Client Administrator

Cathedral Appointments Ltd; Chudleigh; On-site; GBP 18,000 - 24,000; Part time

Benefits offered by this job

Free onsite parking

Part-time role

Training and full support

Close-knit team

Job summary

Cathedral Appointments Ltd seeks a Client Administrator to manage client cases from start to finish. You will support a close-knit team, handle applications, and keep clients and advisers updated with clear, professional communication.

The role offers full training to develop knowledge in mortgages, protection and wealth management, with a 24–28 hour per week schedule and onsite parking. Sponsorship is not available for work authorisation in the UK.

Qualifications

• Strong administration, organisational and case management skills.
• Excellent written and verbal communication with high accuracy.
• Good IT skills, including standard office applications.
• Confident, positive attitude and ability to work independently.
• Experience in mortgages, protection or financial services, or familiarity with Intelliflo Office (IO) is welcome but not required.

Responsibilities

• Manage client cases from start to finish, tracking progress and deadlines.
• Complete and submit applications using providers' online systems.
• Chase outstanding information to move cases forward.
• Act as main contact for clients, handling queries professionally and updating advisers.
• Support advisers with administration, research and preparing client correspondence including suitability letters.
• Maintain accurate client files in line with compliance requirements.

Skills

Administration

Organisation

Case management

Communication

IT skills

Independent

Financial services familiarity

Intelliflo Office IO

Tools

Intelliflo Office (IO)

Microsoft Office

Job description

Salary Negotiable, DOE | Part-Time, Permanent | Chudleigh

Cathedral Appointments is recruiting on behalf of a long-established, family-run financial planning firm based in Chudleigh, supporting clients across the South West. This is a great opportunity for a highly organised Administrator to join a close-knit and friendly team, with full training and the chance to build a career in mortgages, protection and wealth management.

The Role

As Client Administrator, you will keep client cases moving smoothly from start to finish, look after an established client book, and provide wider back-office support across the business. This role would suit someone who is organised, enjoys managing several tasks and deadlines at once, and is comfortable using their own initiative. Experience in financial services is not essential. Strong administration skills and a positive attitude matter most, and full training will be provided.

Responsibilities for the Client Administrator:

• Manage client cases from start to finish, keeping track of progress and deadlines
• Complete and submit applications using providers' online systems
• Chase outstanding information and keep cases moving forward
• Act as the main point of contact for clients, handling queries professionally and keeping clients and advisers updated
• Support the financial advisers with administration, research and preparing client correspondence, including suitability letters
• Keep accurate client files and records in line with compliance requirements

Requirements for the Client Administrator include:

• Strong administration, organisational and case management skills
• Excellent written and verbal communication skills, with a high level of accuracy
• Good IT skills, including standard office applications
• A confident, positive, can-do attitude and the ability to work independently
• Experience in mortgages, protection or financial services, or of using Intelliflo Office (IO), would be welcome but is not required

Benefits:

• Salary negotiable, depending on skills and experience
• Part-time, permanent role, working 24 to 28 hours over 5 days, with start and finish times to be agreed
• Full training and support to develop your knowledge of mortgages, protection and wealth management
• Free onsite parking
• A supportive, close-knit team where you can grow and make a real difference

Note on Sponsorship:

We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.