Average Client Administrator salary in the UK

An established and friendly company are current looking for a Client Administrator. The Client Administrator role involves dealing with queries, updating contracts, management of documents and providing administrative support to the wider team. £26,000 to £28,000Office basedParking on-site - close to mainline stations Client Administrator duties: Answering telephone and email queries from clients regarding aspects of their contractsManaging complaints in line with procedures, liaising with the Management Team as requiredCreating folders for new contracts, ensuring H&S & RAMs procedures in line with client contractsMonitoring and recording of client annual review dates and sharing to various accreditation portalsCreating new documents for contracts and implementing any changesCreating assessment sheets and liaising with the Technical TeamLiaising with the Compliance Team regarding audits, tenders and accreditationsCreating presentations to provide information and guidance to Engineers and staff members Client Administrator requirements: Experience within a similar role desirableIT proficient - Word, Excel and Outlook Apply today!

IDEX Consulting are working with a leading wealth management business who require a Financial Planning Administrator to join their growing team. Recently moved in to brand new offices just a short walk from the city center train station, the business continues to be an exciting place to work for many staff who have demonstrated genuine progression across front and back office teams. This role gives great exposure, working closely with 2 Financial Planners who have been with the business for a long time and are very well regarded. Typical duties include.. To work closely with the aligned Financial Planners to deliver excellent client outcomesTo build relationships with clients and maintain regular contactLiaise with operational teams where support is requiredPreparation of meeting packs and valuationsMaintain back-office systems and client records in line with the company policies Due to the fast-paced nature of the role, the successful candidate will require recent and relevant experience within a similar function, ideally within a Financial Advisory business. Longer-term opportunities for study support and a pathway to progress is provided and fully supported by the leadership team. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Client Review Team Administrator South Leicestershire - desk-based role (Ref AL1346) Salary £24-£28k dependent on experience plus generous benefits This is a full-time position, 37.5 hours per week, 9 am - 5 pm, (30 minutes unpaid lunch break), Monday to Friday. My client is a medium sized, friendly, Independent Financial Services company, and they have an excellent new opportunity, for a Client Review Team Administrator to join their team. The role will involve all aspects of financial services administration, with an emphasis on client reviews, liaising with financial advisers at every stage of the process. At least 1 years’ experience in financial services is essential, along with enthusiasm and commitment to delivering a first-class service, to both clients and colleagues. The Role: Produce valuationsPrepare cash flow modelling (information gathering and understanding)Prepare portfolio comparison analyticsMake client appointmentsAction fund switchesCarry out attitude to risk questionnairesPrepare new and existing client appointment packsAdviser diary managementRegular engagement with clients and providers via telephone, email and letterProduce 'no action’ and 'fund switch’ suitability lettersMaintain clear and compliant recordsGeneral admin duties, scanning, photocopying, etcCarry out other related duties when requiredAttend departmental meetings and trainingComply with the Financial Services and Markets Act 2000 and the relevant FCA rulesComply with the relevant compliance, TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the companyKeep up to date with all relevant product, legislative and technical changes, as requiredEnsure all dealings with clients are carried out in a professional and courteous manner Ideal skills/experience: Worked in the financial services industry for a minimum of 1 year and thrives in a fast paced and accurate data input environment. Good IT skills, with a working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with what might be an unfamiliar software package, e.g., our back-office system (Xplan). Have good problem-solving abilities and able to stay focused on tasks, despite distractions and interruptions. An understanding of FCA regulations/compliance would be advantageous. Be both organised and flexible in their approach and be a good team playerExcellent customer facing interactions, good administration skills/phone mannerWell-presented, self-motivated and organised, with a good work ethic. Will take personal responsibility for the quality and timeliness of work and can achieve results with minimal supervision. Be an integral part of the team - a good communicator, willing to input new ideas and suggestions to improve process. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.