Client Services Administrator
2 weeks ago
The Client Services Administrator will play a vital role in supporting our Independent Financial Advisers (IFAs) in delivering high-quality financial advice. The role handles all the administrative duties to support their clients. The role ensures smooth operations within the firm, with focus on accurate documentation, communication, and regulatory compliance. Responsibilities Acting as the point of contact for client queries. Providing excellent customer service to maintain strong relationships with adviser, client and support staff. Working with advisers to ensure all client requests are dealt with from start to finish in a timely manner, ensuring clear and concise communication throughout. Working in partnership with providers and investment platforms to ensure that client requests are followed up and escalated when necessary. Preparing client review packs and processing any follow up actions. Ensuring all client data is accurate and up to date. Maintaining the diary management system, ensuring daily workflow is completed in line with SLA's and highlighting when needed. Analysing and highlighting any process change recommendations to the relevant stakeholders for review. Ensuring that all internal policies are adhered to, and actions are in line with FCA guidelines. Qualifications Experience is required within a general administration role. Experienced using Microsoft Word, Excel & Outlook. Able to use own initiative and takes ownership of any task through to completion, displaying a flexible and positive attitude. A focused individual who thrives in a fast-paced environment and has a drive for quality and professionalism. GCSE level A-C/5-9 in English and Maths. Benefits AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits: flexible working & holidays, including additional holiday days for long service, birthday off, and an annual buy & sell scheme options. Social perks – to recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties. Pension – We offer a contributory pension scheme with Royal London as well as death-in-service benefit. Bonus scheme – All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year's service. Health & wellbeing – The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits. Professional development – We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals. Shopping discounts – Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses. #J-18808-Ljbffr
-
Stoke Pound, United Kingdom AFH Financial Group Full timeA leading independent financial advisory firm in the UK seeks a Client Services Administrator. This full-time role involves supporting Financial Advisers with administrative tasks, ensuring clear communication with clients, and maintaining accurate documentation. The ideal candidate will have experience in administration, proficiency in Microsoft Office, and...
-
Administrator
1 week ago
Stoke Pound, United Kingdom Options Resourcing Ltd Full timeJob Title: Bookkeeper & Internal Sales Administrator Location: Bromsgrove Company: Specialist Engineering & Manufacturing Business Employment Type: Full-Time, Permanent Salary: £26,000 - £28,000 About the Company I am recruiting on behalf of a well-established engineering and manufacturing business based in Bromsgrove. Known for high-quality products and...
-
Administrator
2 weeks ago
Stoke Pound, United Kingdom Options Resourcing Ltd Full timeJob Title: Bookkeeper & Internal Sales Administrator Location: Bromsgrove Company: Specialist Engineering & Manufacturing Business Employment Type: Full-Time, Permanent Salary: £26,000 - £28,000 About the Company I am recruiting on behalf of a well-established engineering and manufacturing business based in Bromsgrove. Known for high-quality products and...
-
Customer Service Administrator
1 week ago
Stoke-on-Trent, United Kingdom R J Lift Services Ltd Full time**This position is for a Customer Service Administrator.** **R J Lifts** not only prides itself as being a UK leader in the lift and escalator industry **but is the only UK Lift Company which is EOT Employee-Owned Trust.** If you are successful for a role within the RJ Lifts Group, you’ll be part of a focused, creative, innovative and collaborative...
-
Client Success Administrator
2 weeks ago
Stoke-on-Trent, United Kingdom Synectics Solutions Full timeBehind every great team is a fantastic Administrator. You’re the oil that keeps the machine running smoothly. Our Client Success department are looking to bring an Administrator onboard; you’ll be joining an amazing team who focus on providing a great service to our clients. You’ll be an intrinsic part of Synectics Solutions, reporting directly into...
-
Service Administrator
2 weeks ago
Stoke-on-Trent, United Kingdom Modus Personnel Ltd Full timeWe currently have a fantastic opportunity for a **Service Administrator** to join our clients team based at their site in **Stoke-on-Trent!** Our client has been around for 30+ years and has a fantastic reputation. They take pride in being able to offer stable, long-term employment in the region with promotion and development opportunities always on offer...
-
Office Administrator
2 weeks ago
Stoke-on-Trent, United Kingdom Premier Placement Services Full timePremier Placement Services are looking to recruit Office Administrator to work for our client based in Stoke-On-Trent. Our client maintains and repairs HGVs, trucks, trailers and large commercial vans and is looking for experienced Administrator individual to join their team. Shifts are Monday - Friday, 08:30- 17:00 Starting from £24,000 per year. This...
-
Tendering Manager
1 week ago
Stoke Pound, United Kingdom Mitie Group plc. Full timeWe specialise in the design and build of new and upgraded electrical infrastructure solutions for business, industry, commercial properties and EV charging. We also offer a full-range of electrical engineering services directly to Distribution Network Operators (DNOs) and Independent Distribution Network Operators (IDNOs) and their major subcontractors on...
-
Tender & Estimating Engineer (UK Travel)
2 weeks ago
Stoke Pound, United Kingdom Mitie Group plc. Full timeA leading engineering services company in the United Kingdom is seeking a Tendering/Estimating Engineer. The role involves developing designs for ICP projects, liaising with clients, and ensuring compliance with relevant standards. Ideal candidates will have a professional attitude and relevant industry experience. The position requires strong organizational...
-
Tender Engineer
2 weeks ago
Stoke Pound, United Kingdom Mitie Group plc. Full timeAbout the Role The Tendering/Estimating Engineer will develop designs and planning for tender and quotation stages of ICP projects. Key tasks include liaising with clients, DNOs, and iDNOs, ensuring compliance with legal and design standards, and supporting design approval processes. Produce compliant designs based on customer and DNO requirements....
