Client Administrator

Pertemps Leicester

Posted 2 days ago, valid for 8 days

Leicester, Leicestershire LE5 3TB

Full Time

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Sonic Summary

The job role is for a Client Administrator based in Leicester, offering a salary between £23,000 and £24,000.
The position requires a highly organized and detail-oriented individual with an interest in financial services.
While previous experience in financial services administration is a plus, it is not essential for applicants.
Key responsibilities include providing administrative support to Independent Financial Advisors, processing client applications, and maintaining client records.
The role offers opportunities for career development and ongoing training within a supportive team environment.

Job descriptionJob role: Client administrator Salary: £23k-24kLocation: Leicester Monday- Friday office full time Profile Are you a highly organised and detail-oriented individual with an interest in financial services?Join our growing team as an Client administrator and play a key role in supporting Independent Financial Advisors (IFAs) to deliver exceptional client service!Key Responsibilities:

Provide comprehensive administrative support to IFAs, ensuring smooth client interactions as a Client administrator
Process client applications, updates, and paperwork accurately and in a timely manner.
Maintain and update client records in the system, ensuring all data is current and compliant.
Liaise with clients and providers to resolve queries and obtain necessary information.
Assist with research and preparation of financial reports for clients.
Handle general office administration, including filing, scanning, and maintaining documents.
Ensure that all tasks comply with regulatory and company policiesas a Client Administrator.

Skills & Experience:

Previous experience in financial services administration is a plus, but not essential.
Strong attention to detail and excellent organizational skills.
Ability to communicate clearly and professionally with clients and colleagues.
Proficiency with Microsoft Office Suite and experience with financial planning software is advantageous.
A positive and proactive attitude with a willingness to learn and grow within the role.

Why Join Us?

Opportunity to develop a rewarding career within the financial services industry.
Supportive and collaborative team environment.
Ongoing training and professional development opportunities.

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