Client Administrator - #2162255

Recruit UK


Date: 2 hours ago
City: Sheffield
Salary: £30,000 - £31,000 / year
Contract type: Full time
Recruit UK

Job Title: Client Administrator
Industry: Financial Services
Location: Sheffield
Salary: £31,000
Reference Number: 10557

Job Description: Client Administrator

Recruit UK are working on an exciting opportunity for an experienced Client Administrator to join a well-respected Wealth Management firm with offices in Sheffield.

As a Client Administrator, you will act as a key point of contact for clients and support advisers in managing client administration. You will play an important role in ensuring client needs are met efficiently and in line with regulatory and internal requirements.

Responsibilities:

Work closely with advisers and internal teams to ensure the smooth delivery of client services.

Ensure all client activity is completed accurately and in line with relevant regulatory requirements and internal procedures.

What’s in it for you:

  • Competitive salary up to £31,000 depending on experience
  • Hybrid working
  • 25 days of annual leave + Bank Holidays
  • Pension contribution
  • Strong benefit package
  • Fantastic workplace culture

Skills and experience required:

  • Experience working as an administrator dealing with Clients within Financial Services
  • Ideally, experience supporting Financial Advisers in a regulated environment
  • An understanding of SIPP and SASS pension schemes.
  • Excellent communication skills, with the ability to communicate clearly and effectively at all levels.
  • Desirable: Experience using XPLAN

Get in touch or apply online to find out more about this opportunity!

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