Client Administrator
Hybrid
Core
Provide full administrative support to Financial Planners and build relationships with clients to deliver a positive client experience.
Role type
Client Administrator
Builds
Client relationships and administrative support for financial planning services
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning administration, knowledge of financial products (ISAs, SIPPs, Pensions, Investments), client relationship building, meeting pack preparation, back-office system maintenance
Responsibilities
Work closely with Financial Planners to deliver client outcomes, maintain regular contact with clients, liaise with operational teams on scripts/transfers/corporate actions, prepare meeting packs and valuations, maintain back-office systems and client records