Client manager Work, Jobs in Kenilworth, War (with Salaries)

Practice Administrator
Bridgegate Wealth Management —Kenilworth
- £24,000 - £25,000 a year
- Full-time
- Microsoft Word
- Computer literacy
- English
- Free parking
- Bereavement leave
Quick apply
10d
Young Carers Transition Lead
Carers Trust Heart of England —Coventry
- £28,250 a year
- Weekend availability
- Care experience
- Travel
- Organisational skills
- Health & wellbeing programme
- Annual leave
Quick apply
14d
Sales Executive
The Fennes —Southam
- £27,040 a year
- 8 hour shift
- Social media management
- Customer service
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
6d
Business Support Manager
Ayyan Courier Limited —Solihull
- £27,000 - £30,000 a year
- Full-time
- Administrative experience
- Supervising experience
- Team management
Quick apply
Office Manager
Reference Technology Ltd —Tamworth
- £32,000 - £35,000 a year
- Full-time
- Microsoft Outlook
- Administrative experience
- Human resources
- Annual leave
Quick apply
Event Executive
Legends Global (Europe) —Coventry
- Communication skills
- Time management
- Annual leave
- Employee assistance programme
14d
Scheduler
Wates —Leamington Spa
- Customer service
- Organisational skills
- Computer skills
Remote Business Development & Operations Support (Multi Business)
Multi Sport/Wellness Company —Birmingham
- £28,000 a year
- Full-time
- Remote
- Business development
- Recruiting
- Flexitime
- Work from home
Quick apply
12d
Hygiene Manager
BidvestNoonan —Coventry
- £50,000 a year
- Full-time
- Bakery
- Cleaning
- Training & development
Quick apply
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —Coventry
- £3,800 a month
- Full-time
- Sales
Quick apply
Senior Resident Liaison Officer
Wates —Leamington Spa
- Travel
- Annual leave
13d
Entry Level Account Executive - Tamworth
Flourish —Tamworth
- £35,000 a year
- Full-time
- Hybrid work
- Communication skills
Quick apply
Centre Manager - Banbury Lodge
UK Addiction Treatment Centres —Banbury
- £45,000 - £50,000 a year
- Full-time
- Management
- Rehabilitation centre
- Budgeting
Quick apply
Reservations Manager
Albert's Schloss Birmingham —Birmingham
- £30,000 - £31,000 a year
- Weekend availability
- Hospitality
- Bakery
- Phone etiquette
Quick apply
14d
Senior Facilities Coordinator/Assistant Facilities Manager
CBRE —Warwick
- Full-time
- Annual leave
Translator (UK and EU based only)
WORD360 Language Services —Birmingham
- Bilingual
JUNIOR SALES CONSULTANT
Verisure Services (UK) Limited —Coventry
- £3,800 a month
- Full-time
Quick apply
Event Registration Manager
LiveBuzz —Coventry
- Weekend availability
- Project management
- Travel
- Computer skills
- Work from home
Quick apply
Service Desk Manager
wavenet —Shirley
- Full-time
- Team management
- Travel
- Training & development
Quick apply
Project Coordinator
TXO Group —Solihull
- Full-time
- Microsoft Word
- Microsoft Outlook
- Communication skills
- Free parking
- Annual leave
Quick apply
7d

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client manager jobs near kenilworth, war

Practice Administrator

Bridgegate Wealth Management
Kenilworth

Quick apply

Job details

Permanent | Graduate | Full-time | Apprenticeship
£24,000 - £25,000 a year
10 days ago

Benefits

Free parking
Casual dress
On-site gym
Employee mentoring programme
Financial planning services
Company pension
Bereavement leave
On-site parking

Qualifications

Microsoft Word
Financial planning
Customer service call handling
Report writing
Inbound customer enquiry call handling
Computer literacy
GCSE
Filing
English
Microsoft Office Suite
Data entry
Organisational skills
Customer support
Financial services
AI
Communication skills
A Level

Full job description

Job Overview

We are a small family run Wealth Management practice established for over 25years. We are looking to recruit someone either directly after A levels or University for the role of practice administrator. The role over time and with grown experience, allows career progression into varied roles such as practice manager, specialisations such as paraplanning or to becoming a financial adviser within the practice.

We will provide training opportunities for the right individual to progress within the practice. We are looking for someone who is eager to make a difference, become part of our small family and help us continue to grow the business. Someone who uses their initiative, who has excellent communication skills and excellent grammar. Someone who can learn quickly and add value where they see we can do something more effectively.

REPORTING TO: Practice/Operations Manager

LOCATION: Office Based - Kenilworth Office (there is an option for some flexibility)

HOURS: Full Time – 9 am – 5 pm with 1 hour for lunch

Salary: £24,000 per annum, pension, 20 days holiday, plus bank holidays and at our discretion between Christmas and New Year. Performance bonus (at our discretion) per annum. You add value to our business and do a great job we will recognise this and reward it. Salary reviewed annually.

Key Responsibilites

Client Support

· Answer and make phone calls and respond to basic client requests. Comfortable on the phone. Able to be professional.

Data Management

· Update and maintain client records accurately on various financial software systems.

Document Preparation

· Prepare reports, valuations and paperwork for client reviews and other meetings.

Office Administration

· Scan and distribute post coming in, order office supplies, and manage electronic filing systems.

Process Tracking

· Track and chase new business applications and check for missing information.

Compliance

· Complete annual internal modules/sessions to meet compliance requirements.

Team Support

· Ability to work as part of a small team and help others within that team as and when required.

· Add value to the team.

Required Skills

· Communication: English speaking. Excellent communication skills across all areas e.g. with clients of all ages, third party providers and team members. Understand etiquette of dealing with clients. High level of confidentiality.

· Organization: Superb time keeper. Manage time well and the ability to handle multiple tasks at once.

· Ability to meet deadlines.

· Happy to work on their own

· Attention to Detail: Keep financial data accurate and follow strict rules.

· Computer Literacy: Excellent

· Use Microsoft Office programs like Word and Excel with ease. Able to learn new software packages like Salesforce.

· Experience with AI is useful as we will be implementing specific AI technology in our business.

Entry Requirements

· ‘A’ Levels (A* to C), including English and Maths at GCSE.

· Demonstrate excellent verbal and written communication skills.

· Eager to learn, reliable and professional.

Pay: £24,000.00-£25,000.00 per year

Benefits:

Bereavement leave
Casual dress
Company pension
Employee mentoring programme
Financial planning services
Free parking
On-site gym
On-site parking

Education:

A-Level or equivalent (required)

Work Location: In person

Quick apply

Refine Your Search

client manager jobs in kenilworth, war

Practice Administrator

Young Carers Transition Lead

Sales Executive

Business Support Manager

Office Manager

Event Executive

Scheduler

Remote Business Development & Operations Support (Multi Business)

Hygiene Manager

JUNIOR SALES ADVISOR

Senior Resident Liaison Officer

Entry Level Account Executive - Tamworth

Centre Manager - Banbury Lodge

Reservations Manager

Senior Facilities Coordinator/Assistant Facilities Manager

Translator (UK and EU based only)

JUNIOR SALES CONSULTANT

Event Registration Manager

Service Desk Manager

Project Coordinator

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