Client Administration Specialist

22 hours ago


Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full time

Evelyn 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 to deliver exceptional client experiences.

About Evelyn Partners

With over 186 years of experience, we have established ourselves as the UK's leading integrated wealth management and professional services group. Our award-winning service is driven by our core values: Personal, offering advice based on a true understanding of what matters to our clients; Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Job Description

This role involves working closely with aligned Financial Planners to deliver excellent client outcomes, maintaining regular contact with clients, and collaborating with operational teams. You will also assist investment managers in preparing new business pitches and presentations, ensuring that back-office systems and client records are up-to-date and compliant with company policies.

Requirements
  • A proven track record of working in the financial services industry, preferably within financial planning.
  • A strong ambition to build a career within a financial services firm, with a willingness to learn and develop.
  • A strong ethic of client service, with the ability to maintain relationships with clients and deliver a positive experience.
Benefits
  • Private medical insurance.
  • Life assurance.
  • Pension contribution.
  • Generous holiday package.
  • Option to purchase additional holiday.
  • Shared parental leave.


  • Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    About the RoleWe 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...


  • Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Full time

    Evelyn 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...


  • Bracknell, Bracknell Forest, United Kingdom Carrier Global Corporation Full time

    Job 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,...


  • Bracknell, Bracknell Forest, United Kingdom Countrywide Full time

    About the RoleThis Administrative Support Specialist position is available in Bracknell, working within our Corporate Property Services team. The successful candidate will have a strong attention to detail and be able to work independently.Key Tasks:Manage financial data by processing purchase and sales invoices accurately onto the accounting ledger.Process...


  • Bracknell, Bracknell Forest, United Kingdom beBee Professionals Full time £25,000 - £35,000

    We are seeking a highly organized and efficient Administrative Support Specialist to provide administrative support for our team in a fast-paced and collaborative environment. This role is essential for ensuring smooth day-to-day operations and effective communication within the company.Responsibilities:Handle incoming correspondence and maintain office...


  • Bracknell, Bracknell Forest, United Kingdom beBee Professionals Full time £35,000 - £55,000

    We are looking for a Client Growth Specialist to join our team at beBee Professionals in Bracknell.Key Responsibilities:Develop and implement strategies to meet client needs and drive long-term business growth.Manage and maintain relationships with existing clients, ensuring customer satisfaction.Identify new sales opportunities within the current client...


  • Bracknell, Bracknell Forest, United Kingdom Berkshire Healthcare NHS Foundation Trust Full time

    Discover a fulfilling career with Berkshire Healthcare NHS Foundation Trust as an Administrative Specialist in the People Directorate. We offer a competitive salary of £25,500 per annum, reflective of your experience and qualifications.Job OverviewThis part-time role requires excellent organisational skills and effective communication to support the...


  • Bracknell, Bracknell Forest, United Kingdom Abm Full time

    About the RoleWe are seeking an experienced Administration and Support Specialist to join our team at ABM. This role will provide administrative support to the management team, ensuring the smooth operation of our facilities.Key Responsibilities:Provide exceptional customer service via telephone and emailRaise requisitions for sub-contracts and materials as...


  • Bracknell, Bracknell Forest, United Kingdom NEXT Full time

    About the Job:This exciting opportunity has arisen for a Client Service Specialist to join our team at NEXT. In this role, you will play a key part in delivering exceptional customer experiences by efficiently processing stock, maintaining a clean and organized store environment, and providing top-notch service to our customers.You will work closely with...


  • Bracknell, Bracknell Forest, United Kingdom beBee Professionals Full time £25,000 - £35,000

    At beBee Professionals, we are looking for a Client Support Specialist to deliver exceptional customer experiences in Bracknell, UK. As a key member of our team, you will be responsible for handling customer inquiries, providing product information, and resolving issues efficiently.Key Responsibilities:Handle customer inquiries via phone, email, and...


  • Bracknell, Bracknell Forest, United Kingdom Inspired Thinking Group Full time

    About 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....


  • Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    We 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...


  • Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Evelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals, family trusts, charities, and businesses thrive.We are seeking an ambitious individual to join our Client Administration team in Bracknell. As a Financial Planner Support Specialist, you...


  • Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    We 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...


  • Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Full time

    We 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...


  • Bracknell, Bracknell Forest, United Kingdom Home Instead Full time

    Job Description:We are seeking a compassionate Care and Support Specialist to join our team at Home Instead.About the Role:As a Care and Support Specialist, you will provide high-quality care and support to seniors in their own homes, promoting independence and dignity. Your responsibilities will include:Providing companionship and emotional support to...


  • Bracknell, Bracknell Forest, United Kingdom BluetownOnline Full time

    Job 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...


  • Bracknell, Bracknell Forest, United Kingdom BMB Holidays Full time

    Job 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...


  • Bracknell, Bracknell Forest, United Kingdom beBee Professionals Full time £25,000 - £35,000

    We 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...

  • Client Care Specialist

    3 months ago


    Bracknell, Bracknell Forest, United Kingdom beBee Professionals Full time £20,000 - £25,000

    Job SummaryWe are seeking a compassionate and dedicated Care Assistant to join our team at beBee Professionals in Bracknell. As a Care Assistant, you will play a vital role in providing support and direct care to our clients, enhancing their quality of life on a daily basis.Key ResponsibilitiesAssist clients with daily personal tasks, such as bathing,...