Client Administrator - Financial Planning - Somerset West, Cape Town Client And Adviser Support[...]

Career: We are a UK company looking to grow client support in South Africa to add support to our busy teams.

You have a grounding in Financial Planning administration, attention to detail, and love delivering a great client experience.

This is a fantastic opportunity to join our UK-based firm.

About the Role

You are crucial to every step of the client journey, from diary management and administrative support to client relationship building and case management.

You will become an expert on our products and providers and will learn our systems.

This role offers a unique opportunity to learn through one-on-one contact with a Financial Planner and their clients.

Your role is not just support; it's about building trust and delivering exceptional service at every touchpoint.

Accountabilities

1. Support on projects to improve the consistency of data held in our systems.
2. Liaise with 3rd party providers and navigate provider platforms.
3. Process new business applications.
4. Co-ordinate Financial Planner's diaries and arrange client meetings.
5. Prepare documentation for client appointments and meetings e.g., annual review meeting packs.
6. Respond to email enquiries and liaise directly with clients.
7. Ensure all data entry is completed accurately and within specified timelines.

Skills and Experience

1. Tech-savvy with intermediate Excel skills - vlookups and pivot tables.
2. Experience in a similar administrative role, ideally within Financial Services.
3. Knowledge of Atomos products: pensions, investments, and protection.
4. Good communication skills.
5. Comfortable with numbers, and highly organised.
6. Love it when you delight a client with great outcomes.
7. Want to be part of a team that appreciates you – we know you as a person.
8. Preference will be given to people who have previously supported overseas firms (especially UK).

Other Notes

You will be part of our firm, but supporting from South Africa.

This means it is a 6-month contract we hope will become permanent.

You will also be expected to work to UK bank holidays (you can use your own annual leave for South African holidays if preferred).

Our agile working environment means you'll have the opportunity to engage in a variety of tasks and projects, ensuring a diverse and enriching work experience as you develop professionally.

The above is a guide and not exhaustive. We work in an agile way, and you might be involved in lots of different tasks or projects whilst working for us.