Client advisor Work, Jobs in Whiteley, Ham (with Salaries)

Client Reallocation Administrator
Eight Financial Advice —Whiteley
- £30,000 a year
- Full-time
- Hybrid work
- CRM software
- Microsoft Excel
- Salesforce
- Employee assistance programme
Quick apply
New Workforce Solution Project Manager
Hampshire and Isle of Wight Healthcare NHS Foundation Trust —Southampton
- £57,528 - £64,750 a year
- Full-time
- Microsoft Office
- Project management
- Continuous improvement
10d
Insurance Renewals Advisor
Brown & Brown —Fareham
- Full-time
- Sales
- Customer service
- In-person
- Free parking
- Employee stock purchase plan
Quick apply
Sales Development Representative
Brown & Brown Europe —Fareham
- Full-time
- Customer service
- In-person
- Communication skills
- Free parking
- Referral programme
Quick apply
10d
Customer Success Director
Benifex —Southampton
- £65,000 - £85,000 a year
- Remote
- Driving
- Human resources
- Contracts
- Employee assistance programme
- Employee discount
8d
Protection Advisor
protected life —Portsmouth
- £30,000 - £120,000 a year
- Full-time
- Sales
- Customer service
- Analysis skills
- Free parking
- Referral programme
Quick apply
Sales Consultant
McCarthy & Stone —Southampton
- Up to £30,000 a year
- Weekend availability
- Sales
- Salesforce
- Microsoft Office
- Employee assistance programme
- Employee discount
Quick apply
HSE Advisor - Fawley
Altrad —Fawley
- £24.43 an hour
- Overtime
- Analysis skills
- Organisational skills
- Leadership
Quick apply
Customer Service Advisor / Call Handler (30 hrs per week)
Agilico Workplace Technologies —Southampton
- Monday to Friday
- Customer service
- Administrative experience
- IT
- Employee assistance programme
Quick apply
Customer Service Advisor
Quilter —Southampton
- £18,000 a year
- Full-time
- Hybrid work
Personal Assistant
RMT Accountants & Business Advisors —Portsmouth
- Communication skills
22h
Employment Adviser - Southampton
Palladium Group, Inc. —Southampton
- £27,976 - £29,000 a year
- Customer service
- Travel
- Organisational skills
9d
Account Executive, UK (Remote)
Linnworks —Chichester
- Remote
- CRM software
- Sales
- Salesforce
- Employee assistance programme
- Life insurance
8d
Principal Recruitment Consultant
HeadFirst B.V. —Fareham
- £40,000 a year
- Full-time
- Hybrid work
Quick apply
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —Southsea
- £3,800 a month
- Full-time
- Sales
Quick apply
Service Charge Analyst
Innovus —New Milton
- Up to £35,000 a year
- Full-time
- Microsoft Excel
- Project management
- Accounting
Quick apply
4d
Junior Cyber Security Consultant
Redbay —Portsmouth
- £31,000 - £42,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- No degree
- Communication skills
- Work from home
- Gym membership
Technology Sales Executive
Softcat —Fareham
- £26,250 - £28,900 a year
- Communication skills
- School
- Flexible schedule
Account Manager
I-Fulfilment —West Highcliffe
- £37,500 - £40,000 a year
- Full-time
- Organisational skills
- Communication skills
Quick apply
Occupational Health Advisor
Optima Health —Chichester
- £39,500 - £46,000 a year
- Part-time
- Paid training
- Annual leave

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Client Reallocation Administrator

Eight Financial Advice -
Whiteley

Quick apply

Job details

Full-time
£30,000 a year

Benefits

Company pension
Employee assistance programme
Private medical insurance

Qualifications

CRM software
Microsoft Excel
Salesforce
Pivot tables
Communication skills

Full job description

Client Reallocation Administrator
Eight Financial Advice - Whiteley

Supporting the Mergers & Acquisitions Manager and the Client Reallocation Specialist, the Client Reallocation Administratorwill be responsible for following the Client Reallocation Process within Eight. The person will be pivotal in supporting the reallocation process, supporting our advisers, and ensuring that all transitions are handled with precision and care. This role includes day to day administration, managing single client sales and whole or part advisor client bank sales to support advisers' growth. Key responsibilities include:

You will be responsible for supporting the client reallocation process, from initial identification through to due diligence and completion of transfers.
You will also be responsible for supporting the Client Repatriation process, transferring clients between our UK and Asia business.
You will be confident in communication and executing transactions.
Support due diligence, liaising with Advisers to evaluate legal and financial aspects of client reallocation resulting in a seamless end to end process.
Provide data, reports and insights to Advisers on client information highlighting key metrics.
Attend Adviser meetings to support adviser with questions, sending follow up communications to attendees.
Obtain and provide key information, loan requests and legal paperwork to and from St. James’s Place (SJP) in a timely manner to support the process.
Assist with the smooth transfer of data from one adviser to another.
Produce and support with any client communications.
Assist Mergers & Acquisition Manager and Client Reallocation Specialist in any other ad hoc requests or projects.

Requirements

Industry specific knowledge and experience preferred but not essential.
Analytical thinker, able to identify patterns, inconsistencies, or errors in data quickly.
Proven ability to drive, improve and develop process from start to finish.
Comfortable analysing large amounts of data.
Strong skills in Microsoft Excel preferred experience with formulas, pivot tables, VLOOKUPs, and data formatting.
Excellent communication and interpersonal skills, with the ability to build rapport and relationships with Advisers and St. James’s Place.
Ability to thrive in a fast paced, dynamic environment and adapt to changing priorities.
Previous experience using CRM software (experience in Salesforce, Monday.com and My Practice is advantageous)

Benefits

Hybrid working: 3 days in the office, 2 days wherever you work best
Performance bonus + Company-wide bonus (when Eight hits targets)
28 days' holiday + bank holidays + your birthday off
Private medical insurance & life assurance (4x salary)
Wellbeing support: EAP, mental health helpline, cycle-to-work scheme
Free mortgage and pension advice from our in-house experts
Volunteering time: 8 paid hours annually via The Eight Foundation
Regular socials & epic events

Quick apply

Refine Your Search

client advisor jobs in whiteley, ham

Client Reallocation Administrator

New Workforce Solution Project Manager

Insurance Renewals Advisor

Sales Development Representative

Customer Success Director

Protection Advisor

Sales Consultant

HSE Advisor - Fawley

Customer Service Advisor / Call Handler (30 hrs per week)

Customer Service Advisor

Personal Assistant

Employment Adviser - Southampton

Account Executive, UK (Remote)

Principal Recruitment Consultant

JUNIOR SALES ADVISOR

Service Charge Analyst

Junior Cyber Security Consultant

Technology Sales Executive

Account Manager

Occupational Health Advisor

I want to receive the latest job alerts for client advisor in whiteley, ham

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