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Client Relationship Administrator
Salary Area Job Ref Consultant Sector
c£21,000 + benefits Northamptonshire AL710 Angela Liscombe Financial Services Administration

Description

Client Relationship Administrator – Wealth Management

Northampton (our Ref AL710)

Salary: c£21,000 + benefits package

 

My client is a well established and well regarded private wealth management firm, and they have an exciting new vacancy for an experienced administrator to join their team.

 

The Role:

·         Processing new business including obtaining initial quotations, checking and sending off application forms, monitoring and chasing all outstanding items, and issuing policy documentation on completion.

·         Preparing client valuations - gathering details of client holdings and updating database accordingly.

·         Build and maintain relationships through close communication (both verbal and written) with internal Consultants, insurance companies/providers and clients.

·         Creating and maintaining client files and records.

·         Meet and greet Clients.

·         To maintain confidentiality in relation to the work undertaken and ensure that all confidential material is stored according to policies and procedures.

 

Qualifications/Knowledge/Experience required

 

Essential:

·         A minimum of B grades in English and Mathematics at GCSE.

·         Be computer literate, competent with Word, Excel, Outlook, etc.

·         Be an experienced administrator.

 

Desirable:

·         Certificate in Financial Administration/Certificate in Financial Planning, or be prepared to work towards this within an agreed timescale.

·         Comprehensive industry experience/knowledge – SIPPs, GPPs, PFW etc.

·         Have experience working within an IFA or insurance company.

 

Personal Attributes

·            Friendly.

·            Able to communicate well – both verbal and written.

·            Good organisation skills.

·            Be a good "team player".

·            Be able to work under their own initiative and manage priorities/deadlines.

·            Have "an eye for detail".

·            Have a methodical, ordered and structured approach to tasks.

 

If this role is of interest, please apply in confidence with an up to date CV, to Angela Liscombe at North Oak Recruitment.


 North Oak Recruitment have worked very hard to find me a position.  Angela has been friendly and professional, she listened to what I was looking for and I would recommend her to anyone looking for a new job. 
Sharon M.
 Angela is second to non in her knowledge of the financial services industry across the Midlands.  Having been made redundant I was feeling unsure about my future but Angela was very reassuring and quickly got to work for me.  Within 3 weeks, I had the perfect role and I can't recommend Angela highly enough - Thank You!
Kate M.