Client Administrator - Aberdeen, United Kingdom - Idex
Description
My client is successful and highly respected national Wealth Management Practice in Aberdeen. They are currently looking for an experienced Client Administrator to join their team on a fixed term contract.
To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
Responsibilities:
- To work closely with the aligned Financial Planners and/or Investment Managers to deliver
- To build relationships with clients and maintain regular contact
- Maintain backoffice systems and client records in line with the company policies
- Request policy information from third party policy providers if applicable
- Liaise with operational teams where support is provided on activities. e.g., scripts, transfers,
- Preparation of meeting packs and valuations
- Assist investment managers in the preparation of new business pitches and presentations
To be successful in this role, you should have:
- Proven experience working in the financial services industry
Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies.
For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.
More jobs from Idex
-
Head of Contingent Risk
London, United Kingdom - 2 weeks ago
-
Finance Director
Glasgow, United Kingdom - 1 week ago
-
Financial Planner
Yeovil, United Kingdom - 1 week ago
-
Financial Planning Administrator
Watford, United Kingdom - 3 weeks ago
-
Commercial Account Executive
London, United Kingdom - 1 week ago
-
Financial Planner
Bristol, United Kingdom - 3 weeks ago