Client Administrator

5 months ago


Chipping Norton, United Kingdom Parke Lane People Full time

Our client is a growing business within the investment sector and located in Chipping Norton. They have a new permanent requirement within their business for a Client Administrator.

Reporting into the Head of Administration, you will be responsible for:

- All aspects of administration for investment, pensions, and other financial arrangements, supporting our team of advisers and other administrators, whilst providing excellent customer service.
- Submitting new business and following through to completion, checking, recording and reconciling transactions.
- Liaising with advisers, clients and investment/insurance companies and general problem solving
- Dealing with ongoing queries and administration.
- Preparing valuations and client review packs.
- All work to follow the FCA guidelines
- Other general duties as and when required.

On offer is a base salary of £24-29k as well as an excellent benefits package. The role is a full-time position, with hybrid working after successful completion of your training period.

**Salary**: £24,000.00-£29,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

**Experience**:

- Administrative experience: 1 year (preferred)

Licence/Certification:

- Driving Licence (preferred)

Ability to Commute:

- Chipping Norton (preferred)

Work Location: Hybrid remote in Chipping Norton


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