Senior claims Work, Jobs in Cheltenham (with Salaries)

Client Services Administrator
Wren Sterling —Gloucester
- £26,000 - £30,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Health & wellbeing programme
- Work from home
Quick apply
1d
Finance and Administration Lead
Scala Worcester —Worcester
- £40,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Administrative experience
- QuickBooks
Quick apply
12h
Head of Technical - Food Manufacturing
NEWBERRY INTERNATIONAL PRODUCE LTD —Ledbury
- £70,000 - £80,000 a year
- Full-time
- Analysis skills
- Bachelor's degree
- Free parking
Quick apply
7d
Senior Therapeutic Care Worker
Genesis cte —Corse
- £38,000 - £40,000 a year
- Weekend availability
- In-person
- Care plans
- School
- Employee assistance programme
- Employee discount
Quick apply
Employment Partner (Healthcare)
HCR —Worcester
- Business development
- Annual leave
- Gym membership
Car Valeter/ Site Cleaner
Gemini Accident Repair Centres —Tewkesbury
- £12.71 an hour
- Full-time
- Customer service
- Driving
- In-person
- Free parking
- Employee discount
Quick apply
6d
Solicitor
HCR —Cheltenham
- Annual leave
- Gym membership
Employment Solicitor
The Employment Solicitor —Worcester
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
Quick apply
Bodyshop MET Technician
Gemini Accident Repair Centres —Worcester
- Full-time
- Heavy lifting
- Power tools
- In-person
- Free parking
- Employee discount
Quick apply
1d

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Finance and Administration Lead
Scala Worcester —Worcester
Producing and updating cash-flow documents. \* Outline your experience with payroll administration, including pension. Acting as one of the bank signatories.
£40,000 a year
Quick apply
12h
Finance and Administrative Assistant
Leckhampton C of E Primary School —Cheltenham
Administer the school’s first aid system including inputting data onto school management system. Administer the school payment system and reconcile payments,…
£25,185 - £25,989 a year

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Client Services Administrator

Wren Sterling
Gloucester

Quick apply

Job details

Permanent | Full-time
£26,000 - £30,000 a year
1 day ago

Benefits

Health & wellbeing programme
Additional leave
Cycle to work scheme
Employee mentoring programme
Financial planning services
Work from home
Enhanced maternity leave
Enhanced paternity leave
Sick pay

Qualifications

Financial planning
Report writing
Analysis skills
Organisational skills
Financial services

Full job description

Company Overview

Wren Sterling is a progressive UK-wide independent financial advice business. In complex markets that change frequently, we help our Corporate and Personal clients make the right financial choices through the provision of independent financial advice which is uniquely tailored to their specific needs. Wren Sterling specialises in all aspects of savings, investments, and retirement planning to individuals. Through successful partnerships with Building Societies, we deliver independent financial advice to their customers. For corporate clients we provide advice on engaging employees through the provision of group risk, protection, and other employee benefit solutions.

Role Overview

Responsible for providing efficient and effective administrative support to a team of advisers. This encompasses the processing and management of client documentation.

Principle Objectives & Responsibilities

Principle Objectives and Responsibilities include the following, other objectives may be assigned:

Check and then process all new business applications and associated paperwork through to submission to Providers either electronically or via hard copy as appropriate.
Carry out electronic identity data verification of clients where appropriate.
Chase new business applications and other client requests/transactions through to completion
Assist advisers with appropriate management of clients’ cash holdings on Provider Platforms and placing trades in accordance with advisers’ instructions.
Create and maintain accurate and up-to-date client and plan records on Intelligent Office
Ensure all relevant documentation and correspondence is uploaded to the correct client records on Intelligent Office and named in accordance with Company procedures.
Create, manage, and complete tasks on Intelligent Office in accordance with Company procedures.
Manage and complete all relevant tasks assigned by advisers, managers/team leaders and other support team members.
Where required: Assist in provision of quotations, key features, applications, and other relevant paperwork to advisers for their client meetings.
Receive incoming telephone calls, dealing or redirecting as appropriate so that calls are dealt with efficiently and by the correct person.
Receive and deal with incoming documentation or correspondence relating to clients of their select team of advisers as appropriate.
Ensure all correct documentation is provided to clients in a timely manner.
Respond promptly to queries from clients, providers, and advisers.
Process and chase death or other policy claims through to completion
Complete additional one-off jobs when they arise.
Promote professional behaviour by demonstrating courtesy and respect to all colleagues and always following the Company’s equality and diversity policy.
Ensuring health and safety policies are observed.
Adhere to Wren Sterling core values
Completion of other reasonable duties, as defined by the Senior Management Team

Knowledge Required

Basic knowledge of the financial planning market including different providers’ products and services
Basic working knowledge of FCA Rules, Guidance Notes and Commitments that apply to job role

Skills Required

Essential skills:

Communication (min: developer): Able to adapt the language, style and method of communication depending on the needs of the client or colleagues.
Organisation (min: achiever): Can prioritise daily tasks, and restructure day as ah-hoc duties require, arranging client-related tasks as a priority.
Customer Service (min: ): Understand what good customer service is and prioritise customer work to deliver good service.
Teamwork & Collaboration (min: developer): Understand the importance of teamwork and how collaboration can improve outcomes.
Technology (min: developer): Understand and be able to use technology for the role effectively.
Expertise (min: developer): Has the required expertise to do the role and understand areas for improvement & looking for opportunities to develop.

Desirable skills:

Experience of Intelligent Office back-office system.

Job Types: Full-time, Permanent

Pay: £26,000.00-£30,000.00 per year

Benefits:

Additional leave
Cycle to work scheme
Employee mentoring programme
Enhanced maternity leave
Enhanced paternity leave
Financial planning services
Health & wellbeing programme
Sick pay
Work from home

Experience:

Independent Financial Advice (IFA) Administrator : 1 year (required)

Location:

Gloucester GL2 5EA (preferred)

Work Location: Hybrid remote in Gloucester GL2 5EA

Quick apply

Refine Your Search

senior claims jobs in cheltenham

Client Services Administrator

Finance and Administration Lead

Head of Technical - Food Manufacturing

Senior Therapeutic Care Worker

Employment Partner (Healthcare)

Car Valeter/ Site Cleaner

Solicitor

Employment Solicitor

Bodyshop MET Technician

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