Private client Work, Jobs in Canwick, Lin (with Salaries)

Administrator
Tower House Wealth Management —Lincoln
- £26,000 - £32,000 a year
- Full-time
- CRM software
- English
- Organisational skills
- Free parking
- Employee discount
Quick apply
14d
Administrator
Fidelis Legal Services Limited —Lincoln
- From £25,000 a year
- Full-time
- Databases
- Administrative experience
- In-person
- Free parking
- Employee discount
Quick apply
Claims Handler
Barbon Group Ltd. —Lincoln
- Customer service
- Organisational skills
- Communication skills
- Free parking
- Employee discount
Quick apply
Digital Marketing Manager
DBS Digital —Lincoln
- £32,000 - £40,000 a year
- Full-time
- Hybrid work
- Social media management
- Data analysis skills
- Team management
- Flexitime
- Work from home
Quick apply
Advocate
VoiceAbility —Lincoln
- £24,545 - £29,500 a year
- Full-time
- Remote
- Travel
- Annual leave
- Employee assistance programme
7d
Dig Team
Network Plus —Lincoln
Quick apply
8d
area support officer
Bardwood —Lincoln
- £12.71 an hour
- Weekend availability
Quick apply
Paralegal (12-month secondment)
Barbon Group Ltd. —Lincoln
- Part-time
- Customer service
- Computer literacy
- Computer skills
Quick apply
Cleaner
Lincss cleaning services —Lincoln
- £15 an hour
- Part-time
- Cleaning
- School
- Time management
Quick apply
8d
here
Streets Heaver —Lincoln
- £38,500 - £55,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- English
- Annual leave
Cleaner
VINCI Facilities UK —Lincoln
- Monday to Friday
- In-person
- Employee discount
Project Manager
Kier Group —Lincoln
- Part-time
- Microsoft Office
- Contracts
- Budgeting
- Flexible schedule
Legal Assistant/Secretary
Jones and Co —Retford
- From £24,500 a year
- Full-time
- Word processing
- Computer literacy
- Administrative experience
Quick apply
8d
Customer Service
Kids Fun Hut —Southwell
- £25,420.00 - £39,730.15 a year
- Part-time
- Spanish
- English
- Data entry
Quick apply
6d
Airports and Airspace Senior Consultant
Sagentia Aviation —Lincoln
- Full-time
- Writing skills
- Business development
- Employee assistance programme
- Employee discount
Quick apply
Paralegal (12-month contract)
Barbon Group Ltd. —Lincoln
- Customer service
- Computer literacy
- Computer skills
Quick apply
Private Client Solicitor
Mallory Pryce —Lincoln
- Hybrid work
- Business development
- Organisational skills
- Communication skills
Quick apply
Account Manager Food
Cargill —Lincoln
- Customer service
- English
- Bachelor's degree
1d
Beauty, Nail & Massage Training
Simpsons Beauty Group —Lincoln
- Part-time
- Customer service
- English
- In-person
Quick apply
17h
IT Technician
Eagle Eye Innovations ltd —Lincoln
- £30,500 - £34,200 a year
- Full-time
- Azure
- Customer service
- SharePoint
- Free parking
- Health & wellbeing programme
Quick apply
19h

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Administrator

Tower House Wealth Management
Lincoln

Quick apply

Job details

Permanent | Full-time
£26,000 - £32,000 a year
14 days ago

Benefits

Free parking
Company pension
Employee discount
On-site parking

Qualifications

CRM software
Document control
Customer service call handling
Meeting coordination
Inbound customer enquiry call handling
Administrative support experience
Filing
English
Microsoft Office Suite
Appointment booking and call handling
Organisational skills
Computer skills
Financial services
Financial advisory support experience
Communication skills
Certificate in Insurance

Full job description

Job Specification: Financial Services Administrator

Tower House Wealth Management

Tower House Wealth Management is a wealth management and financial planning practice supporting private clients, business owners and professionals with long-term financial planning. We are looking for a highly organised Financial Services Administrator to provide first-class client service and dependable administrative support across the full advice journey.

Job title

Financial Services Administrator

Department

Practice Support Specialist

Reporting to

Office Manager and supporting Financial Advisers/Paraplanners

Location

Tower House Wealth Management (office-based; hybrid considered by agreement) Lincoln UK

Hours

Full-time, Monday to Friday (part-time considered for the right candidate)

Salary

£26,000–£32,000 per annum (dependent on experience). We may consider a higher salary for a candidate with a proven track record in a similar role/setting.

Role Purpose

To provide efficient, accurate and client-focused administrative support, ensuring excellent service standards, compliant record keeping and timely progression of client work from initial enquiry through to ongoing servicing.

Key Responsibilities

· Act as a first point of contact for clients: answer incoming calls, manage voicemail and take clear messages, respond to routine queries and ensure timely follow-up.

· Manage incoming and outgoing post, scanning, filing and distributing documents appropriately.

· Maintain accurate client records on the CRM/back-office systems (e.g., contact details, fact-find updates, meeting notes, key dates and workflow stages).

· Diary management and meeting coordination: book appointments, arrange meeting rooms/visits/virtual meetings, prepare agendas and ensure attendees have the right information.

· Meeting preparation: compile client packs, portfolio summaries/valuations, illustrations, and suitability review information as required.

· Support business processing from start to finish (new business and servicing): prepare and submit applications, ISA/pension/investment instructions and provider forms; obtain client signatures; chase third parties and providers; and keep advisers and clients updated on progress.

· Request, produce and record valuations, policy information and client portfolio data; reconcile information received and raise queries where data is missing or inconsistent.

· Assist with compliance and quality standards: ensure files are complete, client identification/anti-money laundering documentation is present, and documentation is stored in line with internal processes.

· Prepare standard client correspondence and documentation with a high level of accuracy and attention to detail.

· Support ongoing client servicing: schedule annual/periodic reviews, track key renewal dates, process withdrawals/top-ups/regular contribution changes and update records.

· Coordinate provider and platform communications; log and track all actions to maintain a clear audit trail.

· General office administration: ordering stationery, maintaining templates, supporting office procedures and contributing to continuous improvement.

· Work collaboratively with advisers, paraplanners and other administrators to manage workload, prioritise tasks and meet deadlines.

Skills, Knowledge and Competencies

· Excellent administration skills with strong attention to detail and a consistently accurate approach.

· Confident, professional communication skills (written and verbal) with a client-service mindset.

· Ability to prioritise and manage multiple tasks, working to deadlines in a busy environment.

· Strong organisational skills, including diary and workflow management.

· Competent IT skills (Microsoft Office including Outlook, Word and Excel); confident learning new systems/CRMs.

· Discretion and professionalism when handling sensitive personal and financial information.

· Problem-solving approach: able to identify missing information, ask the right questions and follow issues through to completion.

· Team-oriented and willing to support colleagues; able to work independently when needed.

Experience

· Preferred: experience in financial services administration within wealth management, IFA, investment management, platform/provider support or an advice practice environment.

· Also considered: candidates from other professional services environments (e.g., legal, accountancy, property, insurance or banking) where accuracy, client service and document control are critical.

· Experience of end-to-end case progression/business processing, valuations and meeting preparation is desirable.

· Comfortable handling high volumes of documentation, maintaining audit trails and working within regulated processes.

Qualifications and Development

· Qualifications are not required for this role; however, an interest in financial planning and a willingness to learn are important.

· Working towards (or willingness to work towards) relevant industry exams is desirable (e.g., CII/CFP pathway such as R01–R06 or equivalent).

· Training and support will be provided to help you build technical knowledge, system proficiency and understanding of internal processes.

Personal Characteristics

· Professional, approachable and calm under pressure.

· Proactive and reliable, with a strong sense of ownership and follow-through.

· Highly trustworthy, with integrity and respect for confidentiality.

· Positive attitude and willingness to support the team and contribute to improvements.

· Resilient and adaptable, able to adjust priorities as client needs and deadlines change.

Pay: £26,000.00-£32,000.00 per year

Benefits:

Company pension
Employee discount
Free parking
On-site parking

Experience:

Financial services: 1 year (required)
St James's Place : 1 year (preferred)

Language:

English (required)

Location:

Lincoln LN1 1XW (preferred)

Work Location: In person

Quick apply

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