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Client Administrator

5 months ago

Havant, United Kingdom Harper Evans Recruitment Full time

**Client Administrator**

Working as an administrator already, you could be looking for a new job that offers the chance to gain professional qualifications and offers a defined career path.

Or you may be seeking a role where you can use your current experience and feel valued in a family-owned business.

Joining a team of two other friendly administrators, you will be providing a high level of customer care and supporting a small team of Financial Advisors.

**Company highlights**
- Hybrid working pattern - 3 days in the office/2 days at home
- Discretionary 3 extra days holiday at Christmas
- Medical Insurance after 1 years’ service
- Financial awards for exams passed
- Quarterly off-site training days
- Employee recognition awards
- Company events such as golf days, bowling, afternoon tea and countryside dog walks
- Annual pay reviews based on merit
- Fantastic office location, close to pubs, restaurants, and shops

**The role**
- Diary management
- Attending review meetings with the advisor to review clients’ files and portfolios
- Assisting in event management
- Logging client information on salesforce CRM
- Updating training records
- Speaking and corresponding to investment and pension providers on behalf of the independent financial advisor
- Accurately processing administration
- Formulating client letters

***

**The ideal experience**
- Administration and customer service skills
- Competent in MS Word and Excel
- Experience within a financial service environment

Harper Evans is acting as an employment business in relation to this vacancy.