Client services administrator Work, Jobs in Manchester, Eng (with Salaries)

Client Services Administrator
Wren Sterling —Wilmslow
- £26,500 - £30,000 a year
- Full-time
- Hybrid work
- Health & wellbeing programme
- Work from home
Quick apply
5d
Facilities Support Administrator
Art of Maintenance Limited —Salford
- From £27,000 a year
- Full-time
- Customer service
- Microsoft Office
- Organisational skills
- Free parking
- Sick pay
Quick apply
7d
Administrator / Service Coordinator – Fire Protection Industry
Prodefend Ltd —Oldham
- £25,500 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Administrative experience
Quick apply
12d
Administration Officer
Northern Care Alliance NHS Foundation Trust —Manchester
- £25,760 - £27,476 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Annual leave
7d
Operations Administrator
Jackson Fire & Security —Manchester
- £30,000 a year
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
- Annual leave
Quick apply
6d
Receptionist and Property Administrator
Northern Group Management Ltd —Manchester
- From £26,437 a year
- Full-time
- Customer service
- Administrative experience
- Front desk
- Free parking
Quick apply
1d
Office Administrator
Ardent Support —Manchester
- £24,000 - £25,000 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Free parking
- Health & wellbeing programme
Quick apply
4d
Client Experience and Support Administrator
Pension Pulse —Manchester
- £30,000 a year
- Full-time
- Customer service
- Administrative experience
- Organisational skills
- Life insurance
Quick apply
6d
Test Center Administrator (Stockport)
Pearson —Stockport
- £13.60 an hour
- Weekend availability
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Administrator (Financial Services)
Cheetham Jackson Ltd —Sale
- From £24,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Health & wellbeing programme
- Annual leave
Quick apply
Cash Operations Administrator
AJ Bell —Manchester
- From £25,400 a year
- Hybrid work
- Microsoft Excel
- English
- IT
- Employee assistance programme
- Gym membership
Quick apply
Client Support Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
Payments Team Administrator
Savills —Manchester
- Full-time
- Annual leave
Business Support Administrator
Xeinadin —Manchester
- Microsoft Office
- Administrative experience
- Organisational skills
- Annual leave
- Employee assistance programme
IFA Administrator - Full Time
Burfield Financial Planning —Northwich
- £26,000 - £30,000 a year
- Full-time
- English
- Microsoft Office
- Administrative experience
- Annual leave
- Life insurance
Quick apply
8d
Central Operations Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Bad Debt Protection Administrator
Bibby Financial Services —Salford
- £25,500 - £27,850 a year
- Full-time
- Customer service
- Administrative experience
- Organisational skills
- Gym membership
Quick apply
Administrator
M Group —Oldham
- £26,529 a year
- Organisational skills
- Communication skills
- Employee assistance programme
- Employee discount
7d
HR Services/Operations Administrator EU/LA
Munich Re —Manchester
- Temporary
- Hybrid work
- Microsoft Excel
- Administrative experience
- Human resources
13d
Medical Receptionist/Administrator
The Aspen Clinic Ltd —Salford
- From £26,000 a year
- Overtime
- Microsoft Excel
- Sales
- Customer service
- Store discount
- Annual leave
Quick apply

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client services administrator jobs near manchester, eng

Client Services Administrator

Wren Sterling
Wilmslow

Quick apply

Job details

Permanent | Full-time
£26,500 - £30,000 a year
5 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

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: £26,500.00-£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

Experience:

Independent Financial Advice (IFA) Administrator : 1 year (required)

Work Location: Hybrid remote in Wilmslow

Quick apply

Refine Your Search

client services administrator jobs in manchester, eng

Client Services Administrator

Facilities Support Administrator

Administrator / Service Coordinator – Fire Protection Industry

Administration Officer

Operations Administrator

Receptionist and Property Administrator

Office Administrator

Client Experience and Support Administrator

Test Center Administrator (Stockport)

Administrator (Financial Services)

Cash Operations Administrator

Client Support Administrator

Payments Team Administrator

Business Support Administrator

IFA Administrator - Full Time

Central Operations Administrator

Bad Debt Protection Administrator

Administrator

HR Services/Operations Administrator EU/LA

Medical Receptionist/Administrator

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