Overview
Client Administrator Role Available in Financial Services
Introduction: Are you an organised and proactive professional with experience in financial services? I'm recruiting for a Client Administrator to join a forward-thinking financial planning team. This role is integral in supporting Financial Planners, Personal Assistants, and Paraplanners to deliver top-notch advice and services to clients. If you're passionate about making a real difference in people’s financial lives, this could be your next great opportunity!
Role Responsibilities
* Ownership and Execution: Manage the new business application process and ensure compliance with service level agreements.
* Collaboration: Work closely with internal and external stakeholders including providers, solicitors, and accountants to facilitate business processes.
* Client Interaction: Assist in managing client communications and updates regarding business pipeline. Handle daily operational tasks such as telephone queries and mail processing.
* Documentation and Compliance: Ensure accurate documentation is maintained for clients and providers, and that all interactions comply with regulatory standards.
* Continuous Improvement: Seek out and implement process improvements to enhance client satisfaction and operational efficiency.
Required Skills and Experience
* Proven experience in a client administration role within financial services or a related advisory environment.
* Strong communication skills and the ability to collaborate effectively across various departments.
* Excellent organizational skills with the capability to manage multiple tasks simultaneously.
* High level of proficiency in Microsoft Office and familiarity with industry-standard systems like CURO (not mandatory but beneficial).
* A problem-solver mindset with the ability to work independently in a dynamic setting.
Location
Talbot Green, Pontyclun - This position offers a hybrid work arrangement after probation, providing flexibility to work both from home and in the office as needed.
Why Apply?
* Join a team that is passionate about providing exceptional financial planning and advice.
* Contribute to a service that makes a real difference in the financial well-being of clients.
* Enjoy a collaborative and supportive work environment that fosters professional growth and development.
Application Process
If you are looking to advance your career in financial services and have the skills required for this role, I would love to hear from you. Apply today to become a part of a team that values dedication and expertise in providing high-quality financial services.
This is not just a job opportunity; it's a chance to grow in a nurturing environment that values your contribution and helps you to thrive. If you're ready for this challenge, apply now and let's discuss how you can make a significant impact in this role!
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