Client Administrator

Recruit UK; Kings Hill; Hybrid; GBP 30,000 - 33,000; Full time

Benefits offered by this job

Hybrid working

25 days annual leave + Bank Holidays

Pension contribution

Benefits package

Fantastic workplace culture

Job summary

Recruit UK is seeking a Client Administrator for a Wealth Management firm in East Malling, Kent. The role offers hybrid working, a salary up to £33,000, and 25 days of annual leave plus bank holidays.

You will support advisers and act as a key contact for clients, ensuring regulatory compliance and smooth service delivery. You'll collaborate with advisers and internal teams to ensure accurate client activity and align with internal procedures, contributing to a strong client experience within a

Qualifications

• Experience as an administrator handling clients in financial services.
• Experience supporting Financial Advisers in a regulated environment.
• Understanding of SIPP and SASS pension schemes.

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

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