Client Engagement Administrator - Financial Services

Finlink Ltd; Northallerton; On-site; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Salary £26,000-£32,000

Private Medical Insurance

Medicash Health Cash Plan

Pension with 5% employer contribution

Group Income Protection 75%

Group Life Assurance 4x base salary

28 days holiday, rising to 30 after 2 

Job summary

Finlink Ltd in Northallerton is seeking a Client Engagement Administrator to support Financial Planners, Personal Assistants and Paraplanners with administration for delivering the advice service.

The role involves handling new business processing, maintaining client records, liaising with providers and third parties, and ensuring high standards of service across the business. Prior financial services experience is helpful but not essential.

Qualifications

• Experience in customer service or administration is desirable.
• Confident phone manner and clear communication with clients.
• Ability to organise tasks and manage multiple items efficiently.

Responsibilities

• Own the new business application process.
• Process new business within service levels and liaise with providers.
• Handle letters of authority, transfer authorities, and issue documentation.
• Maintain accurate client records and support pipeline updates.
• Prepare for client meetings and assist with meeting delivery.

Skills

Customer service

Administration

Phone communication

Communication

Organisation

Job description

Finlink Ltd in Northallerton is seeking a Client Engagement Administrator to support Financial Planners, Personal Assistants and Paraplanners with administration for delivering the advice service.

The role involves handling new business processing, maintaining client records, liaising with providers and third parties, and ensuring high standards of service across the business. Prior financial services experience is helpful but not essential.