Financial advisory support occupations Work, Jobs in Chippenham, Wil (with Salaries)

Senior Client Services Specialist
Bellamy Wealth Management —Royal Wootton Bassett
- Up to £28,000 a year
- Full-time
- Organisational skills
- IT
- Financial services
- Free parking
- Life insurance
Quick apply
Senior SSAS Specialist
Hartley Pensions —Bristol
- £33,207.02 - £42,068.84 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
Quick apply
1d
Client Administrator Team Leader - Financial Planning - Bristol
Atomos —Bristol
- Hybrid work
- Leadership
10d
Private Client Service Specialist
St. James's Place —Cirencester
- Mentoring
- Organisational skills
- Financial services
- Annual leave
14d
Paraplanner
The Private Office —Bath
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Paraplanner (Marlborough)
Perspective Financial Group —Marlborough
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Apprentice Pensions Administrator
Broadstone Corporate Benefits Limited —Bristol
- Full-time
- School
- Employee discount
Pensions Administrator
Broadstone Corporate Benefits Limited —Bristol
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Financial Planning Associate - Bristol
Atomos —Bristol
- Hybrid work
- CRM software
- Microsoft Excel
- Organisational skills
Senior Pensions Administrator
XPS Pensions Group —Bristol
- Full-time
- Customer service
- Computer literacy
- Microsoft Office
- Employee discount
- Referral programme
Senior Pensions Associate
Gallagher Benefit Services —Bristol
- Microsoft Office
- Analysis skills
- Communication skills
- Employee stock purchase plan
- Life insurance
8d
Senior Pensions Associate, DB or DC
Gallagher Benefit Services —Bristol
- Microsoft Office
- Analysis skills
- Communication skills
- Employee stock purchase plan
- Life insurance

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Risk & Compliance Manager (FCA)
Automotive Compliance Ltd —Gloucester
Build and maintain strong client relationships, via telephone, MS outlook and MS teams calls. Coordinate and work together with internal teams—including…
£37,500 - £40,000 a year
Quick apply
10d
Audit Assistant Manager
BDO —Southampton
Experience supervising and coaching junior members of staff on site. With specialist knowledge of sectors, markets and geographies; our auditors have the…

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financial advisory support occupations jobs near chippenham, wil

Senior Client Services Specialist

Bellamy Wealth Management
Royal Wootton Bassett

Quick apply

Job details

Permanent | Full-time
Up to £28,000 a year

Benefits

Free parking
Financial planning services
Company pension
Private medical insurance
Life insurance
Sick pay
On-site parking

Qualifications

Financial planning
Report writing
Organisational skills
IT
Financial services
Communication skills

Full job description

Job Summary
An excellent opportunity has arisen for a professional Senior Administrator to work in a St. James's Place (SJP) Partner Practice.

You will be part of a fast-paced team managing the work generated by the Advisors, offering your support as required in all aspects of business operations.

This will particularly suit if you enjoy client interaction and satisfaction as the role will focus on building strong relationships with clients and key stakeholders by being the first point of contact for all aspects of client administration and dealing with admin queries.

Responsibilities

You will be providing a high level of administrative support while maintaining an excellent level of customer service to clients and advisers of the Practice
You will be a point of contact for clients and third parties dealing with general enquiries
You will be responsible for an array of administrative tasks involved with client servicing and business submission using bespoke software
You will need to ensure that work is processed accurately and within agreed timescales
You will have key responsibility for client servicing, and ensuring compliance / regulatory requirements are met at all times

Experience

This is an interesting and challenging role that would suit a confident, and professional individual who has a ‘can do’ approach.
The ideal candidate - You will have been working for a SJP Partner Practice or has a strong financial services background and have good all-round financial services knowledge including regulations which you are looking to expand and develop

Please note that we will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

You have excellent IT and communication skills, are highly organised and can prioritise workloads
Ideally you have used the CRM Salesforce
You are a self-starter and able to work with little or no supervision. With a desire to continuously improve processes and look for efficiencies.
It is essential that as a Senior Administrator you are confident in dealing with third parties and can work with total discretion.

Pay: Up to £28,000.00 per year

Benefits:

Company pension
Financial planning services
Free parking
Life insurance
On-site parking
Private medical insurance
Sick pay

Work Location: In person

Quick apply

Refine Your Search

financial advisory support occupations jobs in chippenham, wil

Senior Client Services Specialist

Senior SSAS Specialist

Client Administrator Team Leader - Financial Planning - Bristol

Private Client Service Specialist

Paraplanner

Paraplanner (Marlborough)

Apprentice Pensions Administrator

Pensions Administrator

Financial Planning Associate - Bristol

Senior Pensions Administrator

Senior Pensions Associate

Senior Pensions Associate, DB or DC

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