Client Relationship/administrator

2 weeks ago


Romsey, United Kingdom Grosvenor Birch Limited Full time

This role focuses on assisting our fabulous clients and ensuring they always have a superb experience. You will be responsible for enhancing the overall outcomes for our clients by providing an excellent proactive front and back office service. This role involves working with our small team to build and maintain first class relationships & ensure we always exceed expectations.

You will have proven yourself in both client relationship delivery and back office administration. You will have a "do it now but do it right" attitude.

**Job Role**
- Be the first point of contact for callers & visitors to our office
- Pre qualify prospects & match to our services
- Organise meetings for the Directors/Advisers
- Welcome & onboard new clients
- Manage delivery of our ongoing client review program
- Set up and action tasks & workflow steps using our CRM
- Action transactions online including setting up new products, topping up, withdrawing and fund switches
- Maintain accurate & compliant data
- Collaborate with all parties to help bring everything together for our clients

**What skills are required?**
- Superb communication skills able to offer first class client service levels
- Confident with people, approachable and welcoming
- Take pride in their work and have high standards
- Strong work ethic
- Able to prioritise tasks
- Strong Microsoft office skills
- Experienced in CRM
- Capable user of Cashcalc & Transact online

**About Us**

Grosvenor Birch Ltd is a successful family run business of professional Chartered Financial Planners. As a thriving business, we are now looking for a new key person to assist our small, friendly team.

We are a well-established independent IFA company based in Romsey with over 35 years of experience in delivering client focused advice and integrated, practical solutions to grow and preserve wealth. We focus on building long term relationships with our clients not just selling products.

**What Grosvenor Birch can offer you**

We offer a fantastic place to work on the outskirts of Romsey, Hampshire. Our timber framed offices are situated in beautiful surroundings with views over farmers’ fields.

Salary/Benefits:

- A busy, varied, and challenging role where you’ll always have plenty to do
- Chance to be part of a great team and opportunity for personal development if desired
- A supportive and friendly working environment
- An open and honest culture where everyone’s ideas and opinions are valued
- Private gym sessions 2 x a week
- Auto-enrolment pension scheme
- On-site parking
- Casual dress
- Standard holiday entitlement per year plus Bank Holidays (pro-rated according to hours)

Pay: £23,000.00-£31,000.00 per year

**Benefits**:

- Company pension
- Free parking
- Private medical insurance

Schedule:

- Monday to Friday

**Experience**:

- Financial services: 2 years (preferred)

Work Location: In person



  • Romsey, United Kingdom Brook Street Full time

    Brook Street are looking for a Client Relationship Administrator dedicated to ensuring exceptional client experiences. Responsibilities include managing client relationships, coordinating meetings, and handling administrative tasks. Ideal candidates have financial services experience and strong community engagement.Skills Needed:- Excellent communication-...


  • Romsey, United Kingdom Brook Street Full time

    Brook Street are looking for a Client Relationship Administrator dedicated to ensuring exceptional client experiences. Responsibilities include managing client relationships, coordinating meetings, and handling administrative tasks. Ideal candidates have financial services experience and strong community engagement. Skills Needed: - Excellent...


  • Romsey, United Kingdom Brook Street Full time

    Brook Street are looking for a Client Relationship Administrator dedicated to ensuring exceptional client experiences. Responsibilities include managing client relationships, coordinating meetings, and handling administrative tasks. Ideal candidates have financial services experience and strong community engagement.Skills Needed:- Excellent communication-...


  • Romsey, Hampshire, United Kingdom Brook Street Full time

    Brook Street are looking for a Client Relationship Administrator dedicated to ensuring exceptional client experiences. Responsibilities include managing client relationships, coordinating meetings, and handling administrative tasks. Ideal candidates have financial services experience and strong community engagement. Skills Needed: - Excellent communication...

  • Client Administrator

    2 weeks ago


    Romsey, United Kingdom New Forest Wealth Management Ltd Full time

    We are a friendly, dynamic company and pride ourselves with our team spirit and our willingness to get involved across the board. We are a partner practice of St. James’s Place Wealth Management Ltd (SJP) a FTSE 100, UK Wealth Management Company. The below job description covers a variety of duties but is not exhaustive. **Financial Services** - To...


  • Romsey, Hampshire, United Kingdom Brook Street Full time

    Brook Street are looking for a Client Relationship Administrator dedicated to ensuring exceptional client experiences. Ideal candidates have financial services experience and strong community engagement. Proficiency in Microsoft Office and CRM systems Private gym sessions - Casual dress - Company pension scheme - Free on-site parking - Private...


  • Romsey, United Kingdom XEINADIN GROUP LIMITED Full time

    **Office Administrator** **Xeinadin Group - Accountancy** **Immediate start** **Romsey - free parking** **Who are we?** The Xeinadin Group is a business advisory and accountancy group that combines the power of more than 100 firms from across the UK and Ireland. Our diverse team of over 1600 advisors benefit from an enviable bank of experience and...


  • Romsey, United Kingdom A.H. Cheater Limited Full time

    A.H. Cheater Funeral Directors strive to provide dignified professional services to the bereaved. Our transparent and flexible approach allows us to guide clients with empathy and integrity to create a funeral unique to their wishes. We are currently looking for a Administration Assistant to join our highly regarded team at our Romsey branch. Our...

  • Administrator

    4 weeks ago


    Romsey, United Kingdom Office Angels Full time

    **We have a fantastic new opportunity for an experienced Administrator to start a temporary position ASAP in Romsey!** **The client is looking for someone to work 20-25 hours per week and to commit to a 2 month position - this is also likely to be extended.** **This business has seen significant growth and has taken on new team members across multiple...


  • Romsey, United Kingdom Ian Williams Full time

    Ian Williams has an exciting opportunity for a customer focused **Business Support** **Administrator** (known internally as a Business Support Assistant) to join our friendly, established, and growing Team based at Romsey & Amesbury. Business Support are integral to the operational team’s successful delivery of our repairs and maintenance services across...


  • Romsey, United Kingdom CDS Group Ltd Full time

    **Purchasing Administrator** - (Part -Time/Permanent)_ Are you a motivated individual looking for your next exciting role? Are you looking for the chance to thrive and develop your skills with full support from us? Come and join our great team at CDS! CDS Group Services Ltd is a £60m nationwide main contractor, shopfitter and manufacturer based in...


  • Romsey, United Kingdom Ian Williams Full time

    Ian Williams has an exciting opportunity for a customer focused **Business Support** **Administrator** (known internally as a Business Support Assistant) to join our friendly, established, and growing Team based at Romsey & Amesbury on a Part time basis. You will be working 22.5 hours and be working between the Romsey & Amesbury offices. Business Support...


  • Romsey, United Kingdom Hillier Nurseries Ltd Full time

    Do you want to join a renowned and established family business of over 150 years, working sociable hours in a fun and friendly environment with an amazing bunch of people? We place great value on all our team members and how they contribute to the ongoing success and growth of our Company. Amenity Sales Support is a key part of the Company’s sales team...


  • Romsey, United Kingdom The Work Shop Full time

    An exciting opportunity has become available for a Production Administrator to join a well-established and growing company based in Romsey. The Production Administrator role primarily involves providing administrative support to the Production Supervisor whilst assisting to organise the manufacturing facility. **Main Duties of the Production Test...

  • Administrator

    1 month ago


    Romsey, United Kingdom HRG Tree Surgeons Limited Full time

    **HRG Tree Surgeons** We are changing the world of tree surgery by building an exceptional company to work for, delivering the highest quality tree surgery and making the environment a better place while we do it. **Administrator** **The job.** **You will be supporting our two full time administrators with the following duties**: - Incoming calls - Set...


  • Romsey, United Kingdom CDS Group Full time

    Purchasing Administrator (Part -Time/Permanent) Are you a motivated individual looking for your next exciting role? Are you looking for the chance to thrive and develop your skills with full support from us? Come and join our great team at CDS! CDS Group Services Ltd is a £60m nationwide main contractor, shopfitter and manufacturer based in Romsey....

  • Booking Administrator

    1 month ago


    Romsey, United Kingdom Japanese Knotweed Ltd Full time

    **Japanese Knotweed Ltd and Environment Controls** specialise in the control and removal of Japanese knotweed, other invasive plants/species, asbestos and other ground contamination, and amenity weed management, throughout the UK. We mitigate and solve the problems these issues cause for property developers, construction companies, facilities management...

  • Client Manager

    5 days ago


    Romsey, United Kingdom Roke Manor Research Limited Full time

    Roke is a world-class technology and engineering consultancy. Roke delivers advanced research, development services and products to high profile customers who come to Roke with varied and challenging problems to solve. Roke is currently recruiting a for a sales professional within its Futures Business Unit, with experience of developing and selling sensor...


  • Romsey, United Kingdom Smart Group Services Full time

    **Due to our business requirements changing, we need to recruit another part time Administrator - based at our office in Plaitford, Romsey.** **Job role** - Answering the telephone, dealing with Area Managers, suppliers, contractors and staff. Passing on messages to the relevant person. - Sending out iAuditor Inspection Reports to clients on a...


  • Romsey, United Kingdom Red Chilli Recruitment Full time

    A market leading manufacturer of lift-based solutions are actively seeking an experienced Administrator to join their established team and to provide first class customer service to their clients. Based at their offices in Romsey, you will work closely with customers and engineers to provide administration support to ensure that orders are managed and...