Client Support Administrator

Join Our Team as a Client Support Administrator

Are you a detail-oriented individual with a passion for organisation and efficiency?

Do you thrive in a dynamic team environment where no two days are the same?

If so, we want you to join our client’s business as a client support Administrator.

About The Company:
Our client is a leading financial advisory firm dedicated to providing bespoke wealth management solutions to our clients. With a commitment to excellence and a focus on client satisfaction, we pride ourselves on delivering personalised service tailored to everyone’s financial goals.

Your Role:
As an Administrator, you will play a crucial role in supporting our team of financial advisers and ensuring the smooth operation of our office in Ewloe.

Your Responsibilities Will Include:
-Working with insurance, pension and investment providers to ensure clients’ plans are administered correctly.

-Managing administrative tasks such as scheduling appointments, answering phone calls, and handling correspondence.

-Assisting with client servicing and maintaining accurate client records.

-Coordinating meetings and events, both internally and with clients.

-Providing general office support and contributing to the overall efficiency of our operations.

What We’re Looking For:

-Previous experience in an administrative role, ideally within the financial services sector.

-Strong organisational skills and attention to detail.

-Excellent communication and interpersonal abilities.

-Proficiency in Microsoft Office Suite and other relevant software applications, such as Intelliflo.

-A proactive attitude and willingness to take on new challenges.

Why Join Us:
At our clients company, they value their employees and invest in their professional development. As a member of our team, you’ll have the opportunity to grow your skills and advance your career in a supportive and collaborative environment. In addition, you’ll enjoy a competitive package of compensation and benefits.