Client Administrator

Client Administrator – Financial Planning

What will you be doing?

We’re seeking an ambitious individual to join our Financial Planning team in Liverpool. You will be responsible for providing full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. 

This is a hybrid working role with a requirement to be in the office 3 days per week (initially will need to be 5 days in the office during probation).

As a Client Administrator Financial Planning, your responsibilities will include among others:

• To work closely with the aligned Financial Planners to deliver excellent client outcomes.
• To build relationships with clients and maintain regular contact.
• Maintain back-office systems and client records in line with the company ...