Client Administrator

Job Title: Client Administrator

Industry: Financial Planning

Location: Hertfordshire

Salary: Up to £28,000

Job Reference: 10580

Job Description:

Our client is a Hertfordshire based boutique financial planning and wealth management firm that provides tailored investment, retirement, tax, and estate planning solutions. They are looking for a proactive and organised Client Administrator to support our Financial Advisers in delivering an efficient, personal, and seamless client experience.

Duties:

• Prepare documentation and meeting packs for client meetings.


• Process new business, client onboarding and ongoing administration.


• Liaise with product providers regarding investments, pensions and protection policies.


• Maintain accurate client records and update CRM systems.


• Ensure all work complies with FCA regulations and St. James's Place standards.


• Support Consumer Duty requirements and attend relevant compliance training.


• Prepare Annual Review and Fund Switch reports.


• Assist with new investment and pension cases, including regular contributions and lump sum investments.

• Excellent telephone and communication skills with confidence making outbound calls.


• Strong organisational skills and attention to detail.


• Excellent customer service skills.


• Ability to manage multiple priorities in a fast-paced environment.


• Proficient in Microsoft Office and CRM systems.

• Nest Pension after having passed 6 months’ probation


• Progression into financial advice


• Discretionary bonus


• 22 days annual leave

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.

Our commitment to you:

• Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.


• Start every journey with a conversation to find out about you in-depth.


• Provide honest feedback on where you fit in the jobs market.


• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.


• Take a holistic mindfulness approach – career happiness is rarely just about the money.


• Cover the whole of the UK with a local touch through our regional teams.


• Never pester you.

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

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