Client Relations Administrator

4 weeks ago

Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full time

Blakemore Recruitment is seeking a dedicated IFA Administrator to enhance the operations of a well-established Chartered Financial Planning firm.

Key Responsibilities

  • Serve as the primary liaison among clients, financial advisers, and external product providers.
  • Develop and manage comprehensive electronic client records.
  • Facilitate the processing of new business applications while ensuring accurate documentation and transaction records.
  • Obtain and evaluate quotations, illustrations, and necessary supporting documents.
  • Prepare detailed valuations, reports, and materials for client consultations.
  • Ensure compliance with the firm's established procedures and regulations.
  • Adhere to systematic processes for efficient workflow management.
  • Manage incoming correspondence and respond to telephone inquiries.

Personal Attributes

  • Commit to ongoing professional development and technical knowledge enhancement.
  • Maintain CPD records in line with the firm's training and development strategy.
  • Uphold the confidentiality of client financial and personal information.
  • Stay informed about new products and market trends.
  • Exhibit professionalism in all internal and external communications.

Qualifications and Skills

  • Strive for continuous improvement in qualifications and skills through a personalized development plan.
  • Maintain a solid understanding of the regulatory landscape.

Required Skills

  • Proficient in processing new business, claims, and modifications to existing client policies and investments.
  • Strong computer skills, including proficiency in Word, Outlook, Excel, and relevant financial software.
  • Excellent communication and interpersonal skills for effective collaboration with colleagues and clients.
  • Strong writing skills for professional correspondence and information presentation.
  • High organizational skills and meticulous attention to detail.
  • Exceptional client service and communication abilities.

Knowledge Base

  • Familiarity with the regulatory framework governing financial services.
  • Understanding of various financial products and services.
  • Experience with investment platforms and financial service providers.
  • Background in the financial services sector.

  • Client Relations Specialist

    3 weeks ago

    Tunbridge Wells, Kent, United Kingdom Office Angels Full time

    Position: Client Relations Specialist Location: Tunbridge Wells Working Hours: 9am - 5:30pm, Monday to Friday Benefits: 20 days of annual leave plus bank holidays, Pension scheme, Parking facilities, Private Health Insurance, Income Protection, Social Events, Recognition Awards, and more. Are you equipped with exceptional client service abilities, whether...

  • Client Relations Coordinator

    4 weeks ago

    Tunbridge Wells, Kent, United Kingdom Vermelo RPO Full time £28,000 - £30,000

    Client Relations Coordinator We are seeking a Client Relations Coordinator to join our team at Vermelo RPO, a leading provider in the Cloud-based Telematics sector across the UK and Europe. As the Client Relations Coordinator, you will play a pivotal role in supporting our key clientele, ensuring seamless interactions with our organization. Key...

  • Client Relations Coordinator

    3 weeks ago

    Tunbridge Wells, Kent, United Kingdom Inigo Business Centres Limited Full time

    Inigo Business Centres LimitedJob Title:Client Relations Coordinator (CRC)Responsible to:Business Centre Manager (BCM)Main Purpose of the Role:To deliver exceptional front desk and reception services to the clientele of the business centre. The CRC plays a crucial role in assisting the BCM and ensuring that customer service excellence is maintained...

  • Private Client Paralegal

    1 week ago

    Tunbridge Wells, Kent, United Kingdom JE BENNETT LAW LIMITED Full time

    About the RoleWe are seeking a highly skilled and experienced Paralegal to join our Private Client team at JE BENNETT LAW LIMITED. As a key member of our team, you will play a vital role in assisting our partners and fee-earners in the handling of complex probate and estate administration matters.Key ResponsibilitiesAssist in the provision of legal advice to...

  • Private Client Paralegal

    6 days ago

    Tunbridge Wells, Kent, United Kingdom JE BENNETT LAW LIMITED Full time

    About the RoleWe are seeking a highly skilled and experienced Paralegal to join our Private Client team at JE BENNETT LAW LIMITED. As a key member of our team, you will play a vital role in assisting our partners and fee-earners in the handling of complex probate and estate administration matters.Key ResponsibilitiesAssist in the provision of legal advice to...

  • Private Client Paralegal

    1 week ago

    Tunbridge Wells, Kent, United Kingdom JE BENNETT LAW LIMITED Full time

    About the RoleWe are seeking a highly skilled and experienced Paralegal to join our Private Client team at JE BENNETT LAW LIMITED. As a key member of our team, you will play a vital role in assisting our partners and fee-earners in the handling of complex probate and estate administration matters.Key ResponsibilitiesAssist in the provision of legal advice to...

  • Private Client Paralegal

    6 days ago

    Tunbridge Wells, Kent, United Kingdom JE BENNETT LAW LIMITED Full time

    About the RoleWe are seeking a highly skilled and experienced Paralegal to join our Private Client team at JE BENNETT LAW LIMITED. As a key member of our team, you will play a vital role in assisting our partners and fee-earners in the handling of complex probate and estate administration matters.Key ResponsibilitiesAssist in the provision of legal advice to...

  • Private Client Paralegal

    7 days ago

    Tunbridge Wells, Kent, United Kingdom JE BENNETT LAW LIMITED Full time

    About the RoleWe are seeking a highly skilled and experienced Paralegal to join our Private Client team at JE BENNETT LAW LIMITED. As a key member of our team, you will play a vital role in assisting our partners and fee-earners in the handling of complex probate and estate administration matters.Key ResponsibilitiesAssist in the preparation and execution of...

  • HR Administrator

    7 days ago

    Tunbridge Wells, Kent, United Kingdom HR Revolution Full time

    Job Summary:As a Senior HR Administrator at HR Revolution, you will play a pivotal role in providing high levels of efficient and accurate HR-related administration and coordination to our diverse client group. Your responsibilities will include supporting the HR Business Partners, ensuring the smooth daily running of client and employee-related...

  • HR Administrator

    5 hours ago

    Tunbridge Wells, Kent, United Kingdom HR Revolution LLP Full time

    {"Key Responsibilities": "As an HR Administrator, you will be responsible for providing high levels of efficient and accurate HR-related administration and coordination to our broad and diverse client group, supporting the wider team. Your role is pivotal in ensuring the smooth daily running of all client and employee-related administration and delivery...

  • HR Administrator

    2 hours ago

    Tunbridge Wells, Kent, United Kingdom HR Revolution LLP Full time

    {"Key Responsibilities": "As an HR Administrator, you will be responsible for providing high levels of efficient and accurate HR-related administration and coordination to our broad and diverse client group, supporting the wider team. Your role is pivotal in ensuring the smooth daily running of all client and employee-related administration and delivery...

  • HR Administrator

    6 days ago

    Tunbridge Wells, Kent, United Kingdom HR Revolution LLP Full time

    About HR Revolution LLPHR Revolution LLP is a dynamic outsourced HR consultancy dedicated to supporting start-up and scale-up businesses throughout the UK. Our team embodies our core values, and we are committed to assisting businesses and their employees to thrive.Key ResponsibilitiesAs an HR Administrator, you will be responsible for providing high levels...

  • HR Administrator

    6 days ago

    Tunbridge Wells, Kent, United Kingdom HR Revolution LLP Full time

    About HR Revolution LLPHR Revolution LLP is a dynamic outsourced HR consultancy dedicated to supporting start-up and scale-up businesses throughout the UK. Our team embodies our core values, and we are committed to assisting businesses and their employees to thrive.Key ResponsibilitiesAs an HR Administrator, you will be responsible for providing high levels...

  • Client Payroll Coordinator

    1 week ago

    Tunbridge Wells, Kent, United Kingdom HR Revolution LLP Full time

    About the RoleWe are seeking a highly organized and detail-oriented Client Payroll Coordinator to join our team at HR Revolution LLP. As a key member of our finance team, you will be responsible for providing exceptional support and advice to our clients and internal teams.Key ResponsibilitiesClient Payroll and Benefits Support: Manage client payrolls,...

  • Paralegal - Private Client Specialist

    7 days ago

    Tunbridge Wells, Kent, United Kingdom JE BENNETT LAW LIMITED Full time

    About the RoleWe are seeking a highly skilled and experienced Paralegal to join our Private Client team at JE BENNETT LAW LIMITED. As a key member of our team, you will play a vital role in assisting our partners and fee-earners in the handling of complex probate and estate administration matters.Key ResponsibilitiesAssist in the preparation and execution of...

  • Paralegal - Private Client Specialist

    6 days ago

    Tunbridge Wells, Kent, United Kingdom JE BENNETT LAW LIMITED Full time

    About the RoleWe are seeking a highly skilled and experienced Paralegal to join our Private Client team at JE BENNETT LAW LIMITED. As a key member of our team, you will play a vital role in assisting our partners and fee-earners in the handling of complex probate and estate administration matters.Key ResponsibilitiesAssist in the provision of legal advice to...

  • Paralegal - Private Client Specialist

    1 week ago

    Tunbridge Wells, Kent, United Kingdom JE BENNETT LAW LIMITED Full time

    About the RoleWe are seeking a highly skilled and experienced Paralegal to join our Private Client team at JE BENNETT LAW LIMITED. As a key member of our team, you will play a vital role in assisting our partners and fee-earners in the handling of complex probate and estate administration matters.Key ResponsibilitiesAssist in the provision of legal advice to...

  • Client Relations Coordinator

    4 weeks ago

    Tunbridge Wells, Kent, United Kingdom N Family Club Full time

    Front of House Manager Department: Nursery Operations Employment Type: Permanent - Full Time Workplace Type: Onsite Compensation: £26,000 - £35,000 / year Reporting To: Tara Gatford Key Responsibilities - Oversee daily front of house operations ensuring a welcoming environment for all visitors. - Manage the front desk team, providing...

  • Paralegal - Private Client Specialist

    4 days ago

    Tunbridge Wells, Kent, United Kingdom JE BENNETT LAW LIMITED Full time

    About the RoleWe are seeking a highly skilled and experienced Paralegal to join our Private Client team at JE BENNETT LAW LIMITED. As a key member of our team, you will play a vital role in assisting our partners and fee-earners in handling complex paralegal and administrative tasks.Key ResponsibilitiesPersonal Management: Manage your own caseload, including...

  • Paralegal - Private Client Specialist

    4 days ago

    Tunbridge Wells, Kent, United Kingdom JE BENNETT LAW LIMITED Full time

    About the RoleWe are seeking a highly skilled and experienced Paralegal to join our Private Client team at JE BENNETT LAW LIMITED. As a key member of our team, you will play a vital role in assisting our partners and fee-earners in handling complex paralegal and administrative tasks.Key ResponsibilitiesPersonal Management: Manage your own caseload, including...