Client Experience Administrator

Location: Sheffield S11

Salary: £26,000 – £28,000

Job Type: Full-time, Permanent

Working Pattern: Office-based

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Are you an organised, personable administrator looking for your next step?

I’m recruiting for a fantastic Client Experience Administrator opportunity with an established and highly regarded wealth management business based in Sheffield.

This is an ideal opportunity for someone with some previous administration or office-based experience who is looking to build a career within financial services.

You do not need previous financial services experience — full training will be provided.

You could be a recent graduate with some work experience, have a couple of years’ administration experience, or currently be working in customer service or an office environment and looking for your next career move.

About the role

You’ll join a professional Private Client team, providing administrative support to Financial Advisers and helping to ensure clients receive a high level of service.

Your duties will include:

• Providing day-to-day administrative support to Financial Advisers.
• Dealing with queries from advisers and clients.
• Preparing and coordinating documentation for new business.
• Liaising with pension and investment providers.
• Keeping advisers and clients updated on progress.
• Preparing client packs for meetings.
• Maintaining accurate client records and updating internal systems.
• Ensuring documentation is complete and files are maintained correctly.
• Supporting the wider Private Client team with general administration.

You’ll receive full training and support as you develop your knowledge of financial services, pensions and investments.

About you

We’re looking for someone who is:

• Experienced in an administration, office or customer service environment.
• Professional, confident and articulate.
• Comfortable communicating with people at all levels.
• Organised with good attention to detail.
• A good team player who is also able to work independently.
• Proactive, reliable and keen to learn.
• Comfortable working in a professional corporate environment.
• Confident using Microsoft Office, particularly Word, Excel and Outlook.

A willingness to learn is far more important than previous financial services experience.

You’ll also be supported through a basic financial services examination during your first three months.

Why apply?

This is a fantastic opportunity to get your foot in the door of financial services, gain valuable experience within wealth management and develop a long-term career.

If you’re bright, personable, organised and keen to learn, I’d love to hear from you.

£26,000 – £28,000 depending on experience

Sheffield S11

Full-time, permanent

Office-based

Apply now or contact Anna Maher Recruitment for more information.