Client Administrator (18 month FTC)

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.