Client Relationship Administrator / PA

Location: Wellington

Salary: Up to £33,000 DOE

Hours: Full time 37.5 hours, Monday to Friday 8.45am-5.15pm

Key Highlights of the Benefits Package:

• Matched pension contributions up to 5%, plus reinvestment of employer NI savings
• Private medical insurance for all permanent employees
• Life assurance (4 salary) and income protection (75% salary in long term illness)
• Generous holiday allowance - starting at 33 days (including bank holidays) and rising to 38 days with service, plus the option to buy more
• Full funding for professional exams, training and subscriptions
• Electric car, cycle to work and season ticket schemes
• Long service awards, referral bonuses, and paid volunteering time

The Company:

A dynamic and forward thinking financial services company, who have been offering trusted advice and guidance in the Southwest for over 80 years. They are widely recognised for their exceptional knowledge base across all business sectors and areas of financial management. They really look after their staff and offer a vibrant and inclusive working environment and maintain great staff retention.

The Role:

The primary purpose of this role is to provide high quality administrative support to Financial Consultants, playing a vital part in the smooth day to day running of the business. You will work across a range of financial services teams, gaining broad exposure to different areas of the organisation and developing a strong understanding of the financial planning environment. This varied position offers the opportunity to build valuable experience while supporting advisors in delivering excellent client outcomes.

Key Duties:

• Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person)
• Organise existing and prospective client meetings and actively manage Financial Consultants diary and workload as required
• Liaise with clients on any administration queries they may have
• Manage client service needs and client expectations to ensure client satisfaction
• Ensure action points resulting from client meetings get diarised and dealt with
• Preparation of meeting packs, to include new business for signing up
• Completion, submission and follow up of applications, ensuring new business cases are processed in a timely and compliant manner
• Organise client review meetings as per the company process as required
• Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements
• Ensure follow up letters are sent in a timely manner
• Maintenance of client records
• General administrative support

About you:

• Previous office support experience within a corporate environment
• Accuracy and strong attention for detail
• Excellent organisational and time management
• The ability to work under pressure and prioritise
• Excellent communication, both verbal and written
• Competent IT user
• A positive and proactive approach to work and a desire to help and support the wider team
• Calm and considered outlook in approach to problem solving