Client director Work, Jobs in Swindon, Wil (with Salaries)

IFA Administrator / Client Support Administrator
Butler Toll —Swindon
- £26,000 - £32,000 a year
- Full-time
- CRM software
- Data entry
- Organisational skills
- Free parking
Quick apply
10d
Senior HR Business Partner
Public Sector Resourcing —Swindon
- Full-time
- Data analysis skills
- Analysis skills
- Travel
20h
Senior Commercial Manager
Balfour Beatty —Swindon
- Hybrid work
- Master's degree
- Bachelor's degree
- Contracts
- Annual leave
12d
Sales & Account Manager
Watson & Gabb —Bromham
- £34,000 - £36,000 a year
- Full-time
- Microsoft Powerpoint
- Management
- Sales
- Free parking
Quick apply
Business Development Manager (BDM)
NexGen Associates —Trowbridge
- £65,000 - £70,000 a year
- Full-time
- Hybrid work
- Sales
- Business development
- Contracts
- Work from home
Quick apply
Recruitment Consultant
RMG Digital Ltd —Swindon
- £28,000 a year
- Full-time
- Business development
- Recruiting
- Contracts
3h
Ornithologist
Luscinia Ecology —Corsham
- £28,000 - £36,000 a year
- Part-time
- Hybrid work
- Data analysis skills
- English
- Bachelor's degree
- Free parking
- Flexitime
Quick apply
Director, Strategic Accounts
M3EU —Abingdon
- Full-time
- Hybrid work
- Business development
- Annual leave
- Employee discount
Quick apply
Sales Executive. NHS and Justice sector, unique products - small rapidly growing business
Balco Global Limited —Chippenham
- £28,000 - £45,000 a year
- Full-time
- CRM software
- Business development
- Analysis skills
Quick apply
3d
PPM Administrator
Arcus FM —Cirencester
- Up to £26,437 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Continuous improvement
- Annual leave
Quick apply
2d
Head of Legal - Employment
UK Research and Innovation —Swindon
- £70,752 - £88,893 a year
- Full-time
- Hybrid work
- Presentation skills
- Bachelor's degree
- Training & development
- Annual leave
- Employee assistance programme
9d
Telesales Executive
The CFO Centre —Swindon
- £24,784.50 - £26,000.00 a year
- Full-time
- Hybrid work
- Sales
- Microsoft Office
- Business development
- Free parking
- Annual leave
Quick apply
Business Development Manager - Specialty Adhesives
ITW Performance Polymers —Newbury
- Full-time
- Sales
- Business development
- Travel
Telemarketer and Appointment Setter
dcs associates —Chippenham
- From £15 an hour
- Part-time
- Hybrid work
- CRM software
- Communication skills
- Free parking
- Annual leave
Quick apply
14d
Tax Senior
Ross Brooke Limited —Swindon
- £35,000 - £45,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Tax experience
- Analytics
Quick apply
14d
Trainee Surveyor
Bloor Homes —Newbury
- Full-time
- Computer literacy
- Data entry
- Construction experience
- Employee discount
10d
Accounts & Payroll Administrator
Oldland Electrical Services Ltd —Chippenham
- From £22,000 a year
- Part-time
- Microsoft Excel
- Accounting
- Organisational skills
- Free parking
- Annual leave
Quick apply
Consultant Ecologist
Luscinia Ecology —Corsham
- £28,000 - £36,000 a year
- Part-time
- Hybrid work
- Data analysis skills
- English
- Bachelor's degree
- Free parking
- Flexitime
Quick apply
Finance Assistant
Salience Labs —Abingdon
- Hybrid work
- Organisational skills
- Communication skills
Senior Tax Manager
Ross Brooke Limited —Newbury
- £70,000 - £85,000 a year
- Full-time
- Hybrid work
- Business development
- Mentoring
- Tax experience
Quick apply

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client director jobs near swindon, wil

IFA Administrator / Client Support Administrator

Butler Toll
Swindon

Quick apply

Job details

Full-time
£26,000 - £32,000 a year
10 days ago

Benefits

Free parking
Additional leave
Company pension

Qualifications

CRM software
Investment
Financial Conduct Authority guidelines
Pension
Client engagement
Stakeholder liaison
Administrative support experience
Filing
Data entry
Organisational skills
Front desk
Financial services
Financial advisory support experience
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:

Minimum 2 years 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

client director jobs in swindon, wil

IFA Administrator / Client Support Administrator

Senior HR Business Partner

Senior Commercial Manager

Sales & Account Manager

Business Development Manager (BDM)

Recruitment Consultant

Ornithologist

Director, Strategic Accounts

Sales Executive. NHS and Justice sector, unique products - small rapidly growing business

PPM Administrator

Head of Legal - Employment

Telesales Executive

Business Development Manager - Specialty Adhesives

Telemarketer and Appointment Setter

Tax Senior

Trainee Surveyor

Accounts & Payroll Administrator

Consultant Ecologist

Finance Assistant

Senior Tax Manager

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