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Client Support Administrator
Job Posted: 2 days ago
Salary: £ Competitive
Job Type: Permanent
Location: LE18, Wigston Magna, Leicestershire
Expire in: a month
Job Description
Client Support Administrator (our ref AL1370)
Leicester (hybrid – up to 1 day per week at home)
Salary dep on experience + benefits
My client is an established Wealth Management company, and they now have an exciting opportunity for an individual, ideally with experience in wealth management or financial services, to join their client support team. The team is fundamental to the success of the business, as the first point of contact for clients and providers alike. This involves provided administrative support of the highest standard and so that regulatory requirements are met from start to finish of the client journey.
Duties & Responsibilities
* Providing an efficient new business processing service, completing research, trades/fund switches, and liaising with product providers, to ensure that new business is set up and processed correctly
* Providing administration support in relation to valuations, transfer of servicing and client reviews to allow advisers to conduct efficient and effective client meetings
* Providing an effective link between the client and the adviser, ensuring that both are kept up to date with all matters relating to their financial affairs
* Ensuring that all client information is stored on the relevant system, that it is updated accurately and in a timely manner, checking that all compliance requirements are met
* Providing post meeting administration support to advisers, ensuring that all work is completed within agreed timescales
* Ensuring that any complaints (formal or informal), breaches or losses are reported to the Commercial Director at the earliest possible opportunity to facilitate speedy resolution
* To undertake general administrative duties (e.g. scanning, filing, preparing letters, etc.) in order to ensure that deadlines are met, appropriate records are maintained and are accessible, and so as to comply with regulatory requirements
* To support with process improvements and developments and business projects, to drive the company forwards
Skills, Qualifications, Knowledge & Experience
Essential
* Excellent prioritisation and organisation, ensuring deadlines are adhered to and managing own workloads
* Advanced data and IT skills, including data input, accuracy and navigation
* Ability to build relationships with clients and advisers and ensure an effective relationship is maintained
Desirable:
* Experience of working for a Financial Adviser, with specific industry and product knowledge
* Certificate in Financial Administration or equivalent
* Experience of Intelliflo Office
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Looking for your next career move? Join a top company hiring Client Support Administrator job near me in LE18, Wigston Magna, Leicestershire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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