Our client, a highly esteemed market-leading Financial Services firm with a national footprint, is looking to recruit a Client Administrator to deliver comprehensive administrative support to our Financial Planners and Investment Managers. Your role will be instrumental in ensuring impeccable client satisfaction, direct client engagement, and strict adherence to regulatory standards.
Key Responsibilities:
- Collaborate closely with Financial Planners and/or Investment Managers to ensure outstanding client outcomes.
- Cultivate and maintain strong client relationships through regular communication and interaction.
- Maintain accurate records and manage back-office systems in alignment with company policies.
- Coordinate with third-party policy providers to obtain necessary information.
- Liaise with operational teams to provide support on various activities, including scripts, transfers, and data changes.
- Prepare meeting packs and valuations as required.
- Assist Investment Managers in crafting new business pitches and presentations.
- Manage cash transfers, foreign exchange transactions, and client account balances as needed.
- Execute all business processes meticulously, including establishing new accounts and handling AML documentation.
- Identify and report risks, breaches, or errors, ensuring appropriate mitigation measures.
- Promote the use of digital tools among clients and provide guidance as necessary.
- Foster a culture of collaboration by sharing best practices with colleagues.
Key Skills and Experience:
- Demonstrated experience in the financial services industry, ideally 2 to 5 years.
- Strong dedication to delivering exceptional client service.
- Ability to thrive under pressure and effectively prioritize tasks.
- Excellent written and verbal communication skills, coupled with strong organizational abilities.
- Proficiency in exercising judgment and proposing effective solutions to challenges.
Professional Qualifications and Education:
- Excellent educational background, ideally with a degree, although not mandatory.
- Eagerness for continuous professional development through additional qualifications.
Their Offer
- A salary of up to £40,000 commensurate with experience.
- A market-leading comprehensive benefits package.
- Support with relevant professional qualifications.
If you are passionate about providing exceptional administrative support in the realm of financial services, we invite you to apply to join one of the UK's leading firms in that sector.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
