Customer service Work, Jobs in Calne, Wil (with Salaries)

IFA Administrator / Client Support Administrator
Butler Toll —Swindon
- £26,000 - £32,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
1h
Sales Support Executive (Sales Operations)
Oakford Technology —Devizes
- £27,000 - £30,000 a year
- Full-time
- CRM software
- Sales
- Microsoft Office
- Free parking
- Employee discount
Quick apply
Customer Services Officer
Wiltshire Council —Chippenham
- £27,254 - £28,598 a year
- Temporary
- Hybrid work
- IT
- Communication skills
- Negotiation
13d
Business Development Manager (BDM) - Swindon - Circa 41k Basic - 53k OTE Uncapped
Yell Ltd —Swindon
- £35,875 a year
- Full-time
- Remote
- Microsoft Outlook
- Presentation skills
- Negotiation
- Referral programme
Quick apply
Funeral Administrator
A Slade and Son Ltd —Cirencester
- From £27,000 a year
- Part-time
- Heavy lifting
- Customer service
- Microsoft Office
Quick apply
13d
Sales Assistant
CITY ELECTRICAL FACTORS LTD —Cirencester
- Up to £28,575 a year
- Full-time
- Bilingual
- Microsoft Word
- Microsoft Outlook
- Employee discount
Quick apply
Branch Manager - Chippenham
GoldUnion Nexus —Chippenham
- £30,000 a year
- Full-time
- No experience needed
- Financial services
- In-person
- Paid training
- Annual leave
Quick apply
Business Development Manager (BDM) - Bath - Circa 41k Basic - 53k OTE Uncapped
Yell Ltd —Bath
- £35,875 a year
- Full-time
- Remote
- Microsoft Outlook
- Presentation skills
- Negotiation
- Referral programme
Quick apply
Customer Service Representative - Bristol
Diligenta —Bristol
- £26,228 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Annual leave
- Employee assistance programme
Quick apply
Business Development Manager (BDM) - Bristol- Circa 41k Basic - 53k OTE Uncapped
Yell Ltd —Bristol
- £35,875 a year
- Full-time
- Remote
- Microsoft Outlook
- Presentation skills
- Negotiation
- Referral programme
Quick apply
Customer Service Manager
Oak Furnitureland —Swindon
- £34,437.32 a year
- Full-time
- Customer service
- Computer literacy
- Leadership
- Free parking
- Employee assistance programme
10d
Customer Service Advisor – Courier & Logistics
Priority Express Couriers Ltd —Bristol
- £28,730 a year
- Full-time
- Customer service
- Microsoft Office
- Organisational skills
- Free parking
- Employee discount
Quick apply
14d
Assistant Front Office Manager
Bowood Hotel Spa and Golf Resort —Calne
- Weekend availability
- Hospitality
- Customer service
- Hotel
- Free parking
- Annual leave
Quick apply
14d
Customer Service Assistant
ESS Compass —Calne
- £12.76 an hour
- Part-time
Holiday Home Sales Advisor - Hoburne Cotswold
Hoburne —Cirencester
- £28,600 a year
- Weekend availability
- Sales
- Employee assistance programme
- Employee discount
Customer Experience Specialist (temp. maternity cover)
Zimmer Biomet —Swindon
- Temporary
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
Retail Sales Assistant
French Connection —Swindon
- £10.85 - £12.71 an hour
- Part-time
- Sales
- Customer service
- Salesforce
- Store discount
- Employee discount
Quick apply
7d
Lead Administrator-DEF Academy Services
Serco Plc —Swindon
- £26,109.58 a year
- Full-time
- Hybrid work
- AI
- Communication skills
- Time management
- Employee assistance programme
10d
Customer Service Advisor - Monday to Friday
Curo —Bath
- £26,265 - £29,829 a year
- Full-time
- Hybrid work
- Customer service
- Computer literacy
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Customer Experience Specialist
Zimmer Biomet —Swindon
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme

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customer service jobs near calne, wil

IFA Administrator / Client Support Administrator

Butler Toll
Swindon

Quick apply

Job details

Full-time
£26,000 - £32,000 a year
1 hour ago

Benefits

Free parking
Additional leave
Company pension

Qualifications

Organisational skills
Financial services
Communication skills

Full job description

About Butler Toll

Established in 1990, Butler Toll is an independent financial consultancy, directly regulated and authorised by the Financial Conduct Authority to carry out investment business in the UK.

We specialise in providing strategic financial advice and wealth management services for private investors, business owners and senior executives throughout the UK.

We have an exciting opportunity for an experienced IFA Administrator / Client Support Administrator looking for a new challenge.

This is a client-facing support role suited to someone who is highly organised, numerate, and confident communicating directly with clients and providers, with solid working knowledge of back-office systems and platforms.

What we offer:

A supportive, close-knit team environment
25 days holiday with additional time off between Christmas and the New Year.
Pension Scheme with 5% Employers Contribution.
Death in Service benefit and PMI with Bupa.
Free Parking at Offices
Study support and career development opportunities within financial services.
Competitive salary, dependent on experience.

As an IFA Administrator you will work alongside an aligned planner and be responsible for the same bank of clients. You will be;

Working closely with financial planners and client banks
Responding to email enquiries and liaising directly with clients on a daily basis
Processing new business applications, tracking to completion
Working on general client servicing queries & requirements
Setting up new clients on internal systems and external platforms
Preparing/sending documentation for clients appointments and meetings, including the production of annual planning meeting packs.
Dealing with internal/client/third party queries efficiently
Follow processes to ensure risk is kept to a minimum
Assist in managing the annual review process
Liaising with advisers, outsourced paraplanning partners, directors and third parties to ensure a smooth and compliant client process
First point of contact for the office – answering the office calls,
Client meeting preparation - greeting visitors to the office, preparing refreshments
Dealing with the incoming and outgoing post
Printing, copying, scanning, emailing, posting, faxing and binding relevant documents, saving emails/documents to the back office system
Maintaining accurate client records at all times
Providing support with various ad-hoc business projects
Liaising with policy providers for policy details and obtaining policy illustrations.
Ensuring all data entry is completed accurately and within specified timelines.

Prior Experience / Knowledge:

Previous experience in a client support or administration role within an IFA, wealth management or platform environment.
Strong working knowledge of Intelligent Office (iO) or a comparable back-office/CRM system.
Practical experience using investment platforms, ideally Transact, Quilter and/or Wealthtime.
Good understanding of the new business and servicing lifecycle for pensions, investments and protection.
Familiarity with FCA regulatory requirements relevant to an administrative role in a regulated firm.

Behaviours and competencies:

Excellent verbal and written communication skills, with a confident, professional manner when engaging directly with clients.
Highly numerate, comfortable working with figures, valuations and financial documentation with a high level of accuracy.
Strong organisational skills with the ability to manage a busy, varied workload and prioritise effectively.
A proactive, flexible approach — happy to support one planner as a priority while pitching in elsewhere when the team needs it.
A strong work ethic, reliability and a genuine commitment to delivering excellent client outcomes.
High attention to detail and a methodical approach to processes and record-keeping.
A collaborative team player who is comfortable working independently and using initiative.

Job Type: Full-time

Pay: £26,000.00-£32,000.00 per year

Benefits:

Additional leave
Company pension
Free parking

Work Location: In person

Quick apply

Refine Your Search

customer service jobs in calne, wil

IFA Administrator / Client Support Administrator

Sales Support Executive (Sales Operations)

Customer Services Officer

Business Development Manager (BDM) - Swindon - Circa 41k Basic - 53k OTE Uncapped

Funeral Administrator

Sales Assistant

Branch Manager - Chippenham

Business Development Manager (BDM) - Bath - Circa 41k Basic - 53k OTE Uncapped

Customer Service Representative - Bristol

Business Development Manager (BDM) - Bristol- Circa 41k Basic - 53k OTE Uncapped

Customer Service Manager

Customer Service Advisor – Courier & Logistics

Assistant Front Office Manager

Customer Service Assistant

Holiday Home Sales Advisor - Hoburne Cotswold

Customer Experience Specialist (temp. maternity cover)

Retail Sales Assistant

Lead Administrator-DEF Academy Services

Customer Service Advisor - Monday to Friday

Customer Experience Specialist

I want to receive the latest job alerts for customer service in calne, wil

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