Description

What will you be doing?

We’re seeking an ambitious individual to join our Financial Planning team in Birmingham. which is responsible for providing full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

This is a hybrid working role with a requirement to be in the office 3 days per week (initially will need to be 5 days in the office during probation)

As a Client Administrator , your responsibilities will include among others:

• To work closely with the aligned Financial Planners to deliver excellent client outcomes.
• To build relationships with clients and maintain regular contact.
• Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
• Preparation of meeting packs and valuations (as required)
• Process all business in accordance with required processes & proactive pipeline management, to include establishing new accounts on internal systems and collating AML documentation as required.
• Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls.