Client Administrator - Wellington - Somerset

Up to £28k - Banking, Insurance and Finance
Ref: 297 Date Posted: Monday 08 Aug 2022
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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.


  • 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