Client Relationship Administrator

3 days ago

Wellington, United Kingdom Office Angels Full time

**Client Relationship Administrator**:

- Wellington, Somerset

Excellent opportunity to work for a company who really values their staff and offers long term progression and development opportunities.

Circa £26,000 - £29,000 PA (Dependant on experience)

Monday to Friday 8:45am - 5:15pm (1 hour for lunch)

25 days annual leave & Bank Holidays | Pension Scheme | Fully expensed Summer & Christmas employee parties

With an impressive local reputation, this successful and renowned corporate company have a lot to offer perspective employees. You will be based in a highly welcoming and friendly team working in luxurious offices in a convenient location. You will havefuture prospects to develop your skills and progress with this ever expanding business.

**As the Client Relationship Administrator**you will provide administrative support to the Financial Consultants within the business.

**Could this be your next career move?**
- You will provide a friendly and professional point of contact for clients and enquiries organise meetings liaise with clients and diarise action points from client meetings.
- You will order quotes and request policy details for consultants.
- You will ensure fund switches/rebalances and other trades are carried out accurately and within company timescales.
- You will organise client review meetings, client valuation reports, client review reports and maintain client files to satisfy compliance requirements.
- You will be responsible for general administrative support, maintain client records on the back-office system and upload file notes to the back-office system.
- You will submit and process surrender requests, death claims etc

**Are you able to...**
- Deliver accurate administrative support within a regulated environment.
- Be analytical in solving tasks with a keen attention for detail.
- Possess excellent organisational and time management skills with an ability to work under pressure and prioritise.
- Deliver effective and positive communication, and demonstrate competent use of IT Attitude & behaviour.

We look forward to hearing from you.

**Why make Office Angels your agency of choice?**
- CV advice and guidance.
- Thorough interview preparation advice and support.
- Support from a personable and dedicated team of experienced Consultants.
- We keep in touch Once we place you in your new role, we keep in touch for your first few weeks to ensure you are happy and settled in.
- If we successfully find you your new role we will plant a tree in your name

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.

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