Client Administrator
Leicester
Job description Job role: Client administrator Salary: £23k-24k Location: Leicester Monday- Friday office full time Profile Are you a highly organised and detail-oriented individual with an interest in financial services? Join our growing team as an Client administrator and play a key role in supporting Independent Financial Advisors (IFAs) to deliver exceptional client service! Key Responsibilities: - Provide comprehensive administrative support to IFAs, ensuring smooth client interactions as a Client administrator - Process client applications, updates, and paperwork accurately and in a timely manner. - Maintain and update client records in the system, ensuring all data is current and compliant. - Liaise with clients and providers to resolve queries and obtain necessary information. - Assist with research and preparation of financial reports for clients. - Handle general office administration, including filing, scanning, and maintaining documents. - Ensure that all tasks comply with regulatory and company policiesas a Client Administrator. Skills & Experience: - Previous experience in financial services administration is a plus, but not essential. - Strong attention to detail and excellent organizational skills. - Ability to communicate clearly and professionally with clients and colleagues. - Proficiency with Microsoft Office Suite and experience with financial planning software is advantageous. - A positive and proactive attitude with a willingness to learn and grow within the role. Why Join Us? - Opportunity to develop a rewarding career within the financial services industry. - Supportive and collaborative team environment. - Ongoing training and professional development opportunities. |  |  |  |
Recruiter: Pertemps - Leicester Commercial
Salary: £25,000 Per Annum
Reference: KR-2740