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 £

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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

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