Senior administrator Work, Jobs in Warwick Cv34 (with Salaries)

Client Services Administrator
Wren Sterling —Leamington Spa
- £26,000 - £30,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Health & wellbeing programme
- Work from home
Quick apply
3d
Service Delivery Manager
Drain Doctor —Brackley
- £44,000 - £46,000 a year
- Full-time
- Customer service
- Microsoft Office
- IT
- Free parking
- Life insurance
Quick apply
2d
Senior Case Administrator (111716-0626)
University of Warwick —Coventry
- £26,707 - £30,378 a year
- Customer service
- Administrative experience
- University
8d
Senior Administrator
Interaction Recruitment —Rugby
- £28,000 - £30,000 a year
- No weekends
- Microsoft Office
- Communication skills
- Free parking
- Annual leave
10d
Project Administrator
SF Partners —Coventry
- £28,000 - £35,000 a year
10d
Personal Assistant to Director
Featherstone Care Services Ltd —Solihull
- £29,000 - £34,000 a year
- Part-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
Education Support Administrator - College of Medicine and Health - 49511 - Grade 4
University of Birmingham —Birmingham
- £27,546 - £32,595 a year
- Full-time
- Administrative experience
- University
- Annual leave
- Sick pay
School Administrator
Transforming Lives Educational Trust —Rugby
- £22,675.13 - £23,034.99 a year
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Gym membership
Quick apply
2d
Quality and Compliance Administrator / Ward Clerk
Priory —Coventry
- £26,300 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- English
- Free parking
- Annual leave
Quick apply
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
10d
Project Administrator
SF-Partner Hiredonline —Whoberley
- £28,000 - £35,000 a year
8d
Marketing Project Administrator - FTC
Thomas Franks Ltd —Hook Norton
- £30,000 a year
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
9d
Senior TechOps Generalist
Octopus Energy Group —Coventry
- £65,000 - £90,000 a year
- Full-time
- Hybrid work
- Scripting
- APIs
- IT
Quick apply
Senior Administrator
Theataccounts Ltd —Droitwich
- £25,000 - £27,000 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Accounting
- Health & wellbeing programme
Quick apply
Knowledge Transfer Administrator
Birmingham City University —Birmingham
- £28,287 - £32,006 a year
- Full-time
- Microsoft Outlook
- Word processing
- Administrative experience
Senior ICT Systems & Network Administrator
Acorns Children's Hospice —Birmingham
- £41,792 a year
- Full-time
- Azure
- Hospice
- Annual leave
- Employee discount
Home Administrator- Penrose Croft
Crystal Care Group —Croft
- £31,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
9d
Senior Lead Contract Support - Aurora Project Lead
Arcus FM —Redditch
- Full-time
- Microsoft Excel
- Microsoft Office
- Contracts
Quick apply
7d
IFA Administrator
Haydn Fine Recruitment —Coventry
- £31,000 - £36,000 a year
- Organisational skills
- Communication skills
- Free parking
1d
Senior Education Support Administrator - College of Medicine and Health - 54712 - Grade 5
University of Birmingham —Birmingham
- £30,062 - £35,883 a year
- Part-time
- Customer service
- University
- IT
- Annual leave
- Sick pay

I want to receive the latest job alerts for senior administrator in warwick cv34

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

Explore jobs in more locations

senior administrator jobs near warwick cv34

Client Services Administrator

Wren Sterling
Leamington Spa

Quick apply

Job details

Permanent | Full-time
£26,000 - £30,000 a year
3 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

Application question(s):

Are you located in Leamington Spa CV31 1XT and able to work from our Leamington Spa office on a hybrid working basis?

Experience:

Independent Financial Advice Administrator : 1 year (required)

Work Location: Hybrid remote in Leamington Spa CV31 1XT

Quick apply

Refine Your Search

senior administrator jobs in warwick cv34

Client Services Administrator

Service Delivery Manager

Senior Case Administrator (111716-0626)

Senior Administrator

Project Administrator

Personal Assistant to Director

Education Support Administrator - College of Medicine and Health - 49511 - Grade 4

School Administrator

Quality and Compliance Administrator / Ward Clerk

Senior Financial Planning Administrator

Project Administrator

Marketing Project Administrator - FTC

Senior TechOps Generalist

Senior Administrator

Knowledge Transfer Administrator

Senior ICT Systems & Network Administrator

Home Administrator- Penrose Croft

Senior Lead Contract Support - Aurora Project Lead

IFA Administrator

Senior Education Support Administrator - College of Medicine and Health - 54712 - Grade 5

I want to receive the latest job alerts for senior administrator in warwick cv34

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected