Admin Work, Jobs in Frome Berkley Down, Som (with Salaries)

Client Services Administrator
Milne Wealth Management Ltd —Bristol
- £13.50 - £15.00 an hour
- Part-time
- Hybrid work
- Salesforce
- Data analysis skills
- English
- Work from home
Quick apply
7d
Office Assistant
Roxwell Talent —Bristol
- Full-time
- Computer literacy
- Accounting
- Front desk
Quick apply
1d
Site Administrator
Antac Support Services —Pewsey
- £28,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Employee assistance programme
- Referral programme
Quick apply
Office Administrator
Right at Home Chippenham —Chippenham
- £12.82 an hour
- Part-time
- English
- Accounting
- Recruiting
- Free parking
- Store discount
Quick apply
5d
Bookkeeper & Office Administrator
Miaris Group —Bath
- £24,420 - £30,000 a year
- Part-time
- Microsoft Word
- Hospitality
- Administrative experience
Quick apply
Medical Records Administrator
Nuffield Health —Bristol
- Up to £25,038 a year
- Part-time
- Microsoft Office
- Administrative experience
- Communication skills
- Employee discount
- Gym membership
Private Medical Secretary
Sulis Hospital Bath —Bath
- £25,847 - £27,673 a year
- Full-time
- Customer service
- Communication skills
- Free parking
- Annual leave
7d
Administrative Assistant (All Genders)
FireGlass UK Ltd. —Bristol
- Word processing
- Computer literacy
- English
Quality Administrator
Bristol NHS Foundation Trust —Bristol
- £28,392 - £31,157 a year
- Part-time
- Organisational skills
- IT
2d
Administrative Assistant (Major Crime Investigation Team)
Avon and Somerset Constabulary —Bristol
- £27,204 - £29,859 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Annual leave
14d
Engagement Team Administrator
ReMind UK —Bath
- £27,300 - £30,450 a year
- Part-time
- Hybrid work
- Microsoft Word
- CRM software
- Data entry
- Health & wellbeing programme
Quick apply
1h
Administrator / EHCP Co-ordinator
Coombe House School —Shaftesbury
- £26,436 a year
- Call to connect
- Administrative experience
- Experience working with children
- Communication skills
- Employee assistance programme
Education Administrator
University of Bristol —Bristol
- £28,778 a year
- Part-time
- Hybrid work
- University
- Annual leave
- Gym membership
7d
Spa Receptionist
Woolley Grange Hotel —Bradford-on-Avon
- £26,437 a year
- Weekend availability
- Hotel
- Communication skills
- Employee discount
Quick apply
Office Administrator
M S A Environmental —Trowbridge
- £13.50 - £14.50 an hour
- Part-time
- Microsoft Word
- Microsoft Outlook
- English
- Free parking
Quick apply
5d
Mortgage Administrator
Bloomfield & Associates Ltd —Shaftesbury
- £24,784.50 a year
- Full-time
- CRM software
- Computer literacy
- Administrative experience
- Flexitime
- Sick pay
Quick apply
8d
Rents Support Administrator
1625 Independent People —Bristol
- £26,824 - £28,142 a year
- Hybrid work
- No experience needed
- Annual leave
- Work from home
Receptionist
Kerry Crescent Dental Practice —Calne
- £12.71 an hour
- Full-time
- Microsoft Word
- Computer literacy
- Accounting
Quick apply
1h
Sales & Customer Service Administrator
Charles Endirect Limited —Wincanton
- £13.45 - £14.03 an hour
- Full-time
- Microsoft Office
- Administrative experience
- Continuous improvement
- Free parking
- Sick pay
Quick apply
5d
Care Coordinator/Receptionist (part time)
The Pulteney Practice —Bath
- £13 an hour
- Part-time
- Writing skills
- English
- Administrative experience
Quick apply

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Client Services Administrator

Milne Wealth Management Ltd
Bristol

Quick apply

Job details

Part-time
£13.50 - £15.00 an hour
7 days ago

Benefits

Casual dress
Additional leave
Company pension
Work from home

Qualifications

Meeting coordination
Client engagement
Salesforce
Data analysis skills
English
Analysis skills
Relationship management
Customer support
Financial services
Customer interaction
AI
Communication skills
Time management

Full job description

Job Overview

This is primarily a CLIENT SERVICE/ADMINISTRATION role in the retail financial planning sector and is NOT suitable for someone seeking accountancy, data analysis, banking or a similar role. Please review company website for further information about our firm and what we do in order that you are applying for a role which suits your skillset.

If this role is of interest, please apply with CV and include a covering letter explaining why you are interested in this role. Applications with no cover letter will not be considered.

Planned Start Date October 2026.

We are seeking a dedicated and professional Client Services Administrator to join our team within a busy and successful financial advice practice. This role involves engaging with clients to provide exceptional support, ensuring their needs are met efficiently and effectively. The successful candidate will play a vital part in maintaining strong client relationships and supporting the organisation’s commitment to outstanding service delivery. Prior experience in financial services and familiarity with Salesforce are advantageous, alongside excellent communication and IT skills.

Responsibilities

Act as the primary point of contact for clients, addressing enquiries promptly and professionally.
Manage the diary of the Financial Adviser, booking and recording all client meetings and all aspects of the client journey on our internal systems.
Utilise Salesforce to manage client information, track interactions, and update records accurately.
Utilise all software systems used by the firm to ensure alignment of information recording and compliant completion of processes.
File preparation in advance of client meetings between clients and advisers.
Provide tailored solutions based on client needs, demonstrating a thorough understanding of our services.
Collaborate with internal teams and external providers to ensure client requests are fulfilled efficiently.
Maintain detailed records of all client interactions and follow-up actions.
Support the organisation in developing strategies to enhance customer satisfaction and retention.

Requirements

Proven experience in client services or a related role within the financial services/wealth management sector is essential.
Ability to understand and respond to the needs of the advisers in the firm in order that all client needs are supported.
Strong and accurate communication skills, both written and verbal, with the ability to convey information clearly and professionally.
Proficiency in learning and utilising all internal software and AI used in the business to support the needs of the client and the business processes. Examples of systems used are Salesforce, Outlook 365, Word and Excel, Calendly, SOFI AI, PreMeet, Zoom, internal Intranet.
Analytical skills to interpret data, generate insights, and support decision-making processes.
Exceptional organisational ability with excellent attention to detail and time management abilities to manage tasks in a timely manner.
Ability to work collaboratively within a team environment while managing multiple priorities effectively.
Willingness to develop compassionate, empathetic relationships with clients in order that their needs are responded to is a must.
Must have the ability to think proactively and strategically in line with seeing situations from the client's perspective in order that we achieve the highest levels of client care and service.
A proactive approach to problem-solving and a commitment to delivering exceptional customer service.

Job Type: Part-time

Pay: £13.50-£15.00 per hour

Benefits:

Additional leave
Casual dress
Company pension
Work from home

Experience:

Financial services: 2 years (required)

Language:

English (required)

Work authorisation:

United Kingdom (required)

Work Location: Hybrid remote in Bristol

Quick apply

Refine Your Search

admin jobs in frome berkley down, som

Client Services Administrator

Office Assistant

Site Administrator

Office Administrator

Bookkeeper & Office Administrator

Medical Records Administrator

Private Medical Secretary

Administrative Assistant (All Genders)

Quality Administrator

Administrative Assistant (Major Crime Investigation Team)

Engagement Team Administrator

Administrator / EHCP Co-ordinator

Education Administrator

Spa Receptionist

Office Administrator

Mortgage Administrator

Rents Support Administrator

Receptionist

Sales & Customer Service Administrator

Care Coordinator/Receptionist (part time)

I want to receive the latest job alerts for admin in frome berkley down, som

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