Client services Work, Jobs in Yanworth, Gls (with Salaries)

Adviser Support
Amber River HDA —Cheltenham
- £24,500 - £34,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Life insurance
Quick apply
Client Relations Assistant
Holland Cooper —Cheltenham
- £26,500 a year
- Full-time
- CRM software
- Salesforce
- Continuous improvement
- Store discount
- Employee assistance programme
Quick apply
5d
1st Line Team Leader
Commercial —Cheltenham
- £30,000 - £38,000 a year
- Full-time
- Hybrid work
- Team management
- SharePoint
- Training & development
- Work from home
- Employee assistance programme
Quick apply
Legal Receptionist
C&R Legal Limited —Faringdon
- £24,000 - £27,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Computer literacy
Quick apply
Construction Scheduler & Works Planner
Practical Roof Solutions Ltd —Badsey
- £32,000 - £34,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Computer literacy
- Free parking
Quick apply
13d
Client Relations Assistant (Fixed Term Contract)
Holland Cooper —Cheltenham
- £26,500 a year
- Temporary
- CRM software
- Salesforce
- Continuous improvement
- Store discount
- Employee assistance programme
Quick apply
5d
Client Services - Academy Opportunity
Attivo Group —Cheltenham
- From £25,000 a year
- Hybrid work
- Customer service
- Financial services
- Communication skills
- Work from home
Quick apply
Business Support Administrator
Swindon Borough Council —Swindon
- £26,403 a year
- Full-time
- Hybrid work
- Customer service
- English
- Databases
Quick apply
14d
Secretary / Administrative Assistant / Audio Typist
Anderson Griffin Limited —Cheltenham
- From £26,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Administrative experience
Quick apply
14d
Health, Safety and Facilities Coordinator
Guideposts Trust —Witney
- £26,000 - £30,000 a year
- Full-time
- Hybrid work
- Management
- Travel
- Organisational skills
- Health & wellbeing programme
- Referral programme
Quick apply
Client Services Administrator, 6m FTC
Charles Russell Speechlys —Cheltenham
- Full-time
- Hybrid work
- Communication skills
Freelance Event Manager @ Hyde House
Dearborn Studio —Cheltenham
- Up to £20 an hour
- Weekend availability
- Organisational skills
- In-person
- Communication skills
Quick apply
1d
Operations Contract Support Coordinator
Arcus FM —Cirencester
- Up to £27,535 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Customer service
- Annual leave
Quick apply
Trainee Sales Assistant
Placement Professionals —Swindon
- £600 a week
- Full-time
- Sales
- Customer service
- Travel
Quick apply
7d
PPM Administrator
Arcus FM —Cirencester
- Up to £26,437 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Continuous improvement
- Annual leave
Quick apply
8d
Contents Removal & Storage Operative
VAPOR CLEAN —Nailsworth
- £14 an hour
- Overtime
- Customer service
- Computer literacy
- Driving
Quick apply
CIBTAC Centre Coordinator
CIBTAC Ltd —Gloucester
- £25,000 a year
- Part-time
- Microsoft Word
- Microsoft Outlook
- Customer service
- Free parking
Quick apply
2d
Client Services Technician - Onboarding and Oversight Team
Amwins Global Risks —Cheltenham
- Continuous improvement
- Computer skills
- Communication skills
Quick apply
14d
Administrative Assistant
BGG Garden and Tree Care Ltd —Faringdon
- £27,500 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
12d
Client Services Technician - Underwriting Team
Amwins Global Risks —Cheltenham
- Customer service
- Analysis skills
- Organisational skills
Quick apply
14d

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client services jobs near yanworth, gls

Adviser Support

Amber River HDA
Cheltenham

Quick apply

Job details

Permanent | Full-time
£24,500 - £34,000 a year

Benefits

Health & wellbeing programme
Life insurance
On-site parking

Qualifications

Microsoft Word
Financial planning
Report writing
Microsoft Excel
Microsoft Outlook
Report generation
Stakeholder liaison
Administrative support experience
Organisational skills
Communication skills

Full job description

Amber River HDA Chartered Financial Planners provide high-quality, comprehensive independent financial planning advice to individuals, families and businesses.

We are looking for an experienced IFA Administrator to join our busy team. The successful applicant will primarily be based in our Cheltenham office. This is a great opportunity for someone who has a wealth of experience working within a Financial Planning firm and is looking for a position in a strong, secure, and flexible working environment. Industry knowledge and experience is essential.

Role and Responsibilities

You will work closely with the Paraplanners and Financial Planners to ensure the smooth running of the teams and to provide an excellent service to our clients.

The role includes but is not limited to:

To support the Financial Planners and Paraplanners with day-to-day administrative tasks always maintaining clear communication.
Maintain accurate client records and ensure our back-office systems are updated.
Liaising with clients as required by the Paraplanner and Financial Planner, assisting with enquiries in a timely manner and in adherence to our TCF requirements.
Liaising with providers on various matters ensuring all information requested is received within the timescales set and checked for accuracy before passing to the Paraplanner.
Compile enclosures for reports such as illustrations, key features and applications and send out client correspondence as needed.
Processing new business and monitor through to completion.
Assist your colleagues with answering the phones, ensuring they are answered within the required timescale.

The Individual

Due to the nature of the role and the industry, we are looking for someone with:

A minimum of 2 years administration experience
A minimum of 2 years experience working within an IFA firm (ideal)
Exceptional organisational skills who is able to work well under pressure
Excellent communication skills, both written and verbally
A strong work ethic and a flexible attitude
A high level of accuracy
Experience working with Microsoft Word, Excel and Outlook

Job Types: Full-time, Permanent

Pay: £24,500.00-£34,000.00 per year

Benefits:

Health & wellbeing programme
Life insurance
On-site parking

Work Location: In person

Quick apply

Refine Your Search

client services jobs in yanworth, gls

Adviser Support

Client Relations Assistant

1st Line Team Leader

Legal Receptionist

Construction Scheduler & Works Planner

Client Relations Assistant (Fixed Term Contract)

Client Services - Academy Opportunity

Business Support Administrator

Secretary / Administrative Assistant / Audio Typist

Health, Safety and Facilities Coordinator

Client Services Administrator, 6m FTC

Freelance Event Manager @ Hyde House

Operations Contract Support Coordinator

Trainee Sales Assistant

PPM Administrator

Contents Removal & Storage Operative

CIBTAC Centre Coordinator

Client Services Technician - Onboarding and Oversight Team

Administrative Assistant

Client Services Technician - Underwriting Team

I want to receive the latest job alerts for client services in yanworth, gls

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