Case 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
Early Help Case Manager
Nottinghamshire County Council —Nottingham
- Full-time
- Word processing
- Computer literacy
- Experience working with children
2d
Family Assessment Practitioner (Days)
Nurturing Little Hearts —Mansfield
- From £13 an hour
- Weekend availability
- Childcare
- Medication administration
- Experience working with children
- Free parking
Quick apply
Business Case Lead / Business Case Manager - Defence
Turner & Townsend —Nottingham
- Full-time
- Hybrid work
- Travel
- Communication skills
Quick apply
14d
Counsellor
The Centre Place —Worksop
- £30,775 - £31,549 a year
- Part-time
- Computer literacy
- Writing skills
- Microsoft Office
- Free parking
Quick apply
14d
Children and Young People’s Counsellor
The Centre Place —Worksop
- £30,775 - £31,549 a year
- Part-time
- Computer literacy
- Writing skills
- Microsoft Office
- Free parking
- Work from home
Quick apply
Service Manager
Framework Housing Association —Nottingham
- £49,387 - £56,515 a year
- Full-time
- Research
- Continuous improvement
- Case management
- Annual leave
- Employee assistance programme
5d
Operational Support Grade - HMP Lincoln (Prison Support Role)
Ministry of Justice —Lincoln
- £30,001 - £40,000 a year
- Part-time
- Hybrid work
- English
- Presentation skills
- Annual leave
- Employee assistance programme
2d
Project Team Manager - 35597
Environment Agency —Lincoln
- £54,940 a year
- Part-time
- Engineering
- Project management
- Presentation skills
- Flexible schedule
10d
OPCC Project Support Officer - Police Staff
Nottinghamshire Police —Arnold
- £33,603 - £38,169 a year
- Full-time
- Annual leave
11h
Senior Environmental & Sustainability Manager
STEP —Retford
- £73,190 a year
- Full-time
- Hybrid work
- Continuous improvement
- Leadership
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
8d
Project Manager
Kier Group —Retford
- Full-time
- PMP
- Contracts
- Agile
5d
Part-Time Marketing Executive
TLW Global —Harworth
- Part-time
- CRM software
- Social media management
- English
- Free parking
Quick apply
5d
AUM Learning, Skills & Employment
Ministry of Justice —Lincoln
- £40,001 - £50,000 a year
- Part-time
- Hybrid work
- Management
- Presentation skills
- Budgeting
- Annual leave
10d
Commercial Manager
Kier Group —Retford
- Full-time
- Customer service
- Contracts
5d
Bid Coordinator
M Group —Nottingham
- Microsoft Powerpoint
- Microsoft Word
- Continuous improvement
- Annual leave
16h
Bank Radiology Assistant
Spire Healthcare —Nottingham
- Customer service
- Maintenance
- English
- Free parking
- Annual leave
Senior Environmental & Sustainability Manager
UK Atomic Energy Authority —West Burton
- Full-time
- Continuous improvement
- Leadership
- Communication skills
- Annual leave
- Employee assistance programme
8d
Tax Assistant
Chattertons Solicitors —Sleaford
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Business development
- Employee assistance programme
- Employee discount
Quick apply
7d
Legal Officer
Civic Recruitment Limited —Nottingham
- £20.18 an hour
- Full-time
- Hybrid work
- Customer service
- Writing skills
- Continuous improvement
Quick apply

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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

case manager jobs in south collingham, ntt

Administrator

Early Help Case Manager

Family Assessment Practitioner (Days)

Business Case Lead / Business Case Manager - Defence

Counsellor

Children and Young People’s Counsellor

Service Manager

Operational Support Grade - HMP Lincoln (Prison Support Role)

Project Team Manager - 35597

OPCC Project Support Officer - Police Staff

Senior Environmental & Sustainability Manager

Project Manager

Part-Time Marketing Executive

AUM Learning, Skills & Employment

Commercial Manager

Bid Coordinator

Bank Radiology Assistant

Senior Environmental & Sustainability Manager

Tax Assistant

Legal Officer

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

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