Client manager 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
6d
Senior Business Administrator (Reception & Client Services)
Nicholsons Accountants —Lincoln
- Monday to Friday
- Microsoft Powerpoint
- Microsoft Word
- Administrative experience
- Free parking
Quick apply
development Worker - Rough Sleeper Support Hub
developmentplus —Lincoln
- £25,482 a year
- Part-time
- In-person
Quick apply
1h
Maintenance Administrator
Selmec (Lincoln) Ltd —Lincoln
- Temporary
- English
- Supervising experience
- IT
- Free parking
Quick apply
12d
Customer Liaison Officer
Equans —Lincoln
- Full-time
- Computer literacy
- Annual leave
- Employee assistance programme
7d
Wedding and Events Coordinator
Charlotte House Hotel —Lincoln
- Up to £29,000 a year
- Part-time
- Hospitality
- Microsoft Excel
- Social media management
- Store discount
- Health & wellbeing programme
Quick apply
Sport & Leisure Manager
City of Lincoln Council —Lincoln
- £56,180 - £59,492 a year
- Full-time
- Leadership
- Free parking
- Health & wellbeing programme
Administrator - Bank
St Philips Care Caledonia Ltd —Lincoln
- Computer literacy
- Accounting
- Front desk
- Paid training
- Annual leave
Customer Retention Specialist
Listers —Lincoln
- Full-time
- Administrative experience
- Communication skills
- Free parking
- Health & wellbeing programme
Account Manager
Bauer Media Group —Lincoln
- Hybrid work
- CRM software
- Business development
- Presentation skills
TFM Contract Manager
OCS Group —Lincoln
- Business development
- Presentation skills
- Business
Quick apply
Contracts Manager
Gelder —Lincoln
- Contracts
- Construction experience
- Budgeting
PA to Managing Director/Office Manager
Oakmoor Interiors —Lincoln
- £28,000 a year
- Full-time
- Google Suite
- Administrative experience
- Supervising experience
- Sick pay
Quick apply
Payroll Administrator
Nicholsons Accountants —Lincoln
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Free parking
- Annual leave
Quick apply
Trainee Account Executive (hf13537514)
Flourish —Newark-on-Trent
- £35,000 a year
- Full-time
- Hybrid work
- Communication skills
Quick apply
Waking Night Support Worker - Learning Disability
Linkage Community Trust Ltd —Lincoln
- £29,755 - £31,156 a year
- 12 hour shift
- Medication administration
- Computer literacy
- No experience needed
- Annual leave
- Employee assistance programme
Quick apply
12d
Service Design and Transition Manager
PMC Commerce —Lincoln
- Hybrid work
- Travel
- Communication skills
Quick apply
5d
Customer Services Manager
Equip Global Supplies Ltd —Market Rasen
- From £29,000 a year
- Full-time
- Customer service
- Computer literacy
- Team management
- Store discount
- Employee discount
Quick apply
here
Streets Heaver —Lincoln
- £38,500 - £55,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- English
- Annual leave
Deputy Manager - Learning Disability
Linkage Community Trust Ltd —Lincoln
- £32,141 a year
- Weekend availability
- Management
- Medication administration
- Computer literacy
- Annual leave
- Employee discount
Quick apply
2d

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Administrator

Tower House Wealth Management
Lincoln

Quick apply

Job details

Permanent | Full-time
£26,000 - £32,000 a year
6 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

Refine Your Search

client manager jobs in canwick, lin

Administrator

Senior Business Administrator (Reception & Client Services)

development Worker - Rough Sleeper Support Hub

Maintenance Administrator

Customer Liaison Officer

Wedding and Events Coordinator

Sport & Leisure Manager

Administrator - Bank

Customer Retention Specialist

Account Manager

TFM Contract Manager

Contracts Manager

PA to Managing Director/Office Manager

Payroll Administrator

Trainee Account Executive (hf13537514)

Waking Night Support Worker - Learning Disability

Service Design and Transition Manager

Customer Services Manager

here

Deputy Manager - Learning Disability

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