Client Services Administrator
Found in: Talent UK C2 - 2 weeks ago
Client Services Administrator
Location: Royal Wootton Bassett – SN4
Salary: £22,000 to £26,000 (depending on experience) + Bonus scheme, £100k DIS and Pension scheme with employer 5% contribution
Hours: Full Time – 35 hours / in office
Working as part of the team at an Appointed Representative of St. James’s Place Plc.
This is an exciting opportunity for a Client Services Administrator to provide Client support to the Managing Director / Client Support Manager to ensure that the Advisers relationships between their clients can be optimised and assist with the daily operation of the office.
The Practice strives to create a professional and innovative environment where the whole team collaborate and share their knowledge to deliver an unrivalled level of service to their clients
The Role: Client Services Administrator
- You will be providing administrative support to the Managing Director / Client Support Manager
- You will be a point of contact for clients and third parties dealing with general enquiries, as well as meeting and greeting at the office
- You will be responsible for business submission using bespoke software.
- Your role will involve day-to-day use and management of the Practice’s CRM database
- You will keep the back-office system updated maintaining live files and case notes
- You will be responsible for the preparation of meeting documentation and follow up client meeting notes
- You will be providing additional support for the Partner as and when required
The Person: Client Services Administrator
To be considered for this exciting role you will need:
- Proven work experience as an Administrator ideally in financial services or a related sector
- Excellent customer service and the ability to build rapport and manage client relationships
- You are a self-starter and able to work with little supervision
- Strong IT skills, including Microsoft 365 and an ability to navigate bespoke software
- Excellent literacy, numeracy, and communication skills
- Strong attention to detail and able to problem solve and think on your feet
- Good time management and planning skills
- It is essential that you are confident in dealing with colleagues, third parties and can work with honesty, integrity, and total discretion
St. James’s Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £168.2bn.
This business is well established and highly successful.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you press 'Submit' at the bottom of your application. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
-
Bookings Clerk
6 days ago
Royal Wootton Bassett, United Kingdom Cotswold Surgical Partners Full time**We are a Consultant-led Care Quality Commission regulated Dermatology and Plastic Surgery skin care centre, located just outside of Swindon in Wiltshire.** This is a new CQC registered Day Surgery Unit and Clinic Facility providing a wide range of treatments and local anaesthetic procedures, encompassing both Private & NHS patients. Initially the service...
-
Care Assistant
Found in: Talent UK C2 - 7 days ago
Royal Wootton Bassett, United Kingdom Home Instead Full timeJob Description We are looking for people with kind, compassionate hearts who want to make a true difference to the quality of life for our clients to join our team in Bassett Southampton as a Care Professional. As a Care Professional, you will provide a variety of non-medical services to help them keep independent in their own home. You do not...
-
It/av Support Engineer
2 days ago
Wootton Bassett, United Kingdom Reed Full time**IT and AV Support Engineer** **Type**: Permanent **Location**: London - Hybrid role with exhibition and client visits Exciting opportunity for someone with IT Support experience to join a workplace technology specialist company to provide IT and AV support across London. **Required skills**: - You will have a good knowledge of networks, switches and...
-
Careers Administrator
7 days ago
Wootton, United Kingdom Wootton Academy Trust Full time**Job Reference #** EDV/2024/WAT/39435 **Location** Wootton, Bedfordshire, MK43 9HT **Contract Type** Permanent **Contract Term** Part-Time **Salary** £15,552.30 - £16,077.77 Annually (Actual) Level 3A, Point 5-7 **Closing Date** 9:00am, 15th Apr 2024 **About this Role**: We have an exciting opportunity for a part time Careers Administrator. We...
-
Client Services Manager
Found in: Whatjobs ES C2 - 3 days ago
Royal Tunbridge Wells, United Kingdom Pearson Whiffin Recruitment Ltd Full timeClient Services ManagerDOEWest Kent Permanent, full-time positionOur well established and ever-growing client are recruiting a Client Services Manager to join them to manage financial administrative teams. This is a fantastic opportunity for someone who is analytical, personable, and passionate about developing and supporting team members. Duties include:...
-
Occupational Health Administrator
4 days ago
Leek Wootton, United Kingdom RSR Public Safety Full timeRSR is a public safety & enterprise security recruitment specialist. We assist public safety employers find the right talent. We assist all employers when they want to source public safety and enterprise security skills and experience. RSR Public Safety are currently recruiting on behalf of our policing client based in Warwickshire for an Occupational...
-
Occupational Health Administrator
5 days ago
Leek Wootton, United Kingdom RSR Public Safety Full timeLooking to kickstart your career in the dynamic and rewarding field of public safety? Look no further than RSR Public Safety, your premier recruitment partner for top-tier public safety and enterprise security talent. We're thrilled to be recruiting for a highly sought-after position with one of our esteemed policing clients in Warwickshire - an...
-
Business Operations Services Coordinator
7 days ago
Leek Wootton, United Kingdom Warwickshire Police Full timeRole type- Police Staff- Contract Type- Permanent- Department- Business Operations- Location- Leek Wootton- Is this a Politically Restricted role?- No- Grade/scale- OFFSCALE- Grade/scale- £23.100-£25.353- Please note, if this is a paid role and the role is part time then the salary quoted will be pro rata based on the hours worked per annum. - Hours per...
-
Administrator
7 days ago
Park Royal, United Kingdom TEMPLEWOOD RECRUITMENT LTD Full time**Job Title: Sales Administrator** This is a Temporary administrative support, in a varied and interesting role. For someone who works out well in the role, there maybe a longer term opportunity to develop into a longer term or permanent role.They are looking for staff with a positive attitudeand personality and those who are well organised and customer...
-
Estate Agent
5 days ago
Wootton, United Kingdom Susan Payne Property Full timeJob Posted: 28 March 2023 - **Contract Term**:Permanent - **Location**:Wootton, Isle of Wight - **Contract Type**:Full or part time - **Salary**:Competitive - based on applicant - **Industries**:Customer Service** **Property Services** **Sales & Marketing*** **Closing Date**: Sunday 16th April 2023 **Job Start Date**: ASAP We are looking for an...
-
Admin Assistant
5 days ago
Park Royal, United Kingdom Newstaff Employment Services Ltd Full timeNewstaff Employment services are recruiting for a administration assistant for our client based in Park Royal! This position is Monday-Friday, temp to perm. To assist in providing professional and customer focused administration support to the Office Manager and Depot Management Team. Duties consist of: - To act as first point of contact at Reception. -...
-
Administrator
5 days ago
Royal Tunbridge Wells, United Kingdom Crowe UK Full time**About Crowe** Crowe is a leading national audit, tax, advisory and risk firm with global reach and local expertise. We are an independent member of Crowe Global, one of the top 10 accounting networks in the world, with access to more than 40,000 people in more than 150 countries and across more than 800 offices globally. We pride ourselves on looking...
-
Private Client Legal Secretary
7 days ago
Royal Tunbridge Wells, United Kingdom Ashville Knight Full timeThis well-established and highly accredited practice are looking to recruit an experienced Private Client Legal Secretary to join their busy and expanding Court of Protection and Probate department.The successful candidate will have one year's + experience dealing with all Private Client matters including the below.Will draftingProbate/Estate...
-
Finance Administrator
2 weeks ago
Royal Tunbridge Wells, United Kingdom Brook Street Full timeRole: Finance Administrator Location: Tunbridge Wells, Kent (office based) Hours: 8:30am - 5pm Monday to Friday Salary: £(phone number removed)pa Benefits: 22 days holiday + bank holidays, Pension scheme, Annual Bonus & lots of team socials. Are you experienced handling financial transactions? Have you got great attention to detail and organisation...
-
Customer Service Supervisor
Found in: Whatjobs ES C2 - 3 days ago
Leek Wootton, United Kingdom Brellis Recruitment Full timeCustomer Service Supervisor25 days holiday plus bank holidays, bonus. This position is based fully from our modern and beautiful officesWe stand at the forefront of supplying premier products to the UK's bustling technology sector. Our ethos centres around not only the exceptional quality of our offerings but also the unparalleled support we extend to our...
-
Service Advisor
7 days ago
Royal Tunbridge Wells, United Kingdom Octane Recruitment Full timeService Advisor Vacancy - Tunbridge Wells Salary: £28,000 Basic OTE £35,000 and company benefits Working hours: Monday to Friday, 8am - 6pm, Saturday Mornings on a rota - full time, permanent position OC17520 We have a new vacancy for a Service Advisor for my client's main dealership in Tunbridge Wells. Excellent opportunity for a Service Advisor...
-
Senior Administrator
1 day ago
Royal Tunbridge Wells, United Kingdom Armstrong Wealth Full timeArmstrong Wealth is a successful Wealth Management business based in Tunbridge Wells. We are looking for an experienced individual to join our team in the new role of Senior Administrator. You must have at least three years recent experience as an administrator in an IFA business. You will need excellent attention to detail and the ability to work...
-
Finance Administrator
Found in: Whatjobs ES C2 - 3 days ago
Royal Tunbridge Wells, United Kingdom Brook Street Full timeRole: Finance AdministratorLocation: Tunbridge Wells, Kent (office based) Hours: 8:30am - 5pm Monday to Friday Salary: £(phone number removed)pa Benefits: 22 days holiday + bank holidays, Pension scheme, Annual Bonus & lots of team socials.Are you experienced handling financial transactions? Have you got great attention to detail and organisation skills?A...
-
Service Advisor
Found in: Whatjobs ES C2 - 3 days ago
Royal Tunbridge Wells, United Kingdom Octane Recruitment Full timeService Advisor Vacancy - Tunbridge Wells Salary: £28,000 Basic OTE £35,000 and company benefitsWorking hours: Monday to Friday, 8am - 6pm, Saturday Mornings on a rota - full time, permanent positionOC17520We have a new vacancy for a Service Advisor for my client's main dealership in Tunbridge Wells. Excellent opportunity for a Service Advisor to join a...
-
Lettings Hub Administrator
2 days ago
Royal Tunbridge Wells, United Kingdom Hamptons Full timeWe are currently looking for an experienced Lettings Hub Administrator to join our Tunbridge Wells Admin Hub. From the moment you start your career with us, you will receive the best development, benefits and opportunities in the business. We will invest heavily in you and your career to ensure that together, we continue to achieve great...