Client Administrator

Hybrid working: This role will require 6 months full time in the office and after successful probation will move onto a hybrid pattern of 3 days in office and 2 days working from home.
Job Purpose
To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
Key Responsibilities
To work closely with the aligned Financial Planners to deliver excellent client outcomes.
To build relationships with clients and maintain regular contact.
Maintain back-office systems and client records in line with the company policies.
Request policy information from third party policy providers if applicable.
Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
Preparation of meeting packs and valuations (as required)
Process all business in accordance with required processes & proactive pipeline management, to include establishing new accounts on internal systems and collating AML documentation as required.
Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls.
To encourage client, use of portal and other digital tools, provide guidance where required.
To collaborate and share best practices with colleagues.
Skills, Experience & Qualifications
Experience supporting Financial Planners with a range of investment and pension products including ISAs, SIPPs, GIAs, Bonds and Protection policies.
Experience administering new business, fund switches, withdrawals, transfers, and servicing activities while maintaining accurate client records and ensuring regulatory compliance.
Experience delivering high quality client service, liaising with providers and clients and preparing valuations, review packs, and portfolio documentation.
Professional Qualifications and Education
Excellent standard of education, ideally degree qualified but not essential.
Interested in further development through additional qualifications.

Employment type
Full-time

Work arrangement
Hybrid