Client servicing Work, Jobs in Colchester, Eng (with Salaries)

Client Servicing Administrator
Douglas Steers & Company —Colchester
- From £28,000 a year
- Full-time
- Financial services
- In-person
- Communication skills
- Health & wellbeing programme
Quick apply
2d
First Contact Navigator
CARA (Centre for Action on Rape and Abuse) —Colchester
- £24,496 - £26,845 a year
- Full-time
- Hybrid work
- English
- Data entry
- Phone etiquette
- Health & wellbeing programme
- Sick pay
Quick apply
Customer Service & Sales Specialist
Floral Image Ipswich and Norwich —Ipswich
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Sales
Quick apply
Multinational Case Handler
Intact Insurance UK Limited —Chelmsford
- Hybrid work
- Microsoft Excel
- Continuous improvement
- Communication skills
- Annual leave
- Flexible schedule
Quick apply
Multinational Client Service Technician
AXA —Ipswich
- Microsoft Excel
- Microsoft Office
- Analysis skills
Air Conditioning Installer
Just Boilers ltd —Chelmsford
- From £350 a day
- Full-time
- Schematics
- Maintenance
- Organisational skills
Quick apply
Tyre Fitter / Wheel Aligner
tyre center ipswich —Ipswich
- £24,420 - £28,000 a year
- Full-time
- Heavy lifting
- Customer service
- Maintenance
- Free parking
- Employee discount
Quick apply
Water Hygiene Technician
SOCOTEC UK & Ireland —Colchester
- Full-time
- Hybrid work
- Travel
- IT
- Employee assistance programme
- Employee discount
Quick apply
Yard Operative
Giles Landscapes and Management —Bury St. Edmunds
- From £12.71 an hour
- Part-time
- Driving
- In-person
- Mechanical knowledge
Quick apply
Light vehicle technician
CS Automotive Repair ltd —Colchester
- £24,420.00 - £49,534.26 a year
- Full-time
- Heavy lifting
- Schematics
- Maintenance
- Free parking
- Employee discount
Quick apply
6d
Financial Services Administrator within IFA Firm
Eden IFA Ltd —Rayleigh
- £25,000 - £35,000 a year
- Full-time
- Customer service
- Microsoft Office
- Organisational skills
Quick apply
Team Leader
Gallagher —Chelmsford
- Mentoring
- Leadership
- Negotiation
- Employee stock purchase plan
- Life insurance
Financial Services Administrator within IFA Firm - Senior
Eden IFA Ltd —Rayleigh
- £30,000 - £35,000 a year
- Full-time
- Customer service
- Microsoft Office
- Organisational skills
Quick apply
Account Manager
Gallagher —Chelmsford
- Microsoft Office
- Analysis skills
- Maths
- Employee stock purchase plan
- Life insurance
Fire Service & Small Works Install Technician
Minerva Fire & Security Ltd —Wickford
- £40,000 - £44,000 a year
- Overtime
- Schematics
- Maintenance
- Power tools
Quick apply
4d
Account Executive - East of England
Gallagher —Ipswich
- Administrative experience
- Travel
- Communication skills
- Employee stock purchase plan
- Life insurance
Fire Alarm Service Engineer
Alpha Fire Alarms Ltd —Colchester
- £28,000 - £42,000 a year
- Full-time
- Organisational skills
- Communication skills
Quick apply
Sprinkler Service Engineer
Fire Security (Sprinkler Installations) Ltd —Haverhill
- From £40,000 a year
- Full-time
- Maintenance
- Sick pay
Quick apply
3d
Senior Account Executive - Property Insurance
WTW —Ipswich
- Full-time
- Hybrid work
- Microsoft Office
- IT
- Communication skills
- Annual leave
- Employee assistance programme
Vehicle Technician (NISSAN/RENAULT)
Taylor's Service Centres —Great Dunmow
- £42,000 - £55,000 a year
- Full-time
- Sales
- Maintenance
- In-person
- Free parking
- Relocation assistance
Quick apply
4d

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Client Servicing Administrator

Douglas Steers & Company
Colchester

Quick apply

Job details

Permanent | Full-time
From £28,000 a year
2 days ago

Benefits

Health & wellbeing programme
Cycle to work scheme
Financial planning services
Company pension
Company events
Private medical insurance

Qualifications

Financial planning
Pension
Data management
Financial services
Communication skills

Full job description

Ranked as one of the Top 100 Financial Advisers in the country with the FT Adviser Top 100 for six consecutive years.     

At Douglas Steers and Company, we are dedicated to helping our clients achieve their financial goals through expert advice, strategic planning, and personalised financial solutions. We pride ourselves on fostering a collaborative and supportive environment, valuing every team member’s contribution while promoting continuous professional development.  

Position Overview:   

We are looking for a highly organised and customer-focused Client Services Administrator to join our friendly and supportive team. This is an excellent opportunity for someone who enjoys working in a fast-paced professional environment and wants to build a long-term career within financial services. The successful candidate will play a crucial role in supporting financial advisers and ensuring smooth operations within the team.

Key Responsibilities will include but are not limited to:   

Providing administrative support to Financial Advisers and the wider Client Services team.
Preparing documentation for client meetings.
Processing new business applications across pensions, investments and protection.
Liaising with providers, clients and third parties to obtain information and monitor progress.
Managing client records and ensuring information is accurate and up to date. Handling incoming telephone calls and emails professionally.
Chasing outstanding paperwork and provider requests.
Ensuring all work is completed in line with FCA regulations and company procedures.
Supporting the team with general administrative duties as required.

About You:   

A strong work ethic and commitment to delivering high-quality results. 
Confident working in a fast-paced, professional environment and managing multiple priorities. 
Able to work both independently using your initiative and collaboratively as part of a team. 
Highly organised and methodical with a strong ability to manage tasks effectively. 
Exceptional attention to detail, ensuring accuracy in all aspects of work, particularly with data management. 
Excellent communication skills, able to maintain and develop professional relationships with clients and colleagues. 
Capable of working to tight deadlines and under pressure, ensuring tasks are completed on time. 
Previous experience within a Financial Planning firm is highly desirable, demonstrating industry knowledge and expertise.

Desirable Skills and Experience:  

Previous experience within an Independent Financial Adviser (IFA), Wealth Management or Financial Services environment is desirable.
Experience using back-office systems such as Intelligent Office or similar.
Knowledge of pensions, investments and protection products.
Working towards, or interested in studying towards, the Level 4 Diploma in Regulated Financial Planning.
Strong technical expertise across investments, retirement planning, protection
Strong Regulatory Awareness

Benefits:     

33 days holiday (including  bank holidays) 
No weekends   
Christmas Closure   
Expanding business and opportunities for career growth   
Company events   
Wellbeing support   
Cycle to Work scheme (after 2 years)   
Birthday off (after 2 years)

What next?     

If you are passionate about helping individuals and families achieve their financial goals, eager to take the next step in your career, and believe you have the skills and experience to thrive in this role, we'd love to hear from you!    

Douglas Steers & Company is an equal opportunity employer and is committed to fostering an inclusive, diverse, and respectful work environment for all employees.

Pay: From £28,000.00 per year

Benefits:

Company events
Company pension
Cycle to work scheme
Financial planning services
Health & wellbeing programme
Private medical insurance

Work Location: In person

Quick apply

Refine Your Search

client servicing jobs in colchester, eng

Client Servicing Administrator

First Contact Navigator

Customer Service & Sales Specialist

Multinational Case Handler

Multinational Client Service Technician

Air Conditioning Installer

Tyre Fitter / Wheel Aligner

Water Hygiene Technician

Yard Operative

Light vehicle technician

Financial Services Administrator within IFA Firm

Team Leader

Financial Services Administrator within IFA Firm - Senior

Account Manager

Fire Service & Small Works Install Technician

Account Executive - East of England

Fire Alarm Service Engineer

Sprinkler Service Engineer

Senior Account Executive - Property Insurance

Vehicle Technician (NISSAN/RENAULT)

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