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Personal Client Administrator

Job Reference:
Recruiter Name:
Parkside Recruitment
Job Type:
£24,000 to £30,000 per annum
England, Surrey
Contract Type:
Date Posted:

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Client Administrator

Location: Weybridge

Salary: £24,000-£30,000 (dependant on experience)

Hours: Monday to Friday - 35 hour working week between the hours of 9am-5:30pm

Are you looking to work within an exciting company that offers excellent benefits, support, inclusion and diversity?

Are you looking for a new and exciting opportunity within the financial services industry?

My client is looking to recruit a Client Administrator with previous experience working within the financial services industry on a full time permanent basis.

The key function of this position is to have a strong attention to detail providing administrative support to clients as well as colleagues.

Key Responsibilities:

  • Dealing with all personal client administration for new and existing clients
  • Providing administration support to administration manager
  • Preparing all documentation ready for client meetings
  • Ensuring all records are kept up to date both system and paper based
  • Liaising with various departments to ensuring the best service possible
  • A strong attention to detail ensuring best practice
  • Understand and ensuring the compliance procedure is met with the correct documentation

Key requirements:

  • Essential:
  • Previous experience working within a Financial Services industry
  • IT literate
  • Excellent attention to detail
  • Strong fact finding and problem solving abilities.
  • Outstanding communication, both written and verbal
  • The ability to assist in implementation of procedures
  • The ability to work to and meet tight deadlines

If this role sounds of interest to you, please do not hesitate to apply

Parkside Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. Parkside Recruitment is an Equal Opportunities Employer.

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