Admin Assistant

3 months ago


Wakefield, United Kingdom Fortem People Full time

Our well-established client in the Financial Planning industry is looking for two Client Support Executives to join the team. These roles will provide administrative support to the Practice.

**Working Location**: Wakefield

**Salary**: £23,000

**Hours per week**: 35 hrs

**Working hours**: Monday to Friday 9.00am - 5.00pm (1hr lunch)

**Key Duties and Responsibilities**:

- Management of the end-to-end review process for clients;
- Booking review meetings within relevant timescales;
- Preparing review packs for all relevant meetings;
- To prepare and check outgoing internal and external correspondence and reports, including confidential and sensitive information ensuring attention to detail;
- To deliver the highest standard of client care both internally and externally;
- Provide administrative support to the Advisers, including detailed meeting pack preparation, business submission, client requests, etc;
- Pre-meeting preparation and post meeting follow up, including accurately updating client files on Salesforce CRM;
- Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills;
- Meeting and greeting clients and visitors to the Practice;
- Extensive liaison with SJP Admin Centres, providing information required to complete transactions within specific timescales;
- Producing templated client letters and reports.

**Person Specification**
- Previous experience in an office support role, ideally in financial services or related sector;
- Knowledge of relevant regulation and legislation (desirable);
- Experience of client management systems such as Salesforce.
- Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
- Excellent written communication skills;
- Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
- Good organisation skills;
- Strong attention to detail;
- Manages time effectively with the ability to multi-task;
- Keeps calm when faced with conflicting demands and handles these effectively;
- Demonstrates a positive attitude at all times;
- Works well on own tasks as well as on shared goals as part of a team;
- Open to change with a creative approach to problem solving.

**Benefits**

Holiday allowance: 25 & xmas shut down & BH

Extra 1 day every 2 yrs service (up to 32 max)

Progression and training

6% Pension

Salary Sacrifice scheme

Quarterly team nights out

Relaxed yet hard-working office environment

Free parking

Exploring 4 days a week option

**Job Types**: Full-time, Permanent

**Salary**: From £23,000.00 per year

**Benefits**:

- Company events
- Company pension
- Free parking
- On-site parking

Schedule:

- Day shift
- Monday to Friday
- No weekends

**Experience**:

- Administrative experience: 1 year (preferred)

Work Location: In person



  • Wakefield, United Kingdom Page Personnel Remote Work Freelance Full time

    You the Merchandise Admin Assistant will provide administrative support and assist with analysis for the Merchandising Team.Client Details A great opportunity for a Merchandise Admin Assistant to join a leading Fashion Multi channel retailer in West Yorkshire. The company are well established and have been trading for over 30 years. They sell Fashion...


  • Wakefield, United Kingdom Page Personnel Full time

    Free Parking - Progression Opportunities **About Our Client**: A great opportunity for a **Merchandising Admin Assistant - Fashion **to join a leading Fashion Multi channel retailer in West Yorkshire. The company are well established and have been trading for over 30 years. They sell Fashion product across, Clothing, Accessories & Footwear and Lingerie. -...

  • Call Centre

    3 months ago


    Wakefield, United Kingdom Specsavers Full time

    **Call Centre / Admin Assistant** **Location: Wakefield** **Hours: Full time - 40 hours** **Training will be provided** Perks: Experience: Admin experience is essential for this role. We’re looking for someone to join our team as an Administrator and Call Centre Assistant. In this role you will be our customers first point of contact when they call...

  • Warehouse Admin

    3 months ago


    Wakefield, United Kingdom Essential Recruitment Full time

    **Warehouse Admin - WF2** We are currently looking for an Admin / Office Assistant to join our growing client based in Ossett, Wakefield. You will be joining a highly established team! If you’re looking for a long term opportunity and stability we may have the job for you! **Key Details**: - Monday to Friday, 9-5pm - Immediate starts available -...

  • Business Admin Support

    3 months ago


    Wakefield, United Kingdom Juice Personnel Full time

    Business Admin Support- Key role information - Date added: 21-11-23 - Hours: Monday to Friday 8.30am to 5.30 pm (5pm finish on Friday) - Wage: £10.42 p/h - Sector: Commercial - Location: Wakefield **An exciting opportunity...**: **Business Admin Support**: Juice are delighted to be working with a brand new client who are based on the lovely grounds of...

  • HR Admin

    3 months ago


    Wakefield, United Kingdom Autograph Care Group Full time

    **HR Admin - 12 Month Fixed Term Contract** **40 hours per week - £25,000.00 per annum** Autograph Care is a leading provider of 4 residential and dementia care services in Yorkshire, East Midlands and the North West. We are a private Health Care provider looking for an experienced HR Admin to join our central team on a fixed term basis. A reasonable...

  • HR Admin

    3 months ago


    Wakefield, United Kingdom Autograph Care Group Full time

    **HR Admin - 12 Month Fixed Term Contract** **40 hours per week - £25,000- £27,000 per Year** Autograph Care is a leading provider of 4 residential and dementia care services in Yorkshire, East Midlands and the North West. We are a private Health Care provider looking for an experienced HR Admin to join our central team on a fixed term basis. A...

  • Admin Assistant

    3 months ago


    Wakefield, United Kingdom South West Yorkshire Partnership NHS Trust Full time

    demonstrate knowledge of the service to enable the post holder to contribute and inform decision making within the service. may work within clinical environments where basic conflict resolution may be required. work flexibly to meet the needs of the service. develop and maintain good working relationships by being flexible, adaptable, polite, positive and...

  • Admin Assistant

    3 months ago


    Wakefield, United Kingdom South West Yorkshire Partnership NHS Trust Full time

    **1.1 Service provision**: To assist the department with routine office duties, appropriate to the role, for example: Word processing of correspondence /reports/ other documents accurately To take and transcribe notes Dealing with telephone calls/ take accurate messages Photocopying/ Scanning/ Filing Receiving visitors/Reception Reporting faults Mail...

  • Admin Assistant

    5 months ago


    Wakefield, United Kingdom South West Yorkshire Partnership NHS Trust Full time

    Demonstrate knowledge of the service to enable the post holder to contribute and inform decision making within the service. May work within clinical environments where basic conflict resolution may be required. Work flexibly to meet the needs of the service. Develop and maintain good working relationships by being flexible, adaptable, polite, positive and...

  • Studio Admin Assistant

    2 months ago


    Wakefield 41 Industrial Estate, United Kingdom Card Factory Full time

    Job Introduction The Studio Admin team is responsible for the creation and updating of all the documentation that tracks the jobs through the studio workflow from beginning to end. Working closely with commercial, design, production, merchandising and supply chain, typical duties include: Creation of master list spreadsheets for each card, gift and...


  • Wakefield, United Kingdom PV People LTD Full time

    PV People is a startup solar PV installer with a wealth of knowledge of Solar PV and the solar industry. We are not a company diving in and trying to work it out, we’re already the experts that have come together to do things right. Lead by an engineer with a masters in electronic engineering and an office of technicians that sell the systems and provide...

  • Legal Assistant

    10 hours ago


    Wakefield, United Kingdom Alexander Lyons Solutions Full time

    We are seeking an ambitious Legal Assistant who has completed their Legal Practice Course, to join a respected multi-branch law firm. The Business: The organisation are a long established and highly respected firm. They specialise in both Private Client and Commercial Law and have multiple offices. They are known for looking after their staff extremely well...

  • HR Assistant

    4 weeks ago


    Wakefield, United Kingdom H9 Technical Full time

    H9 Human Resources are exclusively partnering a leading organisation looking to hire for a HR Assistant to join their team.This position is responsible for the day-to-day operational HR aspects of the site. You will work closely with the HR Manager on an ongoing basis taking a lead role in generalist HR duties and recruitment. The position will be the focal...


  • Wakefield, United Kingdom Protocol Education Full time

    Are you a detail-orientated individual with a passion for education and administrative excellence? We are currently seeking a School Administrator to join our dedicated team within the Wakefield area.As a school administrator, you will play a vital role in supporting the smooth operation of the educational institution and contribute to creating an effective...


  • Wakefield, United Kingdom Wakefield Cares Careers Hub Full time

    An exciting opportunity has arisen for the position of an Admin Coordinator - Assistive and Technology Enabled Care. Our Service recognises the value and importance TEC and the opportunities it creates in transforming and enhancing people’s choices and empowering them to live independently and for longer in their own home. **The role** We are looking for...


  • Wakefield, United Kingdom Mid Yorkshire Hospitals NHS Trust Full time

    A fantastic opportunity has arisen within the Ophthalmology department at the Mid Yorkshire Teaching Trust. We are looking to recruit an Administration Assistant to join our Ophthalmology Admin Team. This is a part time opportunity based at 22.5 hours a week. The post-holder will be required to deliver effective and competent levels of administration...

  • Accounts Assistant

    3 months ago


    Wakefield, United Kingdom Page Personnel Full time

    Exciting new Accounts Assistant position based in Wakefield - Well-established business with great benefits **About Our Client**: Page Personnel are currently working with a well-established manufacturing organisation based in Wakefield that have an exciting opportunity for an Accounts Assistant to join their team on a permanent basis. Our client have seen...


  • Wakefield, United Kingdom H9 HR & Professional Services Full time

    H9 Human Resources are exclusively partnering a leading organisation looking to hire for a HR Assistant to join their team.This position is responsible for the day-to-day operational HR aspects of the site. You will work closely with the HR Manager on an ongoing basis taking a lead role in generalist HR duties and recruitment. The position will be the focal...


  • Wakefield, United Kingdom H9 HR & Professional Services Full time

    H9 Human Resources are exclusively partnering a leading organisation looking to hire for a HR Assistant to join their team.This position is responsible for the day-to-day operational HR aspects of the site. You will work closely with the HR Manager on an ongoing basis taking a lead role in generalist HR duties and recruitment. The position will be the focal...