Client Administrator

We are proud to be working with a dynamic and forward-thinking local business with high aspirations who are experiencing an exciting period of growth. They have a fantastic opportunity for a Client Administrator to join them and play a pivotal role in their busy office based in Wellington. So, if you want to become part of an expanding business who value their staff and offer development opportunities plus have a great working environment and company culture, read onJob Title: Client Administrator (Financial Services)Location: WellingtonSalary: Up to £35, DOEHours: Full time 37.5 hoursBenefits:Attractive salary of up to £35, per annum (dependent on experience)Annual company bonus schemeGenerous annual leave allowance of 25 days, plus Bank HolidaysFully expensed Summer and Christmas employee parties, fostering a vibrant company cultureConveniently located luxurious officePension scheme for long-term financial securityFriendly and highly welcoming teamImpressive local reputationThe Company: A dynamic and forward thinking financial services company, who have been offering trusted advice and guidance in the Southwest for over 80 years. They are widely recognised for their exceptional knowledge base across all business sectors and areas of financial management.They really look after their staff and offer a vibrant and inclusive working environment and maintain great staff retention.The Role: Working within the Wealth Management team, as the Client Administrator you will be responsible for providing a high-quality level of administrative support to two Financial Consultants, servicing the clients, and covering a range of varied duties.Using your excellent attention to detail and organisational skills, your duties will include being the first port of call for clients, assisting them with any administration queries, diary management for the financial consultants, formatting and preparing documents for meetings, client phone calls and correspondence, assisting with new business applications and client reviews, all the while ensuring responsibilities are all carried out in a timely and professional manner.Key Duties: Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person)Organise existing and prospective client meetings and actively manage Financial Consultants diary and workload as requiredLiaise with clients on any administration queries they may haveManage client service needs and client expectations to ensure client satisfactionEnsure action points resulting from client meetings get diarised and dealt withPreparation of meeting packs, to include new business for signing upCompletion, submission and follow up of applications, ensuring new business cases are processed in a timely and compliant mannerOrganise client review meetings as per the company process as requiredPreparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirementsEnsure follow up letters are sent in a timely mannerMaintenance of client recordsGeneral administrative supportAbout you:Previous office support experience within a corporate environmentAccuracy and strong attention for detailExcellent organisational and time managementThe ability to work under pressure and prioritiseExcellent communication, both verbal and writtenCompetent IT userA positive and proactive approach to work and a desire to help and support the wider teamCalm and considered outlook in approach to problem solvingThis company is seeking someone who loves to support a team and deliver an exceptional service. If you are an ambitious individual the company will fully support you in developing and offer you endless opportunities to progress.To Apply: If this role is of interest to you then please apply online, send your CV to or call Vicky on Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.