Client Administrator

We are looking for a driven, detail-oriented Client Administrator to join our team. If you have a background in Financial Services, have excellent time management, and love being part of a cohesive team, this could be the ideal role for you This role will be full time, however we are open to someone wanting a part-time position.

**What You'll Be Doing**:
In this dynamic position, you’ll work closely with Paraplanners to ensure smooth and efficient client service. Your tasks will include:

- Efficient **Diary Management** for yourself, colleagues and clients
- **Business Submissions** and ongoing support for new and existing business
- Conducting **Fund Analysis, Valuations, ISA & Pension Contributions**:

- Submitting **Letters of Authority**:

- Preparing **Client Presentations** and providing **Ad hoc support** for Paraplanners

**What We're Looking For**:
If you are organised, disciplined, and have a talent for multi-tasking, you’ll thrive in this role. Previous experience in an administration role is essential, preferably within the financial services sector. Your skills in Microsoft Office (Outlook, Word, Excel, PowerPoint) and a back-office system / CRM (we use Prestwood / Truth) will be key assets in supporting the team effectively.

**Why Join Us?**
We believe in supporting our team as much as our clients. As a valued employee, you’ll enjoy:

- **4.5 day working week**:

- **1 day per week working from home**:

- **25 Days Holiday** + bank holidays (increasing to 26 after 6 years’ service to a maximum 30 days after 10 years’ service)
- **Comprehensive Dental Cover**:

- **Pension Plan**:

- **Death in Service Protection**

**Job Types**: Full-time, Permanent

Pay: £25,000.00-£28,000.00 per year

Additional pay:

- Bonus scheme

**Benefits**:

- Company events
- Company pension
- Free parking
- Life insurance
- On-site parking
- Private dental insurance
- Sick pay

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Ingatestone: reliably commute or plan to relocate before starting work (required)

**Experience**:

- administration: 1 year (required)

**Language**:

- English (required)

Work Location: Hybrid remote in Ingatestone

Reference ID: HLCA2024