Transaction manager Work, Jobs in Whiteley, Ham (with Salaries)

Client Reallocation Administrator
Eight Financial Advice —Whiteley
- £30,000 a year
- Full-time
- Hybrid work
- CRM software
- Microsoft Excel
- Salesforce
- Employee assistance programme
Quick apply
Accounts Assistant (Maternity Cover)
Boskalis —Fareham
- Full-time
- Hybrid work
- ERP systems
- Administrative experience
- Accounting
- Free parking
Client Administrator
Evelyn Partners —Southampton
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Communication skills
Quick apply
Sales Assistant
Portmeirion Group —Portsmouth
- Part-time
- Customer service
- Merchandising
12d
Customer Service Coordinator
Passenger Clothing —New Milton
- Full-time
- Hybrid work
- Customer service
- English
- Employee discount
Accounts Receivable Manager
Iconic Hotels & Resorts —New Milton
- Full-time
- Data analysis skills
- Hotel
- Communication skills
Quick apply
7d
Production Planner & Cost Administrator
James Walker Group —Bordon
- Full-time
- Analysis skills
- Continuous improvement
- Quality control
Quick apply
9d
Indirect Tax Compliance & Reporting Manager
Zurich Insurance —Fareham
- Full-time
- Hybrid work
- Management
- Supervising experience
- Financial services
- Flexible schedule
Full Time Supervisor, Tommy Hilfiger - Southampton
Tommy Hilfiger —Southampton
- Full-time
- Management
- Maintenance
- Communication skills
Receptionist
Bupa Dental Care —Shanklin
- In-person
- Communication skills
- Employee assistance programme
- Employee discount
3h
Assistant Manager
Crew Clothing Portsmouth —Portsmouth
- Full-time
- Customer service
- Computer literacy
- Computer skills
- Referral programme
Quick apply
Audit Quality & Transactions Lead
TC-Group —Fareham
- Full-time
- Communication skills
Quick apply
Night Manager
ASDA —Eastleigh
- Weekend availability
- Customer service
- In-person
- Retail management
- Annual leave
- Employee assistance programme
1d
Recruitment Officer
Hampshire and Isle of Wight Healthcare NHS Foundation Trust —Southampton
- £25,760 - £27,476 a year
- Full-time
- Customer service
- Microsoft Office
- Recruiting
9d
Express Site Manager
ASDA —Southampton
- Full-time
- Retail management
- Leadership
- Employee assistance programme
- Employee discount
5d
Management Accountant
hireful —Portsmouth
- £50,000 a year
- Full-time
- Team management
- QuickBooks
- Organisational skills
Quick apply
9d
TPS Parts Sales Manager- Southampton
Harwoods Group —Valley Park
- £37,435 - £43,435 a year
- Overtime
- Customer service
- Computer literacy
- Computer skills
- Health & wellbeing programme
- Annual leave
Quick apply
7d
Sales Manager - Vauxhall/Leap
Snows Group —Portsmouth
- £60,000 a year
- Full-time
- Sales
- Customer service
- Team management
Quick apply
Assistant Manager
Gunwharf Quays —Portsmouth
- £28,300.06 a year
- Full-time
- Customer service
- Merchandising
- Retail management
8d
Retail Sales Assistant - Keyholder
The Works —Ringwood
- Hospitality
- Customer service
- Communication skills
- Employee assistance programme
- Employee discount

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Client Reallocation Administrator

Eight Financial Advice -
Whiteley

Quick apply

Job details

Full-time
£30,000 a year

Benefits

Company pension
Employee assistance programme
Private medical insurance

Qualifications

CRM software
Microsoft Excel
Salesforce
Pivot tables
Communication skills

Full job description

Client Reallocation Administrator
Eight Financial Advice - Whiteley

Supporting the Mergers & Acquisitions Manager and the Client Reallocation Specialist, the Client Reallocation Administratorwill be responsible for following the Client Reallocation Process within Eight. The person will be pivotal in supporting the reallocation process, supporting our advisers, and ensuring that all transitions are handled with precision and care. This role includes day to day administration, managing single client sales and whole or part advisor client bank sales to support advisers' growth. Key responsibilities include:

You will be responsible for supporting the client reallocation process, from initial identification through to due diligence and completion of transfers.
You will also be responsible for supporting the Client Repatriation process, transferring clients between our UK and Asia business.
You will be confident in communication and executing transactions.
Support due diligence, liaising with Advisers to evaluate legal and financial aspects of client reallocation resulting in a seamless end to end process.
Provide data, reports and insights to Advisers on client information highlighting key metrics.
Attend Adviser meetings to support adviser with questions, sending follow up communications to attendees.
Obtain and provide key information, loan requests and legal paperwork to and from St. James’s Place (SJP) in a timely manner to support the process.
Assist with the smooth transfer of data from one adviser to another.
Produce and support with any client communications.
Assist Mergers & Acquisition Manager and Client Reallocation Specialist in any other ad hoc requests or projects.

Requirements

Industry specific knowledge and experience preferred but not essential.
Analytical thinker, able to identify patterns, inconsistencies, or errors in data quickly.
Proven ability to drive, improve and develop process from start to finish.
Comfortable analysing large amounts of data.
Strong skills in Microsoft Excel preferred experience with formulas, pivot tables, VLOOKUPs, and data formatting.
Excellent communication and interpersonal skills, with the ability to build rapport and relationships with Advisers and St. James’s Place.
Ability to thrive in a fast paced, dynamic environment and adapt to changing priorities.
Previous experience using CRM software (experience in Salesforce, Monday.com and My Practice is advantageous)

Benefits

Hybrid working: 3 days in the office, 2 days wherever you work best
Performance bonus + Company-wide bonus (when Eight hits targets)
28 days' holiday + bank holidays + your birthday off
Private medical insurance & life assurance (4x salary)
Wellbeing support: EAP, mental health helpline, cycle-to-work scheme
Free mortgage and pension advice from our in-house experts
Volunteering time: 8 paid hours annually via The Eight Foundation
Regular socials & epic events

Quick apply

Refine Your Search

transaction manager jobs in whiteley, ham

Client Reallocation Administrator

Accounts Assistant (Maternity Cover)

Client Administrator

Sales Assistant

Customer Service Coordinator

Accounts Receivable Manager

Production Planner & Cost Administrator

Indirect Tax Compliance & Reporting Manager

Full Time Supervisor, Tommy Hilfiger - Southampton

Receptionist

Assistant Manager

Audit Quality & Transactions Lead

Night Manager

Recruitment Officer

Express Site Manager

Management Accountant

TPS Parts Sales Manager- Southampton

Sales Manager - Vauxhall/Leap

Assistant Manager

Retail Sales Assistant - Keyholder

I want to receive the latest job alerts for transaction manager in whiteley, ham

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