Client Administrator - Hybrid Wealth Mgmt|Pension 25 Days

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

Benefits offered by this job

Hybrid working

Pension contribution

25 days annual leave + Bank Holidays

Strong benefit package

Fantastic workplace culture

Job summary

Recruit UK is working on an exciting opportunity for an experienced Client Administrator to join a well-respected Wealth Management firm with offices in Macclesfield. You will act as a key point of contact for clients and support advisers in managing client administration, ensuring needs are met efficiently and in line with regulatory and internal requirements.

In this hybrid role, you will collaborate with advisers and internal teams to deliver high-quality client services, complete client

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.

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

Financial services

Regulatory knowledge

Communication skills

Tools

XPLAN

Job description

Recruit UK is working on an exciting opportunity for an experienced Client Administrator to join a well-respected Wealth Management firm with offices in Macclesfield. You will act as a key point of contact for clients and support advisers in managing client administration, ensuring needs are met efficiently and in line with regulatory and internal requirements.

In this hybrid role, you will collaborate with advisers and internal teams to deliver high-quality client services, complete client