Client Administrator

Recruit UK; East Malling; Hybrid; GBP 30,000 - 33,000; Full time

Benefits offered by this job

Hybrid working

25 days annual leave + Bank Holidays

Pension contribution

Strong benefit package

Fantastic workplace culture

Job summary

Recruit UK is seeking a Client Administrator for a Wealth Management firm in East Malling, Kent. You will be the main contact for clients and will assist advisers with client administration, ensuring tasks are completed accurately and in line with regulatory standards.

Applicants should have experience in Financial Services administration, strong communication skills, and familiarity with regulated environments; knowledge of SIPP/SASS schemes is a plus, with XPLAN experience desirable.

Qualifications

• Experience working as an administrator dealing with clients within Financial Services.
• Ideally experience supporting Financial Advisers in a regulated environment.
• Understanding of SIPP and SASS pension schemes.
• Excellent communication skills, with the ability to communicate clearly and effectively at all levels.
• Desirable: experience using XPLAN.

Responsibilities

• Work closely with advisers and internal teams to ensure the smooth delivery of client services.
• Ensure all client activity is completed accurately and in line with relevant regulatory requirements and internal procedures.

Skills

Client administration

Communication skills

Regulatory environment knowledge

Pension schemes understanding (SIPP/SA

Tools

XPLAN

Job description

Job Title: Client Administrator

Industry: Financial Services

Location: East Malling, Kent

Salary: £30,000 - £33,000

Job Description: Client Administrator

Recruit UK is working on an exciting opportunity for an experienced Client Administrator to join a well-respected Wealth Management firm with offices in East Malling.

As a Client Administrator, you will act as a key point of contact for clients and support advisers in managing client administration. You will play an important role in ensuring client needs are met efficiently and in line with regulatory and internal requirements.

Responsibilities: Client Administrator

• Work closely with advisers and internal teams to ensure the smooth delivery of client services.
• Ensure all client activity is completed accurately and in line with relevant regulatory requirements and internal procedures.

What’s in it for you: Client Administrator

• Competitive salary up to £33,000 depending on experience
• Hybrid working
• 25 days of annual leave + Bank Holidays
• Pension contribution
• Strong benefit package
• Fantastic workplace culture

Skills and experience required: Client Administrator

• Experience working as an administrator dealing with Clients within Financial Services
• Ideally, experience supporting Financial Advisers in a regulated environment
• An understanding of SIPP and SASS pension schemes.
• Excellent communication skills, with the ability to communicate clearly and effectively at all levels.
• Desirable: Experience using XPLAN