Salary for client administrator

Average salary


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 £

Similar positions


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Companies with the highest earnings in position Client administrator


GIBBS HYBRID INTERNATIONAL 3920 £
TAYLOR JAMES PROFESSIONAL RECRUITMENT 3750 £
PARKSIDE RECRUITMENT 2948 £
DAVIES RESOURCING 2916 £
ASHLEY KATE HR 2916 £
TRANSACT 2750 £
AUXERIS 2666 £
CAMERON JAMES 2638 £
PROFESSIONAL OFFICE 2583 £
BWD SEARCH & SELECTION 2500 £

Salary in companies


GIBBS HYBRID INTERNATIONAL 3920 £
1300 £ 3920 £
TAYLOR JAMES PROFESSIONAL RECRUITMENT 3750 £
1300 £ 3920 £
PARKSIDE RECRUITMENT 2948 £
1300 £ 3920 £
DAVIES RESOURCING 2916 £
1300 £ 3920 £
ASHLEY KATE HR 2916 £
1300 £ 3920 £
TRANSACT 2750 £
1300 £ 3920 £
AUXERIS 2666 £
1300 £ 3920 £
CAMERON JAMES 2638 £
1300 £ 3920 £
PROFESSIONAL OFFICE 2583 £
1300 £ 3920 £
BWD SEARCH & SELECTION 2500 £
1300 £ 3920 £

Comment on the job position of client administrator

Benefits


  • profit sharing

Requirements


  • investment Banking
  • microsoft Excel
  • spreadsheet
  • transaction
  • onboarding
  • 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
  • paraplanning
  • wealth Management
  • compliance Procedures
  • data Quality
  • private Client
  • administrative Support
  • administrative
  • financial Planning
  • previous experience working within an IFA practice

Responsibility


  • 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
  • help the transition and integration of administration work as a result of acquisition projects or new adviser
  • complete applications, process new business, and submit it to providers
  • prepare paperwork for client meetings, including literature, illustrations, and forms from providers
  • use DocuSign when appropriate to use pre-completed application forms and other documents for customer approval or signature
  • check that client agreements, including fee schedules, are in place, signed, recorded, and stored to the DMS
  • induction. Ad-hoc team-based administration support to cover, for example, vacation or sick days, transient increases in workload, or ad-hoc data cleansing work
  • ensure client data is accurately preserved on iO and Volume , including all written and electronic correspondence with clients and providers as well as meeting notes

Current offers for the position


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