Client Administrator
4 days ago
**Part Time Client Administrator**
**Flexible hours**
**Surrey**
**Negotiable basic up to C£25,000 FTE and benefits including + group PHI, DIS and pension**
My client is an established Chartered IFA practice looking for an administrator to provide support for the company’s Financial Planners and Paraplanning Department, and utilising a wide range of technical specialist knowledge and office skills to delivera high-quality service to the company’s clients.
Main duties
- Manage Administration workflow using a diary system
- Maintain back-office system to ensure policy and communication information is up to date
- Obtain LOA from clients letters
- Obtain valuations for regular reports and Annual Reviews
- Providing clients with updates and ensuring client queries are dealt with in a timely, professional and friendly way.
They are looking for
- strong organisational & efficient time management skills ideally from an IFA
- self-motivation and able to prioritise.
- and experience of platforms.
**Ref: 5135
-
Client Administrator
2 days ago
Epsom, United Kingdom Reed Business Support Full time**Client Administrator** **Permanent - Epsom** Working within the administration team, your main function is to support the wider business operations through exceptional client administration. This spans from customer service to adviser support and much more. You will be the main point of contact forclients, building positive rapport and long-lasting...
-
Oracle Database Administrator Dba
3 days ago
Epsom, United Kingdom Client Server Ltd. Full time**Oracle Database Administrator DBA WFH / Epsom to £70k** Are you a skilled Oracle DBA looking for an opportunity to progress your career in a friendly and supportive environment where you can work with autonomy and enjoy flexible working? You could be joining an independent Building Society that specialise in savings and mortgages. **Your role**: As an...
-
Client Administrator
4 days ago
Epsom, United Kingdom Reed Business Support Full timeMy client based in Epsom are recruiting for a Client Administrator to join their team on a permanent basis. Working within the administration team, your main function is to support the wider business operations through exceptional client administration. This spans from customer service to adviser support and much more. You will be the main point of contact...
-
Client Administrator
7 months ago
Epsom, United Kingdom bdhSterling Full timeAre you a Pension administrator, or do you have experience in other areas of financial services? Are looking for your next challenge and have considered wealth planning? Do you want to work in a Global financial services company who believe that its employees are just as important as its clients? Any transferable skills from working within pensions or any...
-
Private Client Administrator
4 weeks ago
Epsom, Surrey, United Kingdom 2i Recruit Ltd Full timeAre you an experienced Legal Secretary looking for a new challenge? We have an exciting opportunity for a Private Client Administrator to join our team at 2i Recruit Ltd in Epsom. In this role, you will be responsible for providing administrative support and ensuring the smooth operation of our law firm.About the Position:Collaborate with Private Client...
-
Administrator
5 days ago
Epsom, United Kingdom Lloyd Recruitment Services - Epsom Full time**Administration / Administrators / Customer Service / Sales Support** Lloyd Recruitment Services has a number of reputable clients in the local area who are looking for individuals to join their teams. Each role is unique in its own way, and we are calling out to all Administrators and Customer Service individuals who are looking for their next...
-
Administrator
1 week ago
Epsom, United Kingdom Kenneth Brian Associates Full timeKenneth Brian Associates are recruiting for an exciting opportunity as an Administrator/ PA on behalf of our client based in Epsom. You will be responsible for providing administrative support to the department. We are looking for someone who always has a positive attitude and who also keeps calm when under pressure as the workload can be quite...
-
Administrator
4 days ago
Epsom, United Kingdom Burgh Recruitment Ltd Full time**Administrator Location: Epsom **Salary**: Competitive Salary Hours: Full time** **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 Plc. The company...
-
3rd Line Service Desk Analyst
3 days ago
Epsom, United Kingdom Client Server Ltd. Full time**3rd Line Service Desk Analyst (Azure Windows ITIL Scripting) *Epsom* to £45k** Independent building society that specialises in savings and mortgages is seeking a talented 3rd Line Service Desk Analyst to join their friendly and supportive team. **Benefits**: - Up to £45k salary - 16% employer pension contribution - Personal training and development...
-
Administrator
2 days ago
Epsom, United Kingdom Magpie Recruitment Full time**Part Time Administrator** **Epsom** **3 days a week** **£14.00 an hour** An IT company are looking for a switched-on Part Time Administrator to provide support to the Director. This role would suit someone with experience of administration who is a self-starter and has a keen eye for detail. This role is office based. **The main purpose of a Part Time...
-
Administrator
3 weeks ago
Epsom, United Kingdom Lloyd Recruitment - Epsom Full timeAdministrator£24,000 basic +bonuses +benefits packages - some clients also have free parking availableLeatherhead, Dorking, EpsomWe have a number of administration roles we need to fill for clients based in the immediate local areas.Duties will include:Handling department telephone calls and enquiriesManaging emails and responsesBooking and rescheduling...
-
Administrator
7 months ago
Epsom, United Kingdom OSP Group Ltd Full timeOur Client is a well-known Electrical Engineering company, providing services across the UK. OSP are looking for an experienced Administrator to join our client’s company on a permanent basis. With a positive attitude, a team player and someone who can take ownership of tasks, working in an office and with experience in the engineering industry, this...
-
Administrator
2 months ago
Epsom, United Kingdom CV-Library Full timeAdministrator £24,000 basic +bonuses +benefits packages - some clients also have free parking available Leatherhead, Dorking, Epsom We have a number of administration roles we need to fill for clients based in the immediate local areas. Duties will include: Handling department telephone calls and enquiries Managing emails and responses Booking and...
-
Administrator
1 week ago
Epsom, United Kingdom Kenneth Brian Associates Limited Full time**Administrator - £22,000-£23,000 Epsom** Kenneth Brian Associates are working with a well known organisation based in Sutton, who are looking for an Administrator to join their buzzy team! You will be responsible for providing administrative support to others, providing quotes and ordering materials on behalf of engineers. Specific responsibilities of...
-
Ifa Administrator
7 months ago
Epsom, United Kingdom Cranleigh Personnel Full time**Title: Wealth Planning / IFA Administrator** **Epsom - Up to £29,000** **Job Summary**: If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Epsom, is looking for a talented and proactive administrator to join their team. As an...
-
Ifa Administrator
7 months ago
Epsom, United Kingdom Cranleigh Personnel Full time**Title: Wealth Planning / IFA Administrator -** **Epsom - Up to £30,000** **Job Summary**: If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Epsom, is looking for a talented and proactive administrator to join their team. As...
-
Administrator
6 days ago
Epsom, United Kingdom wild recruitment Full timeMy client is a large national company focused in Utilities based in Epsom. This company are leaders in their field maintaining gas supplies to 5.9 million customers. Are you an experienced and fast paced Administrator with customer service skills? My client needs someone like you to work in their busy support team to monitor incoming workload of gas...
-
Private Client Law Specialist
2 weeks ago
Epsom, Surrey, United Kingdom Elite Touch Group Full timeJob Title: Private Client Law SpecialistWe are seeking a highly motivated and organized Private Client Law Specialist to join our team at Elite Touch Group.Job Description:Provide legal and administrative support to our private client team, assisting in the management of a caseload of matters including wills, probate, trusts, lasting powers of attorney, and...
-
Ifa Administrator
4 days ago
Epsom, United Kingdom Recruitment Connection Ltd Full time**IFA Administrator** **Surrey** **Negotiable basic up to C£30,000 and benefits including + group PHI, DIS and pension** My client is an established Chartered IFA practice looking for an experienced administrator to provide high-level support for the company’s Financial Planners and Paraplanning Department, and utilising a wide range of technical...
-
Administration Assistant
1 day ago
Epsom, United Kingdom Recruitment Connection Ltd Full time**Administration Assistant** **Surrey** **£18,000-£22,000 dependent upon experience and qualifications + benefits** An exciting opportunity to work as a Sales Support Administrator for a long established chartered IFA practice which offers a full financial planning service to a large client base. you'll be joining a friendly team working in a modern...