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 very exciting opportunity for a Client Administrator has come up to join a team based in Guildford. The purpose of this role is to provide the highest service to colleagues on a daily basis. Our client offers an outstanding working environment and amazing benefits. The Client Administrator position involves: Communicating and liaising with the team effectively and efficiently Updating the team on the progress and status of tasks where appropriate Working with service users to offer assistance wherever possible Supporting the wider teams and creating files for clients when required Assisting with all files and updating them when required Supporting the finance team by ensuring that receipts, cheques and bills are correctly loaded to the system Photocopying, printing, scanning, binding and filing tasks Dealing with any ad hoc duties as requested by the business Dealing with internal and external postal deliveries and arrange couriers services as necessary Working with the team to ensure client services are met at all times The ideal Client Services Administrator will: Have a minimum of six months administration experience Be educated to GCSEs graded A to C to include Maths and English Maintain excellent verbal and written communications skills Have great customer service experience and work ethic Maintain good interpersonal skills with the ability to adapt style and approach Maintain excellent attention to detail Please apply for further information and the chance to be considered for this great opportunity!

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.