Client Administrator

1 month ago


Manchester, United Kingdom Nelson Scott Full time

Job Description

To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

  • To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes.
  • To build relationships with clients and maintain regular contact.
  • Maintain back-office systems and client records in line with the company policies.
  • Request policy information from third party policy providers if applicable.
  • Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
  • Preparation of meeting packs and valuations
  • Assist investment managers in the preparation of new business pitches and presentations

About you

  • Proven experience working in the financial services industry- ideally 2 to 5 years’ experience.
  • A strong ethic of client service.
  • Ability to work under pressure and to prioritise work.
  • Excellent communication skills both written and verbal, influencing and organisational skills.
  • Ability to use judgement and reasoning to propose solutions to problems.
  • ADDITIONAL INFORMATION

Benefits

  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role dependant)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave
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