Talent.com
Adecco
Client Services AdministratorAdecco • Kendal, Cumbria, UK
Client Services Administrator

Client Services Administrator

Adecco • Kendal, Cumbria, UK
30+ days ago
Salary
£28,000.00 yearly
Job type
  • Full-time
Job description
Job title: Client Services Assistant Location: Kendal Adecco is recruiting an Experienced Client Services Assistant to provide comprehensive administrative and client support. In this position, you will work closely with Financial Planners and Relationship Managers, under the guidance of the Manager of HR & Administration, ensuring that all activity aligns with responsible business practices and Consumer Duty principles. What You Will Do? Process new business, incremental business, surrenders, encashment, switches, and alterations to policies using company IT systems, ensuring accurate and timely completion. Follow each case from start to finish, issue policy documents and contract notes, and keep all company IT systems fully updated, including uploading and maintaining all scanned documents. Co-ordinate with providers regarding clients' change of address, Appointment/retirement of trustees, and any death cases, including liaison with legal parties where necessary. Prepare client files for Financial Planners, update client information on the IT system before meetings, insert the correct client pack, and highlight any outstanding compliance requirements in advance. Collate documents and illustrations for the financial plan, send and collate letters of authority and policy information, and obtain policy information and literature from the internet and other available sources. Handle enquiries from insurance companies and clients a...
Create a job alert for this search

Client Services Administrator • Kendal, Cumbria, UK

Similar jobs

Private Client Solicitor

The Eventus Recruitment GroupKendal, England, GB
Full-time +2

Eventus Recruitment are seeking a Wills, Trusts and Probate Solicitor to join a highly regarded law firm based in the South Lakes, Cumbria.This permanent Private Client Fee Earner job can be offere... Show more

 • Promoted

Databar Sales Estimator

Anord Mardix LtdSkelsmergh, Kendal, United Kingdom
Full-time

Anord Mardix, a Flex company, is a global leader in critical power solutions.With facilities around the globe, Anord Mardix leads in critical power infrastructure, supporting a myriad of industries... Show more

 • Promoted

Finance Assistant

Ernest Gordon RecruitmentNorth Scale, Cumbria, GB
Full-time

If the following job requirements and experience match your skills, please ensure you apply promptly.Silloth (commutable from Carlisle).Are you a Finance Assistant or similar looking to join a grow... Show more

 • Promoted

Kendal Solicitors: Flexible Growth in a People-First Firm

Harrison Drury SolicitorsKendal, England, United Kingdom
Full-time

Harrison Drury is entering an exciting phase of growth across the firm, and it’s a great time to join us.We’re looking to speak with talented Solicitors across all disciplines who want to help stre... Show more

 • Promoted

Contact Centre Agent - Uncapped Commission - £25,087 A Year - No Experience Required

EeLancaster, United Kingdom Of Great Britain And Northern Ireland, UK
Full-time

If you’re a natural when it comes to connecting with people – building relationships and understanding their needs – you could be a great fit for a Sales Advisor role with EE.At EE, we’re harnessin... Show more

 • Promoted

Private Client Lawyer

MilnemosersolicitorsKendal, England, GB
Part-time +1

PositionPrivate Client LawyerDescriptionDue to a retirement, we have an opportunity for an experienced Private Client Lawyer to join our legal team here in the South Lakes.Ideally with a minimum of... Show more

 • Promoted

Client Care Administrator

3M HEALTHCAREPenrith, England, GB
Full-time

We have an exciting opportunity for a Client Care Administrator to join our friendly team.The Client Care Administrator plays a key role in supporting the clinical and client care functions at Vete... Show more

 • Promoted

Dynamic Sales & Customer Service Administrator

Gastronomy Plus LtdLancaster, England, GB
Full-time

Gastronomy Plus Ltd in the United Kingdom is seeking a proactive Sales & Customer Service Administrator to support the smooth running of our sales operations.You will manage customer orders end‑to‑... Show more

 • Promoted

Technical Coordinator

Gleeson HomesPenrith, England, GB
Full-time

Gleeson Homes are recruiting for a.Technical Coordinator , responsible for for supporting support and assisting the Regional Technical team and operating team to support the regional and Group Busi... Show more

 • Promoted

Senior Accounting & Business Services (Hybrid/Remote)

Armstrong Watson LLPKendal, England, GB
Remote
Full-time

Armstrong Watson LLP is hiring a Business Services Senior in Kendal.This role involves completing draft financial statements, tax computations, and preparing VAT returns.The ideal candidate will po... Show more

 • Promoted

Client Care & Admin Specialist — Veterinary Practice

3M HEALTHCAREPenrith, England, GB
Full-time

Veterinary Vision is looking for a Client Care Administrator to support clinical and client care functions.The role requires excellent organisational skills, meticulous attention to detail and the ... Show more

 • Promoted

Field Collections Agent

Orbit Credit ServicesLancaster, England, GB
Full-time

Field Collections Agent** Start date 7th September 2026**Location: Within a 90-minute travel radius of your home (applicants must reside within Lancaster)Salary: From £28,665 + £4,200 per annum car... Show more

 • Promoted

Field Collections Advocate - Flexible Hours & Car Allowance

Orbit Credit ServicesLancaster, England, GB
Full-time

Orbit Credit Services is looking for a Field Collections Agent to visit customers at their homes within Lancaster, helping them find a way forward with their finances.You will use empathy, guidance... Show more

 • Promoted

Business Services Senior

Armstrong Watson LLPKendal, England, GB
Full-time

The main elements of this role will include:.Completing draft financial statements for sole traders, partnerships and companies ready for review by a Business Services Assistant Manager / Manager.C... Show more

 • Promoted

Bank Healthcare Assistant

Elysium HealthcareKendal, ENG, GB
Full-time

Are you an experienced Healthcare Assistant or Support Worker wanting control and flexibility to work the shifts you want?.Whether you’re looking for extra shifts to boost your income or a fl... Show more

 • Promoted

Remote Conveyancing Consultant Solicitor – Flexible Fees

Taylor RoseLancaster, England, GB
Remote
Full-time

A leading law firm in England is seeking experienced Consultant Solicitors to join their team.You will have the freedom to choose your clients and set your own hours while earning a competitive fee... Show more

 • Promoted

Solicitors – Harrison Drury (Kendal Office)

Harrison Drury SolicitorsKendal, England, United Kingdom
Full-time

Harrison Drury is entering an exciting phase of growth across the firm, and it’s a great time to join us.We’re looking to speak with talented Solicitors across all disciplines who want to help stre... Show more

 • Promoted

Databar Sales Estimator

Anord Mardix (UK) LtdKendal, United Kingdom
Full-time

Anord Mardix, a Flex company, is a global leader in critical power solutions.With facilities around the globe, Anord Mardix leads in critical power infrastructure, supporting a myriad of industries... Show more

 • Promoted • New!

Estimator

Omega Resource GroupKirkby, ENG, GB
Full-time

Role: M&E EstimatorLocation: North YorkshireContract: PermanentSalary: £45,000 - £65,000 + Benefits (DOE)Omega are supporting a growing Mechanical & Electrical contractor in the... Show more

 • Promoted

Senior Private Client Lawyer | Hybrid Work & Benefits

MilnemosersolicitorsKendal, England, GB
Full-time

A regional law firm in Kendal is seeking an experienced Private Client Lawyer with over 5 years of PQE.The candidate will manage their own caseload, addressing Wills, Probate, Trusts, and more, whi... Show more