Client services Work, Jobs in Clyst Saint Lawrence, Dev (with Salaries)

Financial Services/IFA Administrator
Medical & General Independent Financial Advisers Ltd —Ottery Saint Mary
- £25,000 - £32,000 a year
- Full-time
- In-person
- Free parking
- Store discount
Quick apply
14d
Intelligence and Investigations Specialist (South West of England)
NetWatch Global —Exeter
- £27,533 a year
- Full-time
- Remote
- English
- Databases
- Bachelor's degree
- Health & wellbeing programme
- Flexitime
Quick apply
9d
Paraplanner/IFA Report Writer
Medical & General Independent Financial Advisers Ltd —Ottery Saint Mary
- £25,000 - £40,000 a year
- Full-time
- In-person
- Free parking
- Store discount
Quick apply
14d
Dog Walker & Assistant Trainer
Connect Behaviour —Exeter
- £13 an hour
- Part-time
- In-person
- Communication skills
- School
- Employee discount
Quick apply
Client Services Assistant
Stephens Scown —Exeter
- Full-time
- Hybrid work
- Microsoft Word
- Front desk
- Communication skills
- Annual leave
House Services Coordinator (Part Time)
Oxygen House —Exeter
- £16,200 a year
- Part-time
- Continuous improvement
- Organisational skills
- Front desk
- Annual leave
- Employee assistance programme
Bespoke packer for intricate & delicate products
Littledart Fulfilment —Witheridge
- £13.45 an hour
- Full-time
- Computer literacy
- Quality control
- Warehouse experience
- Flexible schedule
Quick apply
4d
Receptionist
Moore Scarrott Chartered Accountants —Exeter
- From £26,250 a year
- Full-time
- Computer literacy
- Microsoft Office
- Administrative experience
- Free parking
- Sick pay
Quick apply
23h
House Services Coordinator
Oxygen House Ltd —Exeter
- Up to £12.98 an hour
- Part-time
- Customer service
- Microsoft Office
- Administrative experience
- Free parking
- Annual leave
Quick apply
Travel Sales Consultant
Trailfinders —Exeter
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Land and Development Assistant
Stags —Exeter
- From £27,500 a year
- Part-time
- CRM software
- Typing
- In-person
- Health & wellbeing programme
Quick apply
Enquiries Manager
The Barrister Group —Taunton
- £27,500 - £30,000 a year
- Full-time
- Hybrid work
- CRM software
- Customer service
- Computer literacy
Quick apply
Client Services Representative Receptionist
AmicusLaw Southwest LLP —Tiverton
- £23,500 a year
- Full-time
- Analysis skills
- Travel
- Front desk
Quick apply
11d
Care & contact team member
Littledart Fulfilment —Witheridge
- £13.45 an hour
- Full-time
- Computer literacy
- Data entry
- Typing
Quick apply
4d
Senior Clinical Receptionist
The Exeter Clinic Ltd —Exeter
- £31,200 a year
- Full-time
- Hospitality
- Computer literacy
- English
- Annual leave
- Employee discount
Quick apply
11d
Customer Service Representative (Account Manager)
The Pollard Group —Exeter
- Full-time
- Hybrid work
- CRM software
Quick apply
Commercial Administrator
M Group —Tiverton
- Microsoft Office
- Data entry
- IT
- Annual leave
- Employee assistance programme
Administration and ticketing assistant
Expressions Holidays —Exeter
- From £26,000 a year
- Part-time
- Customer service
- English
- Hotel
- Flexible schedule
Rural Sales Assistant
Stags —Exeter
- Up to £26,500 a year
- Full-time
- Microsoft Office
- Organisational skills
- In-person
Quick apply
Executive Chauffeur
Hilton Ames —Exeter
- Part-time
- Driving

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Financial Services/IFA Administrator

Medical & General Independent Financial Advisers Ltd
Ottery Saint Mary

Quick apply

Job details

Full-time
£25,000 - £32,000 a year
14 days ago

Benefits

Free parking
Store discount
Health & wellbeing programme
Company pension
Employee assistance programme
Employee discount
Life insurance
On-site parking

Qualifications

Filing

Full job description

About us - “We make the complex simple”. At Medical & General IFA and Mortgages for Doctors, we help people grow and protect their wealth. As our name suggests, we specialise in providing independent advice to members of the medical profession and we also help non-medics who reach out to us. Our aim is to always help our clients feel clear, confident and in control of their finances.

Due to the continuing expansion of our business, we are looking for a Financial Services/IFA Administrator to join our team based in Ottery St Mary.

If you join our team, you get your birthday as a day off, we offer a life assurance (death in service) scheme at 3 x your annual salary, a group income protection scheme, enhanced employer pension contributions. We have a health cash plan that gives you money back for your dentist check-ups (+ more), optician check-ups (+ more) and other health and wellbeing appointments like massages and physiotherapy. This plan also has fantastic other perks that gives you access to lots of great discounts on brands (online and instore), discounts on food, cinema/theatre tickets and so much more. We also have an Employee Assistance Programme to support you if you need it. We also support flexible working.

In additional to these great employee benefits, we also are super committed to your learning and your continuous professional development. We want you to grow your career with us and to succeed.

Your role with us will include:-

1. General administration duties including answering the telephone, liaising with clients, dealing with the incoming and outgoing post, scanning documents, etc.

2. Processing new business - Entering business onto our systems, provider portals and following through to completion.

3. Completing application forms, processing letters of authority, requesting policy information and chasing providers for the information.

4. Admin support including typing up correspondence, letters and reports.

5. Maintaining customer files, ensuring that they are up to date and complete in accordance with procedures.

6. Ensuring all compliance procedures are adhered to on a day-to-day basis.

7. To ensure that office facilities are maintained daily - i.e. The office coffee machine.

8. Other duties may be expected of you as the business evolves and as you evolve within the business.

You will have a comprehensive induction from day one with full training on all our systems and processes. We have invested in our systems to make the processes as seamless as possible to ensure client satisfaction. The personal touch for each and every one of our clients is really important to us.

Please send a covering letter with your application.

No agencies please.

Salary dependant on experience.

Job Type: Full-time

Pay: £25,000.00-£32,000.00 per year

Benefits:

Company pension
Employee discount
Free parking
Health & wellbeing programme
Life insurance
On-site parking
Store discount

Ability to commute/relocate:

Ottery Saint Mary, Devon: reliably commute or plan to relocate before starting work (required)

Application question(s):

Please send a covering letter with your application.

Experience:

IFA administration: 2 years (preferred)

Work Location: In person

Quick apply

Refine Your Search

client services jobs in clyst saint lawrence, dev

Financial Services/IFA Administrator

Intelligence and Investigations Specialist (South West of England)

Paraplanner/IFA Report Writer

Dog Walker & Assistant Trainer

Client Services Assistant

House Services Coordinator (Part Time)

Bespoke packer for intricate & delicate products

Receptionist

House Services Coordinator

Travel Sales Consultant

Land and Development Assistant

Enquiries Manager

Client Services Representative Receptionist

Care & contact team member

Senior Clinical Receptionist

Customer Service Representative (Account Manager)

Commercial Administrator

Administration and ticketing assistant

Rural Sales Assistant

Executive Chauffeur

I want to receive the latest job alerts for client services in clyst saint lawrence, dev

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