Client Administrator
1 week ago
Our client is a growing business within the investment sector and located in Chipping Norton. They have a new permanent requirement within their business for a Client Administrator.
Reporting into the Head of Administration, you will be responsible for:
- All aspects of administration for investment, pensions, and other financial arrangements, supporting our team of advisers and other administrators, whilst providing excellent customer service.
- Submitting new business and following through to completion, checking, recording and reconciling transactions.
- Liaising with advisers, clients and investment/insurance companies and general problem solving
- Dealing with ongoing queries and administration.
- Preparing valuations and client review packs.
- All work to follow the FCA guidelines
- Other general duties as and when required.
On offer is a base salary of £24-29k as well as an excellent benefits package. The role is a full-time position, with hybrid working after successful completion of your training period.
**Salary**: £24,000.00-£29,000.00 per year
**Benefits**:
- Company pension
Schedule:
- Monday to Friday
**Experience**:
- Administrative experience: 1 year (preferred)
Licence/Certification:
- Driving Licence (preferred)
Ability to Commute:
- Chipping Norton (preferred)
Work Location: Hybrid remote in Chipping Norton
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