Job Title
Client Administrator (Financial Services)
Location
Wellington
Salary
Up to £35,000 DOE
Hours
Full time 37.5 hours
Benefits
* Attractive salary of up to £35,000 per annum (dependent on experience)
* Annual company bonus scheme
* Generous annual leave allowance of 25 days, plus Bank Holidays
* Fully expensed Summer and Christmas employee parties, fostering a vibrant company culture
* Conveniently located luxurious office
* Pension scheme for long-term financial security
* Friendly and highly welcoming team
* Impressive local reputation
The Company
A dynamic and forward thinking financial services company, who have been offering trusted advice and guidance in the Southwest for over 80 years. They are widely recognised for their exceptional knowledge base across all business sectors and areas of financial management. They really look after their staff and offer a vibrant and inclusive working environment and maintain great staff retention.
The Role
Working within the Wealth Management team, as the Client Administrator you will be responsible for providing a high-quality level of administrative support to two Financial Consultants, servicing the clients, and covering a range of varied duties.
Using your excellent attention to detail and organisational skills, your duties will include being the first port of call for clients, assisting them with any administration queries, diary management for the financial consultants, formatting and preparing documents for meetings, client phone calls and correspondence, assisting with new business applications and client reviews, all the while ensuring responsibilities are all carried out in a timely and professional manner.
Key Duties
* Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person)
* Organise existing and prospective client meetings and actively manage Financial Consultants diary and workload as required
* Liaise with clients on any administration queries they may have
* Manage client service needs and client expectations to ensure client satisfaction
* Ensure action points resulting from client meetings get diarised and dealt with
* Preparation of meeting packs, to include new business for signing up
* Completion, submission and follow up of applications, ensuring new business cases are processed in a timely and compliant manner
* Organise client review meetings as per the company process as required
* Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements
* Ensure follow up letters are sent in a timely manner
* Maintenance of client records
* General administrative support
About you
* Previous office support experience within a corporate environment
* Accuracy and strong attention for detail
* Excellent organisational and time management
* The ability to work under pressure and prioritise
* Excellent communication, both verbal and written
* Competent IT user
* A positive and proactive approach to work and a desire to help and support the wider team
* Calm and considered outlook in approach to problem solving
This company is seeking someone who loves to support a team and deliver an exceptional service. If you are an ambitious individual the company will fully support you in developing and offer you endless opportunities to progress.
To Apply
If this role is of interest to you then please apply online, send your CV to Vicky.williams@office-angels.com or call Vicky on 01392 426200.
Office Angels statement
Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
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