Job Title: Client Administrator
Industry: Wealth Management
Location: Chester
Salary: Up to £31,000 + Bonus
Job reference: 10250
Job Description:
Recruit UK is working on an excellent opportunity for a Client Administrator to join an industry leading Wealth Management firm in Chester.
The company is known for offering high quality financial advice and investment services to a widespread client base of professionals, employers, families, business owners, and more!
It’s the perfect time to join this well-renowned organisation with offices across the UK!
You will be supporting clients and advisers, managing leads, and client communication processes.
No two days will be the same within this role! You will be tasked with managing leads through CRM systems, inputting data, preparing packs for meetings/valuations, call handling, client meeting and much more!
What’s in it for you?
*Competitive Salary of up to £31,000 plus bonus!
*Hybrid home/office working
*25 days’ holiday per annum, with the option to purchase more!
*Stakeholder pension contribution
*Cycle to work scheme
*Access to financial advice for yourself
*Private healthcare
*Gym discounts
*Season ticket loans
And much more!
Skills and experience required:
*Experience working within a financial services role is preferable
*Great IT & Admin skills
*High standard of oral and written communication
*Ability to build Rapport & Relationships
*Strong organisational skills with experience in record keeping and report writing.
*Keen eye for details
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Advice firm based in Chester on a Client Administrator role.
Our commitment to you:
*Recruit UK embraces equality, diversity, and inclusion and will seek to promote its benefits in all of its business activities.
*Start every journey with a conversation to find out about you in-depth.
*Provide honest feedback on where you fit in the jobs market.
*Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
*Take a holistic mindfulness approach – career happiness is rarely just about the money.
*Cover the whole of the UK with a local touch through our regional teams.
*Never pester you.
Additional information:
Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may, however, retain your information in connection with future opportunities, should they be suitable to your skills and experience.
Reference ID: 10250