Full job descriptionJob 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!