Client Administrator

This hybrid, Client Administrator job in Northallerton is ideal for current IFA Administrators keen to join a growing company which has exciting plans ahead!

You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.

As a Client Administrator, you will be focused on undertaking efficient administrative support. Your responsibilities will include:

• Processing and chasing new business
• Obtaining illustrations, projections and valuations
• Answering and assisting with client queries
• Accurately update and maintain information on their back office system
• Prepare documents for suitability reports
• Liaise with clients and providers
• Prepare client meeting packs

The business has a strong focus on allowing their individuals to grow and develop and would openly support your progression. Due to their growing scale and people focus, they are open minded to support your development into whichever area you desire, whether that is into paraplanning, advice, compliance, management etc.

Client Administrator Requirements

• You should have experience as an Administrator within a financial planning firm
• You should have good knowledge of financial planning processes and how a Financial Advisor operates
• You should be motivated by the prospect of joining a growing business and the exciting change this brings

The Company

This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members.

Client Administrator Benefits

• Salary of £25,000 - £30,000
• Plus company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% pension (company matched up to 10%), discretionary bonus of 10% and 24 days holiday + bank holidays, rising up to 30 days
• Hybrid working with 60/40 split of office and home working
• 37.5 hours per week
• Excellent career progression, with individual development plans shaped around your desired career path

Locations

Northallerton

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