Client Support Administrator

Client Support Administrator - Financial Services Sector / Wilmslow - Location / Permanent Role / Salary £30,000 - £35,000 DOE + Benefits / Career Development / Office Based Role

NC Associates are working with a market leading Financial Services organisation based in Wilmslow to assist in recruiting a Client Support Administrator to deal with day-to-day administration involved in servicing clients and writing new business. A large and very important part of this role is to ensure that electronic records are immaculate and up to date, which allows my client to deliver a first-class financial planning service to its clients.

As a Client Support Administrator you will work closely with a Financial Planner and Associate Financial Planner to service a defined client bank.

• Salary £30,000 - £35,000 DOE
• 25 Days Holidays
• Excellent Pension
• Career Development

• Ensure that all company processes are adhered to
• Ensure that all communications are recorded and indexed in the document management system (SharePoint)
• Ensure immaculate and up-to-date records on the back-office system (Curo)
• Manage and maintain a task list within Curo and Outlook. Thorough notes added to track progress
• New business processing, completing forms and submitting to financial product providers
• Producing valuations
• Production of Annual Planning Meeting (APM) preparation pack
• General administration and processing
• Ask if not certain about anything - accuracy is crucial, so it’s better to take more time

To be successful in your application for this role you MUST have the following experience

• Ability to demonstrate ownership & independence in previous roles
• Ability to manage own workload and prioritise work effectively
• Experience of Curo and SharePoint desirable
• Experience of dealing with demanding clients
• Administration experience
• Experience of working in financial services desirable but not essential

• Ability to read, digest, assimilate information and prioritise
• Eye for detail and accuracy
• Excellent verbal and written communication skills
• Monitoring, evaluating, and reporting
• Excellent IT skills, particularly Outlook, Word & Excel
• Able to work within a defined business process
• Able to work under pressure on occasions to achieve deadlines, whilst ensuring quality of work remains at the highest standard
• Act honestly and with integrity in accordance with the legal and business requirements as set out by the company
• Work within the limits of your current competence and know when to request supervision

This is a brilliant opportunity to work for a rapidly expanding organisation which has seen ongoing growth over the past 3 years. You will have the opportunity for further development. You will also be rewarded with a fantastic salary and benefits package.

Please apply for immediate consideration by sending your CV to  or call .