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Our client, a growing business within the investment sector. are seeking a Client Administrator.
Reporting to the Head of Administration, you will be responsible for:
- All aspects of administration for investment, pensions, and other financial arrangements, supporting our team of advisers and other administrators, whilst providing excellent customer service.
- Sourcing and preparing documentation, completing application forms, trading unit trusts, investment trusts and shares
- Submitting new business and following through to completion, checking, recording and reconciling transactions.
- Liaising with advisers, clients and investment/insurance companies and general problem solving
- Dealing with ongoing queries and administration.
- Preparing valuations and client review packs.
- Writing letters and email correspondence, scanning, filing, and answering the phone.
- All work to follow the FCA guidelines
- Other general duties as and when required.
Suitable candidates will ideally have previous experience within the financial services sector or at least 3 years previous administration experience. You should have excellent attention to detail, possess good communication skills, be customer focused with the ability to multi-task and work to deadlines. You should have a clear and polite telephone manner, be able to work alone and as part of a close-knit team, be highly organised, self-motivated, flexible and responsible.
On offer is a competitive salary as well as an excellent benefits package.
This role is a full-time position, with hybrid working after the successful completion of your training period.
