Client Administrator

2 weeks ago


Knutsford, United Kingdom Swiftsure Wealth Management Ltd Full time

**Job Description:

- **
We are a well-established Wealth Management company providing financial services for both private and corporate clients.

An excellent opportunity has arisen for an experienced financial administrator to join our fast paced client servicing team. Delivering administrative and technical support to the Partners & Advisors, covering a broad range of daily tasks. An understanding and knowledge of Wealth Management products would be beneficial and specific St. James's Place experience would be very advantageous.

**The Role:

- **
- Preparing documentation for Partner and Advisor meetings.
- Completing follow up client correspondence after meetings and all associated tasks.
- Assist in the organising of seminars & conferences.
- Update and input client information onto internal CRM systems
- Gathering and chasing information from third party providers and passing to the relevant team.
- Ensure all information required for writing client reports is available to the paraplanners and packaged accordingly.
- Liaise with Head Office and admin centres as required
- Attend forums and workshops as appropriate for personal development
- A positive ‘can do’ attitude
- Able to work as part of a team, as well as independently in a busy fast paced office environment
- Confident communication skills with team members, advisors and clients both face to face and on the phone
- Excellent organisational skills, with the ability to manage and prioritise workloads is essential.
- A flexible approach to day to day activities, adapting to the need of the business
- A high level of attention to detail

**Training:

- **

You will be given full training and will have the opportunity for career progression through a number of different routes within an accreditation framework.

**Working hours:

- **

Full time, Permanent

Our office hours are 9am - 5pm Monday to Friday, with flextime working available.

**Salary**: £23,000.00-£28,000.00 per year

**Benefits**:

- Flexitime

Schedule:

- Flexitime
- Monday to Friday

Supplemental pay types:

- Yearly bonus

Work Location: In person


  • Client Administrator

    2 weeks ago


    Knutsford, United Kingdom Evelyn Partners Full time

    **Company Description**: Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

  • Client Administrator

    2 weeks ago


    Knutsford, United Kingdom Evelyn Partners Full time

    **Company Description** Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...


  • Knutsford, United Kingdom Evelyn Partners Full time

    Job DescriptionWhat will you be doing?To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.Some of your responsibilities will be to:To work closely with the aligned Financial Planners to deliver excellent...


  • Knutsford, United Kingdom Evelyn Partners Full time

    Job DescriptionWhat will you be doing?This role will be working in a front office role supporting the client administration and financial planners. Some of your responsibilities will be to:Handling communications with clients and stakeholders through face to face, telephone and email Meeting and greeting clients Providing support to clients and...


  • Knutsford, United Kingdom Evelyn Partners Full time

    Company Description Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

  • Administrator

    4 weeks ago


    Knutsford, United Kingdom Eventus Finance Full time

    Eventus Recruitment are seeking an entry level Administrator to join a successful Financial Planning business based in Knutsford, Cheshire. This is a great opportunity for an individual starting out in their career to join a successful firm where you will benefit from having experienced and supportive colleagues around you. You will receive 25 days holiday...

  • Administrator

    3 weeks ago


    Knutsford, United Kingdom 808 Group Full time

    We are looking to add an Administrator to the growing team at Pension Works. Working full-time from the head office in Knutsford. As an Administrator you will receive £20,000 - £22,000 basic, dependent on experience, 22 days of holiday plus bank holidays, and fantastic opportunities as we continue to expand. We help people across the UK access their...

  • Administrator

    4 weeks ago


    Knutsford, United Kingdom Adele Carr Recruitment Full time

    **Document Administrator - Knutsford - Permanent - up to £24,000 DOE** My client is a brilliant name within the manufacturing/engineering field. They are one of the market leaders within their field and boast a great reputation. Based in modern offices, you will be joining a very successful and consistently expanding organisation. Due to expansion my...

  • Administrator

    4 weeks ago


    Knutsford, United Kingdom Eventus Legal Full time

    Eventus Recruitment are seeking an entry level Administrator to join a successful Financial Planning business based in Knutsford, Cheshire. This is a great opportunity for an individual starting out in their career to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You will...

  • Administrator

    2 weeks ago


    Knutsford, Cheshire East, United Kingdom Adele Carr Recruitment Full time

    Document Administrator - Knutsford - Permanent - up to £24,000 DOEMy client is a brilliant name within the manufacturing/engineering field. They are one of the market leaders within their field and boast a great reputation. Based in modern offices, you will be joining a very successful and consistently expanding organisation. Due to expansion my client are...


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

    **Administrative Assistant** **Location**:Knutsford, Cheshire **Salary**:£22,000 to £25,000 (DoE) **Hours**:Full time / In office **We are a well-established Wealth Management company providing financial services for both private and corporate clients.** An excellent opportunity has arisen for an experienced financial administrator to join our...

  • IFA Administrator

    4 weeks ago


    Knutsford, United Kingdom Eventus Legal Full time

    Eventus Recruitment are seeking an experienced IFA Administrator / Financial Planning Administrator to join a successful IFA Administrator / Financial Planning business based in Knutsford, Cheshire. This is a great opportunity to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You...

  • Senior Administrator

    4 weeks ago


    Knutsford, United Kingdom Style Matters Ltd Full time

    **Job description** Style matters is a leading, well establish family owned manufacturing company that specialises in providing high quality furniture. we strive ourselves on providing technical support and excellent customer service to our existing client base. We are looking for an experienced Internal administrator, with a organised and diligent...

  • IFA Administrator

    4 weeks ago


    Knutsford, United Kingdom Eventus Legal Full time

    Eventus Recruitment are seeking an experienced IFA Administrator / Financial Planning Administrator to join a successful IFA Administrator / Financial Planning business based in Knutsford, Cheshire. This is a great opportunity to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You...


  • Knutsford, United Kingdom Swiftsure Wealth Management Ltd Full time

    We are a well-established Wealth Management company providing financial services for both private and corporate clients. Working within our client liaison team, we are looking for an administrative assistant to provide support in order to deliver an excellent client experience. This role would suit a person with team attitude who enjoys working both...

  • Ifa Administrator

    4 weeks ago


    Knutsford, United Kingdom Contrast UK Ltd Full time

    If you’re looking to fast-track your career in Wealth Management on your way to becoming a Paraplanner or Financial Planner, this well-regarded independent Practice is exactly what you’re looking for - in the role of IFA Administrator. You’ll probably already be will on your way to the Level 4 Diploma qualification with a good knowledge of pension...

  • Office Administrator

    4 weeks ago


    Knutsford, United Kingdom Swiftsure Wealth Management Ltd Full time

    We are a well-established Wealth Management company providing financial services for both private and corporate clients. Working within our client liaison team, we are looking for an experienced administrator to provide support in order to deliver an excellent client experience. This role would suit a person with 'can do' positive attitude who enjoys...

  • IFA Administrator

    2 weeks ago


    Knutsford, United Kingdom Eventus Legal Full time

    Eventus Recruitment are seeking an experienced IFA Administrator / Financial Planning Administrator to join a successful IFA Administrator / Financial Planning business based in Knutsford, Cheshire. This is a great opportunity to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You...

  • Sales Administrator

    1 week ago


    Knutsford, United Kingdom Bralin Recruitment Full time

    Are you Diligent and a stickler for the important details with a passion for providing exceptional administrative support? Our client, based in the vibrant town of Knutsford, is seeking a dedicated Sales Administrator to join their dynamic team. If you thrive in a fast-paced environment and are a bubbly person-centred individual who can contribute to the...

  • Ifa Administrator

    3 weeks ago


    Knutsford, United Kingdom Jane Deane Recruitment Limited Full time

    Duties include processing new business, proactive on going client management, servicing existing business, platform based work, obtaining illustrations and regular contact with clients and providers. Previous financial services administration experience is required. **Job Types**: Full-time, Permanent **Salary**: £23,000.00-£27,000.00 per...