Client Review Administrator

2 weeks ago


Manchester, United Kingdom Page Personnel Full time

IFA based in Manchester city centre
- Opportunity for a graduate or someone looking to break into financial services

**About Our Client**:
As Client Review Administrator, you will provide administration support for the Review Team. Day to day, your role will include:

- Pensions administration for various group schemes and providing quotes for the group risk renewals
- Dealing with incoming queries from clients
- Arranging client meetings for advisers
- Uploading client data on the back-office system, using information from statements and fact finds
- Maintaining Investment Risk Questionnaires with the system
- Matching commission payments in the back-office system
- Adhering to FCA conduct rules

**The Successful Applicant**:
For this Client Review Administrator role, you must have:

- A solid academic background ideally to degree, and a business related degree which stand out - Business, Maths, Economics, Accounting or Finance
- Experience in administration would be desirable ideally within financial services
- Strong time management skills
- Excellent attention to detail
- Willingness to learn and develop in a financial services firm
- Excellent communication skills

**What's on Offer**:
As Client Review Administrator, you will get:

- £22,000 salary
- Company bonus scheme
- Study support with a bonus for every exam passed
- Pension contribution - 5% employer
- Death in service
- Critical illness cover
- 28 days holiday including bank holidays
- Chance to work at a growing firm with big prospects


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