Client services Work, Jobs in Woolstone, Gls (with Salaries)

Adviser Support
Amber River HDA —Cheltenham
- £24,500 - £34,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Life insurance
Quick apply
Client Relations Assistant
Holland Cooper —Cheltenham
- £26,500 a year
- Full-time
- CRM software
- Salesforce
- Continuous improvement
- Store discount
- Employee assistance programme
Quick apply
3d
Internal Sales Admin
Next Generation —Tewkesbury
- £28,000 - £30,000 a year
- Full-time
- Customer service
- Salesforce
- ERP systems
Quick apply
4d
Client Relations Assistant (Fixed Term Contract)
Holland Cooper —Cheltenham
- £26,500 a year
- Temporary
- CRM software
- Salesforce
- Continuous improvement
- Store discount
- Employee assistance programme
Quick apply
3d
Client Experience & Operations Coordinator
Sinclair Day Accountancy Services —Kempsey
- From £25,000 a year
- Full-time
- In-person
- Office experience
- Free parking
- Life insurance
Quick apply
14d
Scheduler & works planner
Practical Roof Solutions Ltd —Evesham
- £32,000 - £34,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Computer literacy
- Free parking
Quick apply
11d
1st Line Team Leader
Commercial —Cheltenham
- £30,000 - £38,000 a year
- Full-time
- Hybrid work
- Team management
- SharePoint
- Training & development
- Work from home
- Employee assistance programme
Quick apply
Client Services - Academy Opportunity
Attivo Group —Cheltenham
- From £25,000 a year
- Hybrid work
- Customer service
- Financial services
- Communication skills
- Work from home
Quick apply
13d
Trainee Estate Agent Apprentice
Cotswold Estate Agents —Cheltenham
- £16,000 a year
- Full-time
- Customer service
- Writing skills
- English
Quick apply
5d
Data Entry Operator
Enviromontel Ltd —Worcester
- From £28,150 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Data entry
- Free parking
- Work from home
Quick apply
15h
Secretary / Administrative Assistant / Audio Typist
Anderson Griffin Limited —Cheltenham
- From £26,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Administrative experience
Quick apply
12d
Practice Administrator
Midwinter Physiotherapy —Evesham
- £27,000 - £30,000 a year
- Part-time
- Hybrid work
- Hospitality
- Customer service
- Human resources
- Health & wellbeing programme
- Work from home
Quick apply
1d
Client Services Administrator, 6m FTC
Charles Russell Speechlys —Cheltenham
- Full-time
- Hybrid work
- Communication skills
Employment Advisor (RESTART)
Prospect Training Services —Cheltenham
- Up to £27,000 a year
- Full-time
- Sales
- Customer service
- Computer literacy
- Health & wellbeing programme
- Annual leave
Quick apply
Administrator Executive
tbJP Supplements —Cheltenham
- £31,200 a year
- Full-time
- Databases
- Administrative experience
- Accounting
- Free parking
- Gym membership
Quick apply
21h
Client Care Advisor
Vets for Pets —Cheltenham
- Full-time
- Computer literacy
- Computer skills
- Employee discount
Client Services Technician - Onboarding and Oversight Team
Amwins Global Risks —Cheltenham
- Continuous improvement
- Computer skills
- Communication skills
Quick apply
12d
Administrative Assistant
NHS Professionals —Evesham
- £12.71 an hour
- Full-time
- Microsoft Word
- Microsoft Outlook
- Hospital
Quick apply
5d
Warehouse Operator/Driver - Cremations/Waste Industry
Vetspeed Ltd —Tewkesbury
- £31,297 a year
- Overtime
- Forklift
- Driving
- Data entry
Quick apply
4d
Client Services Technician - Underwriting Team
Amwins Global Risks —Cheltenham
- Customer service
- Analysis skills
- Organisational skills
Quick apply
12d

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client services jobs near woolstone, gls

Adviser Support

Amber River HDA
Cheltenham

Quick apply

Job details

Permanent | Full-time
£24,500 - £34,000 a year

Benefits

Health & wellbeing programme
Life insurance
On-site parking

Qualifications

Microsoft Word
Financial planning
Report writing
Microsoft Excel
Microsoft Outlook
Report generation
Stakeholder liaison
Administrative support experience
Organisational skills
Communication skills

Full job description

Amber River HDA Chartered Financial Planners provide high-quality, comprehensive independent financial planning advice to individuals, families and businesses.

We are looking for an experienced IFA Administrator to join our busy team. The successful applicant will primarily be based in our Cheltenham office. This is a great opportunity for someone who has a wealth of experience working within a Financial Planning firm and is looking for a position in a strong, secure, and flexible working environment. Industry knowledge and experience is essential.

Role and Responsibilities

You will work closely with the Paraplanners and Financial Planners to ensure the smooth running of the teams and to provide an excellent service to our clients.

The role includes but is not limited to:

To support the Financial Planners and Paraplanners with day-to-day administrative tasks always maintaining clear communication.
Maintain accurate client records and ensure our back-office systems are updated.
Liaising with clients as required by the Paraplanner and Financial Planner, assisting with enquiries in a timely manner and in adherence to our TCF requirements.
Liaising with providers on various matters ensuring all information requested is received within the timescales set and checked for accuracy before passing to the Paraplanner.
Compile enclosures for reports such as illustrations, key features and applications and send out client correspondence as needed.
Processing new business and monitor through to completion.
Assist your colleagues with answering the phones, ensuring they are answered within the required timescale.

The Individual

Due to the nature of the role and the industry, we are looking for someone with:

A minimum of 2 years administration experience
A minimum of 2 years experience working within an IFA firm (ideal)
Exceptional organisational skills who is able to work well under pressure
Excellent communication skills, both written and verbally
A strong work ethic and a flexible attitude
A high level of accuracy
Experience working with Microsoft Word, Excel and Outlook

Job Types: Full-time, Permanent

Pay: £24,500.00-£34,000.00 per year

Benefits:

Health & wellbeing programme
Life insurance
On-site parking

Work Location: In person

Quick apply

Refine Your Search

client services jobs in woolstone, gls

Adviser Support

Client Relations Assistant

Internal Sales Admin

Client Relations Assistant (Fixed Term Contract)

Client Experience & Operations Coordinator

Scheduler & works planner

1st Line Team Leader

Client Services - Academy Opportunity

Trainee Estate Agent Apprentice

Data Entry Operator

Secretary / Administrative Assistant / Audio Typist

Practice Administrator

Client Services Administrator, 6m FTC

Employment Advisor (RESTART)

Administrator Executive

Client Care Advisor

Client Services Technician - Onboarding and Oversight Team

Administrative Assistant

Warehouse Operator/Driver - Cremations/Waste Industry

Client Services Technician - Underwriting Team

I want to receive the latest job alerts for client services in woolstone, gls

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