Wealth Client Relations & Admin Specialist - Hybrid

The Graduate Recruitment Specialist Ltd. Web; England; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A financial services firm in the United Kingdom is seeking a conscientious individual to join their client relationship and administration team. The role involves developing client relationships, supporting financial advisers, and performing administrative functions in a hybrid working environment. Strong communication and organizational skills, alongside a background in financial services, are essential for this position.

Benefits

28 days holiday including bank holidays

Health Cash Plan

Qualifications

• Be computer literate and competent in Word, Excel, Outlook.
• Experience as a financial services administrator is required.
• Ability to liaise in a professional manner with clients.

Responsibilities

• Develop long-term relationships with clients.
• Support financial advisers and paraplanners in their roles.
• Process new business including obtaining quotations and monitoring outstanding items.

Skills

Excellent written and oral communication skills

Excellent analytical and numerical skills

Time management and organizational skills

Industry knowledge in pensions, investments, and taxation

Education

Certificate in Financial Administration

Certificate in Financial Planning

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

A financial services firm in the United Kingdom is seeking a conscientious individual to join their client relationship and administration team. The role involves developing client relationships, supporting financial advisers, and performing administrative functions in a hybrid working environment. Strong communication and organizational skills, alongside a background in financial services, are essential for this position.