Client Servicing Administrator

7 months ago


Cramlington, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

**Client Servicing Administrator**

**Location: Annitsford, Cramlington**

**Salary: Competitive with excellent benefits and bonus**

**Hours: Full Time**

An excellent opportunity has arisen for a proactive and resourceful Client Servicing Administrator to join the team at Sleight Wealth Management Ltd, who are a well-established and successful Partner Practice of St. James’s Place Plc. (SJP)

Ideally you will have been working in Financial Services and have a good all-round knowledge which you are looking to expand and develop.

**The Role: Client Servicing Administrator**

As part of a fast-paced team, you will be responsible for liaising with existing clients to schedule review meetings in line with the Client Servicing requirements.
- You will be making appointments for the Partners and Advisors, and preparing reports and associated documentation
- You will be dealing with a wide variety of administrative tasks so will need time management, organisational and planning skills
- You will be managing the database of clients and the diaries of the Partner and Advisors
- You also will help to plan and deliver on various marketing activities for the Practice.

**The Person: Client Servicing Administrator**

This is an interesting and challenging role that would suit a confident, resilient, and professional individual who enjoys using their initiative and someone who has a positive, sales orientated working style
- You will enjoy a client facing role and have the ability to build rapport swiftly
- You will need excellent written communication skills; and a broad experience of Microsoft Office (Outlook, Word, Excel)
- You’ll be a self-starter and with the ability to work with little or no supervision, and a creative approach to problem solving.
- It is essential that you are confident in dealing with third parties and can work with total discretion

St. James’s Place 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 funds under management in excess of £168bn.



  • Cramlington, United Kingdom Interaction Recruitment Full time

    My client is looking to recruit a Service administrator on a permanent basis. This position deals with the administrative duties within a very busy service department.Duties include dealing with incoming telephone calls, incoming & outgoing mail, filing, operating & updating fleet management system. It is likely you will have experience of working with a...


  • Cramlington, United Kingdom Interaction Recruitment Full time

    Job description My client is looking to recruit a Service administrator on a permanent basis. This position deals with the administrative duties within a very busy service department.Duties include dealing with incoming telephone calls, incoming & outgoing mail, filing, operating & updating fleet management system. It is likely you will have experience of...


  • Cramlington, Northumberland, United Kingdom Bridgeway Health Services Full time

    Job Title: Administrative Services CoordinatorLocation:Northumberland and North Tyneside.Estimated Salary: £32,000 - £42,000 per annumKey ResponsibilitiesSupport our Senior Management Team with secretarial and administrative tasks.Accurately record and maintain complaints data in compliance with Governance standards.Efficiently enter data into our...


  • Cramlington, Northumberland, United Kingdom Able Personnel Full time

    About the RoleWe are looking for a skilled Financial Services Administrator Trainer to join our team, teaching apprentices and adult learners essential skills in financial services administration.The successful candidate will have extensive experience in delivering levels 2 and 3 financial services administrator qualifications, as well as strong assessor...

  • Administrator

    7 months ago


    Cramlington, United Kingdom Accomplish Today Recruitment Full time

    This is a full-time on-site role for an experienced administrator. You will be responsible for day-to-day tasks, including but not limited to, customer support, client relations, and written communication. The administrator will also ensure that incoming inquiries are qualified and processed professionally, as well as liaising with internal teams to provide...


  • Cramlington, Northumberland, United Kingdom Next Careers Full time

    Job TitleA Client Service Assistant plays a vital role in providing excellent customer service and ensuring the smooth operation of our stores. This position involves locating, packing, and processing stock to meet customer demands. In addition, the successful candidate will work collaboratively with colleagues to achieve sales floor targets.


  • Cramlington, Northumberland, United Kingdom Able Personnel Full time

    About the PositionAble Personnel is seeking a skilled Tutor/Assessor to join our team. As an experienced professional in financial services administration, you will be responsible for delivering high-quality training and assessing learner progression.Key Responsibilities- Deliver Classroom-based training for financial services administrator levels 2 and 3-...

  • Customer Service

    6 days ago


    Cramlington, United Kingdom R+R Packaging Full time

    R+R Packaging Ltd is a leading distributer of wholesale packaging products. We operate from our warehouse in Cramlington, Northumberland distributing locally and nationally across the UK. We are looking for a customer service person, who will also have to cover other administration duties for holiday cover. We require someone who can work to a deadline in a...


  • Cramlington, Northumberland, United Kingdom Able Personnel Full time

    **Job Overview**Able Personnel is seeking a skilled and experienced Tutor/Assessor to join our team in Cramlington, NE23. This role involves delivering financial services administrator levels 2 and 3 courses in a classroom setting.The ideal candidate will have a strong background in financial services administration and be qualified as an assessor, with...


  • Cramlington, United Kingdom Heathline Commercials Ltd Full time

    **Customer Service Administrator** - Provide excellent customer service - Make proactive calls to customers to update them on the progress of their vehicles - Booking customer vehicles into the department for work to be carried out - Liaising with the workshop - Ordering parts and negotiate prices with suppliers - Informing customers of the progress of the...


  • Cramlington, United Kingdom MTrec Recruitment Full time

    **The Company** Our client is a successful engineering company. Due to growth, they require a Manufacturing Administrator. On offer is the chance to work for a market leader and an attractive salary. **The Role** - Administration with an engineering environment. - Ensure excellent consistent service to both internal and external customers. - Processing,...


  • Cramlington, Northumberland, United Kingdom Able Personnel Full time

    Required Skills and QualificationsMust be assessor qualified (TAQA, A1, D32/D33, or CAVA)Experience in delivering financial services administrator levels 2 and 3 or similarCandidates should have excellent teaching and interpersonal skills, with the ability to adapt to different learning styles and needs.BenefitsThis role offers a competitive salary of £30K...

  • Administrator

    2 days ago


    Cramlington, United Kingdom CDM Recruitment Full time

    Job Title: Part-Time Maternity Cover Administrator (Construction)Location: ConstructionContract: Temporary (Maternity Cover), Part-TimeAbout Us:I am currently working on behalf of a well-established and reputable player in the construction industry, known for delivering high-quality projects and building lasting relationships with clients. They are currently...

  • Sales Administrator

    1 week ago


    Cramlington, United Kingdom Major Recruitment Full time

    **Job Title: Sales Administrator** **Location: Cramlington** **Permanent** **Full-time** My client has an exciting opportunity for a Sales Administrator to join their new Commercial Department team in Cramlington, Northumberland. As the Sales Administrator, you will assist the Sales Office Supervisor with sales orientated tasks, which would benefit both...

  • Sales Administrator

    1 week ago


    Cramlington, United Kingdom MTrec Recruitment Full time

    **The Company** Our client is a successful engineering company. Due to growth, they require a Sales Administrator. On offer is the chance to work for a market leader and an attractive salary. **The Role** - Ensure excellent consistent service to both internal and external customers. - Managing a significant number of incoming telephone calls and internet...

  • Administrator

    6 days ago


    Cramlington, United Kingdom Talent84 Ltd Full time

    **Administrator (Permanent Role)** £11 - £11.50ph Our client is well established manufacturing organisation based in Cramlington. They are looking for a confident Administrator to join their dynamic and friendly team. **Some of the main responsibilities** - General filing and office housekeeping - Switchboard support - Customer liaison/support - Provide...


  • Cramlington, United Kingdom Talent84 Ltd Full time

    **Sales Support Administrator** **Circa £25,000** Delighted to be helping our client with this specialist role based in Northumberland. Currently looking for an experienced Administrator/Sales Support Specialist to work within this fast-paced but friendly Team! The focus would be on entering sales that come in and working successfully with the...

  • Administrator

    2 weeks ago


    Cramlington, United Kingdom Careersolve Full time

    **The Administrator Duties**: - Your main role will be scheduling our vast engineering team's work day to day and booking in planned maintenance and works. - You will prepare job costs for invoicing. - You will be involved in a range of admin activities. - You will use our bespoke job management system and monitor service level agreement targets (SLA's). -...

  • Administrator

    2 weeks ago


    Cramlington, United Kingdom Careersolve Full time

    **The Administrator Duties**: - **Your main role will be scheduling our vast engineering team's work day to day and booking in planned maintenance and works.**: - **You will prepare job costs for invoicing.**: - **You will be involved in a range of admin activities.**: - **You will use our bespoke job management system and monitor service level agreement...


  • Cramlington, United Kingdom Tempest Jones Full time

    **Financial Planning Administrator** **The offering** An exciting new opportunity has arisen for a Financial Planning Administrator to join a successful Wealth Management practice based in Cramlington. **Accountabilities** The role will involve providing full administrative support to financial planners who give advice on pensions, investments and...