Client Administrator

Job Title:

Client Administrator Industry: Financial Services

Location:

Leeds

Employment Type:

Part Time (In Office, 21 hours per week) Salary:
Up to £32,000 (full time equivalent) Recruit UK is working with a fantastic small close-knit firm in Leeds that is looking for an experience Client Administrator to join a Financial Planning firm to join its growing team. This is a fabulous opportunity for someone with financial services or wealth management experience who is looking for family friendly and supportive working environment, that promotes work life balance.

The Role:

As a Client Administrator, you will provide essential administrative support to the Financial Adviser, helping to ensure clients receive an efficient and professional service. Responsibilities Process new business, client onboarding and ongoing administration. Liaise with product providers regarding investments, pensions and protection policies. Ensure all documentation meets FCA regulatory standards Assist with investment and pension cases, including regular contributions and lump sum investments.

Confidently make outbound calls to clients to arrange Annual Review Meetings

What’s in it for you:

25 days holiday Part time, with hours to suit you and your lifestyle (ideally 21 hours) 5% pension Additional sick leave/mental health days Private Medical Insurance Professional development Small and boutique firm Skills and experience required:
Ideally previous experience in Financial Services or Wealth Management Strong administrative, communications and interpersonal skills. Highly adaptable to fast changing priorities. Proficient in Microsoft Office and CRM systems. Get in touch or apply online to find out more about this opportunity!