Client Administrator Role Available in Financial Services

Introduction:Are you an organised and proactive professional with experience in financial services? I'm recruiting for a Client Administrator to join a forward-thinking financial planning team. This role is integral in supporting Financial Planners, Personal Assistants, and Paraplanners to deliver top-notch advice and services to clients. If you're passionate about making a real difference in people’s financial lives, this could be your next great opportunity!

Role Responsibilities:

• Ownership and Execution: Manage the new business application process and ensure compliance with service level agreements.
• Collaboration: Work closely with internal and external stakeholders including providers, solicitors, and accountants to facilitate business processes.
• Client Interaction: Assist in managing client communications and updates regarding business pipeline. Handle daily operational tasks such as telephone queries and mail processing.
• Documentation and Compliance: Ensure accurate documentation is maintained for clients and providers, and that all interactions comply with regulatory standards.
• Continuous Improvement: Seek out and implement process improvements to enhance client satisfaction and operational efficiency.

Required Skills and Experience:

• Proven experience in a client administration role within financial services or a related advisory environment.
• Strong communication skills and the ability to collaborate effectively across various departments.
• Excellent organizational skills with the capability to manage multiple tasks simultaneously.
• High level of proficiency in Microsoft Office and familiarity with industry-standard systems like CURO (not mandatory but beneficial).
• A problem-solver mindset with the ability to work independently in a dynamic setting.

Location:Talbot Green , Pontyclun - This position offers a hybrid work arrangement after probation, providing flexibility to work both from home and in the office as needed.

Why Apply?

• Join a team that is passionate about providing exceptional financial planning and advice.
• Contribute to a service that makes a real difference in the financial well-being of clients.
• Enjoy a collaborative and supportive work environment that fosters professional growth and development.

Application Process:If you are looking to advance your career in financial services and have the skills required for this role, I would love to hear from you. Apply today to become a part of a team that values dedication and expertise in providing high-quality financial services.

This is not just a job opportunity; it's a chance to grow in a nurturing environment that values your contribution and helps you to thrive. If you're ready for this challenge, apply now and let's discuss how you can make a significant impact in this role!