Client Administration Lead
5 days ago
We are seeking an experienced Client Administration Lead to join our team at Evelyn Partners Fund Solutions Limited. The successful candidate will have a strong background in client administration, excellent communication skills, and the ability to work effectively in a team.
The ideal candidate will be responsible for leading and managing a team of client administrators, overseeing the day-to-day operations of the team, and ensuring seamless communication with stakeholders. They will also be responsible for coaching and mentoring team members to achieve their full potential.
The salary for this position is estimated to be around £45,000 - £60,000 per annum, depending on experience.
Responsibilities:
- Manage and develop a team of client administrators
- Oversight of day-to-day operations of the team
- Work closely with financial planners and paraplanners to ensure completeness of documentation
- Maintain back-office systems and client records in line with company policies
- Liaise with operational teams where support is provided on activities
- Promote a service excellence mind-set throughout the team and the wider organisation
- Identify and report any risk, breaches, or errors through ensuring risks are logged through to mitigation actions and controls
Requirements:
- Excellent standard of education, ideally degree qualified but not essential
- Demonstrable experience of client administration within the Financial Planning sector
- Experience of managing and developing a team
- Strong organisation and prioritisation skills; able to work independently and within a team
- Strong stakeholder management with positive influencing skills
- Ability to coach and mentor team members
-
Client Administration Director
22 minutes ago
Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full timeAbout the OpportunityThis is a fantastic chance to join our dynamic team at Evelyn Partners Fund Solutions Limited as a Client Administration Director. We are offering a competitive estimated salary of £65,000 - £85,000 per annum for this fixed-term contract of 18 months.You will be responsible for coaching, mentoring, and training the team, while also...
-
Client Administration Specialist
2 days ago
Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full timeEvelyn Partners Fund Solutions Limited, a leading integrated wealth management and professional services group, offers an exciting opportunity for an ambitious individual to join our Client Administration team in Bracknell. As a key member of the team, you will provide full administrative support to 2-3 Financial Planners, building relationships with clients...
-
Client Support Specialist
3 weeks ago
Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Full timeEvelyn Partners is a leading provider of financial planning services, and we are seeking a skilled Client Administrator to join our team in Bracknell. In this role, you will work closely with Financial Planners to deliver excellent client outcomes and maintain regular contact with clients.To succeed in this role, you will require previous experience working...
-
Client Relationship Director
4 weeks ago
Bracknell, Bracknell Forest, United Kingdom Inspired Thinking Group Full timeAbout the RoleAs a Client Relationship Director, you will play a crucial role in building and maintaining strong relationships with our clients. Your primary responsibility will be to manage client relationships and deliver high-quality print executions.The ideal candidate will have excellent communication skills, operational expertise, and financial acumen....
-
Client Experience Coordinator
3 weeks ago
Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full timeWe are looking for an exceptional Client Experience Coordinator to join our team in Bracknell. As a key member of our Client Administration team, you will be responsible for providing administrative support to our Financial Planners and building relationships with clients to deliver a positive and slick client experience.You will work closely with the...
-
Administrative Support Professional
3 weeks ago
Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full timeWe are seeking an experienced Administrative Support Professional to join our Client Administration team in Bracknell. As a key member of our team, you will provide administrative support to our Financial Planners and build relationships with clients to deliver a positive and slick client experience.You will work closely with the Financial Planners to...
-
Administrative Support Specialist
4 weeks ago
Bracknell, Bracknell Forest, United Kingdom Carrier Global Corporation Full timeJob Summary: We are seeking a skilled Administrative Support Specialist to join our team on a full-time, fixed-term contract basis. The successful candidate will assist with AR collections, upload maintenance renewals quotations to Salesforce, and perform general administration duties.About Us: Carrier Global Corporation is a leading provider of HVAC,...
-
Administrative Services Coordinator
3 weeks ago
Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Full timeWe are seeking a highly motivated Client Administrator to join our team at Evelyn Partners in Bracknell. In this role, you will be responsible for providing administrative support to Financial Planners and building relationships with clients to deliver a positive client experience.The ideal candidate will have previous experience working within financial...
-
IT Systems Administrator
2 days ago
Bracknell, Bracknell Forest, United Kingdom BluetownOnline Full timeJob OverviewWe are seeking a highly skilled IT Systems Administrator to join our team at BluetownOnline in Bracknell. As an IT Systems Administrator, you will be responsible for providing technical support and assistance to our Compliance team.Key ResponsibilitiesTo generate envelope area/volume calculations from engineering drawings using professional...
-
Administrative Coordinator
2 weeks ago
Bracknell, Bracknell Forest, United Kingdom BMB Holidays Full timeJob Title: Administrative Coordinator">About the Role: We are seeking an experienced Clerical Assistant to join our team at BMB Holidays in Bracknell, Berkshire. This is a fast-paced and dynamic environment where you will be part of a team that takes pride in delivering exceptional customer service.">Key Responsibilities:">Answering client calls and...
-
Client Care Professional
2 months ago
Bracknell, Bracknell Forest, United Kingdom beBee Professionals Full time £25,000 - £35,000We are seeking a Client Care Professional to provide exceptional support to our customers. The ideal candidate will have a strong ability to communicate effectively and resolve issues efficiently.Key Responsibilities:Handle customer inquiries and resolve issues in a timely manner.Provide accurate information regarding products and services.Work closely with...
-
Administrative Assistant
2 weeks ago
Bracknell, Bracknell Forest, United Kingdom Artemis Recruitment Consultants Ltd Full timeAdministrative Assistant Job Description:Artemis Recruitment Consultants Ltd is seeking an experienced Administrative Assistant to join our financial advisory team in Bracknell. The successful candidate will be responsible for providing administrative support to our team, including preparing client files, submitting new business, and liaising with advisers...
-
Business Administrative Assistant
4 weeks ago
Bracknell, Bracknell Forest, United Kingdom Huntress Full timeJob Overview:We are seeking an experienced Business Administrative Assistant to join our team. The successful candidate will be responsible for providing administrative support to our business, including managing office supplies, maintaining the office space, and liaising with IT and facilities when needed.The ideal candidate will have experience in office...
-
Business Administration Professional
4 hours ago
Bracknell, Bracknell Forest, United Kingdom Getting In Limited Full timeBusiness Administration Apprenticeship - BracknellWe are a leading bathroom products wholesaler, providing a wide range of high-quality products to retailers and merchants across the country.We are seeking a driven business administrator apprentice to support our growing business by handling various tasks such as order processing, inventory management,...
-
Site Manager
2 days ago
Bracknell, Bracknell Forest, United Kingdom Daniel Owen Ltd Full timeDaniel Owen Ltd is a leading social housing contractor seeking a dedicated Site Manager to join their team. As a vital member of the team, you will work with clients and colleagues to deliver successful projects.Your primary responsibilities will include attending validation inspections, managing job workflow, and liaising with administrative staff and...
-
Customer Service and Sales Administrator
3 weeks ago
Bracknell, Bracknell Forest, United Kingdom Carrier Full timeWe are seeking a highly motivated Customer Service and Sales Administrator to join our team in Bracknell. As a key member of our Rental Industry Support team, you will be responsible for providing administrative and sales support to our customers and clients.Salary: £30,000 - £40,000 per annum, depending on experience.The successful candidate will have...
-
Property Assets Administrator
3 weeks ago
Bracknell, Bracknell Forest, United Kingdom Chancellors Full timeAs a Property Manager Administrator at Chancellors in Bracknell, you will be responsible for ensuring seamless day-to-day operations. This includes meeting service standards, investigating queries, and building strong relationships with clients.About Our Benefits:Competitive salary: £25,000 - £30,000 per annumCareer development opportunitiesAnnual...
-
Client Service Coordinator
1 month ago
Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full timeEvelyn Partners Fund Solutions Limited is seeking an ambitious Client Service Coordinator to join our Financial Planning team in Bracknell. As a key member of the team, you will provide full administrative support to Financial Planners, ensuring excellent client outcomes and building strong relationships with clients.Key Responsibilities:Work closely with...
-
Client Engagement Director
2 months ago
Bracknell, Bracknell Forest, United Kingdom beBee Professionals Full time £45,000 - £65,000As a Client Engagement Director at beBee Professionals, you will be responsible for leading the development and execution of business strategies to drive business growth and expansion. Your key responsibilities will include forging and maintaining strong, profitable relationships with key clients, leading negotiations and closing deals to meet or exceed...
-
Academic Administration Officer
2 weeks ago
Bracknell, Bracknell Forest, United Kingdom NES Fircroft Ltd Full timeJob OverviewThe Academic Administration Assistant will provide critical support to the GFM Operations Manager and CoE's, ensuring seamless program operations. This role requires exceptional organizational skills, attention to detail, and ability to manage multiple tasks simultaneously.Key ResponsibilitiesProvide administrative assistance to the GFM...