Job Title: Client Administrator

Industry: Financial Services

Location: Leeds

Employment Type: Part Time (In Office, 21 hours per week)

Salary: Up to £32,000 (full time equivalent)

Recruit UK is working with a fantastic small close-knit firm in Leeds that is looking for an experience Client Administrator to join a Financial Planning firm to join its growing team.

This is a fabulous opportunity for someone with financial services or wealth management experience who is looking for family friendly and supportive working environment, that promotes work life balance.

The Role:

As a Client Administrator, you will provide essential administrative support to the Financial Adviser, helping to ensure clients receive an efficient and professional service.

Responsibilities

• Process new business, client onboarding and ongoing administration.
• Liaise with product providers regarding investments, pensions and protection policies.
• Ensure all documentation meets FCA regulatory standards
• Assist with investment and pension cases, including regular contributions and lump sum investments.
• Confidently make outbound calls to clients to arrange Annual Review Meetings

What’s in it for you:

• 25 days holiday
• Part time, with hours to suit you and your lifestyle (ideally 21 hours)
• 5% pension
• Additional sick leave/mental health days
• Private Medical Insurance
• Professional development
• Small and boutique firm

Skills and experience required:

• Ideally previous experience in Financial Services or Wealth Management
• Strong administrative, communications and interpersonal skills.
• Highly adaptable to fast changing priorities.
• Proficient in Microsoft Office and CRM systems.

Get in touch or apply online to find out more about this opportunity!