Personal lines executive Work, Jobs in Farnborough, Ham (with Salaries)

Senior IFA Administrator
PPSL —Farnham
- £35,000 - £45,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Financial services
- In-person
- Free parking
- Profit sharing
Quick apply
9d
Customer Champion
inMusic —Farnborough
- Full-time
- Hybrid work
- CRM software
- Writing skills
- Analysis skills
- Annual leave
- Employee assistance programme
Quick apply
Fleet Business Unit Executive
Toyota Financial Services, KINTO and KINTO JOIN —Epsom
- £31,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Organisational skills
- Communication skills
- Free parking
Quick apply
5d
Bank Business Support Administrator
HCRG Care Group —Woking
- £13.64 an hour
- Call to connect
- Microsoft Outlook
- Customer service
- Computer literacy
Quick apply
3d
Security Governance Officer (Part Time)
Allianz —Guildford
- £38,000 a year
- Part-time
- Hybrid work
- Microsoft Office
- Analysis skills
- Organisational skills
- Employee discount
9d
IT Support Apprentice
ORCA Service Technologies —Maidenhead
- £27,976 a year
- Full-time
- Computer literacy
- Software development
- In-person
- Life insurance
- Referral programme
Quick apply
4d
Fleet Business Unit Executive (contract)
Toyota Financial Services, KINTO and KINTO JOIN —Epsom
- £31,000 a year
- Hybrid work
- Microsoft Word
- Organisational skills
- Communication skills
- Free parking
Quick apply
5d
Interim Director of Income and Engagement (10 Month Contract)
Phyllis Tuckwell Hospice —Farnham
- £75,000 - £78,000 a year
- Call to connect
- Hybrid work
- CRM software
- Customer service
- Hospice
- Annual leave
- Employee assistance programme
Quick apply
5d
Implementation Support Executive
Whistl UK Ltd —Marlow
- £27,500 - £33,000 a year
- Full-time
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Collections Administrator
myPOS —Reading
- Organisational skills
- Communication skills
- Employee discount
- Referral programme
Quick apply
Assistant Site Manager
Taylor Wimpey —Warfield
- Management
- Sales
- Customer service
- Annual leave
- Employee discount
8d
Data Protection Specialist
Red Kite Community Housing —High Wycombe
- £36,505 a year
- Full-time
11d
Sustainability Performance & Value Manager - International Markets
Lenovo —Farnborough
- Full-time
- Presentation skills
Commercial Portfolio Lead
QinetiQ —Farnborough
- £72,900 - £81,000 a year
- Full-time
- Management
- Contracts
- Leadership
- Employee discount
Customer Success Executive - Value
Infinity —Reigate
- Up to £35,000 a year
- Full-time
- Hybrid work
- CRM software
- Continuous improvement
- Communication skills
Senior Counsel, Legal, GCT Strategy & Transformation
Lenovo —Farnborough
- Full-time
- Hybrid work
- English
- Contracts
- Communication skills
12d
Bank Quality & Safety Trainer with Fire Safety Experience
HCRG Care Group —Guildford
- £19.38 an hour
- Part-time
- Continuous improvement
- No degree
- Travel
Quick apply
11d
Category Development Executive
Kenvue —Reading
- Hybrid work
- Up to 50% travel
- English
- Analysis skills
2d
Lead Category Manager
Surrey and Borders Partnership NHS Foundation Trust —Dorking
- £59,798 - £67,020 a year
- Full-time
- Mentoring
- Communication skills
HR Advisor
Scrumconnect Consulting —Staines-upon-Thames
- £30,000 - £35,000 a year
- Contracts
- Annual leave

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Senior IFA Administrator

PPSL
Farnham

Quick apply

Job details

Permanent | Full-time
£35,000 - £45,000 a year
9 days ago

Benefits

Free parking
Profit sharing
Additional leave
Company pension
Work from home
Private medical insurance
Life insurance
On-site parking

Qualifications

Investment
Financial Conduct Authority guidelines
Financial planning
Pension
Microsoft Excel
Meeting coordination
Stakeholder liaison
Microsoft Office Suite
Financial services

Full job description

We are looking for a Client Executive to join our private client advisory firm to provide professional and efficient administration support to our clients and colleagues. As a member of our team, you will be passionate about providing the best service to our clients and enjoy working in partnership with your colleagues to ensure we deliver great outcomes.

As a Client Executive, you will be supporting one or more Financial Adviser with administration for our financial planning clients which will involve coordinating with your adviser and completing a variety of tasks.

We are looking for someone who is numerate, has strong attention to detail and enjoys working with information and data. You will demonstrate flexibility and willingness whilst enjoying the demands that come with working for a forward-thinking company. You will be willing to learn new tasks and have a keen interest in pursuing and developing your career within financial services.

If this sounds like your next role and you’d like to work in a values-driven, purposeful business, please apply below!

About the role

As a Client Executive, you will provide administration support through the completion of various tasks which include but are not limited to:

· Arranging team meetings, client meetings and appointments

· Managing the post for your Adviser team

· Administering new client pensions, investment, and risk contracts

· Effectively liaising with product providers and partners

· Managing and finalising client documentation from start to finish

· Managing and coordinating annual client reviews which includes production of valuations

· Processing investments, fund switches and sales documentation within defined service level agreements

· Reviewing and completing investment transactions ensuring accuracy in line with original instructions

· Dealing with client queries

· Ensuring the back-office system is kept up to date

· To adhere to FCA regulations, internal policies and procedures at all times

This role is integral to enabling a first-class service to our financial planning clients. Training is available to support ongoing personal and professional development.

About the role holder

The focus of this job is the timely provision of administration services to our clients. You will be comfortable with numbers and enjoy working with Microsoft Excel and other systems to produce thorough and accurate documentation. Methodical and organised, you will take pride in delivering high quality, detailed work that meets the needs of our clients and colleagues, always paying close attention to the details. You will be passionate about the role you play in helping us to achieve our goals. With a collaborative and supportive approach, you will be a trusted member of the team who is open to sharing ideas and knowledge with colleagues and peers.

Essential Criteria

· Experience of working in an office environment, preferably financial services

· Fully conversant in Microsoft Office

· Proven Microsoft Excel skills

· Good communicator including digitally (camera's on)

· Attentive and methodical approach

· Organised and able to prioritise effectively

· Strong customer focus

· Previous experience of working in financial services

Pay: £35,000.00-£45,000.00 per year

Benefits:

Additional leave
Company pension
Free parking
Life insurance
On-site parking
Private medical insurance
Profit sharing
Work from home

Work Location: Hybrid remote in Farnham GU9 0NU

Quick apply

Refine Your Search

personal lines executive jobs in farnborough, ham

Senior IFA Administrator

Customer Champion

Fleet Business Unit Executive

Bank Business Support Administrator

Security Governance Officer (Part Time)

IT Support Apprentice

Fleet Business Unit Executive (contract)

Interim Director of Income and Engagement (10 Month Contract)

Implementation Support Executive

Collections Administrator

Assistant Site Manager

Data Protection Specialist

Sustainability Performance & Value Manager - International Markets

Commercial Portfolio Lead

Customer Success Executive - Value

Senior Counsel, Legal, GCT Strategy & Transformation

Bank Quality & Safety Trainer with Fire Safety Experience

Category Development Executive

Lead Category Manager

HR Advisor

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