Client Administrator - Wellington - Somerset Up to £28k - Banking, Insurance and Finance Ref: 297 Date Posted: Monday 08 Aug 2022 Share This is a fantastic chance for a Client Administrator to join a successful, friendly, and high performing team in a fast-paced role that is sure to challenge and excite. Our client is a team of highly experienced Independent Financial Advisers with over 25 years' industry experience and a proven track record of providing a successful investment experience to a wealth of clients across the UK. Their core values define how they run their business and how they treat their employees and clients: Integrity, Expertise, Here for You, Friendly & Approachable, People-Focussed. The Job Our client is looking for a Client Administrator to support their Financial Advisers. The suitable candidate will have strong previous financial administration experience and be passionate about a career in financial services. Responsibilities: Maintenance of client records on the back-office system (currently Intelligent Office) Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements Uploading file notes to the back office system, following client or company contact General administrative support including scanning, photocopying, letter writing and other applicable duties Completion, submission and follow up of applications, ensuring new business cases are processed in a compliant manner Requesting required documentation from clients and sending policy documents to clients Ordering quotes and requesting policy details for consultants Submitting and processing surrender requests, death claims etc. Ensure that significant risk issues are referred to the Head of Operations where appropriate Make a constructive contribution to the continuing development of the team and Company Proactively enhance industry knowledge, through external and internal sources The Person As their Client Administrator you will need the following knowledge, skills and experience: Demonstrate practical awareness and basic knowledge of retail financial products and current regulatory expectations Analytical in solving tasks with a keen attention for detail Possess excellent organisational and time management skills with an ability to work under pressure and prioritise Deliver effective and positive communication, and demonstrate competent use of IT Salary & Benefits £24-£28k per annum, negotiable depending on experience 25 days holiday in addition to bank holidays Training and development Pension Death in service benefit A great working environment