Private client Work, Jobs in Heysham, Lan (with Salaries)

Client Services Administrator
Financial Management Bureau —Kendal
- Up to £30,000 a year
- Full-time
- Databases
- In-person
- Communication skills
- Free parking
- Health & wellbeing programme
Quick apply
10d
Legal Cashier
BBP Legal Limited —Morecambe
- Part-time
- Microsoft Word
- Microsoft Excel
- In-person
Quick apply
Private Client Administrator
Birchall Blackburn Law —Preston
- Full-time
- Administrative experience
- Typing
- In-person
Quick apply
2d
Trainee Client & Projects Co-ordinator
Burlington Stone Ltd —Kirkby-In-Furness
- £27,768 - £30,000 a year
- Full-time
- CRM software
- Computer literacy
- No experience needed
- Referral programme
Quick apply
Private Client Support
Birchall Blackburn Law —Preston
- Full-time
- Typing
- Communication skills
14d
Training Co-ordinator
PSP a Trading Style of Osiris Health —Preston
- Part-time
- Microsoft Outlook
- Databases
- Continuous improvement
- Free parking
Quick apply
6h
Customer Sales Manager
Care UK —Garstang
- £40,000 a year
- Weekend availability
- Customer service
9d
Private Client Solicitor
Berrys Solicitors —Lancaster
- From £40,000 a year
- Part-time
- Supervising experience
- In-person
- Communication skills
Quick apply
10d
Meeting and Events Sales Coordinator
Village Hotels - Blackpool —Blackpool
- £13.11 an hour
- Full-time
- Hotel
- Employee assistance programme
- Gym membership
Quick apply
8d
Project Coordinator
Underwater Diving Services Ltd —Barrow-In-Furness
- Up to £32,500 a year
- Full-time
- CRM software
- Administrative experience
- Organisational skills
- Gym membership
- Sick pay
Quick apply
7d
Operations Management Assistant
Bowland Ecology Ltd —Clitheroe
- Full-time
- Hybrid work
- Data analysis skills
- Microsoft Office
- Café
- Employee assistance programme
Quick apply
8d
Support Worker/Care Worker
True Care —Milnthorpe
- £14 - £16 an hour
- Part-time
- No experience needed
- Cleaning
- In-person
- Store discount
- Paid training
Quick apply
Occupational Health Advisor
Optima Health —Preston
- Up to £46,000 a year
- Full-time
- Remote
- Case management
- Travel
- Paid training
- Annual leave
Cleaner / Care Assistant
the Willowby family —Lancaster
- £13.25 - £14.00 an hour
- Part-time
- In-person
- COVID-19 protective measures
- Annual leave
Quick apply
Retail Security Officer
Bardwood —Lancaster
- £13.10 an hour
- Full-time
Quick apply
Maternity Cover - Meeting and Events Sales Coordinator
Village Hotels - Blackpool —Blackpool
- £13.11 an hour
- Part-time
- Hotel
- Employee assistance programme
- Gym membership
Quick apply
11d
Flagging gang
CKR Utilities Limited —Leyland
- £130 - £160 a day
- Full-time
Quick apply
9d
Production Leader
Elis —Kendal
- Up to £40,000 a year
- Hospitality
- Hotel
- Continuous improvement
- Employee assistance programme
Private Carer
S&W Leisure —Carnforth
- £12.50 - £14.50 an hour
- Part-time
- English
- Driving
- Organisational skills
Quick apply
Junior Fleet Administrator
Eric Wright Group Limited —Preston
- Full-time
- Computer literacy
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
10d

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Client Services Administrator

Financial Management Bureau
Kendal

Quick apply

Job details

Full-time
Up to £30,000 a year
10 days ago

Benefits

Free parking
Health & wellbeing programme
Cycle to work scheme
Financial planning services
Free flu jabs
Flexitime
Company pension
Company events
Private medical insurance
Life insurance
Sick pay
On-site parking

Qualifications

Administrative support experience
Microsoft Office Suite
Databases
Communication skills

Full job description

Are you ready to swap your standard office job for something a bit more exciting?

We’re currently on the lookout for an experienced Administrator to join our dynamic and friendly team here at FMB. While the job title might sound a little mundane, rest assured, there's never a dull moment here.

Every day, we support people on their journey to financial security - and we do it with energy, teamwork, and a genuine passion for helping others.

At FMB, we value personal growth just as much as professional development. We embrace challenges, celebrate progress, and cheer each other on. If you're someone who thrives in a supportive environment and enjoys learning new things, you might just be the perfect fit for us.

What We're Looking For:

We're seeking someone who’s:

Comfortable working with back-office databases and Microsoft Office (especially Word, Outlook, and Excel)
Confident answering and making calls
Great at following processes and has a sharp eye for detail
A team player who’s eager to learn and grow with us

No financial services experience? Not a problem, we can get you up to speed on that!

A Snapshot of the Role:

You’ll be supporting our Financial Planners by handling client-related admin. This includes:

Filtering calls
Preparing for client meetings
Processing applications
General client support and administration

Weekly Working Hours:

Full-Time: 35 hours per week
Monday – Friday, 9am – 5pm

What You’ll Need:

At least 4 GCSEs (A–C), including English and Maths
Over 1 year of admin experience
Strong written and verbal communication skills
An enthusiastic, can-do attitude
Ability to work independently and juggle multiple priorities

The Role in Brief:

The successful applicant will assist the financial planners with all aspects of the client relationship to ease the amount of administration work they become involved in. This includes filtering calls, preparing for client meetings, processing new applications and all general client administration.

Employee Benefits:

22 days holiday + bank holidays
Currently 3 extra days off between Christmas & New Year
Death in Service Scheme
3% Company Pension Scheme Contribution
Bonus Scheme
Birthdays - Paid day off if your birthday falls on a working day
Free full financial planning service (with no ongoing fees!)
Free on-site parking
Private Medical Insurance

Sound Good? Here’s How to Apply:

To be considered, please upload the following or email to Manager of HR & Administration, Sarah Hartley:

CV
Plus a covering letter explaining why you'd love to be part of our team

We look forward to hearing from you!

Closing date for applications: 5pm on Tuesday 18th August.

Job Type: Full-time

Additional pay:

Bonus scheme

Benefits:

Company events
Company pension
Cycle to work scheme
Financial planning services
Flexitime
Free flu jabs
Free parking
Health & wellbeing programme
Life insurance
On-site parking
Paid volunteer time
Sick pay

Schedule:

Monday to Friday
No weekends

Ability to commute/relocate:

Kendal, LA8 8AA: reliably commute or plan to relocate before starting work (preferred)

Experience:

customer service: 1 year (preferred)

Work Location: In person

Job Type: Full-time

Pay: Up to £30,000.00 per year

Benefits:

Company events
Company pension
Cycle to work scheme
Free parking
Health & wellbeing programme
Life insurance
On-site parking
Sick pay

Ability to commute/relocate:

Kendal LA8 8AA: reliably commute or plan to relocate before starting work (required)

Experience:

customer service: 1 year (preferred)

Work Location: In person

Quick apply

Refine Your Search

private client jobs in heysham, lan

Client Services Administrator

Legal Cashier

Private Client Administrator

Trainee Client & Projects Co-ordinator

Private Client Support

Training Co-ordinator

Customer Sales Manager

Private Client Solicitor

Meeting and Events Sales Coordinator

Project Coordinator

Operations Management Assistant

Support Worker/Care Worker

Occupational Health Advisor

Cleaner / Care Assistant

Retail Security Officer

Maternity Cover - Meeting and Events Sales Coordinator

Flagging gang

Production Leader

Private Carer

Junior Fleet Administrator

I want to receive the latest job alerts for private client in heysham, lan

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