Hybrid remote Work, Jobs in Stroud (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
13d
Administrative Assistant x2
Bristol City Council —Bristol
- £25,989 - £26,403 a year
- Full-time
- Hybrid work
- Customer service
- Organisational skills
- IT
- Annual leave
- Flexitime
6d
Customer Success Executive (Junior)
Harris Computer Systems —Swindon
- £325 a day
- Full-time
- Hybrid work
- CRM software
- Customer service
- Microsoft Office
- Annual leave
Customer Service Team Leader
Ecotricity —Stroud
- £31,000 - £35,000 a year
- Full-time
- Hybrid work
- Management
- Customer service
- English
- Free parking
- Employee discount
Quick apply
16h
Member & Adviser Support Administrator
Holloway Friendly —Gloucester
- From £25,000 a year
- Full-time
- Hybrid work
- Customer service
- Organisational skills
- Communication skills
- Free parking
- Sick pay
Quick apply
5d
Help to Claim Adviser
Citizens Advice —South Gloucestershire
- £31,237 - £33,939 a year
- Hybrid work
- IT
- Communication skills
13d
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
12d
Counselling Coordinator
Gloucestershire Counselling Services —Stroud
- £15,266.16 a year
- Part-time
- Hybrid work
- Microsoft Outlook
- Microsoft Office
- Administrative experience
Quick apply
6d
Resource Planner
Stroud District Council —Dursley
- £28,598 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Access
- Data analysis skills
11d
Legal Assistant
Thomas Legal —Gloucester
- Hybrid work
- Microsoft Outlook
- Administrative experience
- No degree
- Annual leave
- Employee assistance programme
Quick apply
Customer Service Adviser
Benefact Group —Gloucester
- Full-time
- Hybrid work
- Microsoft Office
- IT
- Communication skills
- Annual leave
- Employee assistance programme
Customer Support Specialist
FibreNest —Gloucester
- £24,479 a year
- Weekend availability
- Hybrid work
- CRM software
- Microsoft Office
- SharePoint
Service Desk Assistant
Workman Facilities Management Limited —Swindon
- £24,785 - £26,000 a year
- Full-time
- Hybrid work
- Customer service
- Administrative experience
- Communication skills
- Health & wellbeing programme
- Gym membership
Quick apply
12d
Contact Centre Advisor
Serco Group —Bristol
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
3d
Sales Support Administrator
Ecotricity —Stroud
- £25,550 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Store discount
Quick apply
4d
Customer Service Adviser
Ecctis —Cheltenham
- £26,250 a year
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Communication skills
- Free parking
- Health & wellbeing programme
Quick apply
7d
Customer Service Advisor
TELUS Agriculture & Consumer Goods —Ross-on-Wye
- Full-time
- Hybrid work
- Customer service
- Salesforce
- Travel
Quick apply
Service Desk Analyst
Blue Cross —Burford
- £24,000 - £26,000 a year
- Hybrid work
- Customer service
- Windows
- Microsoft Office
- Employee assistance programme
- Employee discount
Quick apply
10d
Business Support Administrator
Benefact Group —Cheltenham
- Full-time
- Hybrid work
- Annual leave
- Sick pay
Processing Officer
Wiltshire Council —Chippenham
- £25,989 - £26,824 a year
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
12d

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Client Services Administrator

Wren Sterling
Gloucester

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Job details

Permanent | Full-time
£26,000 - £30,000 a year
13 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

hybrid remote jobs in stroud

Client Services Administrator

Administrative Assistant x2

Customer Success Executive (Junior)

Customer Service Team Leader

Member & Adviser Support Administrator

Help to Claim Adviser

Operations & Executive Assistant (Part-Time, Hybrid)

Counselling Coordinator

Resource Planner

Legal Assistant

Customer Service Adviser

Customer Support Specialist

Service Desk Assistant

Contact Centre Advisor

Sales Support Administrator

Customer Service Adviser

Customer Service Advisor

Service Desk Analyst

Business Support Administrator

Processing Officer

I want to receive the latest job alerts for hybrid remote in stroud

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