Join a dynamic and leading Finance firm as a Client Relationship Administrator and kickstart your career in the industry. We are seeking a highly organised and enthusiastic individual with two years of experience in an IFA practise.
You'll play a vital role in supporting our team of financial advisors by effectively managing client relationships. As a Client Relationship Administrator, you will handle a wide range of administrative tasks to ensure that our clients receive the best service possible.
What's in it for you? Not only will you have the opportunity to work with a highly skilled team, but you'll also be rewarded with a fantastic salary and benefits package. We value our employees and are committed to providing a supportive and inclusive work environment.
Key Responsibilities:
Act as the main point of contact for clients, ensuring their requests and inquiries are promptly addressed
Maintain accurate client records and update relevant information in the database
Prepare and process client documentation, including account applications and transfer forms
Assist financial advisors with scheduling client appointments and managing their calendars
Monitor and track client communications, ensuring that all queries are resolved efficiently
Collaborate with colleagues to ensure smooth and efficient client onboarding processes
Provide general administrative support, including organising meetings, booking travel arrangements, and preparing reports
Key Requirements:
Two years of experience in an IFA practice or similar financial services environment
Strong organisational skills with the ability to multitask and meet deadlines in a fast-paced environment
Excellent communication and interpersonal skills
Proficient in MS Office Suite and comfortable working with databases
Attention to detail and a high degree of accuracy
A professional and friendly demeanour
If you have a passion for finance and want to be part of a dynamic and growing team, then we want to hear from you! Apply now and take the first step towards an exciting and rewarding career as a Client Relationship Administrator.
Please note that only successful candidates will be contacted.
Salary: Up to £31,000 per annum, depending on experience
Contract Type: Permanent
Driving Required: No
Working Pattern: Full Time
Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.
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