Senior Client Administrator

Recruiter
Swanstaff Recruitment Ltd
Location
Pampisford
Posted
10 Jan 2018
Closes
15 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

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
Pensions scheme
Life insurance
Income protection plan
Bonus scheme
Private Medical
Dental Cover
Long service awards