716 Onsite Counselor jobs in the United Kingdom

Client Support Administrator

London, London Additional Resources

Posted 7 days ago

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Job Description

part time

An excellent opportunity has arisen for a Practice Administrator / Client Support Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.

As a Practice Administrator / Client Support Administrator , you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.

This is a part-time role based in South East London (SE) , offering a pro-rata salary of £25,000 – £28,000 , plus benefits , with working hours Monday to Friday, 9:30 am to 3:30 pm .
 

You will be responsible for:

  • Acting as a first point of contact with clients via telephone, email, and in person.
  • li>Supporting the onboarding process for new clients and handling incoming and outgoing post.
  • Assisting with monitoring deadlines and compliance requirements.
  • Liaising with HMRC and Companies House on administrative matters.
  • Managing invoicing and chasing outstanding payments.
  • Overseeing compliance documentation, including anti-money laundering requirements.
  • Providing PA support to the Director, including diary management and monitoring emails.

What we are looking for

  • Previously worked as a Client Support Administrator, Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
  • li>Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
  • Have 3 years of experience in office environment
  • li>Willingness to learn and undertake training for new responsibilities.
  • Professional yet approachable manner.
  • Ability to manage workload effectively in a part-time capacity.

What’s on offer

    < i>Competitive salary
  • Casual dress environment.
  • Company pension scheme.
  • A supportive and friendly workplace culture.

This is a fantastic opportunity to join a thriving organisation and play a key role in their continued success.

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

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Client Support Executive

St Albans, Eastern £28000 Annually Smart10Ltd

Posted 10 days ago

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Job Description

permanent

Job Title: Client Support Executive

Salary: £28,000

Location: St Albans

Contract: Permanent

Hours: Monday – Friday 9am – 5:30pm with a Saturday shift

About the team

The Client Support team has a broad remit and works collaboratively to deliver results. The team pride themselves on providing exceptional customer service, and our team members are encouraged to build strong, lasting relationships with clients across all our products.

Key Responsibilities

  • Reviewing new account applications using Experian systems to ensure minimum ID and address verification standards are met.
  • Responding to client emails promptly and professionally, while also handling queries via telephone, live chat, and written correspondence.
  • Identifying and preventing fraudulent applications or suspicious activity.
  • Assessing client-uploaded documentation to determine suitable affordability limits.
  • Processing payments efficiently to ensure clients receive funds without delay.
  • Evaluating credit requests, authorising appropriate limits, and managing debtor follow-ups.
  • Carrying out daily administrative tasks, including handling post, processing cheques, arranging couriers, scanning, and managing stationery supplies.

Personal Attributes

  • Excellent customer service skills with a strong focus on client satisfaction.
  • Professional yet approachable telephone manner, able to build strong relationships with clients and colleagues in the trading room.
  • Strong interpersonal skills, with an inquisitive mindset and a willingness to handle both detailed operational tasks and the analytical aspects of the role.
  • Proven ability to multitask effectively, managing a wide range of queries related to spread betting and company procedures.
  • Foundational knowledge of spread betting, with flexibility to work evenings and weekends on a rota basis.

Benefits

  • Competitive salary with performance-based bonus opportunities
  • Hybrid working model (3 days in-office), plus up to 2 weeks of remote working from any location after 6 months of service
  • 25 days annual leave, increasing to 30 days after 2 years
  • Enhanced parental leave package
  • Contributory pension plan
  • Private medical insurance coverage
  • Discounts on gym memberships, travel, and cinema tickets

Thank you for your interest in this vacancy, which is being advertised by Smart10 Recruitment Group, who are acting as an employment agency / business. Your application will be considered in competition with others, and we will contact you within 3 working days if you have been shortlisted.

Smart10 is a multi-award-winning specialist recruitment consultancy focused on the supply of temporary, contract and permanent placements across a select group of business sectors. In order to keep up to date and search for all our active jobs, please visit our website, like us on Facebook and follow us on Instagram or LinkedIn. Please refer to Smart10’s Privacy Policy as to how we hold your data.

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Client Support Administrator

Hertfordshire, Eastern £25000 - £28000 Annually Red Door Recruitment

Posted 10 days ago

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Job Description

permanent

We are a recruiting for a Client Support Administrator to join a successful and growing company based in St Albans. Our client is one of the leading players in their field and are recognised for their high levels of customer service. They're a friendly, sociable company with a relaxed yet professional atmosphere!

This is a fantastic opportunity for a graduate looking to build on experience, or perhaps you are looking for that next step in in your customer service focused career?

What’s in it for you?

  • Salary:  Up to £28k depending on experience
  • li>Hours:  Mon-Fri 9am - 5.30pm (1 Saturday in 4, for 4 hours per day, overtime paid) Hybrid working available once trained, 3 days in the office , 2 days WFH li>Generous bonus scheme after 6 months – up to 30% of salary! < i>25 days holiday (increasing to 30 after 2 years)
  • Contributory pension scheme
  • Life insurance benefit (4 x salary)
  • Enhanced parental leave.
  • Private medical insurance
  • Discounts scheme for gym membership, travel and cinema
  • Free parking

Key responsibilities for the Client Support Administrator:

  • Assessing new account applications and ensuring that minimum standards of ID and address verification have been achieved
  • Respond to client emails in a timely and professional manner and deal with client queries over telephone, live chat, and letter
  • The detection and prevention of fraudulent applications/activity
  • Reviewing documentation in order to assess appropriate affordability limits
  • Processing of payments to ensure clients receive their funds in a timely fashion
  • Analysing credit requests, authorising appropriate limits and contacting/ chasing debtors
  • Daily administration duties

For this Client Support Administrator role the employer is looking for:

  • Excellent customer service skills are essential!
  • A professional and confident telephone manner
  • Ability to build good relationships with clients and colleagues
  • A good multi-tasker
  • A great communicator - both written and verbal
  • Attention to detail
  • Has an enquiring mind-set, comfortable asking questions and dealing with a wide range of queries

Red Door Recruitment is committed to encouraging equality, diversity and inclusion among our workforce, and eliminating unlawful discrimination. Full details available on our website.

Please note due to the number of applications we often receive; only shortlisted applicants will be contacted.

This advertiser has chosen not to accept applicants from your region.

Client Support Administrator

Hertfordshire, Eastern £25000 - £26000 Annually Daniel Owen Ltd

Posted 14 days ago

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Job Description

permanent

Testing & Inspection Client Support Administrator
Based in Herts
Permanent
Monday to Friday
(Apply online only)
25-26K per annum.

General Description:

To arrange, schedule and manage electrical testing & inspection works in residential and communal properties using the company workflow system. Work tasks can include, but not limited to, scheduling testing & inspection appointments for engineers, booking appointments with residents/site staff to gain access to properties, uploading Asbestos reports onto works orders, day-to-day generic updating of spreadsheets and client portals.

This role is pivotal in maintaining the high standards of safety, quality, and professionalism expected across our contracts.

Key Responsibilities:

Operational Management

  • Input jobs into the company workflow management system
  • Update job workflows on the management system
  • Book appointments with residents
  • Schedule appointments for engineers including re-scheduling appointments for priority jobs
  • Daily uploading of Asbestos Reports onto works orders on our scheduling system.
  • Basic understanding and interpretation of engineers technical notes.
  • Updating spreadsheets, overdue reports and client portals
  • Arrange parking for engineers (when required)

  • To deliver excellent customer service
  • To undertake any training provided by the company
  • To fully participate with performance improvement programmes, including appraisals
  • To liaise with office staff and supervisors to assist in the resolving of queries
  • To support any business change for the benefit of the company
  • Adhere to any KPI's set by the company
  • Any ad-hoc duties as reasonably instructed by your line manager or directors
This advertiser has chosen not to accept applicants from your region.

Client Support Administrator

Surrey, South East Adecco

Posted 15 days ago

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Job Description

permanent
Client Support Administrator



Full-time, Permanent

Are you an experienced administrator with a background in Financial Services? This is a fantastic opportunity to join a well-established financial planning team in a key support role. You'll work closely with Financial Advisers, helping to deliver an exceptional service to clients while developing your own professional skills and knowledge.



The Role

As a Client Support Administrator, you'll play an integral part in the day-to-day running of the client journey. From preparing financial reports and assisting with meetings, to liaising with providers and managing administrative workflows - your contribution will directly support high-quality financial planning.



Key Responsibilities

  • Provide administrative support to Financial Advisers and their clients.

  • Generate financial reports and documentation using various analytical tools.

  • Schedule and support client meetings, including follow-ups such as fund switches or withdrawals.

  • Act as a key point of contact for your assigned clients, ensuring excellent service.

  • Liaise with financial providers and third parties to gather client information.

  • Assist with internal projects and demonstrate a commitment to personal development.

  • Work independently and manage your own workflow and priorities.

  • Collaborate closely with colleagues to enhance team performance and client satisfaction.



About You



Essential:

  • 2-3 years' experience in a similar administrative role.

  • Background in Financial Services, ideally with strong pensions knowledge.

  • Excellent communication and interpersonal skills.

  • Highly organised with strong attention to detail.

  • Comfortable using databases and updating information systems.

  • Able to manage multiple tasks and deadlines calmly and efficiently.

  • A true team player who thrives in a collaborative environment.



Desirable:

  • At least one RO exam (or willingness to study - full support provided).

  • Familiarity with FE Analytics, cashflow forecasting tools, or systems such as Enable.

  • Confident with all Microsoft Office applications.



What's on Offer

  • A competitive salary based on experience.

  • A supportive team environment focused on growth and development.

  • Opportunities to study for further qualifications and advance your career in financial planning.

Apply now to take the next step in your Financial Services career and join a professional, forward-thinking team.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

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Client Support Specialist

Juno

Posted today

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Job Description

Client Support Specialist We’re looking for a motivated and focused person to join our fast-growing law firm. Juno is a law firm for the digital age. We’re on a mission to transform the experience of buying and selling a home. We make conveyancing simpler, clearer and faster. We’re growing fast, and we’re looking for Client Support Analysts to join our enthusiastic and empathetic team. People who’ve done this job in the past have been promoted to other roles within Juno – Paralegal, Partnerships Associate and Workflow Developer. Apply now if you want to start a career at an exciting, dynamic, successful law firm that’s doing things differently. Juno makes conveyancing simpler, clearer and faster Juno is a modern law firm specialising in residential conveyancing and operating throughout England and Wales. We complete thousands of sale, purchase and remortgage transactions each year, and we’re trusted with panel membership by 80 mortgage lenders. We’re rated as one of the best conveyancing firms in the UK by our clients (4.9/5 on Trustpilot) and estate agents and brokers frequently tell us how much they enjoy working with us. We’ve built our own software in-house. Clients can do all their conveyancing online, and always know what’s going on. And we’ve optimised the process to complete transactions 50% faster than the average law firm. About the role You’ll be the first point of contact on either phones or emails for the day, providing updates and answering questions to ensure everyone has a great experience of Juno. For more complex matters you’ll be working directly with our legal teams to transfer calls internally, take messages or escalate complex emails. You’ll help to progress cases by chasing clients, other law firms and third parties for outstanding documents and information. You’ll be uploading legal documents and information to our system. You don’t need a law degree or experience at a law firm but it’s a bonus. This is predominantly a work-from-home role with normal full time working hours between 9am-6pm. Monday to Friday. Join us! We’re looking for people who want to start a legal career at a law firm that’s doing things differently. If that’s you, please email with a compelling cover letter and recent CV/résumé.
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Client Support Specialist

Sevenoaks, South East Quilter Financial Planning

Posted today

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Job Description

Candidate must be Level 4 Diploma qualified or part qualified If you have some experience with the Financial Services industry and are seeking an employed role that can help you progress your career, then this could be the opportunity for you! As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for an individual to work as a client support executive on an Employed basis with one of our Strategic Partner firms. The Role: Your goal will be to interact with existing clients at all levels Build strong relationships to retain existing clients Maintain and update knowledge of regulations, practices, and financial products About You: Experience within financial services Ability to analyse financial information and comply with regulations Proficiency in MS Office and CRM systems Attention to detail and strong communication skills Strong ethics, with a customer-oriented attitude Outstanding communication skills, with the ability to foster long-term relationships Qualifications: Industry experience Excellent interpersonal skills goals. Ambition and Hunger
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Client Support Specialist

Stanmore, London Quilter Financial Planning

Posted today

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Job Description

THIS IS A FULL-TIME OFFICE BASED ROLE IN STANMORE, MIDDLESEX, PLEASE ONLY APPLY IF YOU ARE PREPARED TO COMMUTE OR RELOCATE TO THAT LOCATION If you have some experience with the Financial Services industry and are seeking an employed role that can help you progress your career, then this could be the opportunity for you! As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for an individual to work as admin assistant on an Employed basis with one of our Strategic Partner firms. Key Responsibilities: Support mortgage brokers in the processing and administration of residential and commercial mortgage applications. Supporting financial advisors in the processing and administration of reviewing client finances. Liaise with clients, providers, and third parties to ensure smooth and timely progression of applications. Analyse financial information and comply with regulations. Able to learn and use new systems Monitor and follow up on the status of applications, ensuring deadlines are met and issues are promptly addressed. Prepare and submit provider packages, ensuring all documentation meets compliance and underwriting standards. Ensure all files are maintained in accordance with regulatory requirements and brokerage policies. Provide exceptional customer service by answering client queries and updating them throughout the process. Support post-completion tasks, including discharge requests, commission tracking, and archiving. Requirements: Experience in use of Microsoft Office (Word, Excel, Outlook, teams). Excellent organisational skills and attention to detail. Effective communication skills, both written and verbal. Ability to manage multiple files simultaneously in a fast-paced environment. Ability to work effectively as part of a team and independently using own initiative. What We Offer: Competitive salary and potential for performance-based bonuses. A collaborative and supportive environment. Opportunities for professional development. Full training will be provided.
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Client Support Specialist

Juno

Posted 1 day ago

Job Viewed

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Job Description

Client Support Specialist


We’re looking for a motivated and focused person to join our fast-growing law firm.

Juno is a law firm for the digital age. We’re on a mission to transform the experience of buying and selling a home. We make conveyancing simpler, clearer and faster.

We’re growing fast, and we’re looking for Client Support Analysts to join our enthusiastic and empathetic team.

People who’ve done this job in the past have been promoted to other roles within Juno – Paralegal, Partnerships Associate and Workflow Developer.

Apply now if you want to start a career at an exciting, dynamic, successful law firm that’s doing things differently.


Juno makes conveyancing simpler, clearer and faster


  • Juno is a modern law firm specialising in residential conveyancing and operating throughout England and Wales.
  • We complete thousands of sale, purchase and remortgage transactions each year, and we’re trusted with panel membership by 80+ mortgage lenders.
  • We’re rated as one of the best conveyancing firms in the UK by our clients (4.9/5 on Trustpilot) and estate agents and brokers frequently tell us how much they enjoy working with us.
  • We’ve built our own software in-house. Clients can do all their conveyancing online, and always know what’s going on. And we’ve optimised the process to complete transactions 50% faster than the average law firm.


About the role


  • You’ll be the first point of contact on either phones or emails for the day, providing updates and answering questions to ensure everyone has a great experience of Juno.
  • For more complex matters you’ll be working directly with our legal teams to transfer calls internally, take messages or escalate complex emails.
  • You’ll help to progress cases by chasing clients, other law firms and third parties for outstanding documents and information.
  • You’ll be uploading legal documents and information to our system.
  • You don’t need a law degree or experience at a law firm but it’s a bonus.
  • This is predominantly a work-from-home role with normal full time working hours between 9am-6pm. Monday to Friday.


Join us!


We’re looking for people who want to start a legal career at a law firm that’s doing things differently. If that’s you, please email with a compelling cover letter and recent CV/résumé.

This advertiser has chosen not to accept applicants from your region.

Client Support Specialist

Stanmore, London Quilter Financial Planning

Posted 2 days ago

Job Viewed

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Job Description

** THIS IS A FULL-TIME OFFICE BASED ROLE IN STANMORE, MIDDLESEX, PLEASE ONLY APPLY IF YOU ARE PREPARED TO COMMUTE OR RELOCATE TO THAT LOCATION **


If you have some experience with the Financial Services industry and are seeking an employed role that can help you progress your career, then this could be the opportunity for you!


As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for an individual to work as admin assistant on an Employed basis with one of our Strategic Partner firms.


Key Responsibilities:


  • Support mortgage brokers in the processing and administration of residential and commercial mortgage applications.


  • Supporting financial advisors in the processing and administration of reviewing client finances.


  • Liaise with clients, providers, and third parties to ensure smooth and timely progression of applications.


  • Analyse financial information and comply with regulations.


  • Able to learn and use new systems


  • Monitor and follow up on the status of applications, ensuring deadlines are met and issues are promptly addressed.


  • Prepare and submit provider packages, ensuring all documentation meets compliance and underwriting standards.


  • Ensure all files are maintained in accordance with regulatory requirements and brokerage policies.


  • Provide exceptional customer service by answering client queries and updating them throughout the process.


  • Support post-completion tasks, including discharge requests, commission tracking, and archiving.


Requirements:


  • Experience in use of Microsoft Office (Word, Excel, Outlook, teams).


  • Excellent organisational skills and attention to detail.


  • Effective communication skills, both written and verbal.


  • Ability to manage multiple files simultaneously in a fast-paced environment.


  • Ability to work effectively as part of a team and independently using own initiative.



What We Offer:


  • Competitive salary and potential for performance-based bonuses.


  • A collaborative and supportive environment.


  • Opportunities for professional development.


  • Full training will be provided.
This advertiser has chosen not to accept applicants from your region.
 

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