Client Financial Services Administrator at Sandi Crowther Recruitment

• An excellent opportunity exists for a well-organised and proactive Client Services Administrator to join an established UK-based financial services company at its Umhlanga office. This role is suited to someone who enjoys working in a support-focused environment, takes pride in their attention to detail and is committed to providing efficient, professional service. Previous experience in a similar administrative role is essential, while financial services experience would be advantageous.
• Responsibilities will include providing day-to-day support to advisers and the paraplanning team, processing new business applications, preparing client documentation and meeting packs, obtaining investment valuations and liaising with clients and service providers. You will also maintain client records, manage workflow and correspondence, assist with compliance requirements and ensure tasks are completed accurately and within deadlines.

Requirements:

• Previous experience in a similar administrative or client services role
• Financial services experience would be advantageous but is not essential
• Proficiency in Microsoft Office and the ability to adapt to new systems
• Excellent organisational and time management skills
• Strong written and verbal communication skills
• High levels of accuracy and attention to detail
• Ability to manage competing priorities and work well under pressure
• A positive, professional and approachable manner, with strong interpersonal skills
• A team-focused attitude and willingness to work towards relevant industry qualifications