Senior Client Administrator
Senior Client Administrator £24,000 + Great Benefits! - based in Cambridge
My Cambridge based clients is seeking an experienced Client Administrator with proven IFA experience to provide support to the Directors, Financial Planners and Clients Relationship Managers.
Duties will include :
- Provide administration support for a bank of clients.
- Process new and existing business as instructed by the relevant Director, Financial Planner or Client Relationship Manager.
- Keep the relevant individuals and/or client updated, as and when required.
- Ensure the back-office systems and client records are maintained and accurate at all times.
- Provide support and mentoring to junior members of the team.
- Adhere to the company handbook at all times.
- Adhere to compliance requirements and procedures as guided by Risk Management and the Financial Conduct Authority regulator (FCA).
Fantastic benefits including:
23 days rising to 25 days holiday
Income protection plan
Long service awards