Client Administrator – Financial Planning

What will you be doing?

We’re seeking an ambitious individual to join our Financial Planning team in Nottingham. You will be responsible for providing full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

This is a hybrid working role with a requirement to be in the office 3 days per week (initially will need to be 5 days in the office during probation)

As a Client Administrator Financial Planning, your responsibilities will include among others:

• 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 and Experience

To be successful in this role, you should

• Have had 1-2yrs experience supporting a Financial Planner and proven experience working in the financial services industry–ideally 2 to 5 years’ experience.
• Knowledge of processing new business
• A strong ethic of client service.
• Ability to work under pressure and to prioritise work in an extremely busy and fast paced environment
• Excellent communication skills both written and verbal, influencing and organisational skills.
• Ability to use judgement and reasoning to propose solutions to problems.

Professional Qualifications and Education

• Excellent standard of education, ideally degree qualified but not essential.
• Interested in further development through additional qualifications.

As a colleague here you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave