Client services specialist Work, Jobs in Lyme Regis, Dor (with Salaries)

Adviser Support
Prydis —Exeter
- £27,000 - £31,000 a year
- Full-time
- Computer literacy
- Microsoft Office
- Organisational skills
- Free parking
- Sick pay
Quick apply
2d
Acoustic Logging Technician - Wessex Water
Tetra Tech —Yeovil
- Overtime
- Schematics
- Communication skills
Trainee Tax Advisor – Rural Succession & Advisory
Evolution ABS —Wellington
- From £30,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Tax experience
- Free parking
- Profit sharing
Quick apply
ASB Officer
BRC Jobs —Exeter
- £20.75 an hour
- Full-time
- Hybrid work
- Annual leave
Quick apply
Closing Specialist
Crowdcube —Exeter
- Up to £35,000 a year
- Hybrid work
- Spanish
- Sales
- Customer service
Specialist Practitioner - CAMHS ED Service
Somerset NHS Foundation Trust —Taunton
- £39,959 - £48,117 a year
- Full-time
- Nursing
- Annual leave
- Employee discount
Connect to Work Employment Support Co-Ordinator
Somerset Council —Taunton
- £25,185 - £25,989 a year
- Part-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Communication skills
- Annual leave
11d
Deputy Head Teacher
CareTech Group —Yeovil
- Up to £44,746 a year
- Full-time
- Supervising experience
- In-person
- School
Quick apply
Recruitment Consultant - Veterinary - UK Team
Global Veterinary Careers —Exeter
- £27,000 - £35,000 a year
- Full-time
- In-person
- Leadership
- Free parking
- Annual leave
Quick apply
4d
Insurance Advisor
Howden Group Holdings —Yeovil
- Full-time
- Hybrid work
- Employee assistance programme
- Employee discount
Quality Inspector
elix sourcing solutions —Chard
- £33,000 - £36,000 a year
- Overtime
10d
Rough Sleeper Specialist Social Worker - Adults
Somerset Council —Taunton
- £37,280 - £41,777 a year
- Full-time
- English
- Master's degree
- Supervising experience
- Annual leave
Customer Service Advisor
Barclays —Yeovil
- £26,700 a year
- Weekend availability
- Customer service
- Administrative experience
- Banking
- Life insurance
Paralegal, Family Law, Care Team
Walker Family Law —Taunton
- From £26,250 a year
- Full-time
- Microsoft Office
- Driving
- IT
- Annual leave
- Work from home
Quick apply
1d
Mental Health Practitioner
Somerset NHS Foundation Trust —Taunton
- £39,959 - £48,117 a year
- Part-time
- Care plans
- Annual leave
- Employee discount
3d
Commercial/Survey & Valuation Property Administrator
Greenslade Taylor Hunt —Taunton
- Full-time
- Microsoft Office
- Administrative experience
- Organisational skills
- Paid training
22h
Forensic Link Worker (East)
Somerset NHS Foundation Trust —Yeovil
- £49,387 - £56,515 a year
- Full-time
- Hybrid work
- Supervising experience
- Leadership
- Annual leave
- Employee discount
Residential Sales Negotiator
Greenslade Taylor Hunt —Ilminster
- Full-time
- Microsoft Access
- Microsoft Office
- Driving
10d
New Business Account Executive
Old Mill —Yeovil
- Full-time
- Hybrid work
- Business development
- Organisational skills
- Communication skills
Quick apply
Vertical Account Manager
NUMATIC INTERNATIONAL LIMITED —Chard
- £44,000 - £58,000 a year
- Sales
Quick apply
4d

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client services specialist jobs near lyme regis, dor

Adviser Support

Prydis
Exeter

Quick apply

Job details

Full-time
£27,000 - £31,000 a year
2 days ago

Benefits

Free parking
Cycle to work scheme
Company pension
Company events
Private medical insurance
Sick pay
On-site parking

Qualifications

Financial planning
Report writing
Computer literacy
Microsoft Office
Organisational skills
Financial services
Time management

Full job description

Adviser Support

Reporting to Admin Team Leader

Location Exeter (Clyst St Mary)

Job Type Full time

Summary

Prydis are a fast-growing professional services firm with a unique approach. To maximise the quality of service we can provide to our clients, we’ve expanded to incorporate wealth management and accounting services in-house from our offices in Exeter, Newquay, Edinburgh and Liskeard.

At Prydis, we are committed to helping our team grow their skills and develop further specialist qualifications. By working alongside professionals from a wide range of financial and legal disciplines, our staff gain exposure to new and varied work.

We value the expertise our people bring to our organisation and are passionate about nurturing their potential and enabling them to enjoy rewarding careers.

Responsibilities, defined but not limited to…

Assistance with onboarding new advisers
Preparing annual reviews for advisers
Basic report writing
Supporting advisers with day to day admin
Obtaining policy information once company authority is in place
Ensuring fees are paid correctly on policies
Tracking new applications and liaising with companies where necessary
Tracking transfers, surrenders & withdrawals
Ensuring client files are in order and compliant, making up files for new clients
General SIPP/SSAS administration
Phoning providers, advisers and clients to gather information
General admin duties, e.g. printing, scanning, binding, data entry to CRM
Attendance at appropriate training courses and seminars (where relevant)
Attendance at Prydis “Lunch and Learn” seminars (where relevant)
Training and supervision of junior staff (where relevant)
· Providing assistance to the Prydis Wealth team (where appropriate)

Relevant skills

Ideal candidates will be able to demonstrate a high level of computer literacy across the main elements of the Microsoft suite of products. They should also possess good prioritisation, and time management skills, to ensure adviser and client expectations are met. Previous experience in report writing would also be desirable.

What we offer:

Outstanding conditions for professional growth and development
Flexible working options
Competitive remuneration package, including basic salary dependent on previous experience and bonuses
Workplace pension where you contribute 4% and the company contributes 4% which rises to 6% after 5 years
You will be invited to join the death in service scheme of four times annual salary following successful completion of your probationary period
You will be invited to join the PHI scheme following successful completion of your probationary period
You will be entitled to participate in the company bonus scheme which is profit and performance related and is payable in June and December each year
The standard holiday is 24 days increasing by a day after each year of service up to 32 days plus bank holiday
Career progression

How to apply:

If you believe you have what it takes to become a successful member of our team, please apply to this job post, or email your CV and a covering letter to [email protected] and [email protected]. Please specify the role for which you are applying and ensure you include your full contact details, so we can get in touch with you. Prydis Group are an Equal Opportunities Employer.

Job Type: Full-time

Pay: £27,000.00-£31,000.00 per year

Benefits:

Company events
Company pension
Cycle to work scheme
Free parking
On-site parking
Private medical insurance
Sick pay

Work Location: In person

Quick apply

Refine Your Search

client services specialist jobs in lyme regis, dor

Adviser Support

Acoustic Logging Technician - Wessex Water

Trainee Tax Advisor – Rural Succession & Advisory

ASB Officer

Closing Specialist

Specialist Practitioner - CAMHS ED Service

Connect to Work Employment Support Co-Ordinator

Deputy Head Teacher

Recruitment Consultant - Veterinary - UK Team

Insurance Advisor

Quality Inspector

Rough Sleeper Specialist Social Worker - Adults

Customer Service Advisor

Paralegal, Family Law, Care Team

Mental Health Practitioner

Commercial/Survey & Valuation Property Administrator

Forensic Link Worker (East)

Residential Sales Negotiator

New Business Account Executive

Vertical Account Manager

I want to receive the latest job alerts for client services specialist in lyme regis, dor

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