Client specialist Work, Jobs in Exeter, Eng (with Salaries)

Adviser Support
Prydis —Exeter
- £27,000 - £31,000 a year
- Full-time
- CRM software
- Computer literacy
- Microsoft Office
- Free parking
- Sick pay
Quick apply
Senior Marketing Manager
Dirty Martini Marketing —Exeter
- £38,000 - £43,000 a year
- Full-time
- Business development
- Presentation skills
- Continuous improvement
- Free parking
- Health & wellbeing programme
Quick apply
Administration Assistant
Tozers —Exeter
- £13.45 an hour
- Full-time
- Administrative experience
1d
Onboarding and Compliance Specialist
Stephens Scown —Exeter
- Full-time
- Hybrid work
- Microsoft Word
- Communication skills
- Annual leave
4d
Account Manager
Swanky —Exeter
- Full-time
- Hybrid work
- Travel
- Organisational skills
- Agile
- Employee assistance programme
- Flexible schedule
Quick apply
Mental Health Support Worker
Caraston Hall Support & Housing —Exeter
- £12.85 - £14.35 an hour
- Overtime
- Applied behaviour analysis
- English
- Experience working with children
- Annual leave
- Flexitime
Quick apply
Medical Education Administration Officer
NHS Professionals —Exeter
- £14.52 an hour
- Temporary
- Microsoft Word
- Microsoft Outlook
- Administrative experience
Quick apply
5d
Lead Generation Specialist / Business Development Executive
IT Champion —Exeter
- £32,000 - £35,000 a year
- Full-time
- Hybrid work
- CRM software
- English
- Business development
Quick apply
Account Manager
Flannery Plant Hire —Exeter
- Business development
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Account Manager / Senior Account Manager
Tribe Digital —Exeter
- Monday to Friday
- Travel
- Communication skills
- Annual leave
- Flexible schedule
Sales Negotiator/Administrator - Holiday Complexes
Stags —Exeter
- From £26,000 a year
- Full-time
- Organisational skills
- Front desk
- In-person
- Health & wellbeing programme
Quick apply
2d
Paralegal
Stephens Scown —Exeter
- Part-time
- Hybrid work
- Microsoft Word
- Annual leave
GBP 8272 Community Law Clinic Assistant
University of Exeter —Exeter
- From £28,029 a year
- Hybrid work
- Microsoft Word
- Writing skills
- University
8d
Legal Support Assistant
Ashfords LLP —Exeter
- Full-time
- Communication skills
4d
Sales Executive
WeBuyAnyCar —Exeter
- £28,200 - £35,220 a year
- Rotating shift
- Customer service
- IT
- Communication skills
Quick apply
Join Our Growing Legal Team in Devon – Multiple Vacancies for Solicitors/CILEX/Paralegal/Secretarial
Gilbert Stephens Solicitors —Exeter
- £26,000.00 - £57,976.64 a year
- Part-time
- In-person
Quick apply
11d
Cleaner
TC Facilities Management —Exeter
- £13 an hour
- Employee discount
Consultant Ecologist
WSP —Exeter
- Communication skills
Sales and Marketing Manager
Bramah Safeguarding CIC —Exeter
- £50,000 - £55,000 a year
- Full-time
- Business development
- In-person
- AI
- Free parking
Quick apply
Trainee Customer Service Representative (CSR)
The Pollard Group —Exeter
- £21,200 - £25,000 a year
- Full-time
- Hybrid work
- CRM software
- Computer literacy
- Organisational skills
Quick apply

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Adviser Support

Prydis
Exeter

Quick apply

Job details

Full-time
£27,000 - £31,000 a year

Benefits

Free parking
Cycle to work scheme
Company pension
Company events
Private medical insurance
Sick pay
On-site parking

Qualifications

CRM software
Financial planning
Report writing
Report generation
Computer literacy
Microsoft Office Suite
Microsoft Office
Staff training
Organisational skills
Financial services
Time management

Full job description

Adviser Support

Reporting to Admin Team Leader

Location Exeter (Clyst St Mary)

Job Type Full time

Summary

Prydis are a fast-growing professional services firm with a unique approach. To maximise the quality of service we can provide to our clients, we’ve expanded to incorporate wealth management and accounting services in-house from our offices in Exeter, Newquay, Edinburgh and Liskeard.

At Prydis, we are committed to helping our team grow their skills and develop further specialist qualifications. By working alongside professionals from a wide range of financial and legal disciplines, our staff gain exposure to new and varied work.

We value the expertise our people bring to our organisation and are passionate about nurturing their potential and enabling them to enjoy rewarding careers.

Responsibilities, defined but not limited to…

Assistance with onboarding new advisers
Preparing annual reviews for advisers
Basic report writing
Supporting advisers with day to day admin
Obtaining policy information once company authority is in place
Ensuring fees are paid correctly on policies
Tracking new applications and liaising with companies where necessary
Tracking transfers, surrenders & withdrawals
Ensuring client files are in order and compliant, making up files for new clients
General SIPP/SSAS administration
Phoning providers, advisers and clients to gather information
General admin duties, e.g. printing, scanning, binding, data entry to CRM
Attendance at appropriate training courses and seminars (where relevant)
Attendance at Prydis “Lunch and Learn” seminars (where relevant)
Training and supervision of junior staff (where relevant)
· Providing assistance to the Prydis Wealth team (where appropriate)

Relevant skills

Ideal candidates will be able to demonstrate a high level of computer literacy across the main elements of the Microsoft suite of products. They should also possess good prioritisation, and time management skills, to ensure adviser and client expectations are met. Previous experience in report writing would also be desirable.

What we offer:

Outstanding conditions for professional growth and development
Flexible working options
Competitive remuneration package, including basic salary dependent on previous experience and bonuses
Workplace pension where you contribute 4% and the company contributes 4% which rises to 6% after 5 years
You will be invited to join the death in service scheme of four times annual salary following successful completion of your probationary period
You will be invited to join the PHI scheme following successful completion of your probationary period
You will be entitled to participate in the company bonus scheme which is profit and performance related and is payable in June and December each year
The standard holiday is 24 days increasing by a day after each year of service up to 32 days plus bank holiday
Career progression

How to apply:

If you believe you have what it takes to become a successful member of our team, please apply to this job post, or email your CV and a covering letter to [email protected] and [email protected]. Please specify the role for which you are applying and ensure you include your full contact details, so we can get in touch with you. Prydis Group are an Equal Opportunities Employer.

Job Type: Full-time

Pay: £27,000.00-£31,000.00 per year

Benefits:

Company events
Company pension
Cycle to work scheme
Free parking
On-site parking
Private medical insurance
Sick pay

Experience:

Financial services: 2 years (required)

Location:

Exeter EX5 (required)

Work Location: In person

Quick apply

Refine Your Search

client specialist jobs in exeter, eng

Adviser Support

Senior Marketing Manager

Administration Assistant

Onboarding and Compliance Specialist

Account Manager

Mental Health Support Worker

Medical Education Administration Officer

Lead Generation Specialist / Business Development Executive

Account Manager

Account Manager / Senior Account Manager

Sales Negotiator/Administrator - Holiday Complexes

Paralegal

GBP 8272 Community Law Clinic Assistant

Legal Support Assistant

Sales Executive

Join Our Growing Legal Team in Devon – Multiple Vacancies for Solicitors/CILEX/Paralegal/Secretarial

Cleaner

Consultant Ecologist

Sales and Marketing Manager

Trainee Customer Service Representative (CSR)

I want to receive the latest job alerts for client specialist in exeter, eng

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