Client Administrator - Bucks and Berks Recruitment : Job Details

We are recruiting for an experienced Client Administrator to join our client, a successful wealth management firm based in Marlow.

The successful candidate will support the Financial Planners whilst also providing some PA support to the manager.

We are looking for someone with previous experience working in a similar environment such as wealth management, financial planning or financial services.

Accountabilities

• Liaise with 3rd party providers and navigate provider platforms (easy to do, must be comfortable using software).
• Process new business applications.
• Co-ordinate Financial Planner's diaries and arrange client meetings.
• Prepare documentation for client appointments and meetings, including the production of annual planning meeting packs.
• Respond to email enquiries and liaise directly with clients.
• Send prepared information and reports to clients.
• Ensure all data entry is completed accurately and within specified timelines.

Skills and Experience

• Experience of working in a similar role within Wealth Management, Financial Planning or Financial Services (12mnths minimum).
• Good grounding of knowledge of pensions, investments, mortgages and protection is essential.
• Intermediate Excel skills - e.g. Pivot tables.
• Good communication skills, comfortable with numbers, and highly organised.
• Capable of fact finding and analytical thinking.

Benefits

• Competitive Pension Scheme - employer contributes 6%, you contribute 3%
• 26 days holiday plus bank holidays
• Private Medical Insurance
• Life Assurance (4x)
• Group Income Protection
• Flexible Working Policy - balance office and homework

Please note that we will only contact those candidates that we assess as suitable for the positions we have currently available based on their experience, training, and skills. If we do not have anything suitable, we will not keep your CV for more than 30 days.

As an equal opportunity employer, Bucks and Berks Recruitment is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership. We aspire to have a diverse and inclusive workplace and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply.