And development administrator Work, Jobs in Topsham, Dev (with Salaries)

Client Services Associate (Full time or Part time)
William Highbourne Wealth Management —Exeter
- £25,000 - £30,000 a year
- Part-time
- English
- Microsoft Office
- Administrative experience
- Free parking
- Life insurance
Quick apply
9d
Data Administrator
Change Grow Live —Exeter
- £26,296.03 a year
- Administrative experience
- IT
- In-person
- Employee discount
Project Support Administator
Gallifordtry —Exeter
- Full-time
- Microsoft Word
- Microsoft Excel
- Organisational skills
- Employee assistance programme
- Employee discount
Office Admin Support
Gwella Contracting Services —Exeter
- £26,500 - £28,000 a year
- Full-time
- Management
- In-person
- Leadership
- Profit sharing
- Life insurance
Quick apply
Purchasing Administrator
Wilton Bradley Ltd —Newton Abbot
- £27,500 a year
- Full-time
- Organisational skills
- IT
- In-person
- Free parking
- Employee discount
Quick apply
ID & Banking Business Administrator
Ministry of Justice —Newton Abbot
- £20,001 - £40,000 a year
- Full-time
- Hybrid work
- Presentation skills
- Annual leave
8d
Client Administrator
Evelyn Partners —Exeter
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Communication skills
9d
HR Administrator
Tozers —Exeter
- £13.45 an hour
- Full-time
- Microsoft Excel
- Administrative experience
- Travel
- Annual leave
10d
Commercial Administrator
M Group —Tiverton
- Microsoft Excel
- Microsoft Office
- IT
- Annual leave
- Employee assistance programme
Nursery Administrator
Tops Day Nurseries —Exeter
- £8.01 - £12.72 an hour
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee discount
Quick apply
Support Services Administrator
Lifeworks Charity —Torquay
- £26,325.00 - £27,007.50 a year
- Full-time
- Administrative experience
- Travel
- IT
- Employee assistance programme
Residential Lodge Manager
Churchill Retirement PLC —Seaton
- £21,000 a year
- Monday to Friday
- Microsoft Outlook
- Customer service
- Computer literacy
7d
Administrator
Elysium Healthcare —Wellington
- £27,383 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
Quick apply
4d
Financial Adviser
Partnership Recruitment —Ipplepen
- Part-time
- Hybrid work
- School
Early Years Office Administrator/HR Support - Maternity cover
Little Pearls Nursery Limited —Exeter
- £27,040 - £29,120 a year
- Full-time
- Childcare
- English
- Microsoft Office
- Free parking
- Health & wellbeing programme
Quick apply
4d
Business Administrator
Ministry of Justice —Exeter
- £20,001 - £40,000 a year
- Part-time
- Hybrid work
- English
- Presentation skills
- Banking
- Annual leave
11d
Regional Service Administrator
Royal College of Nursing —Exeter
- £30,828 - £34,800 a year
- Part-time
- Hybrid work
- Customer service
- Microsoft Office
- Administrative experience
- Annual leave
2d
Helpdesk Expert
IT Champion —Exeter
- £30,076 - £40,000 a year
- Full-time
- Hybrid work
- Azure
- Communication skills
- Annual leave
- Work from home
Quick apply
4d
Finance and Workforce Administrator
Elysium Healthcare —Exeter
- £25,000 - £26,500 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Free parking
- Annual leave
Quick apply
14d
Office Administrator – EHCP Team
Exeter College —Exeter
- £25,456 - £26,832 a year
- Full-time
- Microsoft Office
- Administrative experience
- IT
11d

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and development administrator jobs near topsham, dev

Client Services Associate (Full time or Part time)

William Highbourne Wealth Management
Exeter

Quick apply

Job details

Permanent | Part-time | Full-time
£25,000 - £30,000 a year
9 days ago

Benefits

Free parking
Cycle to work scheme
Financial planning services
Company pension
Company events
Life insurance
Childcare
On-site parking

Qualifications

Financial planning
Pension
English
Microsoft Office
Administrative experience
IT
Financial services
Communication skills
Banking
A Level

Full job description

Join a Growing Wealth Management Firm

William Highbourne Wealth Management is an independent financial planning and wealth management business providing advice to individuals, families and business owners across the South West and beyond.

As part of our continued growth, we are relocating to our new offices at Woodbury Business Park and are looking for enthusiastic and professional Client Services Associates to join our expanding team.

This is an excellent opportunity for someone who enjoys working with clients, is highly organised and wants to build a long-term career within financial services.

The Role

You will play a key role in supporting our advisers and ensuring clients receive an outstanding service throughout their financial planning journey.

Key Responsibilities

Providing administrative support to Financial Advisers and Wealth Managers.
Preparing client documentation and maintaining accurate client records.
Processing new business, fund switches, withdrawals and provider transactions.
Liaising with clients, providers, solicitors, accountants and other professional connections.
Responding to client enquiries in a professional and timely manner.
Managing client reviews and ensuring documentation is issued on time.
Assisting with suitability report preparation and recommendation implementation.
Maintaining CRM systems, workflows and compliance records.
Supporting advisers with diary management and client meeting preparation.
Ensuring all work is completed in line with FCA regulations, company procedures and Consumer Duty requirements.

The role involves significant interaction with clients and requires someone who takes pride in delivering exceptional service and building strong relationships. This aligns with the firm's emphasis on professional client contact, timely client communications and maintaining accurate client records.

About You

We would love to hear from candidates who have:

Essential

Excellent written and verbal communication skills.
Strong organisational and administrative abilities.
High attention to detail.
Good IT skills, including Microsoft Office and CoPilot.
Professional and friendly telephone manner.
Ability to prioritise workload and work as part of a team.

Desirable

Previous experience within financial services, financial planning, banking, pensions, investments or insurance.
Experience using platforms, CRMs or back-office systems.
Knowledge of FCA-regulated environments.
Progress towards or willingness to undertake industry qualifications.

What We Offer

Competitive salary from £23,132 up to £30,000, depending on experience.
4x salary Death in Service benefit.
Mintago salary sacrifice benefits platform.
NEST workplace pension.
Support with professional qualifications and career development.
Modern new offices at Woodbury Business Park.
Friendly and supportive team culture.
Opportunities for progression within a growing business.

Why Join William Highbourne?

We're building for the future. Our move to Woodbury Business Park marks an exciting new chapter, creating opportunities for ambitious people who want to grow with a successful and expanding wealth management business.

Whether you are an experienced administrator, a client services professional or looking to develop a long-term career in financial services, we'd love to hear from you.

Apply today with your CV and a short covering letter explaining why you'd like to join William Highbourne Wealth Management.

Pay: £25,000.00-£30,000.00 per year

Benefits:

Childcare
Company events
Company pension
Cycle to work scheme
Financial planning services
Free parking
Life insurance
On-site parking

Education:

A-Level or equivalent (required)

Experience:

Financial services: 1 year (required)

Language:

English (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

and development administrator jobs in topsham, dev

Client Services Associate (Full time or Part time)

Data Administrator

Project Support Administator

Office Admin Support

Purchasing Administrator

ID & Banking Business Administrator

Client Administrator

HR Administrator

Commercial Administrator

Nursery Administrator

Support Services Administrator

Residential Lodge Manager

Administrator

Financial Adviser

Early Years Office Administrator/HR Support - Maternity cover

Business Administrator

Regional Service Administrator

Helpdesk Expert

Finance and Workforce Administrator

Office Administrator – EHCP Team

I want to receive the latest job alerts for and development administrator in topsham, dev

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