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Client Relationship Administrator

3 months ago

Kettering, Northamptonshire, United Kingdom Vanilla Recruitment (UK) Ltd Full time

We're proud to be recruiting an enterprising Client Services Administrator on behalf of a leading local financial services business going through a period of rapid expansion and success.


Based at stylish contemporary offices in a picturesque rural setting, the successful applicant will play a crucial part in providing administration and basic paraplanning support to the team.

This is an exciting opportunity for a highly organised and motivatedindividual who enjoys working in a fast-paced environment.

As Client Relationship Administrator, you will have the following duties and responsibilities:

  • Maintaining accurate client information on Salesforce
  • Preparing client meeting packs and sign up forms
  • Chasing new business pipeline transactions ensuring they are completed smoothly and speedily
  • Processing new business, completing fund withdrawals and other transactions
  • Working alongside the technical paraplanning team
  • Helping the advisers prepare for client meetings, ensuring all necessary documentation is produced

We're looking for a Client Relationship Administrator with the following skills and experience:

  • Extensive experience in administration, ideally in a Financial Planning or Wealth Management environment
  • Previous St James's Place experience would be advantageous
  • IT proficient, with a good knowledge of MS Outlook, Word and Excel
  • Keen to advance your career through professional development
  • Professional and engaging communication style, both verbally and in writing, with the ability to liaise confidently and effectively with clients and colleagues
  • Evidence of producing professional documents and correspondence to a consistently high standard, with excellent grammatical accuracy and attention to detail
  • Works with a positive, teamfocused approach

Salary and benefits:

  • Up to £25,000
  • Bonus structure
  • Exam support
  • Free parking