Private client Work, Jobs in Marlesford, Sfk (with Salaries)

Broker Admin Assistant
Fleximize Ltd —Ipswich
- £22,000 - £27,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Free parking
- Store discount
Quick apply
14d
Training and Compliance Officer
Douglas Steers & Company —Colchester
- £70,000 a year
- Full-time
- In-person
- Communication skills
- Health & wellbeing programme
Quick apply
Site Administrator - 12 Month FTC
Bachy Soletanche —Leiston
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
Quick apply
Scheduler
Dalkia Facilities —Ipswich
- £26,000 a year
- Full-time
- Annual leave
- Employee assistance programme
Communication Manager
M Group —Ipswich
- Computer literacy
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
11d
Project Administrator
Framatome —Sizewell
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Quick apply
Video Content Producer
Midwich Group —Diss
- Free parking
- Employee assistance programme
11d
FINMAR Client Relationship Manager
WTW —Ipswich
- Full-time
- Hybrid work
- Communication skills
- Annual leave
- Employee assistance programme
9d
Client Service Executive – Insurance
WTW —Ipswich
- Full-time
- Hybrid work
- Communication skills
- Negotiation
- Annual leave
- Employee assistance programme
Aquarius Relationship and Placement Coordinator
WTW —Ipswich
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Collections Officer
Corpay —Ipswich
- Full-time
- Customer service
- Computer literacy
- Microsoft Office
- Life insurance
5h
Sales Client Executive
Drax Group —Ipswich
- Full-time
- Sales
- Analysis skills
Client Support - Management Services
Miller Insurance Services —Ipswich
- Travel
- Annual leave
Veterinary Receptionist
Waveney Valley Vets —Bungay
- From £13.45 an hour
- Part-time
- In-person
- Employee discount
- Sick pay
Quick apply
3d
Site Agent
M Group —Ipswich
- Civil engineering
- Team management
- Leadership
- Annual leave
- Employee assistance programme
Health & Safety Advisor - 1 Year Fixed Term
Bachy Soletanche —Leiston
- Civil engineering
- Microsoft Office
- Computer skills
- Annual leave
- Employee assistance programme
Quick apply
4d
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
9d
Sales Director (Private Sector FM)
OCS Group —Ipswich
- Remote
- Sales
- Business development
- Leadership
Quick apply
7d
Transport Business Administrator
Poundfield Precast —Ipswich
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Employee assistance programme
Quick apply
1d
PCV Bus Driver – Private School Contracts
4.Operations, LDA —Ipswich
- £12.71 - £20.40 an hour
- Full-time
- Maintenance
- English
- Driving
Quick apply
3d

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Broker Admin Assistant

Fleximize Ltd
Ipswich

Quick apply

Job details

Permanent | Full-time
£22,000 - £27,000 a year
14 days ago

Benefits

Free parking
Casual dress
Store discount
Additional leave
Financial planning services
Discounted or free food
Company pension
Company events
Private medical insurance
Employee discount
On-site parking

Qualifications

Microsoft Powerpoint
Microsoft Word
CRM software
Sage
Microsoft Excel
Microsoft Outlook
Customer service
Accounting software
Sales administration
English
Microsoft Office
Administrative experience
Data entry
Organisational skills
Communication skills

Full job description

Job Summary

We are seeking a highly organised and proactive Broker Admin Assistant to support our brokerage team. This role involves providing comprehensive administrative assistance to ensure smooth operations within the brokerage environment. The successful candidate will utilise their excellent communication skills and technical proficiency to manage various administrative tasks, maintain client records, and facilitate effective sales administration. This paid position offers an excellent opportunity for individuals looking to develop their career within the financial or insurance sectors.

Duties

Manage and update client information using CRM software, ensuring accuracy and confidentiality.
Assist with sales administration tasks, including processing documentation and preparing reports using Microsoft Excel, Word, PowerPoint, and Outlook.
Support the team in preparing presentations and correspondence for clients and internal stakeholders.
Organise schedules, appointments, and meetings efficiently, demonstrating strong organisational skills.
Respond promptly to client enquiries via email or phone, delivering exceptional customer service.
Maintain filing systems both digitally and physically to ensure easy retrieval of information.
Coordinate with other departments to facilitate smooth workflow processes.
Utilise Sage accounting software for invoicing and financial record keeping as required.
Perform general administrative duties such as data entry, photocopying, and document management.

Skills

Proficiency in Microsoft Office suite including Word, Excel, PowerPoint, Outlook, and other relevant programmes.
Experience with CRM software and Sage is highly desirable.
Strong sales administration experience combined with excellent organisational skills.
Exceptional communication skills in English, both written and verbal.
Demonstrated IT literacy with the ability to adapt quickly to new software tools.
Proven ability to manage time effectively and prioritise tasks efficiently.
Customer service orientation with a professional approach to client interactions.
Good organisational skills with attention to detail and accuracy in all work undertaken.
Ability to work independently whilst supporting team objectives effectively.

This role is ideal for motivated individuals seeking a challenging yet rewarding administrative position within a dynamic brokerage environment. The successful applicant will be integral to maintaining operational excellence through efficient administration and excellent customer service delivery.

Pay: £22,000.00-£27,000.00 per year

Benefits:

Additional leave
Casual dress
Company events
Company pension
Discounted or free food
Financial planning services
Free parking
On-site parking
Private medical insurance
Store discount

Work Location: In person

Quick apply

Refine Your Search

private client jobs in marlesford, sfk

Broker Admin Assistant

Training and Compliance Officer

Site Administrator - 12 Month FTC

Scheduler

Communication Manager

Project Administrator

Video Content Producer

FINMAR Client Relationship Manager

Client Service Executive – Insurance

Aquarius Relationship and Placement Coordinator

Collections Officer

Sales Client Executive

Client Support - Management Services

Veterinary Receptionist

Site Agent

Health & Safety Advisor - 1 Year Fixed Term

Client Servicing Administrator

Sales Director (Private Sector FM)

Transport Business Administrator

PCV Bus Driver – Private School Contracts

I want to receive the latest job alerts for private client in marlesford, sfk

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