Client Administrator

3 weeks ago


Liverpool, United Kingdom Page Personnel Secretarial & Business Support Full time

Page Personnel are working hand in hand with this wealth management business to recruit for a Client administrator to join they business based in Liverpool City Centre.

**Client Details**

This business is the UKs leading integrated wealth management and professional services group. It ranks in the top 3 largest within the UK and has a network of 28 offices across the country.

**Description**

This client administrator role will include but not be limited to the following:

- 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 (as required)
- Assist investment managers in the preparation of new business pitches and presentations

**Profile**

The successful client administrator will require the following:

- Proven experience working in the financial services industry
- Strong administration skill set
- 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.

**Job Offer**

This Client Administrator role will offer the following:

- Competitive Salary - Negotiable dependant on experience
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working
- Fantastic holiday allowance
- Flexi benefits



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