Client Administrator

5 months ago


Knutsford, United Kingdom Swiftsure Wealth Management Ltd Full time

**Job Description:

- **
We are a well-established Wealth Management company providing financial services for both private and corporate clients.

An excellent opportunity has arisen for an experienced financial administrator to join our fast paced client servicing team. Delivering administrative and technical support to the Partners & Advisors, covering a broad range of daily tasks. An understanding and knowledge of Wealth Management products would be beneficial and specific St. James's Place experience would be very advantageous.

**The Role:

- **
- Preparing documentation for Partner and Advisor meetings.
- Completing follow up client correspondence after meetings and all associated tasks.
- Assist in the organising of seminars & conferences.
- Update and input client information onto internal CRM systems
- Gathering and chasing information from third party providers and passing to the relevant team.
- Ensure all information required for writing client reports is available to the paraplanners and packaged accordingly.
- Liaise with Head Office and admin centres as required
- Attend forums and workshops as appropriate for personal development
- A positive ‘can do’ attitude
- Able to work as part of a team, as well as independently in a busy fast paced office environment
- Confident communication skills with team members, advisors and clients both face to face and on the phone
- Excellent organisational skills, with the ability to manage and prioritise workloads is essential.
- A flexible approach to day to day activities, adapting to the need of the business
- A high level of attention to detail

**Training:

- **

You will be given full training and will have the opportunity for career progression through a number of different routes within an accreditation framework.

**Working hours:

- **

Full time, Permanent

Our office hours are 9am - 5pm Monday to Friday, with flextime working available.

**Salary**: £23,000.00-£28,000.00 per year

**Benefits**:

- Flexitime

Schedule:

- Flexitime
- Monday to Friday

Supplemental pay types:

- Yearly bonus

Work Location: In person


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