Client services Work, Jobs in Newent, Gls (with Salaries)

Client Services Administrator
Wren Sterling —Gloucester
- £26,000 - £30,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Health & wellbeing programme
- Work from home
Quick apply
11d
Customer Service Advisor (Part-time)
Lucart Hygiene Limited —Worcester
- £13.28 an hour
- Part-time
- CRM software
- Customer service
- ERP systems
- Free parking
- Store discount
Quick apply
Telesales Agent (office based) Full Time
Insured Health —Gloucester Quays
- £25,000 - £40,000 a year
- Full-time
- CRM software
- Sales
- Customer service
- Free parking
Quick apply
2d
Brand Ambassador
REL Field Marketing —Gloucester
- £14.34 an hour
- 10 hour shift
- Hospitality
- Sales
- IT
- Annual leave
Customer Account Manager
Furndeco Limited —Gloucester
- £28,000 - £32,000 a year
- Full-time
- Customer service
- Microsoft Office
- Organisational skills
- Free parking
- Health & wellbeing programme
Quick apply
2d
Operations & Executive Assistant (Part-Time, Hybrid)
Wards Gardens —Ledbury
- £16 - £19 an hour
- Part-time
- Hybrid work
- Microsoft Excel
- Administrative experience
- Organisational skills
- Work from home
Quick apply
10d
Social Media Junior Account Executive
So.Social Media —Monmouth
- £15,862.08 a year
- Part-time
- Hybrid work
- Social media management
- Customer service
- In-person
- Free parking
Quick apply
Account Coordinator - Ross on Wye
HSL Compliance Limited —Ross-on-Wye
- £26,000 - £29,000 a year
- Customer service
- No experience needed
- Organisational skills
- Annual leave
- Sick pay
Quick apply
Customer Manager
UCAS —Cheltenham
- Up to £30,000 a year
- Hybrid work
- Customer service
- Communication skills
- School
- Free parking
- Annual leave
Quick apply
5d
Travel Sales Consultant
Trailfinders —Cheltenham
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Receptionist and Administration Assistant
Gloucestershire Health and Care NHS Foundation Trust —Gloucester
- £25,272 a year
- Part-time
- Customer service
- Front desk
10d
Customer Support Administrator
Tri-Wall UK Ltd —Monmouth
- £25,000 - £26,000 a year
- Temporary
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Free parking
- Health & wellbeing programme
Quick apply
Content Marketing Executive
Utelize Communications Ltd —Malvern
- £30,000 - £40,000 a year
- Full-time
- Hybrid work
- In-person
- Free parking
- Annual leave
Quick apply
Transport Planner
Davis & sons Gloucester Limited —Mitcheldean
- £24,420 - £38,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Legal Assistant
Thomas Legal —Gloucester
- Hybrid work
- Microsoft Outlook
- Administrative experience
- No degree
- Annual leave
- Employee assistance programme
Quick apply
Child Contact Centre Staff Member
Bubba's Contact Centre —Gloucester
- £14.50 an hour
- Part-time
- Microsoft Word
- Childcare
- Microsoft Outlook
Quick apply
Domestic Abuse and Sexual Violence (DASV) Lead Advice Worker
Gloucestershire Action for Refugees and Asylum Seekers (GARAS) —Gloucester
- From £35,847 a year
- Part-time
- Hybrid work
- Communication skills
- Flexitime
- Sick pay
Quick apply
Customer Service & Field Support Advisor
Keynetics Ltd —Malvern
- £25,000 a year
- Full-time
- Microsoft Outlook
- Customer service
- Maintenance
Quick apply
2d
Private Client Service Specialist
St. James's Place —Cirencester
- Mentoring
- Organisational skills
- Financial services
- Annual leave
2d
PART-TIME LETTINGS & LANDLORD ACQUISITION MANAGER
Nouveau Lettings —Gloucester
- £16.50 an hour
- Part-time
- Hybrid work
- Management
- Sales
- Customer service
- Profit sharing
- Flexitime
Quick apply

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Client Services Administrator

Wren Sterling
Gloucester

Quick apply

Job details

Permanent | Full-time
£26,000 - £30,000 a year
11 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

Experience:

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

Location:

Gloucester GL2 5EA (preferred)

Work Location: Hybrid remote in Gloucester GL2 5EA

Quick apply

Refine Your Search

client services jobs in newent, gls

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Operations & Executive Assistant (Part-Time, Hybrid)

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Account Coordinator - Ross on Wye

Customer Manager

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Receptionist and Administration Assistant

Customer Support Administrator

Content Marketing Executive

Transport Planner

Legal Assistant

Child Contact Centre Staff Member

Domestic Abuse and Sexual Violence (DASV) Lead Advice Worker

Customer Service & Field Support Advisor

Private Client Service Specialist

PART-TIME LETTINGS & LANDLORD ACQUISITION MANAGER

I want to receive the latest job alerts for client services in newent, gls

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