Client Administrator - Havant, United Kingdom - Harper Evans Recruitment

Harper Evans Recruitment

Verified Company

Havant, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Client Administrator

Working as an administrator already, you could be looking for a new job that offers the chance to gain professional qualifications and offers a defined career path.

Or you may be seeking a role where you can use your current experience and feel valued in a family-owned business.

Joining a team of two other friendly administrators, you will be providing a high level of customer care and supporting a small team of Financial Advisors.

Company highlights

Hybrid working pattern 3 days in the office/2 days at home
Discretionary 3 extra days holiday at Christmas
Medical Insurance after 1 years' service
Financial awards for exams passed
Quarterly offsite training days
Employee recognition awards
Company events such as golf days, bowling, afternoon tea and countryside dog walks
Annual pay reviews based on merit
Fantastic office location, close to pubs, restaurants, and shops

The role

Diary management
Attending review meetings with the advisor to review clients' files and portfolios
Assisting in event management
Logging client information on salesforce CRM
Updating training records
Speaking and corresponding to investment and pension providers on behalf of the independent financial advisor
Accurately processing administration
Formulating client letters

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The ideal experience