Client Administrator

2 weeks ago


Richmond, United Kingdom IDEX Consulting Ltd Full time

Idex Consulting have a new opportunity for an experienced Client Administrator for our client who are an Independent Financial Advisers.
As a result of continued growth, they require an experienced Client Administrator to join their team based in either Newcastle, Richmond or Northallerton office.
Key responsibilities:
The role will see you working closely with the Client Administration Team Leader and established team of Administrators to provide an integral function to the wider team.
Client Administration Support and Servicing to include:
Processing new business
- Illustrations and projections
- Valuations
- Accurately update and maintain information on the back-office system
- Liaising with providers to obtain fund values/unit prices/transaction statements
- Preparation of enclosure documents for suitability reports
- Liaising with clients and providers
- Prioritise and action all activity entries allocated for your clients taking into consideration all the work being undertaken for the clients allocated to you.
- Preparation for client meetings within agreed timescales following the Company's
- Procedures to include all meeting pack documentation

Knowledge and experience
- Highly knowledgeable in all aspects of financial service administration
- A strong level of technical and industry knowledge with a wide range of financial products and services
- Confident using Microsoft Office products and the ability to learn new systems and processes
- Strong time management and prioritisation skills
- Good written and verbal communication skills
- Ability to work under pressure with excellent attention to detail

In return you will receive a really competitive salary and join a well-run business with great job satisfaction.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For fullinformation on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.



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