Planner Work, Jobs in Lyneham, Wil (with Salaries)

IFA Administrator / Client Support Administrator
Butler Toll —Swindon
- £26,000 - £32,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
18h
Supply Chain Planner
BG Automotive Ltd —Swindon
- Full-time
- Oracle
- ERP systems
- Analysis skills
- Free parking
Quick apply
National Planner
Howard Tenens Logistics —Swindon
- Full-time
- Microsoft Excel
- Organisational skills
- IT
- Health & wellbeing programme
- Employee discount
Quick apply
Fleet Planner
Hitachi —Swindon
- Full-time
- Engineering
- Maintenance
- Microsoft Office
- Employee assistance programme
- Life insurance
3d
Business Development Manager (South East)
Markey Group —Gloucester
- Full-time
- Sales
- Business development
- Presentation skills
- Employee assistance programme
- Employee discount
Quick apply
12d
Fleet Planner
Hitachi Rail —Swindon
- Full-time
- Engineering
- Maintenance
- Microsoft Office
- Employee assistance programme
- Life insurance
3d
Lifestyle & Wellness Co-ordinator
Bupa —Cirencester
- £13.10 - £14.10 an hour
- Part-time
- Employee discount
- Referral programme
Quick apply
Activities Coordinator
Wemyss Lodge —Swindon
- £14.25 an hour
- Full-time
- In-person
- Annual leave
Quick apply
4d
Technical Support Engineer - Operations
Thermo Fisher Scientific —Swindon
- Full-time
- Maintenance
- Analysis skills
- HVAC
12d
U18 Casual Academy Goalkeeper Coach
Ecotricity —Stroud
- £40.40 - £63.34 an hour
- Part-time
- In-person
- Teaching
- Time management
Quick apply
Production Planner & Controller
Fluid Water Group —Gloucester
- Full-time
- Microsoft Excel
- ERP systems
- Analysis skills
Quick apply
Production Planner - 12 Month Contract
Rotork —Bath
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England
Royal Bank of Canada —Bath
- Full-time
- Business development
- Communication skills
- Banking
Paraplanner (Marlborough)
Perspective Financial Group —Marlborough
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Lifestyle & Wellness Co-ordinator - Bank
Bupa —Cirencester
- £12.60 - £13.60 an hour
- Part-time
- Employee discount
- Gym membership
Quick apply
Senior Systems Engineer
AECOM —Swindon
- Full-time
- Hybrid work
- Engineering
- English
- Leadership
14d
Senior/ Principal Consultant - Strategy & Feasibility - Rail, Light Rail, Freight, Local Authorities
WSP —Bristol
- Part-time
- Hybrid work
- Organisational skills
- Flexitime
- Work from home
Customer Service Advisor
Smiths Gloucester Limited —Gloucester
- Free parking
- Employee discount
Quick apply
5d
Warehouse Controller / Forklift Driver / Goods in & Despatch
Vision Profiles Limited —Gloucester
- Full-time
- Forklift
- Team management
- Driving
- Free parking
Quick apply
Warehouse Administrator - Maternity Cover
Selecta —Yate
- £28,000 - £29,500 a year
- Full-time
- Microsoft Excel
- English
- Administrative experience
- Free parking
- Annual leave
Quick apply

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planner jobs near lyneham, wil

IFA Administrator / Client Support Administrator

Butler Toll
Swindon

Quick apply

Job details

Full-time
£26,000 - £32,000 a year
18 hours ago

Benefits

Free parking
Additional leave
Company pension

Qualifications

Organisational skills
Financial services
Communication skills

Full job description

About Butler Toll

Established in 1990, Butler Toll is an independent financial consultancy, directly regulated and authorised by the Financial Conduct Authority to carry out investment business in the UK.

We specialise in providing strategic financial advice and wealth management services for private investors, business owners and senior executives throughout the UK.

We have an exciting opportunity for an experienced IFA Administrator / Client Support Administrator looking for a new challenge.

This is a client-facing support role suited to someone who is highly organised, numerate, and confident communicating directly with clients and providers, with solid working knowledge of back-office systems and platforms.

What we offer:

A supportive, close-knit team environment
25 days holiday with additional time off between Christmas and the New Year.
Pension Scheme with 5% Employers Contribution.
Death in Service benefit and PMI with Bupa.
Free Parking at Offices
Study support and career development opportunities within financial services.
Competitive salary, dependent on experience.

As an IFA Administrator you will work alongside an aligned planner and be responsible for the same bank of clients. You will be;

Working closely with financial planners and client banks
Responding to email enquiries and liaising directly with clients on a daily basis
Processing new business applications, tracking to completion
Working on general client servicing queries & requirements
Setting up new clients on internal systems and external platforms
Preparing/sending documentation for clients appointments and meetings, including the production of annual planning meeting packs.
Dealing with internal/client/third party queries efficiently
Follow processes to ensure risk is kept to a minimum
Assist in managing the annual review process
Liaising with advisers, outsourced paraplanning partners, directors and third parties to ensure a smooth and compliant client process
First point of contact for the office – answering the office calls,
Client meeting preparation - greeting visitors to the office, preparing refreshments
Dealing with the incoming and outgoing post
Printing, copying, scanning, emailing, posting, faxing and binding relevant documents, saving emails/documents to the back office system
Maintaining accurate client records at all times
Providing support with various ad-hoc business projects
Liaising with policy providers for policy details and obtaining policy illustrations.
Ensuring all data entry is completed accurately and within specified timelines.

Prior Experience / Knowledge:

Previous experience in a client support or administration role within an IFA, wealth management or platform environment.
Strong working knowledge of Intelligent Office (iO) or a comparable back-office/CRM system.
Practical experience using investment platforms, ideally Transact, Quilter and/or Wealthtime.
Good understanding of the new business and servicing lifecycle for pensions, investments and protection.
Familiarity with FCA regulatory requirements relevant to an administrative role in a regulated firm.

Behaviours and competencies:

Excellent verbal and written communication skills, with a confident, professional manner when engaging directly with clients.
Highly numerate, comfortable working with figures, valuations and financial documentation with a high level of accuracy.
Strong organisational skills with the ability to manage a busy, varied workload and prioritise effectively.
A proactive, flexible approach — happy to support one planner as a priority while pitching in elsewhere when the team needs it.
A strong work ethic, reliability and a genuine commitment to delivering excellent client outcomes.
High attention to detail and a methodical approach to processes and record-keeping.
A collaborative team player who is comfortable working independently and using initiative.

Job Type: Full-time

Pay: £26,000.00-£32,000.00 per year

Benefits:

Additional leave
Company pension
Free parking

Work Location: In person

Quick apply

Refine Your Search

planner jobs in lyneham, wil

IFA Administrator / Client Support Administrator

Supply Chain Planner

National Planner

Fleet Planner

Business Development Manager (South East)

Fleet Planner

Lifestyle & Wellness Co-ordinator

Activities Coordinator

Technical Support Engineer - Operations

U18 Casual Academy Goalkeeper Coach

Production Planner & Controller

Production Planner - 12 Month Contract

RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England

Paraplanner (Marlborough)

Lifestyle & Wellness Co-ordinator - Bank

Senior Systems Engineer

Senior/ Principal Consultant - Strategy & Feasibility - Rail, Light Rail, Freight, Local Authorities

Customer Service Advisor

Warehouse Controller / Forklift Driver / Goods in & Despatch

Warehouse Administrator - Maternity Cover

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