Client support administrator Work, Jobs in Winsford (with Salaries)

IFA Administrator - Full Time
Burfield Financial Planning —Northwich
- £26,000 - £30,000 a year
- Full-time
- English
- Microsoft Office
- Administrative experience
- Annual leave
- Life insurance
Quick apply
2d
Business Support Administrator
Langley Alloys Ltd —Stoke-on-Trent
- Up to £32,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Sales
- Sick pay
Quick apply
6d
Project Support Administrator
Environmental Essentials Ltd —Newcastle-under-Lyme
- £25,500 a year
- Full-time
- Microsoft Office
- Accounting
- Contracts
- Health & wellbeing programme
- Annual leave
Quick apply
5d
Business Support Administrator
Xeinadin —Chester
- Full-time
- Microsoft Office
- Administrative experience
- Organisational skills
- Health & wellbeing programme
- Life insurance
Quick apply
5h
Claims Administrator
Likewize —Crewe
- Full-time
- Computer literacy
- Organisational skills
- Communication skills
- Free parking
- Gym membership
Quick apply
6d
Administrator
North Staffs Mind —Stoke-on-Trent
- £24,454 a year
- Part-time
- Microsoft Outlook
- Administrative experience
- Computer skills
- Free parking
- Annual leave
Quick apply
1d
Business Support Administrator
Lucideon —Stoke-on-Trent
- Full-time
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Annual leave
Quick apply
Enforcement Team Administrator
Dukes Bailiffs Limited —Stone
- £26,230 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Administrative experience
- Free parking
- Health & wellbeing programme
Quick apply
Customer Service Administrator
CML —Market Drayton
- £15,005 a year
- 12 hour shift
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
Quick apply
6d
Asset Administrator
Change Housing —Salford
- £28,275 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Store discount
Quick apply
7d
Senior Office Administrator / Co-ordinator
Aiker Legal Ltd —Wrexham
- £27,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
2d
Operations Administrator
Jackson Fire & Security —Manchester
- £30,000 a year
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
- Annual leave
Quick apply
2h
Contract Administrator
Equans —Macclesfield
- From £28,000 a year
- Full-time
- Microsoft Excel
- Oracle
- Microsoft Outlook
- Annual leave
- Employee assistance programme
Administrator - Parts and Service
Jofson Ltd —Trafford
- Up to £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Annual leave
Quick apply
5d
Facilities Support Administrator
Art of Maintenance Limited —Salford
- From £27,000 a year
- Full-time
- Customer service
- Microsoft Office
- Organisational skills
- Free parking
- Sick pay
Quick apply
1d
Bookkeeper & Administrator
Starbots Creative —Newcastle
- From £30,000 a year
- Part-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Organisational skills
Quick apply
7d
Technical Administrator
Emcor —Deeside
- £29,000 - £30,000 a year
- Full-time
- Customer service
- Computer literacy
- Organisational skills
- Employee assistance programme
- Referral programme
Quick apply
12d
Client Administrator - Chester
Atomos —Chester
- Hybrid work
- Communication skills
Service Administrator
ISS Facility Services —Stoke-on-Trent
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
Quick apply
Auction Administrator
Adam Partridge Auctioneers & Valuers —Macclesfield
- From £25,500 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
4h

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IFA Administrator - Full Time

Burfield Financial Planning
Northwich

Quick apply

Job details

Full-time
£26,000 - £30,000 a year
2 days ago

Benefits

Annual leave
Company pension
Life insurance
Sick pay

Qualifications

English
Microsoft Office
Administrative experience
Organisational skills
Financial services
AI

Full job description

Job Overview

Burfield Financial Planning was established in 2010 and has built a strong reputation for providing high-quality financial advice. Our team of four Advisers has over 40 years of combined industry experience. While we specialise in retirement planning, we also offer a comprehensive range of financial solutions to meet our clients' needs.

We are seeking a Financial Services Administrator to join our team. The successful candidate will play a key role within the administration function, providing support to Advisers, Paraplanners, and fellow Administrators to ensure the efficient delivery of client services.

About the Role

Office-based
Full-time
Permanent
Monday to Friday, 9:00am to 5:00pm (Friday, 9:00am to 4:00pm)

Responsibilities

Prepare annual review reports using company templates.
Complete and submit annual review files in accordance with company procedures.
Obtain pre-sale documentation, including quotations and supporting information.
Process new business applications through to completion across pensions, investments, and other financial planning products.
Ensure all relevant client documentation is accurately maintained on the back-office system.
Maintain awareness of, and act in accordance with, all compliance and legislative obligations.
Ensure client withdrawals are processed by providers in a timely manner and followed through to completion.
Liaise with clients, advisers, and product providers to ensure tasks are completed efficiently and deadlines are met.
Address client and intermediary enquiries professionally and promptly.
Answer inbound calls and make outbound calls as required.
Book appointments and assist with diary and calendar management.
Carry out general administrative and office duties as required.

Requirements

Previous experience in a similar role within a financial services business is desirable.
Experience producing valuations and preparing reports would be advantageous.
Experience using Intelligent Office and Dynamic Planner would be beneficial.
Strong organisational skills, with the ability to manage and prioritise workloads effectively.
Excellent attention to detail and a high level of accuracy.
Customer-focused approach with a commitment to delivering exceptional service.
Excellent communication, interpersonal, and relationship-building skills.
Confident and professional telephone manner.
Strong team player with the ability to work collaboratively.
Good working knowledge of Microsoft Office applications.

Benefits

22 days' annual leave plus bank holidays. (Three days of annual leave must be taken during the Christmas and New Year office closure).
An additional day's annual leave is awarded for each completed year of service, up to a maximum entitlement of 27 days.
Company pension scheme.
Birthday leave.
Study support.
Death in Service benefit.

Job Type: Full-time

Pay: £26,000.00-£30,000.00 per year

Benefits:

Company pension
Life insurance
Sick pay

Application question(s):

List three reasons why you would be a suitable candidate for this role? (No AI responses)

Experience:

Administrative: 1 year (preferred)

Language:

English (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

client support administrator jobs in winsford

IFA Administrator - Full Time

Business Support Administrator

Project Support Administrator

Business Support Administrator

Claims Administrator

Administrator

Business Support Administrator

Enforcement Team Administrator

Customer Service Administrator

Asset Administrator

Senior Office Administrator / Co-ordinator

Operations Administrator

Contract Administrator

Administrator - Parts and Service

Facilities Support Administrator

Bookkeeper & Administrator

Technical Administrator

Client Administrator - Chester

Service Administrator

Auction Administrator

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