Client Relationship Administrator / PA

Description

We are proud to be working with a dynamic and forward-thinking local business with high aspirations who are experiencing an exciting period of growth. They have a fantastic opportunity for a Client Relationship Administrator/PA to join them and play a pivotal role in their busy office based in Wellington. So, if you want to become part of an expanding business who value their staff and offer development opportunities plus have a great working environment and company culture, read on!

Job Title: Client Relationship Administrator/PA (Financial Services)

Location: Wellington

Salary: Up to GBP33,000 DOE

Hours: Full time 37.5 hours, Monday to Friday 8.45am-5.15pm

Key Highlights of the Benefits Package:

Matched pension contributions up to 5%, plus reinvestment of employer NI savingsPrivate medical insurance for all permanent employeesLife assurance (4 salary) and income protection (75% salary in long-term illness)Generous holiday allowance - starting at 33 days (including bank holidays) and rising to 38 days with service, plus the option to buy moreFull funding for professional exams, training and subscriptionsElectric car, cycle-to-work and season ticket schemesLong-service awards, referral bonuses, and paid volunteering timeThe Company: A dynamic and forward thinking financial services company, who have been offering trusted advice and guidance in the Southwest for over 80 years. They are widely recognised for their exceptional knowledge base across all business sectors and areas of financial management. They really look after their staff and offer a vibrant and inclusive working environment and maintain great staff retention.

The Role: The primary purpose of this role is to provide high-quality administrative support to Financial Consultants, playing a vital part in the smooth day-to-day running of the business.

You will work across a range of financial services teams, gaining broad exposure to different areas of the organisation and developing a strong understanding of the financial planning environment. This varied position offers the opportunity to build valuable experience while supporting advisors in delivering excellent client outcomes.

Key Duties:

Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person)Organise existing and prospective client meetings and actively manage Financial Consultants diary and workload as requiredLiaise with clients on any administration queries they may haveManage client service needs and client expectations to ensure client satisfactionEnsure action points resulting from client meetings get diarised and dealt withPreparation of meeting packs, to include new business for signing upCompletion, submission and follow up of applications, ensuring new business cases are processed in a timely and compliant mannerOrganise client review meetings as per the company process as requiredPreparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirementsEnsure follow up letters are sent in a timely mannerMaintenance of client recordsGeneral administrative supportAbout you:

Previous office support experience within a corporate environmentAccuracy and strong attention for detailExcellent organisational and time managementThe ability to work under pressure and prioritiseExcellent communication, both verbal and writtenCompetent IT userA positive and proactive approach to work and a desire to help and support the wider teamCalm and considered outlook in approach to problem solvingThis company is seeking someone who loves to support a team and deliver an exceptional service. If you are an ambitious individual the company will fully support you in developing and offer you endless opportunities to progress.

To Apply: If this role is of interest to you then please apply online, send your CV to or call Vicky or Georgie on .

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

Ad ID: 5418221549