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Vacancies.

Client Liaison Administrator

Location:

Sheffield, UK

Type of Job:

Full Time/ Perm

Published By:

MT16207

Published Date:

4 April 2024 at 11:00:00

• Adherence to management systems and controls
• Communicate effectively with colleagues, clients and product providers and attend regular operational meetings, all with a high degree of professionalism.
• Supports advisers with various administrative tasks
• Act as a point of contact for clients in adviser’s absence and book all client meetings
• Process change of agency and LOAs, updating XPLAN accordingly
• General form processing and other administrative tasks

Benefits

About us

Address

Sheffield, UK

About the job

Client Liaison Administrator:
An exciting opportunity has become available at a forward thinking and ever-growing wealth management company with 15 years of experience in the industry. They are looking for a review team administrator to join their dynamic team. This role would be perfect for someone who has a little bit of experience in the financial sector and is looking to get into a career in wealth management.

Benefits include:
• £23-30k salary (DOE)
• 26 days annual leave including a day off for your birthday (plus bank holidays)
• Contributory pension scheme
• Private Healthcare
• Life assurance
• Health insurance
• 2 charity volunteer days
• Employee recognition
• Recruitment referral
• Career Development
• Cycle to work scheme

Your key responsibilities will include:
• Adherence to management systems and controls
• Communicate effectively with colleagues, clients and product providers and attend regular operational meetings, all with a high degree of professionalism.
• Supports advisers with various administrative tasks
• Act as a point of contact for clients in adviser’s absence and book all client meetings
• Process change of agency and LOAs, updating XPLAN accordingly
• General form processing and other administrative tasks

The ideal candidate:
• A basic understanding of the financial services sector would be beneficial
• Able to accurately record and maintain vital information with good attention to detail
• Strong client service skills
• Excellent communication skills
• Proficient in Microsoft Office
• Strong methodical and organisational skills
• Knowledge of XPLAN and Dynamic Planner is desirable but not essential

At A for Appointments, we are committed to equal opportunities for everyone. We embrace diversity and believe that a balanced, inclusive workforce is crucial to our business. We do not tolerate discrimination, harassment or bullying towards any candidates or employees. We are proud to be an equal opportunities employer.

Due to the high volume of applications, we receive, it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days, please assume that on this occasion your application has not been successful.

Requirements

• Adherence to management systems and controls
• Communicate effectively with colleagues, clients and product providers and attend regular operational meetings, all with a high degree of professionalism.
• Supports advisers with various administrative tasks
• Act as a point of contact for clients in adviser’s absence and book all client meetings
• Process change of agency and LOAs, updating XPLAN accordingly
• General form processing and other administrative tasks

Benefits

• £23-30k salary (DOE)
• 26 days annual leave including a day off for your birthday (plus bank holidays)
• Contributory pension scheme
• Private Healthcare
• Life assurance
• Health insurance
• 2 charity volunteer days
• Employee recognition
• Recruitment referral
• Career Development
• Cycle to work scheme

Address

Sheffield, UK

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