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Client Service Administrator

3 months ago

Guildford, United Kingdom Recruit UK Full time

**Job Title: Client Service Administrator**

**Industry** Financial Services

**Location**Guildford

**Salary**up to £35,000

**Job Reference**7320

A Financial Planning practice in Guildford that is seeking a Client Administrator.

This role will see you working directly with financial planners, ensuring client satisfaction are at the heart of your duties.

**Duties will include, but not be limited to**:

- Maintaining relationships with clients and colleagues
- Point of contact for clients and new business queries
- Preparing for a client meeting
- Processing business and pipeline management
- Coordinate and produce client valuations
- Maintain client records

**Benefits**:

- Salary up to £35,000
- Fantastic company culture, be part of a team working within an award-winning practice.
- Hybrid working opportunities.
- Extensive benefits include pension, great holiday, group income protection and life assurance, PMI plus additional voluntary benefits.
- Comprehensive training.

**Skills and experience required**:

- 2+ years experience within the financial services industry
- A proven strong ethic of client service
- Proficient IT skills in core Microsoft Office systems.
- Organisation and prioritisation skills being able to work independently and within a team
- Professional telephone manner along with excellent written communication skills

**About Recruit UK**:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, RecruitUK is pleased to be working with a Financial Planning firm based in Guildford on a Financial Administrator role.