1058 client services administrator jobs found

Client Services Administrator We have an excellent opportunity for a Client Services Administrator to join this multi award-winning firm of Chartered Financial Planners in Boston Spa, West Yorkshire. About the company Our client is a renowned and independent multi award-winning financial planning practice with a small but highly accredited, highly qualified and dedicated team. About the role As Client Services Administrator, you will work collaboratively with Financial Planners & Paraplanners to ensure that clients receive an exceptional level of service as well as complying with FCA rules and regulation and your responsibilities will include: Delivering an outstanding client experience Supporting the Financial Planners in managing client relationships Working alongside the Paraplanners to co-ordinate, manage and implement administration for the client including gathering information on existing investments, preparing documents for meetings and...

Client Services Administrator - Leigh-on-Sea We are seeking a client services administrator to join a well-established financial services firm based near to Leigh-on-Sea. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients. The Role Joining the client services team, you will be given full training to understand how the firm works and the ongoing requirements of its client bank. You will support the senior management, experienced paraplanners and financial advisers, across all areas of the business.  Client Services · Provide a high level of aftercare to all existing clients; · Support the advisers with information requests as required; · Organise and manage campaigns throughout the year to ensure relevant allowances are used; · Assist with top-ups, transfers and withdrawals; · Manage the client annual review process; · Send...

Client Services Administrator - London Our client in London is looking for a Client Services Administrator to join their busy firm. You will provide first class administration to the client services team and support the firm in delivering high quality, independent advice to clients. Competencies: Excellent attention to detail    Highly organised, methodical, disciplined    Able to prioritise    Proactive approach    Able to work under pressure and to tight timescales    Team player and able to work under own initiative    Enquiring mindset    Flexible, driven and determined    Excellent communication skills    Business and commercial awareness      Specific Tasks / Responsibilities:   Administrative: o Gathering data and preparing client valuations each month; o Liaising with product providers to obtain plan information, illustrations, and other details, as required (for new clients and existing); o Scheduling annual...

Client Services Administrator - Liverpool We are working with a well-established wealth management firm based in Liverpool looking for an experienced Client Services Support Administrator to join their busy team. The right candidate will be flexible and dedicated, with effective communication and interpersonal skills, who can work independently or as part of a team. You will be expected to sometimes work towards tight deadlines so you must be able to work within pressured environments. Responsibilities: · Diary management to include booking and preparing for adviser meetings · Answering telephone and dealing with post in/out · Liaise with third parties, process new business enquiries, and following up with providers for funds and information  · Provide a high level of administrative support while maintaining an excellent level of communication with the team around you  · Preparing regulatory paperwork for advisers to take to client meetings and...

Are you looking to progress in your Financial Services career? Do you have brilliant organisation skills and are looking to develop your professional skillset in a varied and fast-paced role? Juice is excited to be supporting a well-known Financial Services Company based in Bath City Centre, in their search for multiple Client Services Administrators to join their friendly team. The role has arisen due to ongoing growth and sustained new business. As a CSA you will be responsible for providing excellent support to Adviser businesses and networks, dealing with all enquiries and requests in an efficient manner. Situated within Operations you could be working within several teams including transfer ins, transfer outs, investment admin, and tax. The role offers hybrid working with 2 days in the office and 3 from home as well as the opportunity to increase your salary through regular performance-based reviews. DAY TO DAY: Providing a high level of customer service to IFAs...

The Role. The Client Support role is an ideal opportunity for someone looking to work in a well-established and highly respected financial planning company. You will provide a high quality, administrative service to our Financial Advisers whilst working collaboratively with the Client Support Team. We are also committed to fostering personal growth and development and see this role as a progressive opportunity for an individual who wishes to pave a career path within the firm. Support the Financial Advisers by providing full administrator support to our clients. This involves compiling and generating various financial reports, using a number of analytical tools and general day to day enquiries. Assist with client meetings, from appointment scheduling, preparation of financial documents to follow up actions post meeting for example fund switches or withdrawals. Act as main point of contact for your assigned clients ensuring you provide exemplary customer services at all...

Financial Administrator / Client Services - Birmingham Our client is looking for a Financial Administrator / Client Services Administrator to join their IFA firm based in Birmingham. The role will suit an experienced Financial Administrator who enjoys working autonomously in a driven and high-performing team.  Responsibilities: Ensure all dealings with customers are carried out in a professional and courteous manner Undertake sufficient product and market research Ensure all supporting documentation is maintained as per company procedures Maintain all standards of performance as required by the firm Ensure relevant CPD is maintained and recorded accurately Submission of new on line applications / top ups and processing of paper based applications for life, investment, platform and pensions business and ensuring that they are processed compliantly, to a satisfactory completion and issue of plan documents Maintain / keep up to date all trackers /...

Location nottingham Salary £24000 - £30000 TypePermanent WorkplaceHybrid Ref87628 Recruiter Managing This Role IFA Administrator Nottingham Up to £30,000 The Client An opportunity has arisen for an experienced Financial Planning Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service. They pride themselves on developing long-term financial plans for clients whilst delivering exceptional customer service. Benefits: Flexible hybrid working All exams/Qualifications support and paid for Buy/sell holidays PMI, dental care, DIS The Opportunity Due to current expansion plans, this company is looking for someone to provide high quality administration and analytical support to the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each persons specific skillset You will...

Location Farnham Salary £30000 - £35000 TypePermanent WorkplaceOn-Site Ref87179 Recruiter Managing This Role We are assisting a client based in Farnham in hiring a Technical IFA Administrator due to team growth. They are looking for someone ambitious and driven to join their reputable Financial Services Practice which provides a financial planning and investment management service. If you come on board you will learn directly from the financial planners and the investment team. You will get to work on complex cases over time and broaden your knowledge/ experience by having a varied workload. Nearly everyone in the company is working towards qualifications, full CII study support is provided. Benefits Training and progression Profit share (tax free) Charity days Quarterly bonus Christmas bonus £500 In order to be considered for this IFA Administrator opportunity: Previous experience within an IFA setting Professional communication...

Location Warwick Salary £24000 - £32000 TypePermanent WorkplaceHybrid Ref86292 Recruiter Managing This Role Job Title: Financial Planning Administrator Location: Warwick Salary: up to £32,000 Benefits: 31 days annual leave (incl BH) Income protection scheme from day 1 Life assurance from completion of probation Other benefits include: EAP, Wellbeing support, Financial wellbeing, virtual GPs etc. Company sick pay from completion of probation About Us:  We are a reputable financial advisory firm committed to providing top-notch service and expertise to our clients. We are currently seeking a dedicated and detail-oriented individual to join our team as a Financial Planning Administrator. This role is crucial in maintaining our commitment to excellent customer service and ensuring the smooth daily operations of our office. Role Purpose:  As a Financial Planning Administrator, you will play a key role in providing essential administrative...

Location Birmingham Salary £28000 - £32000 TypePermanent WorkplaceHybrid Ref87549 Recruiter Managing This Role Job Title: IFA Administrator Location: Birmingham/home based Salary: £28,000 to £32,000 per annum Benefits: Private Medical Insurance Death In Service: 4X Salary 5% Employer Pension Contribution 28 days Holiday + Bank Holidays Remote/flexible working, 2-3 times a month in Birmingham office. About Us: We are a reputable financial advisory firm committed to providing top-notch service and expertise to our clients. We are currently seeking a dedicated and detail-oriented individual to join our team as an IFA Administrator. This role is crucial in maintaining our commitment to excellent customer service and ensuring the smooth daily operations of our office. Role Purpose: As an IFA Administrator, you will play a key role in providing essential administrative support to the team. Your responsibilities will include handling...

Job description You will be part of the Adviser Support & Paraplanning team, you'll be at the forefront of delivering excellent customer service to our large client bank across the country, ensuring work is processed accurately and on time. Responsibilities: Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems New Business Processing: Setting up products/pensions with various providers, both paper-based and electronically, follow up through to completion Desired Skills and Expertise: Experience in supporting Wealth Advisers across various product areas Understanding of compliance requirements in the advisory process Proven track record of achieving targets independently You must have experience as a Financial Services Administrator to be successful in your application.

The role – Sales Office Administrator: This role is designed to be a challenging and rewarding opportunity to aid the sales team in handling sales orders and enquiries to help further the growth and development of the business. This key role will provide support to the Sales Team in achieving the company objectives, maintaining relationships with the existing customer base and the daily management of enquiries and orders. Duties will include: To receive and process incoming enquiries Carry out the sales process in a timely and professional manner. Manage client expectations in terms of time-scales, product availability and costs. To maintain a great working relationship with clients. To provide administrative support to the sales team – keeping sales reports and information up to date. Liaising with suppliers and other staff members To assist with account growth and development by keeping in regular contact with allocated accounts / up-selling. Support...

Are you a motivated and organised individual looking for an exciting opportunity to support a dynamic team within the police industry? Our client, Lincolnshire Police, are seeking an Occupational Health Administrator to join their team at their headquarters in Nettleham. This is a temporary role until end of August . As an Occupational Health Administrator, you will play a crucial role in supporting the Office Manager, administrators, and the wider Health & Care team in delivering exceptional service. Your attention to detail and excellent customer service skills will be essential in maintaining a highly confidential environment. Responsibilities: Maintain occupational health files, both electronically and in paper format, in line with department guidance. Undertake retention and disposal checks as required. Request further medical evidence, ensuring written consent is in place. Provide reception services for medicals, supporting the clinicians. Act...

IFA Administrator - Canterbury Our client is looking for an IFA Administrator to join their busy team in Canterbury. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience, building up relationships where appropriate. Key Skills: Attention to Detail Analytical/Problem Solving Customer Focus Planning & Organising Resilience Teamwork Embracing Change Excellent record keeping skills Accurate data keying skills Excellent organisation and time management skills Proficient in Excel and Word Training will be given on back office system, workflow and common business process   Qualifications / Experience: Administration and customer service experience is essential. Telephone based experience would be beneficial. Financial Services experience would be beneficial. Qualifications desirable, or a willingness to study   

Our client, a growing and professional financial services business on the outskirts of Ipswich are recruiting for a Financial Services Administrator to join their team. The focus of this role will be around processing clients, dealing with account opening paperwork, quality checking and reviewing all requirements that are carried out. You will be answering clients queries regarding completing onboarding paperwork. Key Duties & Responsibilities: Issuing and sending out Account Opening paperwork to clients upon instruction Assisting clients with queries on completing Account Opening paperwork over the telephone as required Chasing required client correspondence Processing client account opening paperwork Have a broad understanding of anti-money laundering (AML) issues Performing AML and KYC checks, reviewing client documentation and ensuring documentation submitted complies within guidelines Providing data entry function and assisting with record management processes...

Accounts Payable Administrator - Temp - Bury/Bolton Highly Successful, Market Leading and Vibrant Business About Our Client Our client is a reputable firm within the professional services industry. With a substantial team of dedicated professionals, they are renowned for delivering top-tier services to their clients. Job Description Manage and process financial transactions and records Clearing a backlog of invoices Inputting invoices and financial data onto the system Provide administrative support to the Accounting & Finance department Perform other related tasks as required The Successful Applicant A successful Accounts Payable Administrator should have: Experience within a finance function Experience using Microsoft Dynamics 365 or Sage Accounting system Strong attention to detail Be Microsoft proficient Be able to work independently and as part of a team What's on Offer A salary between £24,000 to £26,000...

We have an excellent opportunity for a Customer Service Administrator to join our clients friendly Customer Service office-based team in Tunbridge Wells.This is a Maternity Cover Fixed Contract (6-9 month) role with the possibility to extend, working Mon to Fri 8.30am to 5.30pm with part time option available starting at the beginning of October. About the company Founded in 1847, our client creates and distributes medical devices and global, innovative solutions enabling all patients and consumers to become active players in their own health.They provide made-to-measure health solutions across Europe whose expertise primarily covers the fields of orthopaedics, medical compression and homecare as well as a wide range of sports products aimed at preventing injury and aiding the resumption of sports activities. About the role  As Customer Service Administrator, you will work as part of the Customer Service team to support the running of the department and ensure that...

IFA Administrator - Brighton Our client is looking for an IFA Administrator to join their team in Brighton. The role of the Administrator is to work alongside Team Leader(s) and Paraplanner(s) to ensure the appropriate end to end management of the client lifecycle using agreed policies, processes and Intelligent Office. The Administrator reports to the Head of Support Services. Core Experience / Competencies • Previous Experience of Intelligent Office (IO)  • Strong customer service ethos – able to build relationships of trust across a diverse client base. • Process driven – able to follow defined processes to evidence adherence to company standards and policies, regulatory requirements and any other compliance demands. • Attention to detail – working with the Team Leader(s) and Paraplanner(s) to ensure that clients have all the information they need in order to review and make decisions about their investments; that providers have the correct...

Job Title: IT Administrator Salary: Dependent on experience Location: East Midlands Reference: GYJ2475 Contact: Telephone: 0141 647 6688 Categories: , , , Ideal Candidate Location: East Midlands: Nottingham, Newark-On-Trent, Melton Mowbray, Grantham area. Our Client is an established and highly profitable £multi million Manufacturer of Consumables for the Printing Industry. They offer an excellent working environment and are situated in a rural environment close to the rail network. With c.50 employees they have 25 plus PCs, 10 plus Printers and Scanners and a high-end IT setup. Quick role summary: Keep the IT equipment and services operational. If they break fix them. Help support all IT related aspects of the business. Job Description. The IT Administrator is responsible for maintaining and improving the company’s IT equipment including networks, servers, desktop computers and related hardware, telephones, software and services...