Graduate/Trainee Client Experience Administrator

Are you a recent or newly qualified Graduate, with some administration experience, keen to develop your career within Financial Services?

An experienced Administrator is required to join a highly regarded and well-established Financial Services business in Sheffield, where employees are truly valued, supported and rewarded. Working within a team of 10, you will be required to provide a quality administration and support service to high-net-worth clients, allowing the Advisers to focus on client relationships.Responsibilities will include:-

• Prepare personalised client packs for Advisers, prior to client meetings
• Obtain information from providers on clients existing financial arrangements
• Input all client information into the back-office system and ensure all tasks are recorded and acted upon within the agreed timescales
• Upload the necessary documentation into the back-office system and scan other documents as required
• Deal with client and provider correspondence
• Ensure that the client file is compliant
• Be responsible for scanning and archiving client files
• To undertake any other duties commensurate with your grade, skills and experience
• To participate in appropriate company and departmental training, competence and development initiatives.

Candidate Requirements:

• Previous experience working in a busy administrative role
• Excellent knowledge of Microsoft Office packages including Word, Excel and Outlook
• Commitment to pass basic financial industry exam within 3 months of employment (internal exam)
• Excellent organisational and prioritisation skills with the ability to handle multiple tasks, work to tight deadlines and stay focused under pressure
• An articulate communicator
• Outstanding telephone manner with the ability to build rapport quickly
• Honesty, integrity and ability to maintain confidentiality
• Hardworking and responsive to the need to deliver a high-quality support service
• Attention to detail and high standards of work
• Team player but must be able to work independently and use own initiative

Benefits:

• 35 hour week (Monday to Friday)
• 25 days’ holiday
• Pension
• DIS x4
• Income Protection
• Plus a superb range of flexi-benefits
• Free parking

Qualifications:

• Recent Graduate (2023/2024) with a relevant degree i.e. Economics/Business/Finance etc