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Client Administrator (18 month FTC)

Employer
Recruit UK
Location
UK
Salary
Competitive
Closing date
24 Jun 2022

View more

Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
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Job Title: Client Administrator

Industry: Financial Services

Location: London

Salary: up to £42,500

Job reference: 16318

Job Description:

Recruit UK are working on an excellent opportunity for an experienced Client Administrator in London to join a Financial Planning firm.

Our client is a leading Wealth Management practice, with offices across the UK, specializing in supporting HNW clients. With £56 billion of assets under management, this firm are looking for an experienced administrator to join their Financial Planning/ Client Delivery team.

This role will initially be a temporary role covering maternity for 18 month FTC and will likely extend into a permanent role. As a Client Administrator you will be working directly with the Financial Advisers, ensuring client satisfaction, and achieving regulatory standards.

Your role will include, but not be limited to:
  • Maintaining relationships with clients and colleagues
  • Point of contact for clients and new business queries
  • Preparing for client meeting
  • Provide business support while processing business and pipeline management
  • Prepare illustrations, key features, and applications
  • Co-ordinate and produce client valuations
  • Maintain client records
  • Cover front of house responsibilities when required

Benefits:
  • Salary of up to £42,500
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working
  • Generous holiday allowance with the option to buy and sell
  • Progression and development on offer

Skills and experience required:
  • Experienced within a similar role
  • Excellent standard of education ideally with Certificate in Financial Administration (CF1) or equivalent
  • Desire to complete further qualifications
  • IT proficient - Microsoft Office systems
  • Good knowledge of FCA regulations
  • Strong work ethic and communication skills
  • Ideally Financial Administration certificate or equivalate

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in London on a Client administrator role.
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