Average Client Administrator salary in the UK

My client is a financial planning and wealth management business in Blackpool. They are currently looking for a Client Administrator to join their team. Duties will include: Responsible for the ongoing monitoring activities including periodic reviews and ongoing transaction/ payment monitoringReview and assess existing clients to ensure that the client due diligence held on file is up to date and accurateTo perform periodic reviews of existing clients in line with the client's risk rating. For example, High Risk client reviews are performed annuallyTo ensure that client due diligence, including a full understanding of a client's overall wealth and source of fund is held on file and is up to dateTo collect missing information (by writing to clients and/or speaking to Execs) and chasing any requested informationTo refresh the client risk assessment to ensure that the appropriate level of due diligence has been appliedTo investigate overnight screening alerts to establish if there are any changes to a client status including PEP/ RCA/ Sanctions and/ or adverse mediaTo perform live payment monitoring to ensure activity is line with what the firm knows about the client and obtain relevant Due Diligence documentation The company offers hybrid working, an excellent benefits package and full training. For more information please contact Graeme Hyland on or email 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.

A new opportunity for an Client Support Administrator to join a IFA Practice in Edinburgh City Centre.Initial Responsibilities: Making client AppointmentsOpening and franking mail, scanning all relevant documentation to client file and updating back office systemTyping up of the Client FactfindsEnsure client data is accurate and up to date on the back office systemDealing with clients and providers over the telephone and emailEnsuring client files are compliant with FCA and Company guidelinesPreparation of correspondence including general letters and emailsGeneral administrative duties such as photocopying and filing Further Responsibilities After Training: Sending out Letters of Authority to life companies and chase up accordinglyIssuing policy documentationProcessing withdrawal and surrender requests and chase up accordinglyObtaining values for client reviews and preparing valuation reportsDelivering research when requestedProcessing and chasing of new business, both paper based and onlineProcess fund switches and rebalancesPreparing incremental monies and rebalance reports from templates Requirements: The successful candidate will have at least one year's relevant experience within Financial ServicesExperienced using Microsoft Word, Excel, Outlook and Internet Explorer is essentialExperience of Intelligent Office desirable but not essentialExperience of using Platforms and Provider websites desirable but not essential . 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.

Our client is looking for a Client Administrator to join their team, working at their St Asaph office on a hybrid basis. Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application form preparation and submission. The role will involve promoting the company’s services in a professional and FCA compliant manner. Responsibilities: Liaise with 3rd party providers and navigate provider platforms (easy to do, must be comfortable using software).Process new business applications.Co-ordinate Financial Planner’s diaries and arrange client meetings.Prepare documentation for client appointments and meetings, including the production of annual planning meeting packs.Respond to email enquiries and liaise directly with clients.Send prepared information and reports to clients.Ensure all data entry is completed accurately and within specified timelines. Skills and Experience Experience in a Wealth Management, Financial Planning or IFA firm (6months minimum).A little knowledge of pensions, investments, mortgages and protection will jump you straight to the top of the queue.Intermediate Excel skills - e.g. Pivot tables.Good communication skills, comfortable with numbers, and highly organised.Capable of fact finding and analytical thinking.Love it when you delight a client with great outcomes.Want to be part of a team that appreciates you.Demonstrable experience of delivering client service at the highest levelSufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the roleRelevant industry qualifications will be an advantage, but are by no means essential. If you are interested in this position, please submit a copy of your CV to Sam at Artemis Recruitment.