Client Administrator

Additional Resources; United Kingdom; On-site; GBP 25,000 - 29,000; Full time

Job summary

A well-established organisation in the UK is seeking a Client Administrator to support clients and the team with administrative tasks. The ideal candidate will manage client records, make outbound calls, and prepare documentation. Competitive salary of £25,000 and benefits, including pension and life insurance. This full-time position offers an opportunity to develop skills and build lasting relationships.

Benefits

Competitive salary

Company pension

Life insurance

On-site parking

Qualifications

• Experience in a client administration or similar administrative role.
• Ability to manage client communications professionally.
• Strong attention to detail for maintaining accurate records.

Responsibilities

• Make outbound calls to clients to build relationships.
• Maintain client records and ensure their accuracy.
• Prepare documentation for third-party providers.
• Handle general office administration tasks.
• Support team members with client-related documentation.
• Log call outcomes in the CRM system.

Skills

Confident telephone manner

Excellent computer skills

Strong written communication skills

Strong verbal communication skills

Tools

Microsoft Word

Microsoft Excel

Job description

Overview

An opportunity has arisen for a Client Administrator to join a well-established organisation providing tailored financial solutions and expert advice to individuals and businesses.

As a Client Administrator, you will be supporting clients and the wider team with administrative tasks and client communications.

This full-time role offers a salary of £25,000 and benefits.

Responsibilities

• Making outbound calls to new and existing clients to build relationships and generate interest.
• Managing and maintaining client records and ensuring all information is accurate and up to date.
• Preparing documentation and templated reports for third-party providers.
• Handling general office administration including filing, scanning, reporting, and dealing with post.
• Managing client communication by phone, email, and written correspondence in a professional manner.
• Supporting advisers and team members with the processing of information and client-related documentation.
• Logging and updating call outcomes within the CRM system.

What we are looking for

• Previously worked as a Client Administrator, Client Account Administrator, Business Administrator, Practice Administrator, Business Support Administrator, Administrative Assistant, Administrator, Admin, Client Services Administrator, Client Support Administrator, Financial Administrator, IFA administrator, Financial Planning administrator, Financial Services administrator, Operations administrator, Sales Support Administrator or in a similar role.
• Experience in an administrative office role.
• Confident telephone manner and ability to make outbound calls.
• Excellent computer skills, including knowledge of Microsoft Word and Excel.
• Strong written and verbal communication skills.

What's on offer

• Competitive salary
• Company pension
• Life insurance
• On-site parking

Apply today for this fantastic opportunity to join a supportive organisation where you can develop your skills and build lasting client relationships.

Important Information

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Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.