client support administrator

Ortus PSR

IFA Administrator - Join a Thriving Wealth Management Firm Career Growth + Hybrid Working Part Time Location: Cheltenham - Remote, 25 hours a week Salary: £28,000 - £33,000 pro rata Join a respected and client-centric Independent Financial Advisory (IFA) firm committed to delivering holistic financial planning to a loyal and growing client base. Known for its supportive culture, modern systems, and dedication to professional development, our firm offers a dynamic environment where your career can truly flourish. Whether you're an experienced IFA Administrator or looking to step up in a structured and regulated environment, this is your chance to join a high-performing team where your work is valued and your growth is supported. Responsibilities <ul><li>As an IFA Administrator, you'll be a key support to Financial Advisers and Paraplanners, ensuring clients receive a seamless, compliant, and professional service. </li><li>Prepare and process new business applications across pensions, investments, protection, and platforms </li><li>Maintain accurate client records on CRM systems </li><li>Liaise with product providers for valuations, policy information, and ongoing servicing </li><li>Generate client reports, illustrations, and letters using provider tools and templates </li><li>Support compliance processes including Anti-Money Laundering (AML) checks and GDPR requirements </li><li>Handle day-to-day client communications in a professional and proactive manner </li></ul>Requirements <ul><li>We're looking for a highly organised and detail-oriented individual who thrives in a fast-paced financial planning environment. </li><li>Previous experience in an IFA, Wealth Management or Financial Planning firm </li><li>Solid understanding of financial products including pensions, ISAs, bonds, and protection </li><li>Familiarity with industry platforms and provider portals </li><li>Confident using back-office systems </li><li>Excellent communication and interpersonal skills </li><li>Strong administrative, organisational and time management abilities. </li></ul>

Client Services Administrator

Allianz

<div>After Sales Support - Policy Administrator Officer</div><div>The After Sales Support - Policy Administrator oversees complex tasks such as managing data entry, analyzing information, and processing card printing to ensure client quality standards are consistently met in accuracy and turnaround time.</div><div> </div><div>Key responsibilities/What you do:</div><div>Coordinates the addition of new members into the client scheme and database.</div><div>Corrects data errors, upgrades members, deletes records, and modifies the client database to align with client needs.</div><div>Ensures card printing meets the high-quality standards established by clients.</div><div>Generates regular performance reports, daily or periodic.</div><div>Handles advanced tasks including design and photo editing.</div><div>Maintains precise records of all activities for both internal and external audits</div><div> </div><div>Key requirements/What you bring:</div><div>Bachelor's degree; a medical background is preferred.</div><div>Experience in Project Coordination is advantageous.</div><div>Physically capable of performing job duties.</div><div>Authorized to work legally in the operating country.</div><div>Proficient in MS Office (Excel, Word, Outlook, PowerPoint) and skilled in internet research and navigation.</div><div> </div>

After Sales Support - Policy Administrator Officer

Aspire Recruitment Solutions

IFA Support Administrator Oxford Salary up to £35k, a strong element of home working and competitive Benefits. Are you looking for an opportunity to progress your career within the Financial Services industry?Are you an experienced IFA Support Administrator, looking for an opportunity to join a growing wealth management business, based in the Oxford area? This is a fantastic opportunity to progress in the Financial Services arena, especially if you are client orientated. Job Summary: <ul> <li>You will be responsible for working closely with the advisers and clients</li><li>Liaise with product providers to ensure timely and accurate responses to clients</li><li>Send Letters of Authority and gather accurate information</li><li>Obtain illustrations and application forms</li><li>Production of portfolio valuations</li><li>Provide a friendly and professional point of contact for clients and enquiries</li></ul> Qualifications and Experience: - <ul> <li>Minimum 1 year experience in financial services administration</li><li>Salary range up to £35k depending upon experience</li><li>Pension and death in service benefits</li><li>25 days holiday (+ Bank Holidays) per annum</li><li>The ability and support to work flexibly where appropriate, in terms of hours and location</li><li>Support with further qualifications, including study leave</li></ul> If you are interested and want to find out more about this IFA Support Admin role contact HELEN SPRIGGS through here or via LINKEDIN

IFA Support Administrator

GovCIO

<div>
 
 Overview:
 
 
 
 GovCIO is currently hiring for a Client Systems Technical Support Administrator. This position will be located in Islamabad, Pakistan and will be an onsite position.
 
 
 
 Responsibilities:
 
 
 
 Provide systems administration support. The contractor shall:
 
 
 <ul>
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 Administer, install, operate and maintain AFCENT network and day-to-day technical operation of the Network Control Center (NCC)
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 Work with AFCENT NOSC to integrate the deployed location&rsquo;s local network into the AFCENT Enterprise Network and support projects deployed by the NOSC
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 Engineer, install and maintain network equipment to support new and emerging requirements
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 Respond to and work with Client System Technicians (CSTs) and other base agencies to troubleshoot and resolve local area network and personal computer issues
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 Provide responsive services, real-time network level configuration control, network restoration, quality control and performance standards, status reporting, Master Station Log (MSL), and other actions IAW SPIN-C
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 Ensure network rights and privileges are commensurate with roles and responsibilities; do not delegate network rights and privileges without the approval of the NOSC or local communications squadron commander.
 
 
 </li>
 </ul>
 
 Provide Client Systems Technical Support. The Contractor Shall:
 
 
 
 <ul>
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 Provide Tier 1 support to resolve administrative and technical concerns with client/server devices
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 Install, configure and operate client/server devices
 </li>
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 Provide OM&amp;S of hardware and software
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 Provide client and server support services IAW SPIN-C, AFI 17-100, AFMAN 17-1301, AFGM2018-17-02 policies, procedures, certification and acceptance processes and TO-site specific local policies and procedures.
 </li>
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 Assist and provide continuity to the communications squadron&rsquo;s automated data processing equipment (ADPE) custodian and equipment custodian (EC) officer
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 When requested, assist the unit EC with computer hardware and software inventories.
 
 
 </li>
 </ul>
 
 Qualifications:
 
 
 
 High School with 6 - 9 years (or commensurate experience)
 
 
 Clearance Required: Secret
 
 
 
 Required Skills And Experience:
 
 
 
 <ul>
 <li>
 IAT-II Certification
 </li>
 <li>
 A+
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 <li>
 MCSA-Windows 10 or newer
 
 
 </li>
 </ul>
 
 One Or More Of The Following:
 
 
 
 <ul>
 <li>
 Modern Desktop Administrator Associate or Microsoft Certified: Azure Administrator Associate
 
 
 </li>
 </ul>
 
 One Or More Of The Following:
 
 
 
 <ul>
 <li>
 Microsoft Certified Systems Engineer (MCSE)- Core Infrastructure or Data Management and Analytics
 
 
 </li>
 </ul>
 
 6 Years&rsquo; Experience In:
 
 
 
 <ul>
 <li>
 design, maintenance, and operation of small to medium networks administrating corporate or business' user accounts managing mail servers, printer servers, web servers, and/or firewalls; reviewing and recommending software applications as well as identifying hardware salient characteristics and any add on devices; systems management, monitoring and sustainment; hardware repair for servers, PCs, peripheral equipment; software installation, maintenance and sustainment
 </li>
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 Experience in analyzing and troubleshooting military networks, to include:
 </li>
 <li>
 Microsoft Enterprise Server 2008/2012 or later version; Microsoft Windows Operating Systems; Microsoft Exchange 2010/2013 (or later version) and other mail applications (local and remote); Microsoft Active Directory 2008/2012 or later version; Network server backup; DHCP, DNS, WINS, and domain controllers
 
 
 </li>
 </ul>
 
 1-2 Years&rsquo; Practical Experience In:
 
 
 
 <ul>
 <li>
 installation, repair, and troubleshooting and maintenance of communications systems or equipment; installing/deleting client level software; diagnostic and troubleshooting of basic computer workstation; implementing/installing software patches, security fixes, and service release of workstation
 
 
 </li>
 </ul>
 #CTSS #TMK #SSG
 
 
 
 Company Overview:
 
 
 
 GovCIO is a team of transformers--people who are passionate about transforming government IT. Every day, we make a positive impact by delivering innovative IT services and solutions that improve how government agencies operate and serve our citizens.
 
 
 But we can't do it alone. We need great people to help us do great things - for our customers, our culture, and our ability to attract other great people. We are changing the face of government IT and building a workforce that fuels this mission. Are you ready to be a transformer?
 
 
 
 
 What You Can Expect
 
 
 
 
 
 Interview &amp; Hiring Process
 
 
 
 If you are selected to move forward through the process, here&rsquo;s what you can expect:
 
 
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 During the Interview Process
 </li>
 <ul>
 <li>
 Virtual video interview conducted via video with the hiring manager and/or team
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 Camera must be on
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 <li>
 A valid photo ID must be presented during each interview
 </li>
 <li>
 During the Hiring Process
 </li>
 <ul>
 <li>
 Enhanced Biometrics ID verification screening
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 Background check, to include:
 </li>
 <ul>
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 Criminal history (past 7 years)
 </li>
 <li>
 Verification of your highest level of education
 </li>
 <li>
 Verification of your employment history (past 7 years), based on information provided in your application
 
 </li>
 </ul>
 </ul>
 </ul>
 
 Employee Perks
 
 
 
 At GovCIO, We Consistently Hear That Meaningful Work And a Collaborative Team Environment Are Two Of The Top Reasons Our Employees Enjoy Working Here. In Addition, Our Employees Have Access To a Range Of Perks And Benefits To Support Their Personal And Professional Well-being, Beyond The Standard Company Offered Health Benefits, Including:
 
 
 <ul>
 <li>
 Employee Assistance Program (EAP)
 </li>
 <li>
 Corporate Discounts
 </li>
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 Learning &amp; Development platform, to include certification preparation content
 </li>
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 Training, Education and Certification Assistance*
 </li>
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 Referral Bonus Program
 </li>
 <li>
 Internal Mobility Program
 </li>
 <li>
 Pet Insurance
 </li>
 <li>
 Flexible Work Environment
 </li>
 <li>
 Available to full-time employees
 
 
 </li>
 </ul>
 Our employees&rsquo; unique talents and contributions are the driving force behind our success in supporting our customers, which ultimately fuels the success of our company. Join us and be a part of a culture that invests in its people and prioritizes continuous enhancement of the employee experience.
 
 
 
 We are an Equal Opportunity Employer.
 
 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, or status as a protected veteran. EOE, including disability/vets.
 
 
 
 Posted Pay Range
 
 
 
 The posted pay range, if referenced, reflects the range expected for this position at the commencement of employment, however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, education, experience, and internal equity. The total compensation package for this position may also include other compensation elements, to be discussed during the hiring process. If hired, employee will be in an &ldquo;at-will position&rdquo; and the GovCIO reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, GovCIO or individual department/team performance, and market factors.
 
 
 Posted Salary Range: USD $71,150.00 - USD $101,225.00 /Yr.
</div>

Client Systems Technical Support Administrator

Capio Recruitment Financial Planning

Job Title: Client Support AdministratorLocation: BristolSalary: £28,000 - £34,000 (DOE)This is an opportunity to join a well-established and forward-thinking Independent Financial Services firm in Bristol. You'll be part of a supportive and collaborative team, providing vital administrative and reporting support to Financial Advisers and Paraplanners.This role is ideal for someone confident, organised, and detail-oriented, with a solid background in financial services administration. You'll be working closely with advisers, clients, and providers, ensuring a smooth and professional service at every stage.The Role:<ul><li>Assist with all aspects of client administration and financial reporting</li><li>Prepare documentation and reports for annual reviews and client meetings</li><li>Liaise with clients and providers regarding new and existing business across pensions, investments, and protection</li><li>Process new business applications and monitor progress through to completion</li><li>Update and maintain client records within Intelliflo (IO)</li><li>Manage personal workflow and diary effectively</li><li>Assist in preparing simple suitability reports and processing adviser fees</li><li>Support wider team tasks and ensure compliance standards are maintained</li></ul>The Required Skills & Experience:<ul><li>Minimum of 3 years' experience within a Financial Services Administration role</li><li>Broad product knowledge across pensions, investments, and protection</li><li>Excellent organisational and time management skills</li><li>High attention to detail and strong numeracy skills</li><li>Confident communicator and team player</li><li>Proficient in Microsoft Office (Word, Excel, Outlook)</li><li>Knowledge of Intelliflo advantageous</li><li>Familiarity with various platforms </li></ul>What's on Offer:<ul><li>Salary £28,000 - £34,000 depending on experience</li><li>Hybrid working</li><li>Supportive, collaborative team environment with strong leadership</li><li>Financial assistance towards professional qualifications (CII or equivalent)</li><li>Opportunity to develop within a respected and growing independent firm</li></ul>To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment."INDSBWEA"

IFA Administrator

Exchange Street Claims & Financial Services

Some firms don't even know what a career journey is, never mind put one in place.So you get stuck, in a rut, doing the same old, same old. Year after year.Not here.Here you'll join as an administrator to replace someone who is moving into a paraplanning job. And they're replacing a paraplanner who has become a financial planner.What does that tell you? This is a business where internal progression and nurturing are core values. Where actions speak louder than words.You'll be looked after in other ways too.Starting salary is to £32,000 plus you qualify for the company's bonus scheme. This typically means a 10% annual bonus ever year.Alongside that you get:<ul> <li>8% employer pension contribution</li><li>PMI</li><li>DIS x 4</li><li>25 days holiday</li><li>Once you've settled in there's hybrid working (3 days in the office)</li><li>Free parking and beautiful offices</li></ul> As for the job itself you'll work with another administrator supporting the firm's planners. These planners are highly qualified and engaged with interesting cases so you'll learn a lot too.You'll use IO, deal with clients, prepare meeting packs, submit new business etc.The firm have close to £500m AUM and 350 clients. They are independent and fiercely proud of being a smaller company (albeit one that punches above its weight). HERE'S WHAT YOU'LL NEED:You will have some experience as an administrator in a financial planning firm.IFA and IO experience is a nice to have but not essential. Platform experience is useful.You'll be conscientious and keen to learn. -Tired of the same old same old? Click apply.If you don't have a CV don't worry, we can come to that later. Just send us a way of contacting you.Everyone will receive a response.

Administrator

Michael Page Australia

About Our ClientThe employer is a respected player in the Energy & Natural Resources industry, known for its efficient and professional approach. Focusing on delivering high-quality, sustainable services to their clients and fostering a supportive work environment for their team.Job Description<ul><li>Provide administrative support to ensure smooth daily operations.</li><li>Manage and maintain accurate records and documentation.</li><li>Assist with scheduling meetings and coordinating appointments.</li><li>Respond to emails and phone inquiries in a timely manner.</li><li>Support Human Resources team with on-boarding and off-boarding employees.</li><li>Support Finance Team with goods receipting process and employee expense reimbursements</li><li>Assist with credit card reconciliations</li><li>Book flights and accommodation</li><li>Book operational training requirements</li><li>Support site training mobilisation</li><li>Update training compliance records</li><li>Once a month travel to site is required</li></ul>The Successful ApplicantA successful Team Support Administrator should have:<ul><li>Previous experience in an administrative or team support role.</li><li>Strong organisational and time-management skills.</li><li>Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.</li><li>Excellent written and verbal communication skills.</li><li>Attention to detail and a proactive approach to problem-solving.</li><li>Ability to work independently and as part of a team.</li><li>Experience using SAP</li><li>Valid Australian Drivers License.</li><li>Full Working Rights in Australia</li></ul>What's on Offer<ul><li>6-12 Month Temporary Contract</li><li>Immediate Start</li><li>Central Perth location with easy access to public transport.</li></ul>

Team Support Administrator

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