Client Relations Administrator

Posted 24 April by recruitment22
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Client Relations Administrator - Stockport/Hybrid Working - up to £30,000

This an opportunity to join a Stockport based IFA and one of the larger companies in the region, and with this comes a team full of good experienced professionals, clear reporting lines and excellent opportunities for personal development.

The Client Relations Administrator supports the Adviser by processing transfers, top-ups, withdrawals and contributions. Managing workload using a personal diary system. Addressing client and Adviser queries, and managing client/provider queries via phone and email. While maintaining accurate records and covering reception when needed.

Hours can be slightly flexible between Monday and Friday, they are open to anyone looking for reduced hours too and offer hybrid working, 50% in the office, 50% working from home.

They need someone who's worked in a similar role before supporting financial advisers.

Additional information and benefits:

  • 26 holidays per year, using 3 days in between Christmas & new Year. Plus, an extra day for your birthday
  • Hybrid working, upon completion of your probation period. Set days in the office will then be agreed with your manager, this will be 50% working in the office 50% at home.
  • Flexible working between the hours of 8am to 6pm, as long as 7.5 hours are worked each day in between core hours of 10am - 4pm.
  • 37.5 hours per week
  • Company Pension Scheme
  • Access to Benefit Hub which includes discounts to products, tickets etc
  • Group Life Scheme

Reference: 52526875

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