Client Administrator

Working within the Wealth Management team, as the Client Administrator you will be responsible for providing a high-quality level of administrative support to two Financial Consultants, servicing the clients, and covering a range of varied duties. Using your excellent attention to detail and organisational skills, your duties will include being the first port of call for clients, assisting them with any administration queries, diary management for the financial consultants, formatting and preparing documents for meetings, client phone calls and correspondence, assisting with new business applications and client reviews, all the while ensuring responsibilities are all carried out in a timely and professional manner.