Loan administrator Work, Jobs in Portsmouth, Ham (with Salaries)

Client Reallocation Administrator
Eight Financial Advice —Whiteley
- £30,000 a year
- Full-time
- Hybrid work
- CRM software
- Microsoft Excel
- Salesforce
- Employee assistance programme
Quick apply
9d
Healthcare Assistant (32 hrs)
CREATE Fertility —Southampton
- £25,000 - £30,000 a year
- Part-time
- Care experience
- Patient care
- Organisational skills
- Annual leave
- Employee discount
Quick apply
5d
Pensions Actuarial Consultant (Winchester)
Lane Clark & Peacock —Winchester
- Hybrid work
- Supervising experience
- Communication skills
- Annual leave
- Employee discount

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Healthcare Assistant (32 hrs)
CREATE Fertility —Southampton
We welcome and encourage flexible working requests and are open to discussing working patterns that may support candidates with family or caring…
£25,000 - £30,000 a year
Quick apply
5d

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Client Reallocation Administrator

Eight Financial Advice -
Whiteley

Quick apply

Job details

Full-time
£30,000 a year
9 days ago

Benefits

Company pension
Employee assistance programme
Private medical insurance

Qualifications

CRM software
Microsoft Excel
Salesforce
Pivot tables
Communication skills

Full job description

Client Reallocation Administrator
Eight Financial Advice - Whiteley

Supporting the Mergers & Acquisitions Manager and the Client Reallocation Specialist, the Client Reallocation Administratorwill be responsible for following the Client Reallocation Process within Eight. The person will be pivotal in supporting the reallocation process, supporting our advisers, and ensuring that all transitions are handled with precision and care. This role includes day to day administration, managing single client sales and whole or part advisor client bank sales to support advisers' growth. Key responsibilities include:

You will be responsible for supporting the client reallocation process, from initial identification through to due diligence and completion of transfers.
You will also be responsible for supporting the Client Repatriation process, transferring clients between our UK and Asia business.
You will be confident in communication and executing transactions.
Support due diligence, liaising with Advisers to evaluate legal and financial aspects of client reallocation resulting in a seamless end to end process.
Provide data, reports and insights to Advisers on client information highlighting key metrics.
Attend Adviser meetings to support adviser with questions, sending follow up communications to attendees.
Obtain and provide key information, loan requests and legal paperwork to and from St. James’s Place (SJP) in a timely manner to support the process.
Assist with the smooth transfer of data from one adviser to another.
Produce and support with any client communications.
Assist Mergers & Acquisition Manager and Client Reallocation Specialist in any other ad hoc requests or projects.

Requirements

Industry specific knowledge and experience preferred but not essential.
Analytical thinker, able to identify patterns, inconsistencies, or errors in data quickly.
Proven ability to drive, improve and develop process from start to finish.
Comfortable analysing large amounts of data.
Strong skills in Microsoft Excel preferred experience with formulas, pivot tables, VLOOKUPs, and data formatting.
Excellent communication and interpersonal skills, with the ability to build rapport and relationships with Advisers and St. James’s Place.
Ability to thrive in a fast paced, dynamic environment and adapt to changing priorities.
Previous experience using CRM software (experience in Salesforce, Monday.com and My Practice is advantageous)

Benefits

Hybrid working: 3 days in the office, 2 days wherever you work best
Performance bonus + Company-wide bonus (when Eight hits targets)
28 days' holiday + bank holidays + your birthday off
Private medical insurance & life assurance (4x salary)
Wellbeing support: EAP, mental health helpline, cycle-to-work scheme
Free mortgage and pension advice from our in-house experts
Volunteering time: 8 paid hours annually via The Eight Foundation
Regular socials & epic events

Quick apply

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Client Reallocation Administrator

Healthcare Assistant (32 hrs)

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