We are proud to be working with a dynamic and forward-thinking local business with high aspirations who are experiencing an exciting period of growth. They have a fantastic opportunity for a Client Relationship Administrator/PA to join them and play a pivotal role in their busy office based in Wellington. So, if you want to become part of an expanding business who value their staff and offer development opportunities plus have a great working environment and company culture, read on!
Job Title: Client Relationship Administrator/PA (Financial Services)
Location: Wellington
Salary: Up to £33, DOE
Hours: Full time 37.5 hours, Monday to Friday 8.45am-5.15pm
Key Highlights of the Benefits Package:
1. Matched pension contributions up to 5%, plus reinvestment of employer NI savings
2. Private medical insurance for all permanent employees
3. Life assurance (4× salary) and income protection (75% salary in longterm illness)
4. Generous holiday allowance - starting at 33 days (including bank holidays) and rising to 38 days with service, plus the option to buy more
5. Full funding for professional exams, training and subscriptions
6. Electric car, cycletowork and season ticket schemes
7. Longservice awards, referral bonuses, and paid volunteering time
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: The primary purpose of this role is to provide high-quality administrative support to Financial Consultants, playing a vital part in the smooth daytoday running of the business.
You will work across a range of financial services teams, gaining broad exposure to different areas of the organisation and developing a strong understanding of the financial planning environment. This varied position offers the opportunity to build valuable experience while supporting advisors in delivering excellent client outcomes.
Key Duties:
8. Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person)
9. Organise existing and prospective client meetings and actively manage Financial Consultants diary and workload as required
10. Liaise with clients on any administration queries they may have
11. Manage client service needs and client expectations to ensure client satisfaction
12. Ensure action points resulting from client meetings get diarised and dealt with
13. Preparation of meeting packs, to include new business for signing up
14. Completion, submission and follow up of applications, ensuring new business cases are processed in a timely and compliant manner
15. Organise client review meetings as per the company process as required
16. Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements
17. Ensure follow up letters are sent in a timely manner
18. Maintenance of client records
19. General administrative support
About you:
20. Previous office support experience within a corporate environment
21. Accuracy and strong attention for detail
22. Excellent organisational and time management
23. The ability to work under pressure and prioritise
24. Excellent communication, both verbal and written
25. Competent IT user
26. A positive and proactive approach to work and a desire to help and support the wider team
27. 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 or call Vicky or Georgie on .
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