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My client is a well-known Wealth management firm in Badbury and seek to grow their back-office support team and are looking to recruit a Client Service Specilaist. The CSS will provide a full and high level of administrative support to Advisers whilst maintaining an excellent level of customer service to all clients. full time/permanent position Hybrid (2 days at home, 3 days office based) once completed initial training period 35.5 hours a week (Monday Thursday 8.30 5pm with 1 hr unpaid lunch, Friday 8.30 3pm with 1 hr unpaid lunch) Salary range (depending on experience) Benefits include - Discretionary Bonus, 25 days holiday increasing by one day a year up to a Max of 30 plus option to buy or sell, a week's extra on your 10th year, Pension scheme with 5%, 4 x Life cover, professional exam support and progression prospects available, Birthday vouchers and 2 hours off, Champayne on work anniversaries and Xmas hamper, plus social events to look forward too. Key Accountabilities; Plan Adviser diaries to utilise their day in the most effective way High level of organisation, accuracy and ability to prioritise work Provide administrative support to Advisers and the team Client liaison including answering the phone, resolving queries and greeting clients Admin Support duties will also include; Answering the telephone and resolving or typing out messages Sets up and manages clients on all systems to include change of address and e-mail Calls clients and books client meetings for Advisers Send e-mail confirming meetings, send review forms or information update sheets Printing as requested Scanning, filing and directing post Filing Sending welcome letters to clients Archiving Basic information requests Oversee CSS mailbox distribute e-mails Taking actions from client meeting notes and up-dating Salesforce. Send client reminder e-mails ahead of meetings Skills and experience required Administration support experience within financial services Knowledge of pensions and investments would be advantageous. Willingness to take industry recognised qualifications Ability to work autonomously, remotely and within a team Experience in maintaining systems, processes and procedures Experience of Microsoft Outlook, Excel & Word Identifying and suggesting ways to improve processes
NJC 7-11 £24,294 - £25,979 FTE, Annual Salary: £10,120.34- £10,822.28 AET Wellbeing Cash Plan Pension Scheme (LGPS) Additional AET Benefits 18 hours, 39 weeks per year September 2024 start We have an exciting opportunity for a Senior Administrator to join us from September 2024. If you have a passion for your vocation and are looking to join a hard-working, friendly and supportive team, we would love to hear from you. Some of the responsibilities of the Senior Administrator include: Work within the Academy administration team, and within the wider Trust, to maintain and develop both manual and computerised systems that effectively deliver the Academy's requirements Deal with Reception / visitor matters as required ensuring visitors to the school are dealt with following academy safeguarding procedures Undertake administrative procedures including drafting letters and other school communications. We are a Primary Academy with an attached Nursery, situated in West Swindon, located just off J16 of the M4. There are currently just over 200 pupils on roll and pupils benefit from a modern, purpose built school building with extensive grounds. The Academy is at an exciting stage in its journey and is committed to securing the future of Hazelwood Academy as a centre of excellence and innovation, where talent is nurtured. Some of the things Hazelwood offers include: We have excellent transport links as we are situated just off J16 of the M4 We have a beautiful, modern, purpose-built site We also have extensive grounds and our own forest school facility We have good community links and very supportive parents who value the work of the academy We have regular CPD opportunities, both through the school and the trust and are always looking to develop our staff We have a team of happy, proactive and supportive colleagues who are welcoming of new staff We can also offer a staff well being package and recognise that a work-life balance is crucial for all our teachers and support staff Closing Date: 23rd May 2024 Start Date: September 2024 Interviews are scheduled to take place as soon as possible after the closing date. We reserve the right to close this vacancy early should we receive an overwhelming response. All candidates are advised to refer to the job description and person specification before making an application. In line with our safeguarding practices we are unable to accept CV's. Apply today. Academies Enterprise Trust and all of our academies are committed to ensuring the highest levels of safeguarding and promoting the welfare of our pupils, and we expect all our staff and volunteers to share this commitment. We adopt a robust, fair and consistent recruitment process which is inline with Keeping Children Safe in Education guidance. This includes online checks for shortlisted candidates. All offers of employment are subject to an Enhanced DBS check, references, and where applicable, a prohibition from teaching check. Academies Enterprise Trust embraces diversity and promotes equality of opportunity. Job share, part time and flexible working opportunities will be considered. We are a Disability Confident Employer and there is a guaranteed interview scheme for candidates with disabilities who meet the minimum selection criteria.