Client Engagement Specialist - Financial Services Admin

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

Benefits offered by this job

Private Medical Insurance

Health Cash Plan

Pension plan

Group Income Protection

Group Life Assurance

28 days holiday

Job summary

The role of Client Engagement Administrator at a growing financial planning business in Northallerton requires strong organizational and communication skills. You will support Financial Planners with the administration involved in delivering advice services, ensuring clients receive high-quality service.

The position offers a salary of £26,000-£32,000, along with benefits including private medical insurance, a pension plan, and 28 days holiday, rising to 30 days after 2 years of service.

Qualifications

• Experience in a financial services environment including banking is preferred.
• Confident communicating with clients and providing customer support.
• Organized with the ability to manage multiple tasks effectively.

Responsibilities

• Support Financial Planners and Paraplanners by handling new business processes.
• Maintain accurate client records and documentation.
• Handle telephone queries and assist with client meetings.

Skills

Customer service skills

Organizational skills

Communication skills

Financial services experience

Job description

The role of Client Engagement Administrator at a growing financial planning business in Northallerton requires strong organizational and communication skills. You will support Financial Planners with the administration involved in delivering advice services, ensuring clients receive high-quality service.

The position offers a salary of £26,000-£32,000, along with benefits including private medical insurance, a pension plan, and 28 days holiday, rising to 30 days after 2 years of service.