97 Client Administrator jobs in Derbyshire

Taylor Emmet:

We are an Award-Winning firm of solicitors built on trust, expertise, and innovation. A law firm of innovators and forward thinkers, we're constantly developing new ways to provide our clients with first class service every single time.

Our Approach:

Taylor Emmet tailors their approach, cuts out the jargon and carefully guides their clients on their legal journey. Our tried and tested method works. So, that's why.

• We listen carefully to what our clients want to achieve.
• We will work with you to deliver a no-nonsense solution.
• We are committed to pursue the delivery of great results.

Our Values:

We live by our values in every stage of our interactions, both with our colleagues and with our clients:

• Community
• Approachability
• Excellence
• Integrity

Do you have experience working within a Wealth Management/Wealth Planning environment? We are actively searching for Client Liaison Administrator to join our team in Sheffield on a full-time, permanent basis.

Working alongside our team of experts, as Client Liaison Administrator, you'll be the first-person our advisors and clients will contact therefore, you'll be someone who has experience of adapting to change and managing an array of different queries and challenges.

What you'll do as a Client Liaison Administrator:

• Providing support to Advisors such as monitoring diaries, opportunities, queries and requests
• Follow standard procedures and workflows via XPLAN
• Assist with the preparation of cases in readiness for the paraplanning paperwork
• Process all sales related paperwork from submission to completion and any ongoing administration for investments, pensions and protection departments.
• Be in attendance of operational meetings to discuss ongoing workloads and raise any concerns, challenges or further opportunities.
• Adhere and maintain and up to date awareness of company policies, practices and procedures.
• Maintain records according to Kingswood company standards
• Prepare meeting packs
• Gather and obtain information for annual reviews

This list is not exhaustive, and you will be expected to undertake any other task as reasonably requested by your line manager where appropriate training and/or guidance is provided.

What we're looking for:

• Someone who has the ability to liaise effectively with an array of different departments including Paraplanners, Advisors and Clients.
• An individual that has an interest of working within Wealth Management/Planning.
• Due to the nature of our organisation, commercial experience working in a similar role is preferred
• Experience of providing exceptional client and relationship management

Here at Kingswood Group, we're all about our people and are committed to recruiting and maintaining a diverse workforce.

Our benefits

• 26 days annual leave including a day off for your birthday (plus bank holidays)
• Contributory pension scheme
• Private Healthcare
• Life assurance
• Health insurance
• 2 charity volunteer days
• Employee recognition
• Recruitment referral
• Career Development
• Cycle to work scheme

About Kingswood

Kingswood Holdings Limited (trading as Kingswood) is an integrated wealth management group, with more than 19,000 active clients and c. £10 billion of Assets under Management. It has a growing network of offices across the UK as well as offices in New York and Johannesburg. Clients range from private individuals to some of the UK's largest universities. The Group's vision is to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology to support our advisers and clients.

Our Diversity, Equality and Inclusion commitment

At Kingswood Group we're all about our people and are committed to recruiting and maintaining a diverse workforce. We celebrate, recognise, and appreciate our differences, irrespective of background, race, religion, age, gender, sexual orientation, or disability. We're continually learning and improving our processes and policies to ensure an inclusive culture for all our Kingswood colleagues. Join us on our journey and apply today.

Department

Operations

Locations

Sheffield

Remote status

Hybrid

At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth. We help you work towards your financial goals.

Founded in 2012

Co-workers 300 and growing

MAIN PURPOSE OF ROLE

Report Writing and Administrative duties as part of the team to ensure clients are confident, capable and informed about their investment and financial choices, including compliant advice and processing in all areas. You will also be responsible for making outbound calls to both existing clients and new leads. You'll maintain client relationships, identify opportunities, and support the wider sales team with administrative tasks. The ideal candidate will be comfortable making calls, working to targets and have good organizational skills.

Responsibilities

• Responsible for ensuring that client files and general records are updated timely and correctly. This involves managing paperwork for 3rd party companies that needs to be completed in a timely manner and the completion of various templated reports.
• Ensuring data input is correct and databases are maintained and updated appropriately.
• Ensuring client contact through all communication types is professional at all times.
• General administration and office duties such as filing, scanning, general letters, reporting, photocopying and collating information. Dealing with post.
• Answer telephone and direct calls as appropriate. Receive and respond to emails.
• Contribute to the Advice Process through attending meetings and discussing matters with The Investment Director, Business Manager, Client Account Supervisor, Consultants and Financial Advisers.
• Liaise closely with all of the team to ensure smooth communication of information and assist with processing in other areas where the need may arise.
• Have excellent client relationship skills.
• Compliance with the firm's policies and procedures, including but not limited to health and safety requirements, proceeds of crime act, TCF, FCA guidelines, whistleblowing and vulnerable clients policies. Client data is held securely and Data Protection considerations are complied with.
• Contact warm and cold leads to generate interest and create new business opportunities.
• Accurately update client records and call outcomes in the CRM system
• Follow up on previous conversations to build rapport and move prospects through the sales process

Requirements

• Previous office experience is essential, with a focus on administrative roles.
• Proficient computer skills
• Familiarity with Microsoft Office Suite (Word, Excel)
• Strong organisational skills with the ability to manage multiple tasks effectively.
• Excellent data entry skills with attention to detail.
• Excellent telephone skills

Job Type: Full-time

Pay: £25,000.00 per year

Benefits:

• Company pension
• Life insurance
• On-site parking

Language:

• English (required)

Work Location: In person

We are looking for Administrative Support Assistants to support a growing team dealing with insurance claims, based in central Sheffield, working 3-4 days from the office and remotely for the remainder of days.

This opportunity is ideal for business administration or law graduates, who are keen to apply their knowledge in a dynamic claims environment.

The role provides valuable hands-on experience in insurance claims handling, with clear pathways for professional development via the legal or business administration apprenticeship route.

Duties

• Support a busy team dealing with insurance claims, assisting in tasks such as gathering documentation, following up with customers and third parties, and ensuring all files are complete.
• Carry out administrative checks to confirm documentation is complete, policies or agreements are valid, and necessary authorisations are in place.
• Coordinate with customers, brokers, and other third parties to request additional information or clarification when required.
• Maintain follow‑ups and reminders to ensure tasks progress within required timeframes and service standards.
• Manage communication via phone, email, and written correspondence, keeping customers and internal stakeholders updated.
• Assist with identifying discrepancies or irregularities in documentation or claims submissions, and escalate issues to senior team members.

Qualifications and skills

• Business administration or law degree
• Candidates with or without LPC, but with a strong interest in this field.
• Demonstrated interest in business administration, insurance, claims, or legal compliance
• Excellent organisational skills and attention to detail
• Strong written and verbal communication abilities
• Proficiency in office software (Word, Excel, etc.)
• Customer‑service mindset; friendly, professional, responsive.

We welcome applications from individuals who are eager to contribute to our team while developing their professional skills in a supportive environment.

Job Types: Full-time, Permanent

Pay: £24,000.00-£25,000.00 per year

Benefits:

• Company pension

Application question(s):

• Are you located in Sheffield or within easily commutable distance?

Work Location: In person

• Manage and coordinate complex calendars, scheduling meetings, appointments, and travel arrangements for senior executives.
• Prepare and edit correspondence, presentations, and reports with a high degree of accuracy.
• Screen and prioritize incoming communications, including emails and phone calls, ensuring timely responses.
• Organize and manage internal and external meetings, including preparing agendas, taking minutes, and tracking action items.
• Coordinate travel logistics, including booking flights, accommodation, and ground transportation, and preparing itineraries.
• Maintain confidential files and records with utmost discretion.
• Conduct research and compile data as required for various projects and initiatives.
• Liaise with internal departments and external contacts to facilitate smooth communication and workflow.
• Manage office supplies and coordinate with vendors for office services.
• Assist with event planning and execution for team or client-related functions.
• Provide general administrative support to the executive team as needed.
• Proactively identify opportunities to improve administrative processes and efficiency.

• Proven experience as an Administrative Officer, Executive Assistant, or in a similar administrative support role.
• Excellent organizational and time management skills, with the ability to multitask effectively.
• Strong proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Exceptional written and verbal communication skills.
• High level of discretion and confidentiality.
• Ability to work independently and as part of a team.
• Proactive attitude and strong problem-solving capabilities.
• Experience in a professional services or corporate environment is highly desirable.
• Familiarity with CRM systems or other database management tools is a plus.
• A professional and polished demeanor.

• Proven experience as an Administrative Assistant, Executive Assistant, or in a similar role.
• Exceptional organizational and time-management skills.
• Proficiency in office software and virtual collaboration tools.
• Excellent written and verbal communication skills.
• Discretion and the ability to handle confidential information.
• A proactive and detail-oriented approach.
• Ability to work independently and manage tasks effectively in a remote setting.
• Strong problem-solving abilities.

• Manage complex and dynamic calendars for senior executives, scheduling meetings, appointments, and calls across multiple time zones.
• Coordinate and arrange domestic and international travel, including flights, accommodation, and ground transportation.
• Prepare agendas, take minutes, and track action items for executive and board meetings.
• Handle confidential and sensitive information with discretion and integrity.
• Organise and maintain physical and digital filing systems, ensuring efficient retrieval of documents.
• Act as a primary point of contact for internal and external stakeholders, fielding inquiries and directing them appropriately.
• Prepare and edit correspondence, presentations, and reports with a high degree of accuracy.
• Manage expense reporting and processing for the executive team.
• Coordinate office logistics and administrative tasks to ensure seamless operations.
• Anticipate the needs of the executives and proactively address potential issues.

• Proven experience as an Executive Assistant or similar senior administrative role, ideally supporting C-suite executives or boards.
• Exceptional organisational and time-management skills, with the ability to prioritise effectively.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and virtual meeting platforms.
• High level of discretion, professionalism, and integrity in handling confidential information.
• Ability to multitask and thrive in a fast-paced, demanding environment.
• Strong interpersonal skills and the ability to build rapport with a wide range of individuals.
• Proactive and resourceful approach to problem-solving.
• Experience in minute-taking and document preparation.
• Flexibility to adapt to changing priorities and work collaboratively in a hybrid setting.

• Manage and coordinate complex diaries and calendars for senior executives, ensuring optimal time management.
  
• Organise and facilitate high-level meetings, including preparing agendas, taking minutes, and tracking action points.
  
• Prepare professional correspondence, reports, presentations, and other documents.
  
• Act as a gatekeeper and liaison for senior executives, managing communication flow.
  
• Handle travel arrangements, including booking flights, accommodation, and preparing itineraries.
  
• Manage incoming and outgoing mail and communications, prioritising as necessary.
  
• Conduct research and gather information to support executive decision-making.
  
• Maintain confidential filing systems and databases.
  
• Provide administrative support to the wider team as required.
  
• Contribute to the improvement of administrative processes and procedures.

• Proven experience as a Senior Administrator, Executive Assistant, or in a similar high-level support role.
  
• Exceptional organisational and time-management skills.
  
• Excellent written and verbal communication skills.
  
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and virtual meeting platforms.
  
• Ability to maintain confidentiality and exercise discretion.
  
• Strong interpersonal skills and the ability to build relationships at all levels.
  
• Proactive approach to problem-solving and the ability to anticipate needs.
  
• Experience in managing complex travel arrangements.
  
• Ability to work effectively both independently and as part of a team.
  
• A minimum of 3-5 years of relevant administrative experience is required.

• Manage complex executive calendars and schedule appointments.
• Prepare agendas, minutes, and supporting documents for board and committee meetings.
• Coordinate domestic and international travel arrangements.
• Handle executive correspondence, emails, and phone calls with professionalism.
• Prepare presentations, reports, and other documents as required.
• Organise and manage executive events and meetings.
• Maintain confidential files and records.
• Act as a liaison between executives and internal/external stakeholders.
• Conduct research and provide administrative support for special projects.

• Proven experience as an Executive Assistant or in a similar high-level administrative role.
• Experience supporting C-suite executives and/or board-level administration is essential.
• Exceptional organisational and time-management skills.
• Proficiency in Microsoft Office Suite and virtual meeting technologies.
• Excellent written and verbal communication skills.
• High level of discretion and confidentiality.
• Proactive, resourceful, and able to work independently.
• Ability to multitask and prioritise effectively in a fast-paced environment.
• Relevant certifications or qualifications are a plus.