Job Description

The Client Administrator provides full support to one or more Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

Your responsibilities will include:

• Proactively develop and maintain effective relationships with clients, colleagues, and 3rd party firms
• Point of contact for all client servicing and new business queries; to research and resolve client issues timely and efficiently.
• Preparation for client meetings and attend as and when required.
• Provide the business support necessary in meeting Tilney strategy and business objectives, as required.
• Process all business in accordance with required processes & proactive pipeline management.
• Prepare and print illustrations, key features and applications as required
• Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures.
• Request policy information from third party policy providers.

You will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

Required Knowledge, Skills, and Abilities

• Operational experience within the financial services industry.
• A proven strong ethic of client service
• Excellent standard of education ideally with Certificate in Financial Administration (CF1)/equivalent with a desire to further development through additional qualifications.
• Proficient IT skills in core Microsoft Office systems.
• Organization and prioritization skills being able to work independently and within a team.
• Professional telephone manner along with excellent written communication skills; to have an eye for detail.