Transaction processing Work, Jobs in Gaydon, War (with Salaries)

Client Services Administrator
Wren Sterling —Leamington Spa
- £26,000 - £30,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Health & wellbeing programme
- Work from home
Quick apply
4d
Material Planner
Prodrive —Banbury
- Microsoft Excel
- Computer literacy
- Administrative experience
- Employee discount
Catering Assistant
Eurest —Silverstone
- £1,338 a week
- Weekend availability
- Hospitality
- Communication skills
3d
Credit Controller/Accounts Assistant
Expo - Display Ltd —Stratford-upon-Avon
- £25,000 a year
- Part-time
- Microsoft Excel
- Microsoft Office
- Accounting
- Free parking
Quick apply
13d
Customer Service Advisor - Connect Customer Contact Service
Solihull Metropolitan Borough Council —Solihull
- £26,824 - £29,540 a year
- Monday to Friday
- Customer service
- Communication skills
- Annual leave
- Employee assistance programme
3d
Sales Advisor
Hotel Chocolat —Banbury
- £13.05 an hour
- Hotel
- Café
- Employee discount
Sales Ledger Administrator
Avery Healthcare —Northampton
- £25,750 a year
- Microsoft Excel
- Organisational skills
- Time management
Quick apply
Finance Administrator
Bleckmann Logistics UK Ltd —Lutterworth
- £27,000 - £29,000 a year
- Full-time
- Accounting
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
1d
Payroll Officer
Redditch Borough Council —Redditch
- Call to connect
- Organisational skills
- Employee assistance programme
- Employee discount
9d
Residential Conveyancing Paralegal
NPS Law —Solihull
- £27,000 - £30,000 a year
- Full-time
- Microsoft Office
- Organisational skills
- IT
- Free parking
- Employee discount
Quick apply
13d
Sales Associate
Coach —Bicester
- Weekend availability
- Sales
- Employee discount
Retail Team Leader
Travelex —Coventry
- £28,860 a year
- Overtime
- Customer service
- Employee discount
Brokerage Clerk
UPS —Coventry
- Full-time
- Microsoft Office
- Bachelor's degree
- Organisational skills
Accounts Assistant
Renault Retail Group —Birmingham
- £30,000 a year
- Full-time
- Microsoft Excel
- Accounting
- Annual leave
- Employee discount
Quick apply
Sales Associate (Part Time) - Bicester
Bremont Watch Company —Bicester
- £15,900 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee discount
Sales Assistant (8 hrs)
Deichmann —Redditch
- Up to £12.91 an hour
- 8 hour shift
- Communication skills
Senior Stock Associate
Tory Burch —Bicester
- Full-time
- Customer service
- Phone etiquette
- Employee discount
Barista
The Den —Bourton on the Water
- Up to £12.71 an hour
- Part-time
- Customer service
- Basic maths
- Food service
- Employee discount
Quick apply
13d
Financial Administrator
Bupa —Shirley
- £28,281 - £35,482 a year
- Full-time
- Customer service
- Employee discount
- Gym membership
Quick apply
2d
Server / Barista immediate start
The Garden Shed Cafe Wellesbourne —Warwick
- £11.00 - £12.80 an hour
- Part-time
- Serving
- Customer service
- Cash handling
- Free parking
- Store discount
Quick apply
10d

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Client Services Administrator

Wren Sterling
Leamington Spa

Quick apply

Job details

Permanent | Full-time
£26,000 - £30,000 a year
4 days ago

Benefits

Health & wellbeing programme
Additional leave
Cycle to work scheme
Employee mentoring programme
Financial planning services
Work from home
Enhanced maternity leave
Enhanced paternity leave
Sick pay

Qualifications

Financial planning
Report writing
Analysis skills
Organisational skills
Financial services

Full job description

Company Overview

Wren Sterling is a progressive UK-wide independent financial advice business. In complex markets that change frequently, we help our Corporate and Personal clients make the right financial choices through the provision of independent financial advice which is uniquely tailored to their specific needs. Wren Sterling specialises in all aspects of savings, investments, and retirement planning to individuals. Through successful partnerships with Building Societies, we deliver independent financial advice to their customers. For corporate clients we provide advice on engaging employees through the provision of group risk, protection, and other employee benefit solutions.

Role Overview

Responsible for providing efficient and effective administrative support to a team of advisers. This encompasses the processing and management of client documentation.

Principle Objectives & Responsibilities

Principle Objectives and Responsibilities include the following, other objectives may be assigned:

Check and then process all new business applications and associated paperwork through to submission to Providers either electronically or via hard copy as appropriate.
Carry out electronic identity data verification of clients where appropriate.
Chase new business applications and other client requests/transactions through to completion
Assist advisers with appropriate management of clients’ cash holdings on Provider Platforms and placing trades in accordance with advisers’ instructions.
Create and maintain accurate and up-to-date client and plan records on Intelligent Office
Ensure all relevant documentation and correspondence is uploaded to the correct client records on Intelligent Office and named in accordance with Company procedures.
Create, manage, and complete tasks on Intelligent Office in accordance with Company procedures.
Manage and complete all relevant tasks assigned by advisers, managers/team leaders and other support team members.
Where required: Assist in provision of quotations, key features, applications, and other relevant paperwork to advisers for their client meetings.
Receive incoming telephone calls, dealing or redirecting as appropriate so that calls are dealt with efficiently and by the correct person.
Receive and deal with incoming documentation or correspondence relating to clients of their select team of advisers as appropriate.
Ensure all correct documentation is provided to clients in a timely manner.
Respond promptly to queries from clients, providers, and advisers.
Process and chase death or other policy claims through to completion
Complete additional one-off jobs when they arise.
Promote professional behaviour by demonstrating courtesy and respect to all colleagues and always following the Company’s equality and diversity policy.
Ensuring health and safety policies are observed.
Adhere to Wren Sterling core values
Completion of other reasonable duties, as defined by the Senior Management Team

Knowledge Required

Basic knowledge of the financial planning market including different providers’ products and services
Basic working knowledge of FCA Rules, Guidance Notes and Commitments that apply to job role

Skills Required

Essential skills:

Communication (min: developer): Able to adapt the language, style and method of communication depending on the needs of the client or colleagues.
Organisation (min: achiever): Can prioritise daily tasks, and restructure day as ah-hoc duties require, arranging client-related tasks as a priority.
Customer Service (min: ): Understand what good customer service is and prioritise customer work to deliver good service.
Teamwork & Collaboration (min: developer): Understand the importance of teamwork and how collaboration can improve outcomes.
Technology (min: developer): Understand and be able to use technology for the role effectively.
Expertise (min: developer): Has the required expertise to do the role and understand areas for improvement & looking for opportunities to develop.

Desirable skills:

Experience of Intelligent Office back-office system.

Job Types: Full-time, Permanent

Pay: £26,000.00-£30,000.00 per year

Benefits:

Additional leave
Cycle to work scheme
Employee mentoring programme
Enhanced maternity leave
Enhanced paternity leave
Financial planning services
Health & wellbeing programme
Sick pay
Work from home

Application question(s):

Are you located in Leamington Spa CV31 1XT and able to work from our Leamington Spa office on a hybrid working basis?

Experience:

Independent Financial Advice Administrator : 1 year (required)

Work Location: Hybrid remote in Leamington Spa CV31 1XT

Quick apply

Refine Your Search

transaction processing jobs in gaydon, war

Client Services Administrator

Material Planner

Catering Assistant

Credit Controller/Accounts Assistant

Customer Service Advisor - Connect Customer Contact Service

Sales Advisor

Sales Ledger Administrator

Finance Administrator

Payroll Officer

Residential Conveyancing Paralegal

Sales Associate

Retail Team Leader

Brokerage Clerk

Accounts Assistant

Sales Associate (Part Time) - Bicester

Sales Assistant (8 hrs)

Senior Stock Associate

Barista

Financial Administrator

Server / Barista immediate start

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