Our client, a growing business within the investment sector, are seeking a Client Administrator.

Reporting to the Head of Administration, you will be responsible for:

• All aspects of administration for investment, pensions, and other financial arrangements, supporting our team of advisers and other administrators, whilst providing excellent customer service.
• Sourcing and preparing documentation, completing application forms, trading unit trusts, investment trusts and shares
• Submitting new business and following through to completion, checking, recording and reconciling transactions.
• Liaising with advisers, clients and investment/insurance companies and general problem solving
• Dealing with ongoing queries and administration.
• Preparing valuations and client review packs.
• Writing letters and email correspondence, scanning, filing, and answering the phone.
• All work to follow the FCA guidelines
• Other general duties as and when required.

Suitable candidates will have previous experience within the financial services sector, within a similar position.You should have excellent attention to detail, possess good communication skills, be customer focused with the ability to multi-task and work to deadlines. You should have a clear and polite telephone manner, be able to work alone and as part of a close-knit team, be highly organised, self-motivated, flexible and responsible.

On offer is a competitive salary as well as an excellent benefits package.

This role is a full-time position, with hybrid working after the successful completion of your training period.