Book manager Work, Jobs in South Collingham, Ntt (with Salaries)

Administrator
Tower House Wealth Management —Lincoln
- £26,000 - £32,000 a year
- Full-time
- CRM software
- English
- Organisational skills
- Free parking
- Employee discount
Quick apply
6d
Bookshop Manager
The Children's Society —Calverton
- £25,760 a year
- Full-time
- Computer literacy
- Merchandising
- Team management
- Annual leave
Business Development Representative (BDR) (HF13537518)
Flourish —Newark-on-Trent
- £35,000 a year
- Full-time
- Hybrid work
- Business development
- Communication skills
Quick apply
Administrator
Welbeck Farm Shop —Whitwell
- £12,083 a year
- Part-time
- Microsoft Excel
- Organisational skills
- In-person
- Free parking
- Employee discount
Quick apply
2d
Demand Planner
Teledyne Technologies Inc. —Lincoln
- Full-time
- ERP systems
- Data analysis skills
- Analysis skills
- Employee stock purchase plan
- Annual leave
Customer Liaison Officer
Equans —Lincoln
- Full-time
- Computer literacy
- Annual leave
- Employee assistance programme
8d
Customer Service Representative
Sovereign Risk Management —Alfreton
- £30,000 a year
- Full-time
- Hybrid work
- Organisational skills
- School
- Time management
- Work from home
Quick apply
1d
Administrator
Van Elle Ltd —Kirkby in Ashfield
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Quick apply
Office & Finance Manager (Maternity Cover) October 2026 to August 2027
West Bridgford Joinery Ltd —Nottingham
- £30,000 - £45,000 a year
- Microsoft Excel
- Human resources
- Recruiting
- Free parking
Quick apply
12d
Assistant Manager
KwikFit —Gainsborough
- Full-time
- Customer service
- Team management
- Employee assistance programme
- Employee discount
Operations Manager
MHR INTERNATIONAL UK LIMITED —Nottingham
- Continuous improvement
- Team management
- Training & development
- Employee discount
- Referral programme
Business Case Lead / Business Case Manager - Defence
Turner & Townsend —Nottingham
- Full-time
- Hybrid work
- Travel
- Communication skills
Quick apply
14d
Customer Service Administrator
Global Fire & Security Systems LTD —Nottingham
- Full-time
- Computer literacy
- Hotel
- Administrative experience
- Referral programme
Quick apply
2d
Senior Product Manager (Fixed Term)
MHR INTERNATIONAL UK LIMITED —Ruddington
- Leadership
- Communication skills
- Employee discount
- Referral programme
Merchandiser
EJ Orr Limited —Nottingham
- Full-time
- Merchandising
- Continuous improvement
- Data entry
Retail Sales Assistant - Keyholder
The Works —Lincoln
- 8 hour shift
- Customer service
- Cash handling
- Employee assistance programme
- Employee discount
Project Manager
MHR INTERNATIONAL UK LIMITED —Nottingham
- Communication skills
- Employee discount
- Referral programme
Senior Administrative Officer - Nottingham City
HM Prison & Probation Service —Nottingham
- £20,001 - £40,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Outlook
- English
- Annual leave
- Employee discount
5d
Head of Technical
More Years —Nottingham
- £70,000 - £80,000 a year
- Full-time
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
5d
General Manager
Lineage Logistics —Holmewood
- Full-time
- Continuous improvement
- Travel
- Annual leave
Quick apply

I want to receive the latest job alerts for book manager in south collingham, ntt

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Administrator

Tower House Wealth Management
Lincoln

Quick apply

Job details

Permanent | Full-time
£26,000 - £32,000 a year
6 days ago

Benefits

Free parking
Company pension
Employee discount
On-site parking

Qualifications

CRM software
Document control
Customer service call handling
Meeting coordination
Inbound customer enquiry call handling
Administrative support experience
Filing
English
Microsoft Office Suite
Appointment booking and call handling
Organisational skills
Computer skills
Financial services
Financial advisory support experience
Communication skills
Certificate in Insurance

Full job description

Job Specification: Financial Services Administrator

Tower House Wealth Management

Tower House Wealth Management is a wealth management and financial planning practice supporting private clients, business owners and professionals with long-term financial planning. We are looking for a highly organised Financial Services Administrator to provide first-class client service and dependable administrative support across the full advice journey.

Job title

Financial Services Administrator

Department

Practice Support Specialist

Reporting to

Office Manager and supporting Financial Advisers/Paraplanners

Location

Tower House Wealth Management (office-based; hybrid considered by agreement) Lincoln UK

Hours

Full-time, Monday to Friday (part-time considered for the right candidate)

Salary

£26,000–£32,000 per annum (dependent on experience). We may consider a higher salary for a candidate with a proven track record in a similar role/setting.

Role Purpose

To provide efficient, accurate and client-focused administrative support, ensuring excellent service standards, compliant record keeping and timely progression of client work from initial enquiry through to ongoing servicing.

Key Responsibilities

· Act as a first point of contact for clients: answer incoming calls, manage voicemail and take clear messages, respond to routine queries and ensure timely follow-up.

· Manage incoming and outgoing post, scanning, filing and distributing documents appropriately.

· Maintain accurate client records on the CRM/back-office systems (e.g., contact details, fact-find updates, meeting notes, key dates and workflow stages).

· Diary management and meeting coordination: book appointments, arrange meeting rooms/visits/virtual meetings, prepare agendas and ensure attendees have the right information.

· Meeting preparation: compile client packs, portfolio summaries/valuations, illustrations, and suitability review information as required.

· Support business processing from start to finish (new business and servicing): prepare and submit applications, ISA/pension/investment instructions and provider forms; obtain client signatures; chase third parties and providers; and keep advisers and clients updated on progress.

· Request, produce and record valuations, policy information and client portfolio data; reconcile information received and raise queries where data is missing or inconsistent.

· Assist with compliance and quality standards: ensure files are complete, client identification/anti-money laundering documentation is present, and documentation is stored in line with internal processes.

· Prepare standard client correspondence and documentation with a high level of accuracy and attention to detail.

· Support ongoing client servicing: schedule annual/periodic reviews, track key renewal dates, process withdrawals/top-ups/regular contribution changes and update records.

· Coordinate provider and platform communications; log and track all actions to maintain a clear audit trail.

· General office administration: ordering stationery, maintaining templates, supporting office procedures and contributing to continuous improvement.

· Work collaboratively with advisers, paraplanners and other administrators to manage workload, prioritise tasks and meet deadlines.

Skills, Knowledge and Competencies

· Excellent administration skills with strong attention to detail and a consistently accurate approach.

· Confident, professional communication skills (written and verbal) with a client-service mindset.

· Ability to prioritise and manage multiple tasks, working to deadlines in a busy environment.

· Strong organisational skills, including diary and workflow management.

· Competent IT skills (Microsoft Office including Outlook, Word and Excel); confident learning new systems/CRMs.

· Discretion and professionalism when handling sensitive personal and financial information.

· Problem-solving approach: able to identify missing information, ask the right questions and follow issues through to completion.

· Team-oriented and willing to support colleagues; able to work independently when needed.

Experience

· Preferred: experience in financial services administration within wealth management, IFA, investment management, platform/provider support or an advice practice environment.

· Also considered: candidates from other professional services environments (e.g., legal, accountancy, property, insurance or banking) where accuracy, client service and document control are critical.

· Experience of end-to-end case progression/business processing, valuations and meeting preparation is desirable.

· Comfortable handling high volumes of documentation, maintaining audit trails and working within regulated processes.

Qualifications and Development

· Qualifications are not required for this role; however, an interest in financial planning and a willingness to learn are important.

· Working towards (or willingness to work towards) relevant industry exams is desirable (e.g., CII/CFP pathway such as R01–R06 or equivalent).

· Training and support will be provided to help you build technical knowledge, system proficiency and understanding of internal processes.

Personal Characteristics

· Professional, approachable and calm under pressure.

· Proactive and reliable, with a strong sense of ownership and follow-through.

· Highly trustworthy, with integrity and respect for confidentiality.

· Positive attitude and willingness to support the team and contribute to improvements.

· Resilient and adaptable, able to adjust priorities as client needs and deadlines change.

Pay: £26,000.00-£32,000.00 per year

Benefits:

Company pension
Employee discount
Free parking
On-site parking

Experience:

Financial services: 1 year (required)
St James's Place : 1 year (preferred)

Language:

English (required)

Location:

Lincoln LN1 1XW (preferred)

Work Location: In person

Quick apply

Refine Your Search

book manager jobs in south collingham, ntt

Administrator

Bookshop Manager

Business Development Representative (BDR) (HF13537518)

Administrator

Demand Planner

Customer Liaison Officer

Customer Service Representative

Administrator

Office & Finance Manager (Maternity Cover) October 2026 to August 2027

Assistant Manager

Operations Manager

Business Case Lead / Business Case Manager - Defence

Customer Service Administrator

Senior Product Manager (Fixed Term)

Merchandiser

Retail Sales Assistant - Keyholder

Project Manager

Senior Administrative Officer - Nottingham City

Head of Technical

General Manager

I want to receive the latest job alerts for book manager in south collingham, ntt

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected