Website administrator Work, Jobs in Aztec West (with Salaries)

Client Services Administrator
Milne Wealth Management Ltd —Bristol
- £13.50 - £15.00 an hour
- Part-time
- Hybrid work
- Salesforce
- Data analysis skills
- English
- Work from home
Quick apply
4d
Membership Administrator
Bristol Academy of Drama LLP —Bristol
- £13 - £14 an hour
- Part-time
- Hybrid work
- CRM software
- Sales
- Microsoft Office
- Health & wellbeing programme
- Work from home
Quick apply
3d
Team Administrator
Burges Salmon —Bristol
- Microsoft Office
- Organisational skills
- Communication skills
Rents Support Administrator
1625 Independent People —Bristol
- £26,824 - £28,142 a year
- Hybrid work
- No experience needed
- Annual leave
- Work from home
Transfers Administrator
Hartley Pensions —Bristol
- £27,000 - £32,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- In-person
- Communication skills
Quick apply
11d
Biblins Centre Administrator
Woodcraft Folk —Ross-on-Wye
- £26,950 a year
- Part-time
- Hybrid work
- Microsoft Word
- Computer literacy
- Front desk
- Health & wellbeing programme
- Work from home
Quick apply
Test Centre Administrator (Bristol, UK) (24926)
Pearson —Bristol
- £13.60 an hour
- Weekend availability
- Microsoft Word
- Customer service
- School
Business Support Administrator
Willow Tree Housing Partnership —Axbridge
- £25,822.08 a year
- Full-time
- Microsoft Word
- Customer service
- English
- Work from home
Quick apply
6d
Programmes Administrator
University of Bath —Bath
- £26,707 - £30,378 a year
- Full-time
- Hybrid work
- Computer literacy
- University
- Continuous improvement
- Annual leave
- Employee discount
4d
Compliance Administrator and Buyer
Bromford —Chipping Sodbury
- £26,228 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Data entry
- Employee assistance programme
- Sick pay
1d
Finance Administrator
Lighthouse Schools Partnership —Bristol
- £26,403 - £28,142 a year
- Part-time
- School
- Employee assistance programme
- Employee discount
Office Administrator
Amplify Education —Bristol
- Part-time
- Organisational skills
- Front desk
- Communication skills
- Free parking
- Employee assistance programme
Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Employee discount
Legal Team Assistant
Burges Salmon —Bristol
- Organisational skills
- Communication skills
9d
Sales Administrator
BarrattDevelopments —Cardiff
- Microsoft Outlook
- Computer literacy
- Databases
4d
Local Governance Professional (Clerk)
Lighthouse Schools Partnership —Bristol
- £28,598 - £32,061 a year
- Part-time
- Administrative experience
- Leadership
- Communication skills
People (HR) Administrator
University of Bristol —Bristol
- £25,615 a year
- Full-time
- Hybrid work
- Administrative experience
- Human resources
- Communication skills
11d
Administrator
HCRG Care Group —Trowbridge
- £25,500 - £27,098 a year
- Full-time
- Microsoft Outlook
- Computer literacy
- Administrative experience
- Employee discount
Quick apply
9d
Office Administrator
Police Federation of England and Wales —New Inn
- £26,397 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Outlook
- Databases
- Free parking
- Employee assistance programme
Quick apply
5d
Helpline Shift Supervisor
SARSAS —Bristol
- Up to £27,823.42 a year
- Part-time
- Hybrid work
- Health & wellbeing programme
- Work from home
Quick apply

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Client Services Administrator

Milne Wealth Management Ltd
Bristol

Quick apply

Job details

Part-time
£13.50 - £15.00 an hour
4 days ago

Benefits

Casual dress
Additional leave
Company pension
Work from home

Qualifications

Meeting coordination
Client engagement
Salesforce
Data analysis skills
English
Analysis skills
Relationship management
Customer support
Financial services
Customer interaction
AI
Communication skills
Time management

Full job description

Job Overview

This is primarily a CLIENT SERVICE/ADMINISTRATION role in the retail financial planning sector and is NOT suitable for someone seeking accountancy, data analysis, banking or a similar role. Please review company website for further information about our firm and what we do in order that you are applying for a role which suits your skillset.

If this role is of interest, please apply with CV and include a covering letter explaining why you are interested in this role. Applications with no cover letter will not be considered.

Planned Start Date October 2026.

We are seeking a dedicated and professional Client Services Administrator to join our team within a busy and successful financial advice practice. This role involves engaging with clients to provide exceptional support, ensuring their needs are met efficiently and effectively. The successful candidate will play a vital part in maintaining strong client relationships and supporting the organisation’s commitment to outstanding service delivery. Prior experience in financial services and familiarity with Salesforce are advantageous, alongside excellent communication and IT skills.

Responsibilities

Act as the primary point of contact for clients, addressing enquiries promptly and professionally.
Manage the diary of the Financial Adviser, booking and recording all client meetings and all aspects of the client journey on our internal systems.
Utilise Salesforce to manage client information, track interactions, and update records accurately.
Utilise all software systems used by the firm to ensure alignment of information recording and compliant completion of processes.
File preparation in advance of client meetings between clients and advisers.
Provide tailored solutions based on client needs, demonstrating a thorough understanding of our services.
Collaborate with internal teams and external providers to ensure client requests are fulfilled efficiently.
Maintain detailed records of all client interactions and follow-up actions.
Support the organisation in developing strategies to enhance customer satisfaction and retention.

Requirements

Proven experience in client services or a related role within the financial services/wealth management sector is essential.
Ability to understand and respond to the needs of the advisers in the firm in order that all client needs are supported.
Strong and accurate communication skills, both written and verbal, with the ability to convey information clearly and professionally.
Proficiency in learning and utilising all internal software and AI used in the business to support the needs of the client and the business processes. Examples of systems used are Salesforce, Outlook 365, Word and Excel, Calendly, SOFI AI, PreMeet, Zoom, internal Intranet.
Analytical skills to interpret data, generate insights, and support decision-making processes.
Exceptional organisational ability with excellent attention to detail and time management abilities to manage tasks in a timely manner.
Ability to work collaboratively within a team environment while managing multiple priorities effectively.
Willingness to develop compassionate, empathetic relationships with clients in order that their needs are responded to is a must.
Must have the ability to think proactively and strategically in line with seeing situations from the client's perspective in order that we achieve the highest levels of client care and service.
A proactive approach to problem-solving and a commitment to delivering exceptional customer service.

Job Type: Part-time

Pay: £13.50-£15.00 per hour

Benefits:

Additional leave
Casual dress
Company pension
Work from home

Experience:

Financial services: 2 years (required)

Language:

English (required)

Work authorisation:

United Kingdom (required)

Work Location: Hybrid remote in Bristol

Quick apply

Refine Your Search

website administrator jobs in aztec west

Client Services Administrator

Membership Administrator

Team Administrator

Rents Support Administrator

Transfers Administrator

Biblins Centre Administrator

Test Centre Administrator (Bristol, UK) (24926)

Business Support Administrator

Programmes Administrator

Compliance Administrator and Buyer

Finance Administrator

Office Administrator

Client Services Administrator

Legal Team Assistant

Sales Administrator

Local Governance Professional (Clerk)

People (HR) Administrator

Administrator

Office Administrator

Helpline Shift Supervisor

I want to receive the latest job alerts for website administrator in aztec west

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