Description

Templegate Recruitment
Specialist Recruiters in Financial Services

Job Title:Client Relations Administrator

Location:AltrinchamHybrid

Salary:£27,000 to £35,000 DOE

Why Join Us?
Join a specialist Client Relations team where you will provide essential support to clients, advisers, and colleagues. This role offers the opportunity to develop your technical knowledge, gain exposure to a range of financial services tasks, and work within a collaborative and professional environment.

Benefits:

• Pension: Employer contribution of 4%, with salary sacrifice available for employee contributions

• 28 days annual leave plus Bank Holidays, with the option to buy an additional 5 days

• Group Life cover: 4x salary

• Sick pay scheme

• Hybrid working: combination of office-based and remote working

About the Company:
You will be joining a client-focused team dedicated to delivering high-quality support and maintaining strong relationships across the business. The role provides exposure to a range of financial services functions, ensuring clients and advisers receive timely and accurate assistance while promoting professional standards and compliance.

Key Responsibilities:

• Deliver on team objectives and maintain service level agreements and data accuracy

• Maintain client files and CRM records in line with company guidelines

• Assist with business tasks including meeting clients, answering enquiries, and supporting colleagues

• Comply with the Financial Services and Markets Act 2000, FCA Statements of Principle & Code of Practice, and FCA rules

• Maintain awareness of the firms obligations under Consumer Duty

• Follow company compliance, Treating Customers Fairly, AML, Data Protection, and Data Security procedures

• Maintain detailed knowledge of compliance procedures, including record keeping requirements

• Provide assistance to reporting line as requested and support clients, teams, and advisers

• Comprehend and adhere to the firms employee handbook and associated policies

What Were Looking For:

• Minimum Grade 4 (or equivalent) in GCSE English Language and Mathematics

• Working towards at least CII Level 2 qualification (LP2)

• Experience providing administration support in a financial planning environment

• Understanding of UK financial regulatory framework and legislation

• Excellent written and verbal communication skills

• Proficient in Outlook, Word, Excel, and PowerPoint

• Strong interpersonal skills, collaborative working style, and commitment to completing tasks efficiently

• High attention to detail and commitment to professional ethical standards

• Ability to operate effectively in a fast-paced and challenging environment

Desirable Skills:

• Ability to prioritise workloads effectively

• Flexibility to support both the immediate team and wider organisation

• Analytical skills and the ability to gather supporting information for tasks

• Commitment to ongoing training and development

• Ability to respond effectively via reporting line while meeting company standards and deadlines

How to Apply:
Interested? Submit your CV today!
If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. Well also take the time to understand your career goals and highlight other roles that may be a great fit.

Due to the high volume of applications, we can only respond to successful candidates. If you havent heard from us within 7 days, please assume your application has not been successful on this occasion.