Planner Work, Jobs in Lamesley, Twr (with Salaries)

Client Administrator
Evelyn Partners —Newcastle upon Tyne
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
Supply Chain Coordinator
Accord Healthcare —Newcastle upon Tyne
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Customer service
- Free parking
- Health & wellbeing programme
Quick apply
1d
Planner
Caddick Construction Ltd —Durham
- Full-time
- Project management
- IT
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Transport Planner
AtkinsRéalis —Newcastle upon Tyne
- Full-time
- Hybrid work
- Analysis skills
- Business
- Communication skills
Senior Project Planner - Environment and Energy
AECOM —Newcastle upon Tyne
- Full-time
- Hybrid work
- Engineering
- Analysis skills
- Project management
Senior / Principal Transport Planner - Major Projects
WSP —Newcastle upon Tyne
- Part-time
- Hybrid work
- Microsoft Office
- Analysis skills
- In-person
- Flexitime
- Work from home
Delivery & Installation Driving Assistant
The Sofa Delivery Company —Gateshead
- £13.36 an hour
- Full-time
- Annual leave
- Employee discount
Quick apply
Transport Planner
2Excel Logistics Ltd —Durham
- From £29,741.40 a year
- Full-time
- Management
- Maintenance
- IT
- Free parking
Quick apply
Senior Transport Planner
North Yorkshire Council —Durham
- £43,000 - £48,000 a year
- Full-time
- Hybrid work
- Mentoring
- Leadership
- Communication skills
7d
Senior Paraplanner
RGH‑Global Limited —Newcastle upon Tyne
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Supply Planner
Curaleaf International —Sunderland
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
- Analytics
Quick apply
2d
Strategic Planner
Mediaworks —Newcastle upon Tyne
- Full-time
- Hybrid work
- Marketing
- Analysis skills
- Presentation skills
- Annual leave
Consultant Town Planner
Arup —Newcastle upon Tyne
- Communication skills
1d
Production Planning Leader
Baker Hughes —Newcastle upon Tyne
- Full-time
- ERP systems
- Bachelor's degree
- Life insurance
Delivery & Installation Driver 7.5T
The Sofa Delivery Company —Gateshead
- £15.93 an hour
- Full-time
- Time management
- Annual leave
- Employee discount
Quick apply
Transport Planner
Prima Cheese —Seaham
- Full-time
- Customer service
- Computer literacy
- Computer skills
- Annual leave
- Employee assistance programme
Graduate Ecologist (Environmental) - Newcastle - 2027
Stantec —Newcastle upon Tyne
- Hybrid work
- Bachelor's degree
2d
Financial Adviser
Partnership Recruitment —Sunderland
- Business development
- Communication skills
- School
SEND Officer
St Wilfrid's Rc College —South Shields
- £28,579.17 - £33,699.00 a year
- School
Financial Planning Client Administrator
Evelyn Partners —Newcastle upon Tyne
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
1d

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planner jobs near lamesley, twr

Client Administrator

Evelyn Partners -
Newcastle upon Tyne

Quick apply

Job details

Full-time

Benefits

Company pension
Private medical insurance

Qualifications

Financial planning
Pension
Client engagement
Stakeholder liaison
Internal department liaison
Organisational skills
Relationship management
Communication skills

Full job description

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

What will you be doing?

The Client Administrator will join our Financial Planning team, in which you will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.

What's in it for me?

As a Client Administrator at Evelyn Partners you will be supported to grow personally and professionally, you will have access to a structured training programme offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.

Working pattern: This role will have a requirement of full time office attendance for the first initial 6 months over the probation period, after successful completion, this will move to a hybrid pattern of 3 days in office and 2 days working from home.

As a Client Administrator, your responsibilities will include among others:

Working closely with the aligned Financial Planners to deliver excellent client outcomes
Build relationships with clients and maintain regular contact
Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable
Preparation of meeting packs and valuations (as required)
Maintain back-office systems and client records in line with the company policies

Qualifications

To be successful in this role, you should:

Previous experience working within Financial Planning Client Administration is essential
Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments
An ambition to build a career within financial services firm, with a willingness to learn and develop
A strong ethic of client service
Strong communication skills with an ability to build relationships
The ability to fully plan workload and display excellent organisational skills

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependant)
Generous holiday package
Option to purchase additional holiday
Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

Quick apply

Refine Your Search

planner jobs in lamesley, twr

Client Administrator

Supply Chain Coordinator

Planner

Transport Planner

Senior Project Planner - Environment and Energy

Senior / Principal Transport Planner - Major Projects

Delivery & Installation Driving Assistant

Transport Planner

Senior Transport Planner

Senior Paraplanner

Supply Planner

Strategic Planner

Consultant Town Planner

Production Planning Leader

Delivery & Installation Driver 7.5T

Transport Planner

Graduate Ecologist (Environmental) - Newcastle - 2027

Financial Adviser

SEND Officer

Financial Planning Client Administrator

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