Data administrator Work, Jobs in Chippenham, 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
2d
Freelance Administrator & Sales
Fortune Business Development Ltd —Bristol
- Up to £15 an hour
- Temporary
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Work from home
Quick apply
5d
Education Administrator - Prison Education - HMP Erlestoke
Milton Keynes College —Devizes
- Up to £15,571 a year
- Part-time
- Data entry
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
PIM Data Cleansing Administrator (1 year fixed-term)
Lovehoney Group —Bath
- Full-time
- Hybrid work
- Microsoft Excel
- ERP systems
- English
- Work from home
- Employee discount
Quick apply
5d
Records Administrator
Osborne Clarke —Bristol
- Monday to Friday
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
5d
Accounts Administrator
Awdry Law —Devizes
- Full-time
- QuickBooks
- IT
- Typing
Quick apply
Project Administrator
Optimised Group —Bristol
- Monday to Friday
- Administrative experience
- Data entry
- Organisational skills
- Annual leave
- Life insurance
6d
Asbestos and CCTV Drainage Administrator
Smiths Gloucester Limited —Gloucester
- Monday to Friday
- Free parking
- Employee discount
Quick apply
HR Administrator
Doubletree by Hilton Bristol City Centre —Bristol
- £14.92 an hour
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Employee discount
Quick apply
5d
Military Service Check Administrator
Capita —Upavon
- £25,155 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
1d
Admin Assistant
Total Asia Food Bristol Ltd —Bristol
- £12.60 - £14.00 an hour
- Full-time
- Administrative experience
- Organisational skills
- Typing
- Employee discount
Quick apply

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Admin Officer
Queen's Crescent School —Chippenham
We warmly welcome visits to our school and would be delighted to show you around our school. Queen’s Crescent School is a two-form entry primary school, based…
£29,064 - £31,022 a year
Quick apply
8d
Funeral Administrator
A Slade and Son Ltd —Cirencester
Handle incoming calls and enquiries professionally, ensuring timely responses. Ensure the funeral home environment remains clean, organised, and welcoming.
From £27,000 a year
Quick apply

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data administrator jobs near chippenham, wil

IFA Administrator / Client Support Administrator

Butler Toll
Swindon

Quick apply

Job details

Full-time
£26,000 - £32,000 a year
2 days 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

data administrator jobs in chippenham, wil

IFA Administrator / Client Support Administrator

Freelance Administrator & Sales

Education Administrator - Prison Education - HMP Erlestoke

PIM Data Cleansing Administrator (1 year fixed-term)

Records Administrator

Accounts Administrator

Project Administrator

Asbestos and CCTV Drainage Administrator

HR Administrator

Military Service Check Administrator

Admin Assistant

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