Senior administrator Work, Jobs in Hatton, 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
13d
Senior Administrator
Coventry City Council —Wainbody
- £25,185 - £26,403 a year
- Organisational skills
- Communication skills
4d
Senior Pensions Administrator
Broadstone Corporate Benefits Limited —Coventry
- Full-time
- Hybrid work
- Communication skills
- Health & wellbeing programme
- Employee discount
Business Administrator
Caudwell Marine —Coventry
- £35,000 - £40,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Administrative experience
- Free parking
Quick apply
5d
Office Administrator
Indulging LTD —Banbury
- £27,000 a year
- Microsoft Word
- CRM software
- Hospitality
- Free parking
- Health & wellbeing programme
Quick apply
5d
Senior ICT Systems & Network Administrator
Acorns Children's Hospice —Birmingham
- £46,000 a year
- Full-time
- Azure
- SharePoint
- Hospice
- Annual leave
- Employee discount
6d
Senior Pensions Administrator
Aon Corporation —Birmingham
- Hybrid work
- Analysis skills
- Continuous improvement
- Driving
5d
Marketing Project Administrator - FTC
Thomas Franks Ltd —Hook Norton
- £30,000 a year
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
Case Administrator - Birmingham
HM Prison & Probation Service —Birmingham
- £20,001 - £30,000 a year
- Full-time
- Hybrid work
- Presentation skills
- Communication skills
- Annual leave
- Employee discount
6d
School Administrator
Transforming Lives Educational Trust —Rugby
- £22,675.13 - £23,034.99 a year
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Gym membership
Quick apply
13d
Personal Account Administrator
Alexander Mann Solutions (AMS) —Birmingham
- Full-time
- Hybrid work
- Financial services
- Communication skills
16h
Senior Service Desk Engineer
Zenzero Solutions —Coventry
- Azure
- Microsoft Office
- AWS
Senior Business Support Officer
Dudley Metropolitan Borough Council —Brierley Hill
- £26,403 - £28,142 a year
- Part-time
- Hybrid work
- Administrative experience
- Communication skills
3d
Graduate Data Administrator
Inspired Thinking Group (ITG) —Birmingham
- Hybrid work
- Microsoft Excel
- Analysis skills
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
6d
Senior Pensions Administrator
XPS Pensions Group —Birmingham
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
- Referral programme
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
Senior Administrator and PA (Birmingham International Academy) - Academic Services - 107575 - Grade 5
University of Birmingham —Birmingham
- £30,062 - £35,883 a year
- Part-time
- Microsoft Powerpoint
- ERP systems
- English
- Annual leave
- Sick pay
6d
Maintenance Helpdesk Coordinator
Keys Group —Halesowen
- £27,000 a year
- Monday to Friday
- Microsoft Excel
- Maintenance
- Annual leave
- Employee assistance programme
Quick apply
Senior TechOps Generalist
Octopus Energy Group —Coventry
- £65,000 - £90,000 a year
- Full-time
- Hybrid work
- Scripting
- APIs
- IT
Quick apply
Senior Payroll Administrator
Zellis —Birmingham
- Customer service
- Communication skills
- Annual leave

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senior administrator jobs near hatton, war

Client Services Administrator

Wren Sterling
Leamington Spa

Quick apply

Job details

Permanent | Full-time
£26,000 - £30,000 a year
13 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

senior administrator jobs in hatton, war

Client Services Administrator

Senior Administrator

Senior Pensions Administrator

Business Administrator

Office Administrator

Senior ICT Systems & Network Administrator

Senior Pensions Administrator

Marketing Project Administrator - FTC

Case Administrator - Birmingham

School Administrator

Personal Account Administrator

Senior Service Desk Engineer

Senior Business Support Officer

Graduate Data Administrator

Senior Pensions Administrator

Senior Financial Planning Administrator

Senior Administrator and PA (Birmingham International Academy) - Academic Services - 107575 - Grade 5

Maintenance Helpdesk Coordinator

Senior TechOps Generalist

Senior Payroll Administrator

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