing a very well established firm of Chartered Financial Planners who are based in the Loughborough area, who as a result of organic growth are now seeking an ambitious and talented Financial Planning Administrator to join theirdynamic and forever...
-
Experienced Private Client Lawyer
2 weeks ago
Leicestershire, United Kingdom Venn Group Full timeAbout the RoleWe are recruiting for an experienced Private Client Solicitor to join our successful firm's private client department.As an estate administration specialist, you will be responsible for managing a caseload of estate administration, probate, and lasting powers of attorney cases.The role offers a competitive salary of up to £70,000 per annum, a...
-
Senior Administrator
3 days ago
Leicestershire, United Kingdom Optima UK Inc Ltd Full timeJob Title: Senior Administrator - NHS Location: Leicester, LE9 **Salary**: £21,840 This is a great opportunity for a Senior Administrator to join a company that specialises in Occupational Health with this role specifically supporting NHS requirements. Day to Day Responsibilities: Supporting the Account Management department in all aspects of...
-
Health and Safety Administrator
3 weeks ago
Leicestershire, United Kingdom The Recruitment Group Full timeJob Title: Health & Safety AdministratorSalary: NegotiableLocation: LE10 Shift Pattern: Monday to Friday - 37.5 hours (office-based)Purpose of the Health & Safety Administrator RoleThe Health & Safety Administrator will be responsible for the smooth coordination of our client's ISO system and similar accreditations. The position offers a varied range of...
-
Assistant Buyer
4 days ago
Leicestershire, United Kingdom SF Recruitment Full time**Job Title: Buying Assistant** **Contract: Full Time, Permanent** **Salary: Up to £25,000** **Location: North Leicestershire** **Start Date: ASAP** The commercial division at SF Recruitment are currently working with an exciting and rapidly growing organisation, who are looking to grow their exciting procurement department, by adding an experienced Buying...
-
Senior Private Client Solicitor
2 weeks ago
Leicestershire, United Kingdom Venn Group Full timeJob DescriptionWe are seeking an experienced Private Client Solicitor to join our successful team in Venn Group, a reputable firm known for its private client and commercial departments. They pride themselves on their traditional client-focused approach while maintaining their forward-thinking and progressive attitude.Key Responsibilities:Manage a varied...
-
Private Client Solicitor
2 days ago
Leicestershire, United Kingdom Venn Group Full time**Private Client Solicitor** **Successful regional firm seeks to welcome an experienced Private Client Solicitor on a part time or full time basis.** The Firm This opportunity is with a reputable mid-sized firm based in Leicestershire who are known in their region as a strong player. They have multiple offices across the region and have seen particular...
-
Administrator
1 day ago
Leicestershire, United Kingdom Encore Personnel Full time**Administrator** **Days - 9AM - 5PM** **Salary £22k - £27k (DOE)** **Permanent** **LE10** Do you have experience as an Administrator? Have you previously worked in an office environment? Do you have a passion for working within an engineering company? Encore are working in partnership with an engineering company, based in Hinckley, who aredelivering...
-
HR Administrator
4 days ago
Leicestershire, United Kingdom Macildowie Recruitment and Retention Full timeMacildowie HR are excited to be working with a forward thinking client in the insurance industry to recruit for a HR Administrator to join their HR department on a permanent basis! The company have embraced agile working and are offering a competitive salaryof £20,000-£25,000 p.a, dependant on qualifications/experience. This is a key role for supporting...
-
Marketing Administrator
4 days ago
Leicestershire, United Kingdom Macildowie Recruitment and Retention Full timeMacildowie are working with an established business based in Leicestershire who are looking to recruit a Marketing Administrator to join there commercial team. **The role**: - Be first point of contact for incoming calls, directing the call and recording the details on the internal database - To complete the sales administration process for both new and...
-
Private Client Lawyer
2 weeks ago
Leicestershire, United Kingdom Venn Group Full timeAt Venn Group, we are seeking a highly experienced Private Client Lawyer to join our successful team.This is an excellent opportunity for a qualified solicitor to manage a varied caseload including wills, lasting powers of attorney, probate, estate administration and trusts. The firm prides itself on its traditional client-focused approach while maintaining...
-
Private Client Lawyer
4 weeks ago
Leicestershire, United Kingdom Venn Group Full timeAbout the RoleWe are seeking an experienced Senior Private Client Solicitor to join our well-established team at Venn Group.The FirmThis opportunity is with a reputable firm known for their successful private client and commercial departments.Key ResponsibilitiesManage a varied caseload including wills, lasting powers of attorney, probate, estate...
-
Senior Private Client Solicitor Expert
2 weeks ago
Leicestershire, United Kingdom Venn Group Full timeAbout Venn GroupWe are a reputable law firm that prides ourselves on our traditional client-focused approach while maintaining our forward-thinking and progressive attitude.Job OpportunityWe are seeking an experienced Private Client Solicitor to join our well-established team. As a Senior Private Client Solicitor, you would manage a varied caseload including...
-
Private Client Lawyer
2 weeks ago
Leicestershire, United Kingdom Venn Group Full timeJob OpportunityWe are seeking an experienced Private Client Solicitor to join our well-established team.About UsVenn Group is a reputable employment agency that values traditional client-focused approaches while maintaining a forward-thinking attitude.The RoleThis opportunity involves managing a varied caseload, including wills, lasting powers of attorney,...
-
Finance Administrator
3 days ago
Leicestershire, United Kingdom Hays Specialist Recruitment Limited Full timeFinancial Services Administrator Perm role offers progression **Your new company **Working for a successful Wealth Management company you will form an integral part of their administration team and have the drive to progress towards the role of an adviser **Your new role**: - To provide administrative support to Paraplanners and Advisers and assist them in...
-
Health and Safety Administrator
2 months ago
Burbage, Leicestershire, United Kingdom CV-Library Full timeJob Title: Health & Safety Administrator Salary: Negotiable Location: LE10 Shift Pattern: Monday to Friday - 37.5 hours (office-based) Purpose of the Health & Safety Administrator Role The Health & Safety Administrator will be responsible for the smooth coordination of our client's ISO system and similar accreditations. The position offers a varied...
-
Health and Safety Administrator
1 month ago
Burbage, Leicestershire, United Kingdom The Recruitment Group Full timeJob Title: Health & Safety Administrator Salary: Negotiable Location: LE10 Shift Pattern: Monday to Friday - 37.5 hours (office-based) Purpose of the Health & Safety Administrator Role The Health & Safety Administrator will be responsible for the smooth coordination of our client's ISO system and similar accreditations. The position offers a varied...
-
Private Client Law Specialist
3 weeks ago
Leicestershire, United Kingdom Executive Network Legal Limited Full timeJob Summary">We are seeking a Senior Private Client Solicitor to join our team. The successful candidate will have a strong track record of dealing with private client matters, including Wills, Lasting Powers of Attorney, and Estate Administration. They will also have excellent communication skills and be able to work collaboratively with colleagues to...