Job Information

Due to this growth there is an exciting opportunity to join an ever evolving successful team as a client relationship administrator. 

As a Client Support Administrator, you are responsible for the efficient and accurate processing of business and delivering a first-class service to clients. 

You’ll also need to understand and add value when it comes to client’s needs - looking at

continuous improvement and innovation. 

Onboarding – providing full administrative support for the onboarding of new clients 

Data management – maintaining and updating client data in a secure environment 

Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models 

Trading – Assisted trading of all new business, Rebalances and any other plan amendments requested by the client both accurately and within agreed timescales. 

Relationship building - liaison with clients by telephone, letter, email 

Proposition delivery – Delivering service proposition within agreed service levels and timescales 

Coordination - working with administrative team to ensure application and provider forms are prepared as required and clients are updated throughout the process 

Partners - working with other professional advisers e.g. solicitors and accountants to implement an agreed action plan 

They are looking for original, collaborative and passionate people, open to new ideas, eager to learn and who love a challenge. Core skills that will be required include: 

Business thinking – understanding our business strategy and goals

Building relationships – working together to create a collegiate culture

Communicating – Understanding, creating, and sharing information with individuals and groups

Decision making – using initiative and reasoning to choose a course of action

Developing yourself and others – commitment to ongoing self-development

Innovating and change – thinking creatively, generating new business ideas and approaches 

Other requirements

You will need to have a minimum of 2 years experience working with high net worth, UK resident,

private clients and delivering financial planning and investment management services. 

You will also need to be able to demonstrate an understanding of financial planning and basic product knowledge.

 Excellent Benefits and hybrid working