Client Administrator

This is a fully remote position, open to applicants in United Kingdom.

📋 Description

• Collaborate closely with designated Financial Planners to achieve outstanding client outcomes.

• Establish and nurture relationships with clients while ensuring consistent communication.

• Coordinate with operational teams on tasks such as scripts, transfers, corporate actions, and static data modifications as necessary.

• Prepare meeting materials and valuations as needed.

• Keep back-office systems and client records updated in accordance with company policies.

• Deliver extensive administrative and operational assistance throughout the client journey.

• Support meetings and reviews effectively.

• Contribute to enhancing operational efficiency.

⛳️ Requirements

• A solid educational background, preferably with a degree, although equivalent experience will also be considered valuable.

• Demonstrated experience in Financial Planning / Wealth Management is crucial.

• Essential experience in a client support or financial planner support capacity.

• Strong understanding of financial products such as ISAs, SIPPs, Pensions, Investments, and Bonds.

• A desire to pursue a career within a financial services firm, coupled with a readiness to learn and grow.

• A robust commitment to client service.

• Excellent (verbal and written) communication skills with the ability to foster relationships.

• Capability to effectively plan workload and exhibit exceptional organizational abilities.

🏝️ Benefits

• Competitive salary.

• Private medical insurance.

• Life assurance.

• Pension contribution.

• Hybrid working model (role dependent).

• Generous holiday package.

• Option to purchase additional holiday.

• Shared parental leave.

• Employee resource groups.

• Diversity, equity, and inclusion initiatives.

• Reasonable adjustments throughout the application process.