Client Administrator - Financial Planning - Tygervalley

Career

Are you an organised and detail-oriented administrator with experience in financial services? Do you have a qualification in finance or economics? Whether you already have experience within financial services or are looking to develop your knowledge of the sector further, you'll benefit from exposure to a range of operational activities, alongside training on internal systems and processes. This role offers the opportunity to develop specialist knowledge of UK financial processes and contribute to outstanding client outcomes.

You'll become part of a business where accuracy, client service and teamwork are highly valued, allowing you to develop product and process knowledge within a regulated financial services environment.

Our office in Somerset West will relocate to Tygervalley in November. This may require some travel to the Somerset West office for training before moving to the new location.

Accountabilities

• Provide administrative support to adviser support hubs across the UK.
• Produce Letters of Authority, Valuations documentation accurately and efficiently within agreed SLA’s.
• Assist with the setup of applications for new business submissions.
• Respond to enquiries via email in a timely and professional manner.
• Foster effective working relationships with teams across the UK through Microsoft Teams.
• Maintain accurate client records within the CRM system.
• Ensure all data is updated promptly and maintained to a high standard of accuracy.

Skills and Experience

• 2-3 years administration experience, ideally within a financial services, professional services or regulated environment
• Completed a degree in a related field i.e Business, Finance or Economics
• Excellent organisational and time management skills.
• Strong attention to detail with the ability to handle sensitive information accurately.
• Excellent written and verbal communication skills.
• Strong customer service skills and a collaborative approach to working with others.
• Intermediate Excel skills, including experience using VLOOKUPs and Pivot Tables.
• Understanding of financial services products and processes.
• Proven problem solving capabilities
• Familiarity with CRM or back-office systems such as Xplan, Intelligent Office or similar platforms.

We provide 22 days holidays in addition to 8 UK Bank Holidays to ensure you get to work hard and get some well deserved time off. You will be part of our South African support team and this is an exciting time to join our firm.

Our agile working environment means you'll have the opportunity to engage in a variety of tasks and projects, ensuring a diverse and enriching work experience as you develop professionally.