Client Administrator
Location: Office-based- Leicester
Hours: Monday - Friday, 9:00 am - 4:30 pm
Salary:25k
We are currently recruiting on behalf of our client for a Client Administrator to join their growing team. This is a fantastic opportunity to join a professional and supportive business within the financial services sector.
The successful candidate will work closely with the Paraplanning Manager, supporting the day-to-day administration of client enquiries while also assisting Paraplanners and Financial Advisers with administrative tasks.
Key Responsibilities
1. Supporting the Team with day-to-day client administration
2. Producing reports and preparing client documentation
3. Booking and organising client meetings
4. Chasing product providers for updates and information
5. Keeping clients updated on the progress of both new and existing applications
6. Providing administrative support to the Paraplanning team
7. Assisting Financial Advisers with day-to-day requests
8. General office administration duties
The Ideal Candidate
9. Strong administrative and organisational skills
10. Excellent communication skills
11. close attention to detail
12. Ability to manage multiple tasks and deadlines
13. A proactive and team-oriented approach
This is an excellent opportunity for someone looking to build their career in a client-focused financial services environment, working within a collaborative and supportive team.
About Precision People
Precision People is a leading recruitment agency that specializes in sourcing top talent for Engineering, Technical, Sales, and Senior Management roles across a wide range of industries. With a focus on precision and quality, their team of expert recruiters works tirelessly to match the best candidates with the right employers, ensuring that both parties benefit from a successful partnership.
Precision People has the expertise and resources to help you find the perfect role. With a deep understanding of the industry and a commitment to excellence, they have built a reputation for delivering exceptional results and exceeding their candidates' expectations.