Job descriptionJob role: Client administrator Salary: £23k-24kLocation: Leicester Monday- Friday office full time Profile Are you a highly organised and detail-oriented individual with an interest in financial services?Join our growing team as an Client administrator and play a key role in supporting Independent Financial Advisors (IFAs) to deliver exceptional client service!Key Responsibilities:

• Provide comprehensive administrative support to IFAs, ensuring smooth client interactions as a Client administrator 
• Process client applications, updates, and paperwork accurately and in a timely manner.
• Maintain and update client records in the system, ensuring all data is current and compliant.
• Liaise with clients and providers to resolve queries and obtain necessary information.
• Assist with research and preparation of financial reports for clients.
• Handle general office administration, including filing, scanning, and maintaining documents.
• Ensure that all tasks comply with regulatory and company policiesas a Client Administrator. 

Skills & Experience:

• Previous experience in financial services administration is a plus, but not essential.
• Strong attention to detail and excellent organizational skills.
• Ability to communicate clearly and professionally with clients and colleagues.
• Proficiency with Microsoft Office Suite and experience with financial planning software is advantageous.
• A positive and proactive attitude with a willingness to learn and grow within the role.

Why Join Us?

• Opportunity to develop a rewarding career within the financial services industry.
• Supportive and collaborative team environment.
• Ongoing training and professional development opportunities.