Client Administration Executive

6 months ago

Bury, United Kingdom Square Peg Associates Ltd Full time

**Role Profile**:
Our client is a local, well established business located in the heart of Bury. As a **Client Administration Executive**, you will be responsible for managing the administration of a portfolio of client investments. Your primary focus will be on providing exceptional service to the companies valued clients.

**Benefits and Hours**:

- **Working Hours**: 9-5 Monday to Friday (Office Based)
- **Perks**: Free parking, a supportive office environment.
- **Pension Scheme**: Enjoy the benefits of our company pension scheme.
- **Working Environment**: Luxury office and working environment

**Key Responsibilities**:

- **Process Letters of Authority**: Efficiently handle letters of authority related to client accounts.
- **Data Gathering and Summaries**: Gather relevant data and prepare concise written summaries for our advisers.
- **Client File Preparation**: Organize and maintain client files, ensuring they are up-to-date and accurately recorded in our systems.
- **Member Cases and Calculations**: Work on member cases, performing both manual and automated calculations as needed.
- **Client Interaction**: Answer member queries promptly and liaise directly with clients to address their needs.
- **Pensions Administration**: Perform pensions calculations, both manually and using computerized systems. Enter pensions data and handle inquiries efficiently.
- **Database Maintenance**: Ensure accurate data input into our databases.
- **Reporting and Documentation**: Generate reports and illustrations as required by our clients. Assist in due diligence checks and research.
- **Client Requirements Processing**: Collaborate with clients and third parties to process client requirements. Send out necessary forms and follow up on their return.
- **Client File Support**: Assist in preparing client files and presentations. Support the paraplanning and adviser teams in updating scheme documents and fee agreements.
- **Fee Management and Risk Renewals**: Handle fee receipts and manage group risk renewals.
- **General Office Administration**: Provide telephone answering services and other general office support.

**Qualifications And Skills**:

- **Industry Awareness**: A basic understanding of the financial services sector would be advantageous.
- **Pensions and Group Risk Exposure**: While direct experience is not mandatory, an interest in occupational pensions administration and group risk management is desirable.
- **Strong Communication Skills**: Effective communication is key. We value individuals who can build positive relationships with clients and colleagues.
- **Analytical Aptitude**: You don't need to be a financial expert, a foundation of technical knowledge related to pensions would be beneficial.
- **Tech-Savvy**: Proficiency in Microsoft Office, especially Excel, is important for this role.
- **Organisational Skills**: Being methodical and organised helps ensure smooth operations.
- **Team Player**: Collaboration is at the heart of this role. Our client is looking for someone who thrives in a team environment.
- **Time Management and Adaptability**: The ability to work under pressure and meet deadlines is essential.
- **Independent Work Ethic**: While you'll receive support, you should be comfortable working with mínimal supervision.

**Join this dynamic team and contribute to the continued growth If you’re an ambitious individual with a passion for your work, we’d love to hear from you.**

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

**Salary**: £20,000.00-£35,000.00 per year

**Benefits**:

- Company pension
- Free parking
- On-site parking

Work Location: In person

  • Client Services Executive

    6 months ago

    Bury, United Kingdom Square Peg Associates Ltd Full time

    **Role Profile**: Our client is a local, well established business located in the heart of Bury. As a **Client Services Executive**, you will be responsible for managing the administration of a portfolio of client investments. Your primary focus will be on providing exceptional service to the companies valued clients. **Benefits and Hours**: - **Working...

  • Senior Private Client Executive

    6 days ago

    Bury, United Kingdom GLP Solicitors Careers Full time

    We are seeking a Senior Private Client Solicitor or Legal Executive, to join our highly reputable law firm established over 50 years ago.The firm has core specialism across Private Client. Personal Injury, Housing Disrepair and CommericalLaw. The role arises as a result of departmental growth as the firm continues with their success in this field.You will...

  • Client Administrator

    3 weeks ago

    Bury, United Kingdom Chase de Vere Full time

    Job Description Being one of the country’s top independent financial advisers is no mean feat. But, our independence is key to everything we do. We believe staunchly that the best financial advice for our clients is independent financial advice. We are looking for PICOP (Personal Injury and Court of Protection) Administrators that want to play a crucial...

  • Administrator & Social Media Executive

    5 months ago

    Bury, United Kingdom Four Financial Full time

    **Job role**: Administrator & Social Media Executive **Location**:Bury **Salary**: £23,000-£25,000 DOE **Benefits**:21 days plus Bank Holidays, office events, onsite gym & more. Our exclusive client is a family-run installation and maintenance company based in Bury and they are looking for an Administrator who is interested in also managing their social...

  • Senior Private Client Executive

    7 days ago

    Bury, United Kingdom GLP Solicitors Full time

    We are seeking a Senior Private Client Solicitor or Legal Executive, to join our highly reputable law firm established over 50 years ago.The firm has core specialism across Private Client. Personal Injury, Housing Disrepair and CommericalLaw. The role arises as a result of departmental growth as the firm continues with their success in this field.You will...

  • Client Administrator

    6 months ago

    Bury St. Edmunds, United Kingdom Greene & Greene Solicitors Full time

    THE ROLE: Client Administrator We are looking for a full time (Mon - Fri 8.30am - 5.30pm) Client Administrator to join our team. Working closely with our Deeds Manager, this varied role will involve dealing with all client onboarding tasks and some wider administrative duties. Duties will include, but are not limited to: Deal with Client Onboarding tasks...

  • Client Support Executive

    3 months ago

    Bury, United Kingdom Car Benefit Solutions Full time

    Driver Development is a busy sales orientated and customer centric environment delivering high quality service to customers, selling CBS products to achieve the department vision of placing every eligible employee in a CBS vehicle. The main purpose of the job is to support the growth strategy in the automotive division by identifying and capitalising on...

  • Senior Private Client Executive

    24 hours ago

    Bury, United Kingdom GLP Solicitors Full time

    We are seeking a Senior Private Client Solicitor or Legal Executive, to join our highly reputable law firm established over 50 years ago.The firm has core specialism across Private Client. Personal Injury, Housing Disrepair and CommericalLaw. The role arises as a result of departmental growth as the firm continues with their success in this field.You will...

  • Senior Private Client Executive

    7 days ago

    Bury, Greater Manchester, United Kingdom GLP Solicitors Full time

    We are seeking a Senior Private Client Solicitor or Legal Executive, to join our highly reputable law firm established over 50 years ago.The firm has core specialism across Private Client. Personal Injury, Housing Disrepair and CommericalLaw. The role arises as a result of departmental growth as the firm continues with their success in this field.You will...

  • Administrative Support Specialist for High Net Worth Clients

    2 days ago

    Bury St, Suffolk, United Kingdom Burgh Recruitment Limited Full time

    Are you an organised and detail-oriented individual looking to take your administrative career to the next level? We have an exciting opportunity for a skilled Administrative Assistant to join our busy office in Risby, Bury St Edmunds.About the RoleThis role offers a unique chance to work with a highly respected Appointed Representative of St. James's Place...

  • Executive Chauffeur

    5 months ago

    Bury, United Kingdom Silk Executive Travel Full time

    Chauffeuring clients throughout the country **Job Types**: Full-time, Part-time, Temp to perm **Salary**: £15.00 per hour Expected hours: No less than 30 per week **Benefits**: - Flexitime Schedule: - Day shift - Flexitime - Monday to Friday - Night shift - Weekend availability Supplemental pay types: - Tips **Experience**: - Driving: 1 year...

  • Administrator

    2 months ago

    Bury, United Kingdom CV-Library Full time

    Are you an experienced Administrator or PA? Are you looking for a Part Time role, working 3 days a week? Look no further! Due to business expansion, a very successful manufacturing company based in Bury is looking for an experienced Personal Assistant to support the Executive Assistant on a part time basis. Working hours will be 21 hours per week over 3...

  • Client Support Associate

    3 weeks ago

    Bury, Borough of Bury, United Kingdom Car Benefit Solutions Full time

    At Car Benefit Solutions, we are seeking a highly skilled and customer-focused individual to fill the role of Client Support Executive. This exciting opportunity is part of our busy sales team, where you will play a key part in delivering high-quality services to our clients and helping us achieve our departmental vision of placing every eligible employee in...

  • Law Firm Administration Apprentice

    5 months ago

    Bury, United Kingdom First 360 Apprentice Full time

    _**IMMEDIATE START**_ **Are you seeking an apprenticeship?** **Can you easily commute to Bury BL9?** Job description The Apprentice Business Administrator wanted local and trustworthy legal partners. We provide excellent solicitors or reliable conveyancing services, we're dedicated to putting our clients first. You will be required to follow this ethos...

  • Project Administrator

    6 months ago

    Bury, United Kingdom Simplify Communications LTD Full time

    Company Overview With over 20 years of experience in the telecoms industry, the Simplify team make it a priority to understand the challenges faced by our clients at the very outset of the relationship. We use our knowledge and expertise to develop a bespoke solution to best serve the needs of our clients’ evolving businesses with the support of our...

  • Ifa Administrator

    5 months ago

    Bury, United Kingdom Page Personnel Full time

    IFA Administrator - Based in Bury **About Our Client**: This IFA business has been established for nearly 20 years, with a strong staff count and an ever growing team. They were formed with several clear goals, and continue to build their name is the market for being straight forward financial advisers. This business have a great culture and really nurture...

  • School Administrator

    2 months ago

    Bury, United Kingdom CV-Library Full time

    Role: School Administration Location: Manchester Employer: Primary School Salary / Rate of pay: £12 - £13 per hour What's in it for you? 8am till 4pm. Monday to Friday. Weekly pay (paid each Friday). Temporary ongoing. Package £12 - £13 per hourWhy choose our Client? Our client, a high school in Manchester is looking for...

  • School Administrator

    2 months ago

    Bury, United Kingdom Platinum Recruitment Consultancy Full time

    Role: School AdministrationLocation: ManchesterEmployer: Primary SchoolSalary / Rate of pay: £12 - £13 per hourWhat's in it for you?8am till 4pm.Monday to Friday.Weekly pay (paid each Friday).Temporary ongoing. Package£12 - £13 per hourWhy choose our Client?Our client, a high school in Manchester is looking for a reliable School Administration. Duties...

  • School Administrator

    6 months ago

    Bury, United Kingdom Guardian Angels' RCPS Full time

    **BURY COUNCIL** **JOB DESCRIPTION** Post Title **:ADMINISTRATION & ORGANISATION ASSISTANT (LEVEL 2) Part time 35 hours per week** Department: Children, Young People and Establishment/Post No: Culture Division/Section: Federation of Guardian Post Grade: 5 Pro Rata Term Time Only Angels’ & Our Lady of Lourdes RCPS Location: Guardian Angels...

  • Part Time Administrator

    1 month ago

    Bury, Borough of Bury, United Kingdom JOBWISE Full time

    Job Title: Part Time AdministratorWe are seeking an experienced Part Time Administrator to support our Executive Assistant on a part time basis. The role includes a salary of GBP18,000 (GBP30,000 pro rata) with benefits including 31 days holiday (inc BH), bonus, pension scheme and much more.Key Responsibilities:Diary management for a team of directorsTyping...