Client Relationship Administrator
4 days ago
The role of a permanent Client Relationship Administrator based in Winchester, is a pivotal support providing daily administrative support to your team of Advisors.
Some of the key duties and responsibilities will involve:
- Working closely with the advisor in the team and communicating frequently regarding their needs and priorities
- Answering queries from the client base over the phone and processing the administrative follow up updating the CRM
- Amending templated documentation accordingly whilst using Adobe suite and sending out to clients to gain digital signatures
- Supporting the advisor with preparation of meetings packs, facilitating transfers working within financial guidelines and regulations
- Experience of working within a Financial Services/Financial Planning/Pensions or similar administrative or client facing role
- Be able to demonstrate self motivation and a willingness to learn
- Confident with working on multiple screens and systems at once
- A good starter finisher with a high attention to detail
- Excellent communication skills and good standard of written English
In return you will receive:
- Access to an onsite training academy
- Opportunity to take further qualifications within the field
- Good benefits package
Please note that during induction and training times you will be expected in the office daily, once fully trained you have the option to be working from home with a day per week in the office.
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