Administrator - Client Services

2 weeks ago


Bath, United Kingdom Toner Graham Full time

Administrator - Client Services

Location: Bath
Full time permanent

Salary - £18,000-£22,000 per annum, dependent on experience
A fantastic opportunity for an individual with some experience of business administration, to kick-start a career in the financial services industry, working for an established and fast-growing chartered financial planning firm.

You'll be working in the Corporate Wealth/Employee Benefits team, providing administration support to the Corporate Financial Planners and assist the team with day to day client administration, whilst delivering excellent service.

What benefits can you expect?
- 25 working days in addition to the normal Bank Holidays, in addition 1 extra day's holiday for each year of service up to 28 days
- Group Life Assurance and Pension Scheme
- Private medical Insurance option
- Group Income Protection
- 37.5 hrs a week but flexible necessarily 9-5
- Training and development

What tasks does this role include?
- You'll manage the group mailboxes, and allocate work where needed
- You'll provide professional and friendly communications for all comms within the department, responding to enquiries in a promp and efficient manner
- You'll work with the Employee Benefits team, Corporate Financial Planners and Client Service Managers to ensure clients receive the excellent customer service they are paying for and expect.
- You'll complete data requests in a compliant manner, ensure CRM records are up to date/managed and request data from providers when required
- You'll produce reports by collating information received from client files or providers
- Completing weekly invoicing for ad hoc/regular clients
- Create renewal tasks on a monthly basis including invoices due
- General admin duties: scanning, printing, filing, photocopying, binding, record keeping, data inputting, typing and any other required duties

What will you bring to the role?
- You will have a good knowledge of Microsoft Office: Word, Excel, Powerpoint and Outlook
- Previous experience of working in an office administration role.
- Experience of delivering accurate, relevant and timely information
- Have at least 5 GCSE's including Maths and English (A-C grades)
- Have strong interpersonal and communication skills (written and verbal)
- Excellent customer service, planning and organisational skills
- Excellent accuracy and attention to detail and ability to work as part of a team

Desirable, but not essential:

- Previous experience of working in a Pensions or Employee benefits role
- Previous experience of Auto Enrolment schemes
- Previous experience of using Intelligent Office back-office system

**Ready to apply?**

Kelly Services are acting as an Employment Agency in relation to this role. Should you choose to apply, your information will be processed in accordance with Kelly's Privacy Statement. For information regarding data protection at Kelly, please visit theKelly website and have a look into the Privacy Statement.



  • Bath, United Kingdom Pear Tree Recruitment Full time

    **Client Services Administrator** - Bath/Hybrid - work from home 2 days per week - £23,000 - £28,000 p/a Our client is developing their team of Client Services Administrators, and you’ll be playing an essential role within this dedicated team. This is a fantastic opportunity to develop your financial services experience! **Qualifications**: -...


  • Bath, United Kingdom Novia Financial Full time

    Client Services Administrator **Reports to: Team Leader** **Main Location: Bath - Enjoy the Flexibility of Hybrid Working** **Salary: £21,680 - £25,000 (depending on experience) + Bonus + Excellent Benefits **Join our Dynamic Team as a Client Services Administrator and be part of our Multi-Award-Winning** **Company!** Are you passionate about...


  • Bath, United Kingdom Novia Financial Full time

    The role holder will manage the day-to-day work requirements of the team in relation to administration and the service delivery to advisers and end clients, and ensure the work needed to be processed by the team is carried out to the highest standard and within the specified service level agreements. You will be responsible for the investigation and...


  • Bath, United Kingdom Wealthtime Full time

    **Job Specification**: **Location** - Bath**Employment Type** - Full time**Department** - Customer Operations**Appointment Type** - Permanent**Hours** - 37.50**Ref No** - 10123**Job Information**: **About Us**: At Wealthtime, we take pride in our role as a multi-award-winning financial technology company, known for our outstanding 5-star service platform....


  • Bath, United Kingdom HR Star Full time

    HR Star are proud to be recruiting an outstanding Client Services Executive for our client. This is a fantastic opportunity to join one of the fastest growing Wealth Management companies in the South West. This position would be ideal for someone who has some experience in customer service and is looking to start their career in the Financial Services...


  • Bath, Somerset, United Kingdom Evelyn Partners Full time

    Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose...


  • Bath, United Kingdom Kelly Services Full time

    Mortgage Administrators required for a leading financial advice compeny As a Mortgage Administrator your role will involve: - Preparation and sending of documentation - Produce suitability letters for the Mortgage Advisor - Enter new cases onto the system and keep mortgage data up to date To be considered for the Mortgage Administrator role you must...


  • Bath, United Kingdom Pear Tree Recruitment Full time

    **Customer Service Administrator** Bath/Hybrid - work from home 2 days per week £24,000 - £28,000 p/a We are currently working with fantastic financial services organisation based in the heart of Bath, who are looking for a strong administrator to join a high-performing team. The role requires someone who is happy working with financial information and...


  • Bath, United Kingdom ARC Full time

    Job Title / Location: Financial Services Administrator, South Gloucestershire Salary: Up to £34,000 + bonus + pension + life/health benefits Office / WFH: Fully office based Requirements: Previous IFA administration experience preferred, but will also consider those working in areas such as Pensions Admin, SIPP Admin, Life & Protection Admin, Mortgage...


  • Bath, United Kingdom MB Fitzgerald Full time

    We are working with a very successful Financial Planning/Wealth Management organisation in the centre of Bath to recruit a Financial Services Administrator. The company are highly regarded and have won multiple awards, they have a national presence and offices across the UK. They are now seeking to recruit an Administrator who can join one of their growing...