Client Administrator

Client Administrator

1st stage interviews commencing next week

Basic salary: £23,500 - £27,000 (depending on experience)

Based: Woking (3 office / 2 remote once fully trained and home working qualified) or 5 days in office if preferred

Monday to Friday

5 min walk from Woking Train Station

Health & Medical Insurance, 23 days +banks holidays (rises to 27 max)

• Are you looking for an opportunity into the world of financial services, specifically Investments, Savings and Pensions?
• Would you like to be part of a team who provide support to the Advisers and their clients?

We have a fantastic opportunity to join a leading Chartered Financial Planners practice, joining 6 others in the administration team. They work under a very supportive Manager, who enjoys personally encouraging each one to achieve and exceed personal goals, including financially supporting them towards professional qualifications - allowing them to expand their roles and knowledge further into Paraplanning status.

The client is keen to receive applications from new/recent graduates who want to launch their career within the financial services arena, or from those with general administrative experience, ideally within a more technical/regulated industry, who are keen to move across and continue their professional development within the financial services industry.

Desirable attributes:

• First class communication skills (both written and spoken)
• Highly conscientious, well organised and have a keen eye for detail.
• Confident working on your own tasks, and happy to contribute and input to the wider team to overcome deadlines or queries that might arise.
• Highly IT literate proficient in Microsoft Word, Excel, Outlook and TEAMs.

One more thing to consider, as a company they are keen to get involved in supporting local and national charities each year - from cake bake-offs to quizzes to more physical activities for those who like them… previously did Woking to Paris Bike Ride, a very very long trek (Managers words not mine) and they’re considering the 3 Peaks Challenge at the moment!

Refer a friend and earn up to £500! If you know someone who is searching for a new opportunity, recommend Lloyd Recruitment Services and you will receive a retail voucher of your choice up the value of £500. Full details can be found on our website.

Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.

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Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.