& fund managers Work, Jobs in Woodcote, Shr (with Salaries)

Ongoing service Administrator
Milecross Financial Solutions Ltd —Newport
- £24,000 - £30,000 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Outlook
- Life insurance
Quick apply
2d
Business Support Officer
Midlands Partnership University NHS Foundation Trust —Lichfield
- £28,392 - £31,157 a year
- Part-time
- Hybrid work
- Management
- Computer literacy
- Data entry
- Free parking
- Annual leave
1d
Operations Manager
Sodexo —Stafford
- Hospitality
- Continuous improvement
- Food service experience
- Employee assistance programme
Quick apply
9d
Assistant Librarian
Serco Plc —Uttoxeter
- £26,510 a year
- Full-time
- Hybrid work
- Microsoft Office
- Case management
- Training & development
- Employee assistance programme
Travel Support Team Manager
Dudley Metropolitan Borough Council —Brierley Hill
- £51,356 - £54,495 a year
- Full-time
- Hybrid work
- Continuous improvement
- Travel
- School
Bank Assistant Community Shop Manager
Severn Hospice —Telford
- £14.24 an hour
- Part-time
- Customer service
- Hospice
Quick apply
Television Licence Field Officer
Capita —Walsall
- £31,650 a year
- Weekend availability
- Computer literacy
- Communication skills
- Flexible schedule
Client Advisory Analyst
LGPS Central —Wolverhampton
- Full-time
- Hybrid work
- Research
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Leisure Supervisor
Shropshire Community Leisure Trust —Shrewsbury
- £25,080.78 a year
- Full-time
- Hybrid work
- Customer service
- First Aid Certification
- Employee assistance programme
- Gym membership
9d
Head of Commercial & Strategic Partnerships
LGPS Central —Wolverhampton
- Full-time
- Hybrid work
- Analysis skills
- Presentation skills
- Continuous improvement
- Annual leave
- Employee assistance programme
Quick apply
Hall Manager - Stourbridge Town Hall
Dudley Metropolitan Borough Council —Stourbridge
- £35,412 - £38,220 a year
- Full-time
- Hybrid work
Business Manager
LGPS Central —Wolverhampton
- Full-time
- Hybrid work
- Microsoft Outlook
- Organisational skills
- SharePoint
- Annual leave
- Employee assistance programme
Quick apply
Reward & Performance Partner
LGPS Central —Wolverhampton
- Full-time
- Hybrid work
- Analysis skills
- Financial services
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
FM Escort Officer
Serco Plc —Uttoxeter
- £26,509.50 a year
- Full-time
- Hybrid work
- Communication skills
- Employee assistance programme
19h
Support Manager - West Midlands
N Family Club —Birmingham
- £41,101 - £50,232 a year
- Full-time
- Supervising experience
- Project management
- Experience working with children
- Employee discount
- Referral programme
Quick apply
Procurement Officer
LGPS Central —Wolverhampton
- Full-time
- Hybrid work
- Analysis skills
- Presentation skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Merchandiser
Newlife the Charity for Disabled Children —Cannock
- £40,000 a year
- Full-time
- Merchandising
- Data analysis skills
- Analysis skills
Quick apply
9d
Director of Operations
LGPS Central —Wolverhampton
- Full-time
- Hybrid work
- Management
- Continuous improvement
- Financial services
- Annual leave
- Employee assistance programme
Quick apply
7d
Resettlement Administrator
Serco Plc —Uttoxeter
- £26,510 a year
- Full-time
- Hybrid work
- Microsoft Word
- Databases
- Administrative experience
- Employee assistance programme
9d
Retail Assistant - Hanley
Katharine House Hospice —Stafford
- £3,976.63 - £3,976.64 a year
- Weekend availability
- Sales
- Customer service
- Organisational skills
- Free parking
- Annual leave
Quick apply
22h

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Ongoing service Administrator

Milecross Financial Solutions Ltd
Newport

Quick apply

Job details

Permanent | Full-time
£24,000 - £30,000 a year
2 days ago

Benefits

Company pension
Private medical insurance
Life insurance

Qualifications

Microsoft Word
CRM software
Investment
Financial Conduct Authority guidelines
Financial planning
Pension
Microsoft Outlook
Stakeholder collaboration
Client engagement
Administrative support experience
Internal department liaison
Accounting
Relationship management
Payroll
Financial services
Communication skills
Time management

Full job description

Role Overview

The Ongoing Service Administrator is responsible for supporting the delivery of ongoing financial planning and wealth management services to clients. The role ensures that client reviews, servicing activities, documentation and administrative processes are completed accurately, efficiently and in line with regulatory requirements and internal service standards.

Working closely with Financial Advisers and other members of the client services team, the Ongoing Service Administrator plays an important role in maintaining strong client relationships and ensuring clients receive the agreed level of ongoing service.

Key Responsibilities Ongoing Client Service

· Coordinate and administer the ongoing client review process.

· Prepare client files and documentation ahead of annual or periodic review meetings.

· Ensure client records, personal information and financial details are accurate and up to date.

· Track upcoming client reviews and ensure they are completed within agreed timescales.

· Issue review documentation, valuations and other client correspondence as required.

· Follow up outstanding actions arising from client review meetings.

· Maintain regular communication with clients regarding administrative and servicing matters.

Financial Services Administration

· Process servicing requests relating to pensions, investments, ISAs, protection policies and other financial products.

· Liaise with product providers, investment platforms and other third parties to obtain information and resolve queries.

· Obtain valuations, statements, policy information and supporting documentation.

· Process withdrawals, contributions, fund switches, changes of details and other servicing instructions where appropriate.

· Monitor submitted instructions through to completion and proactively resolve outstanding items.

· Maintain accurate records of all client and provider communications.

Adviser Support

· Provide administrative support to Financial Advisers

· Gather information required for client reviews and ongoing financial planning.

· Ensure advisers have the relevant documentation and information available ahead of client meetings.

· Record and distribute actions following review meetings.

· Coordinate with internal teams to ensure agreed client actions are completed promptly.

· Identify missing information or potential issues and escalate these appropriately.

Compliance and Record Keeping

· Maintain complete and accurate client records within the CRM/back-office system.

· Ensure documentation is stored appropriately and client files meet internal compliance standards.

· Follow established processes relating to data protection, client confidentiality and financial services regulation.

· Support the firm’s Consumer Duty obligations by helping ensure clients receive appropriate, timely and clearly communicated ongoing services.

· Ensure evidence of ongoing service delivery is appropriately documented.

· Escalate potential compliance, service or client vulnerability concerns in accordance with company procedures.

Client Service

· Provide a professional, responsive and client-focused service.

· Respond to client enquiries promptly and keep clients informed of progress.

· Communicate clearly and professionally by telephone, email and written correspondence.

· Build effective working relationships with clients, advisers, providers and colleagues.

· Take ownership of administrative queries through to resolution wherever possible.

Skills and ExperienceEssential

· Previous administrative experience, ideally within financial services, wealth management or financial planning.

· Strong organisational and time-management skills.

· Excellent attention to detail and accuracy.

· Confident written and verbal communication skills.

· Ability to manage multiple client cases, priorities and deadlines.

· Strong IT skills, including Microsoft Office and CRM/back-office systems.

· Ability to work effectively both independently and as part of a team.

· Professional approach when handling confidential and sensitive client information.

Desirable

· Experience working within financial planning or wealth management business.

· Knowledge of pensions, investments, ISAs and protection products.

· Experience using financial services platforms and provider portals.

· Understanding of FCA-regulated financial services environments and Consumer Duty.

· Relevant financial services qualifications or willingness to work towards them.

Key Competencies

· Client focus

· Attention to detail

· Organisation and prioritisation

· Ownership and accountability

· Clear communication

· Teamwork and collaboration

· Problem solving

· Regulatory and risk awareness

· Ability to work accurately under pressure

· Continuous improvement mindset

Performance Measures

Success in the role may be measured through:

· Client reviews completed within required timescales.

· Accuracy and completeness of client records.

· Timely completion of review actions and servicing requests.

· Quality and responsiveness of client communication.

· Compliance with internal processes and regulatory requirements.

· Reduction in outstanding or overdue client servicing actions.

· Positive feedback from clients, advisers and colleagues.

Reporting Line

Reports to: Client Services Manager / Administration Manager
Works closely with: Financial Advisers/New business Administrators and Compliance

Pay: £24,000.00-£30,000.00 per year

Benefits:

Company pension
Life insurance
Private medical insurance

Work Location: In person

Quick apply

Refine Your Search

& fund managers jobs in woodcote, shr

Ongoing service Administrator

Business Support Officer

Operations Manager

Assistant Librarian

Travel Support Team Manager

Bank Assistant Community Shop Manager

Television Licence Field Officer

Client Advisory Analyst

Leisure Supervisor

Head of Commercial & Strategic Partnerships

Hall Manager - Stourbridge Town Hall

Business Manager

Reward & Performance Partner

FM Escort Officer

Support Manager - West Midlands

Procurement Officer

Merchandiser

Director of Operations

Resettlement Administrator

Retail Assistant - Hanley

I want to receive the latest job alerts for & fund managers in woodcote, shr

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