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 £

Companies with the highest earnings in position Client administrator
GIBBS HYBRID INTERNATIONAL
Based on 2 job offers
3920 £
3750 £
SEARCH
Based on 3 job offers
2958 £
PARKSIDE RECRUITMENT
Based on 8 job offers
2948 £
2916 £
2916 £
2916 £
2880 £
TRANSACT
Based on 13 job offers
2750 £
AUXERIS
Based on 4 job offers
2666 £

Salary in companies


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 £
TRANSACT 2750 £
1300 £ 3920 £
AUXERIS 2666 £
1300 £ 3920 £

Comment on the job position of client administrator

Benefits


  • profit sharing

Requirements


  • 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

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
  • 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

Current offers for the position


TAYLOR WEALTH MANAGEMENT
Experienced Client Services Administrator

Hybrid working available between home and the office. Customer service: 2 years (required). Confident in dealing with colleagues, clients, and third parties and…

Falmouth

VETSPEED
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The successful candidate must be a flexible team worker who can display strong administration skills and be able to deliver excellent customer care,…

Royston

NUFFIELD HEALTH
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Be approachable, personable and able to adapt to different situations, always keen to delight customers and improve their experience.

London

LJW RECRUITMENT SOLUTIONS
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NUFFIELD HEALTH
Client Services Administrator

Provide an efficient, professional reception service for the department and manage both external and internal client queries, ensuring all enquiries are dealt…

London

NUFFIELD HEALTH
Client Services Administrator

Be approachable, personable and able to adapt to different situations, always keen to delight customers and improve their experience.

London