At a Glance
- Tasks: Support Financial Advisers and manage client relationships in a dynamic environment.
- Company: Join a forward-thinking financial services firm with a hybrid work model.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Other info: Enjoy a fast-paced role with a supportive team and career advancement potential.
- Why this job: Be the vital link between clients and advisers, making a real difference in their financial journeys.
- Qualifications: Strong organisational skills and a passion for client service.
The predicted salary is between 25185 - 30000 £ per year.
Client Liaison Administrator HYBRID - Newmarket ( only need to be in the office once a fortnight )
Salary: £34,000 This is a varied and rewarding role where you will play a key part in supporting Financial Advisers, managing client relationships, and ensuring the smooth processing of financial services business.
The successful candidate will be highly organised, client-focused, and comfortable working within a fast-paced, regulated environment.
The Role Working closely with Advisers and the wider support team, you will provide comprehensive administrative and client service support across the full financial planning process.
You will act as a key point of contact for clients and providers, ensuring all client instructions and business transactions are processed accurately and efficiently.
Key Responsibilities Adviser Support Provide dedicated administrative support to Financial Advisers Manage adviser diaries, appointments and annual review schedules Prepare client meeting packs and supporting documentation Monitor adviser opportunities and assist with business pipeline management Handle adviser-specific requests and administrative queries Support marketing and client communication initiatives, including mail merge exe...
