Salary for client administrator

2000 £

Basic salary	1300 £
Maximum Wage	3000 £

1300 £
Lowest

2150 £
Average

3000 £
Highest

client administrator - How much money do you make working at this position?

The average salary for the client administrator position is 2000 £

GIBBS HYBRID INTERNATIONAL Based on 2 job offers	3920 £
TAYLOR JAMES PROFESSIONAL RECRUITMENT Based on 6 job offers	3750 £
SEARCH Based on 3 job offers	2958 £
PARKSIDE RECRUITMENT Based on 8 job offers	2948 £
DAVIES RESOURCING	2916 £
ADDITIONAL RESOURCES UK	2916 £
ASHLEY KATE HR	2916 £
TAY ASSOCIATES	2880 £
CLEANTECH	2880 £
TRANSACT Based on 13 job offers	2750 £

GIBBS HYBRID INTERNATIONAL	3920 £	1300 £ 3920 £
TAYLOR JAMES PROFESSIONAL RECRUITMENT	3750 £	1300 £ 3920 £
SEARCH	2958 £	1300 £ 3920 £
PARKSIDE RECRUITMENT	2948 £	1300 £ 3920 £
DAVIES RESOURCING	2916 £	1300 £ 3920 £
ADDITIONAL RESOURCES UK	2916 £	1300 £ 3920 £
ASHLEY KATE HR	2916 £	1300 £ 3920 £
TAY ASSOCIATES	2880 £	1300 £ 3920 £
CLEANTECH	2880 £	1300 £ 3920 £
TRANSACT	2750 £	1300 £ 3920 £

investment Banking
microsoft Excel
spreadsheet
transaction
onboarding
proven experience in the financial services industry, ideally with 2 to 5 years of experience
A strong commitment to client service
previous financial administration experience is required
ability to work under pressure and prioritize tasks
excellent communication skills, both written and verbal, along with strong influencing and organizational skills
confident problem solver and able to quickly adapt to change
ability to use judgement and reasoning to propose solutions to problems
organised and able to prioritise workloads to meet deadlines
strong numeracy, literacy and analytical skills
sound technical knowledge covering pensions, investments, protection and the underwriting process
excellent written and verbal communication skills
parkside Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. Parkside Recruitment is an Equal Opportunities Employer
2-3+ years' experience within the independent sector of the financial services industry, in a relevant administration role
entry-level/ 1+ years in a similar position
financial Services

to provide support to Paraplanners & Financial Planners
supporting a Chartered Financial Planner & wider team
to be the first point of contact for clients
processing new business applications across the key financial products
submitting transaction & trade requests including fund switches on and off platform
to process new business applications across the key financial products
liaising with product providers
ensuring that financial transactions are completed correctly & compliantly
obtaining illustrations & product literature
actioning LOAs
preparing for client review meetings
processing new business applications
acquiring client portfolio valuations
collaborate closely with Financial Planners and/or Investment Managers to deliver excellent client outcomes
build and maintain relationships with clients, ensuring regular contact
maintain back-office systems and client records in accordance with company policies
request policy information from third-party policy providers, if applicable
liaise with operational teams for support on activities such as scripts, transfers, corporate actions, static data changes, where applicable
prepare meeting packs and valuations as required
assist investment managers in preparing new business pitches and presentations

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