Data management Work, Jobs in Ardleigh, Ess (with Salaries)

Client Servicing Administrator
Douglas Steers & Company —Colchester
- From £28,000 a year
- Full-time
- Financial services
- In-person
- Communication skills
- Health & wellbeing programme
Quick apply
1d
Senior Learning and Development Coordinator
Consensus —Colchester
- £30,000 a year
- Full-time
- Administrative experience
- Annual leave
- Employee assistance programme
Quick apply
Data and Returns Manager
University of Suffolk —Ipswich
- £37,694 - £42,254 a year
- Full-time
- Data analysis skills
- Analysis skills
- University
- Annual leave
- Employee assistance programme
Business Systems Administrator
Group Retreats —Ipswich
- From £25,000 a year
- Part-time
- Microsoft Excel
- Microsoft Office
- Travel
- Free parking
- Employee discount
Quick apply
7d
Business Intelligence (BI) Developer & Data Analyst
Wilkin & Sons Ltd —Colchester
- £30,000 - £35,000 a year
- Full-time
- ERP systems
- Data analysis skills
- English
- Free parking
- Store discount
Quick apply
1d
Network Operations Administrator
Cadent Gas —Colchester
- £27,282 - £32,097 a year
- Hybrid work
- Customer service
- Microsoft Office
- Administrative experience
- Employee discount
2d
Quality Assurance Analyst
SOUTHERN COMMUNICATIONS LIMITED —Woodbridge
- £28,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Driving
- APIs
- Free parking
- Health & wellbeing programme
Quick apply
Assistant Planner
Balfour Beatty —Colchester
- Hybrid work
- Analysis skills
- Project management
- Organisational skills
- Annual leave
Compliance Support Specialist
Amber River East Anglia —Colchester
- £38,000 - £45,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Health & wellbeing programme
Quick apply
Part-time Secretary
East Hill Surgery —Colchester
- £17,207.19 - £18,000.00 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Quick apply
3d
Compliance Specialist
Sekura Global —Colchester
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
Quick apply
8d
Management Accountant
BrandArt Ltd —Colchester
- £38,000 - £45,000 a year
- Full-time
- Sales
- Sick pay
Quick apply
1d
Health Visitor
Suffolk County Council —Hadleigh
- £40,777 - £47,054 a year
- Full-time
- Communication skills
- Nursing
- Annual leave
Data Protection Support Officer
The DPO Centre Ltd —Ipswich
- From £30,000 a year
- Full-time
- Hybrid work
- Customer service
- Analysis skills
- Project management
Customer Fulfilment & Logistics Coordinator
Zeelandia Ltd —Colchester
- £26,500 - £28,500 a month
- Full-time
- Hybrid work
- Data analysis skills
- Communication skills
- Employee assistance programme
Quick apply
6d
Trainee Financial Adviser
Douglas Steers & Company —Ipswich
- £50,000 a year
- Full-time
- Sales
- Analysis skills
- Driving
- Health & wellbeing programme
Quick apply
Performance Analyst
Marlborough Highways —Chelmsford
- £30,000 - £32,000 a year
- Microsoft Excel
- Management
- Maintenance
- Free parking
Quick apply
Cluster Performance & Continuous Improvement Manager
Bleckmann Solutions UK Ltd —Bury St. Edmunds
- £37,730 - £53,900 a year
- Full-time
- Project management
- Continuous improvement
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Commercial New Business Executive
NFU Mutual Agency —Colchester
- £55,000 - £65,000 a year
- Full-time
- Sales
- Free parking
Administrator
Nayland Care Agency Ltd —Copdock
- From £13.25 an hour
- Part-time
- Microsoft Office
- Administrative experience
- Communication skills
- Free parking
Quick apply

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Client Servicing Administrator

Douglas Steers & Company
Colchester

Quick apply

Job details

Permanent | Full-time
From £28,000 a year
1 day ago

Benefits

Health & wellbeing programme
Cycle to work scheme
Financial planning services
Company pension
Company events
Private medical insurance

Qualifications

Financial planning
Pension
Data management
Financial services
Communication skills

Full job description

Ranked as one of the Top 100 Financial Advisers in the country with the FT Adviser Top 100 for six consecutive years.     

At Douglas Steers and Company, we are dedicated to helping our clients achieve their financial goals through expert advice, strategic planning, and personalised financial solutions. We pride ourselves on fostering a collaborative and supportive environment, valuing every team member’s contribution while promoting continuous professional development.  

Position Overview:   

We are looking for a highly organised and customer-focused Client Services Administrator to join our friendly and supportive team. This is an excellent opportunity for someone who enjoys working in a fast-paced professional environment and wants to build a long-term career within financial services. The successful candidate will play a crucial role in supporting financial advisers and ensuring smooth operations within the team.

Key Responsibilities will include but are not limited to:   

Providing administrative support to Financial Advisers and the wider Client Services team.
Preparing documentation for client meetings.
Processing new business applications across pensions, investments and protection.
Liaising with providers, clients and third parties to obtain information and monitor progress.
Managing client records and ensuring information is accurate and up to date. Handling incoming telephone calls and emails professionally.
Chasing outstanding paperwork and provider requests.
Ensuring all work is completed in line with FCA regulations and company procedures.
Supporting the team with general administrative duties as required.

About You:   

A strong work ethic and commitment to delivering high-quality results. 
Confident working in a fast-paced, professional environment and managing multiple priorities. 
Able to work both independently using your initiative and collaboratively as part of a team. 
Highly organised and methodical with a strong ability to manage tasks effectively. 
Exceptional attention to detail, ensuring accuracy in all aspects of work, particularly with data management. 
Excellent communication skills, able to maintain and develop professional relationships with clients and colleagues. 
Capable of working to tight deadlines and under pressure, ensuring tasks are completed on time. 
Previous experience within a Financial Planning firm is highly desirable, demonstrating industry knowledge and expertise.

Desirable Skills and Experience:  

Previous experience within an Independent Financial Adviser (IFA), Wealth Management or Financial Services environment is desirable.
Experience using back-office systems such as Intelligent Office or similar.
Knowledge of pensions, investments and protection products.
Working towards, or interested in studying towards, the Level 4 Diploma in Regulated Financial Planning.
Strong technical expertise across investments, retirement planning, protection
Strong Regulatory Awareness

Benefits:     

33 days holiday (including  bank holidays) 
No weekends   
Christmas Closure   
Expanding business and opportunities for career growth   
Company events   
Wellbeing support   
Cycle to Work scheme (after 2 years)   
Birthday off (after 2 years)

What next?     

If you are passionate about helping individuals and families achieve their financial goals, eager to take the next step in your career, and believe you have the skills and experience to thrive in this role, we'd love to hear from you!    

Douglas Steers & Company is an equal opportunity employer and is committed to fostering an inclusive, diverse, and respectful work environment for all employees.

Pay: From £28,000.00 per year

Benefits:

Company events
Company pension
Cycle to work scheme
Financial planning services
Health & wellbeing programme
Private medical insurance

Work Location: In person

Quick apply

Refine Your Search

data management jobs in ardleigh, ess

Client Servicing Administrator

Senior Learning and Development Coordinator

Data and Returns Manager

Business Systems Administrator

Business Intelligence (BI) Developer & Data Analyst

Network Operations Administrator

Quality Assurance Analyst

Assistant Planner

Compliance Support Specialist

Part-time Secretary

Compliance Specialist

Management Accountant

Health Visitor

Data Protection Support Officer

Customer Fulfilment & Logistics Coordinator

Trainee Financial Adviser

Performance Analyst

Cluster Performance & Continuous Improvement Manager

Commercial New Business Executive

Administrator

I want to receive the latest job alerts for data management in ardleigh, ess

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