-
Service Administrator
3 days ago
Manchester University NHS Foundation Trust Manchester, United KingdomThis post is to support the roll out of an exciting new pilot project providing community screening of people in hard-to-reach groups for cirrhosis. This project aims to identify and engage people using local alcohol and drug services. The people will be offered screening for cir ...
-
Service Administrator
1 week ago
Capita Manchester, United KingdomPerforms customer service activities and initiatives for limited number of products or clients. · **Job title**: · Service Administrator · **Salary: £ ** · **Start Date** · **We are currently recruiting for Full Time Flexible Advisors **within our Manchester City Centre **office. ...
-
Service Administrator
1 week ago
Breakell Lifts Manchester, United Kingdom**Job Profile** · **Job title** · Service Co-ordinator · **Overview of job role** · General office administrative duties' · This role comprises the following elements: · 1. Reception · 2. Service department administrative duties · 3. General office administrative duties · **Compe ...
-
Service Administrator
2 days ago
Shelter, National Campaign for Homeless People Limited Manchester, United Kingdom**£21,734 pa (pro rata, 22.5 hours per week) + excellent benefits**Manchester**Permanent**Closing date: 1st June 2023 at 11.30pm** · - Are you looking for an interesting part-time role that will enable you to make the most of your office-based skills and flair for customer servic ...
-
Administrator - Professional Services
1 week ago
Platinum Recruitment Group Manchester, United Kingdom**Administrator - Professional Services** · **£25,000** · **Manchester City Centre** · If there's an industry you want to be stable in and have a long-term career, it's professional services - the financial sector is booming, and this company are spearheading their way to the top ...
-
Support Services Administrator
4 days ago
Jobwise Ltd Manchester, United KingdomAre you an experienced Administrator or PA who thrives in delivering Support Services? Do you have previous experience in arranging Travel, Accommodation and Meetings? · This is an organisation that truly puts the people at the forefront and offers a fantastic package with a real ...
-
Customer Service Administrator
1 week ago
Office Angels Manchester, United Kingdom_**Customer Service**_ · - **Monday-Friday**_ · - **10am-4pm**_ · - **£10.50 per hour**_ · - **Openshaw**_ · Office Angels require Customer Service Administrators for a temporary role based in Openshaw, a perfect role for someone to work close to home · You must have experience w ...
-
Customer Service Administrator
1 week ago
Pentagon Motor Group Manchester, United KingdomJob Introduction · Pentagon Motor Group have a fantastic opportunity available to join our Manchester based Maxus Van team that will see you delve into the world of both Sales and Service · So if you... · - Have a passion for teamwork · - Enjoy the buzz of a fast-paced work envir ...
-
Customer Service Administrator
1 week ago
Manchester Metropolitan University Manchester, United KingdomThis is an exciting opportunity to join the multi-award winning Facilities team at Manchester Met as part of the Residential & Conference Service on their journey to become the best Facilities department in the sector and support the University's ambitions of becoming the best mo ...
-
People Services Administrator
1 week ago
Arrow Global Manchester, United KingdomWe have a twelve month fixed term opportunity for an experienced administrator to join our HR team. · **What will you be doing?** · Providing administrative support to the HR team, working on a variety of generalist HR activities and payroll activities including: · HR Administrat ...
-
Customer Service Administrator
6 days ago
Capita Manchester, United Kingdom**Salary: £21,255** · **12 month FTC** · **Hours: 37.5 Hours a week. Monday - Friday between the hours of 8am - 6pm.** · **Location: Office based on Oxford Road, Manchester City Centre.** · Our Operations Team requires an additional administrator to be part of the payments and co ...
-
Financial Services Administrator
1 week ago
Jane Deane Recruitment Limited Manchester, United KingdomExperienced Financial Services administrator required for Manchester city centre based practice. This role is office based 3 days a week and 2 days a week at home. · **General** · Participate and actively engage in the performance management process to attain and maintain compete ...
-
Customer Services Administrator
5 days ago
Capita Manchester, United Kingdom**20th February start date** · **Salary: £19,371** · **12 Months Fixed Term Contract** · **Hours: 37.5 Hours a week. Monday - Friday between the hours of 8am - 6pm.** · **Location: Office based on Oxford Road, Manchester City Centre.** · Our Operations Team require additional adm ...
-
Customer Service Administrator
6 days ago
GerrardWhite Manchester, United KingdomDo you have a passion for delivering excellent service? · Are you looking to get into your first office role or looking for a career in Insurance? · I have a fantastic opportunity available in Manchester, to work with one of the largest insurance groups in the UK · As a **Custome ...
-
Customer Service Administrator
3 days ago
Mid Cheshire Hospitals NHS Foundation Trust Manchester, United KingdomCheshire Occupational Health Service is a collaborative service providing staff support to a number of NHS organisations. · We are looking for an enthusiastic and professional administrator to join our team at our Occupational Health department at the Christie NHS Foundation Trus ...
-
Service Operations Administrator
1 week ago
KP UK Manchester, United Kingdom**Service Operations Administrator (Apprenticeships)** · **Reference number**: JR236884 · **Location**: Hybrid - Manchester Universal Square home. UK · **Working pattern**:Full-Time · **Contract Type**: Permanent · **Number of roles**:1 · **Salary**:£23,400 - £24,235 Per annum · ...
-
Regulatory Services Administrator
2 days ago
Manchester United Manchester, United Kingdom**Regulatory Services Administrator - 12- month Maternity Cover** · **Location: Manchester** · **At Manchester United our aim is to Win the United Way - and the quality of our behind-the scenes team sets us apart from the competition.** · **Our people are as committed to the succ ...
-
Financial Services Administrator
6 hours ago
Nimans Manchester, United Kingdom**Salary** · Up to £23,000 · **Experience** · **Location** · Head Office · **Department** · Financial Services · **Job Reference** · 22-23 · **Closing Date** · Fri, 15 Sep 2023 · **Job Title**:Financial Services Administrator · **Salary**:Up to £23,000 · **Benefits**: Hybrid Work ...
-
Support Services Administrator
5 days ago
Carrot Pharma Recruitment Manchester, United Kingdom**Support Services Administrator - FTC 12 months - Global Pharmaceutical Company · - Hybrid (Manchester) · - £Competitive Salary**: · **The Company**: · - Our client is a mid-sized global pharmaceutical company, who are certified a B Corp. · - They are a dynamic, ambitious and fa ...
-
Client Services Administrator
1 week ago
MoreLife Manchester, United Kingdom**Job title: Client Services Administrator** · **Location: Remote** · **Hours: rota, working 37.5 hours p/w)** · **Reporting To: Client Services Manager** · **Key Relationships: Clients, Practitioners, Direct Team Members** · **Post may close early, if sufficient applicants recei ...
Experienced Financial Services Administrator - Manchester, United Kingdom - KBA FS Ltd
Description
Experienced Admin Support RequiredAn exciting opportunity has arisen for an experienced admin support to work within, a successful, forward thinking wealth management business with offices in Greater Manchester, Lancashire and Cheshire.
They will have an appetite for working in a fast-paced environment and be capable of working under their own steam as well as in a team.
The ideal candidate will have at least 2 years working in a professional services admin role and ideally in a financial planning environment.
This role is based in our Manchester or Leigh office initially but could be from any location once trained.KBA's ethos is we want to 'Help people have better lives'. Whether that be employees, clients and customers or the local community.
So why not be part of this exciting, growing team who genuinely care about your future and the impact they make on you, the customers and the communities in which they operate.
KBA FS Ltd provides exceptional service to a growing client bank and that growth means we need to expand our support team.
The role involves working in a small, close-knit team to ensure the efficient and effective management of day to day tasks in support of our advisers and their clients.
This is a busy, collaborative working environment where team members need to be positive, proactive and combine high attention to detail with a flexible approach to dealing with a varied and interesting range of clients and tasks.
We will welcome somebody who enjoys working as part of a friendly team and will use their enthusiasm to reinforce what we already do well and contribute ideas about how we can keep improving our service.
Study support will be available for candidates seeking to acquire relevant CII qualifications.This position is full time Monday - Friday initially but then flexible working/home working may be available.
The person we appoint to this new role will possess:
Preferably experience in a Financial Services or Administration roleExcellent literacy and numeracy skillsStrong interpersonal and organisational skillsWorking knowledge of Office 365Benefits:Life insuranceIncome Protection/Long term sick payBonus schemePension SchemeAccountabilities/Responsibilities:Provide research and administrative support to the team to develop suitable client recommendations and process front end pension and investment business process.
Prepare first meeting packs for clients and help with events.Produce all relevant paperwork and regulatory requirements for the team to present potential solutions to clients.
Progress to producing compliant and detailed Client Suitability ReportsAssist in the management of client relationships including attendance at client meetings, receiving client phone calls and providing information of a technical nature if requested.
Produce regular client portfolio reviews, technical and industry updates with relevant additional commentary to support the client proposition.Help with internal administration as required.
Key responsibilities include:
Contacting prospects or clients to arrange meetings and update current informationgather necessary information from client so that a financial analysis can be completedChase providers to get the information as quickly as possible and ensure all information is accurate.
Manage the delivery of ongoing service requirements, maintaining accurate records.
GDPR maintenance.
Update the clients in a timely manner.
Produce client facing material in preparation for ongoing service meetings.
Additional ResponsibilitiesProcess new business applications, establish and maintain accurate records for new clients.
Update clients files, platform and provider records where appropriate to ensure correlation with the internal CRM.Provide efficient resolution to client queries and ensure clients receive effective communication regarding case processing.
Manage proactive client communications ensuring the practice delivers service requirements in line with the Practice client proposition.Liaise with our networks and key providers to ensure all practice material is relevant and up to date and all practice members are aware of changes and updates.
Act as the primary point of contact with providers and Openwork for issue resolution and disputes.Lead and develop proactive marketing to new and existing clients, recognising and opportunities and marketing to clients accordingly.
Research and evaluate external developments in own specialist area and recommend ways in which the Practice may benefit from their implementation.
Deliver projects within own specialist area to meet defined business objectiveCompliance - understand and adhere to the practice and KBA systems and regulatory requirements and, where appropriate, comply with all relevant regulatory policies.
This includes completion of any mandatory training requirements.Financial Controls – Ensure all expenditure commitments (orders, contracts, budgets etc) and all payments are properly authorised, controlled and monitored, in accordance with delegated authority requirements.
Job Types:
Full-time, PermanentSalary £23,100 to £28,000paBonus Scheme
