Our Client is seeking a Client Administrator/Senior Client Administrator to join their growing team. 

The Client Administrator will assist one or more of the CRDs with the administration of a complex portfolio of clients, liaising closely with the Director to ensure client communications and administration is carried out in accordance with their policies and procedures.

Key Responsibilities:

• Assist one or more CRDs with the administration of a complex portfolio of clients according to their abilities and the complexity of the matter at hand. Passing all correspondence through the Director for authorisation and liaising closely with the Director before or after (if appropriate) communication with clients and intermediaries.
• Expected to assist less experienced staff members and show leadership as required.
• Assisting on client and non-client related projects to support the firm and the Board of Directors in meeting its objectives.
• Expected to be studying or hold a table 5 qualification and obtain appropriate levels and type of CPD to enable the role to be fulfilled as identified in discussions with the CRD.
• Assisting the director in training and managing more junior members of staff as appropriate.

The ideal candidate will have 2-5+ years’ experience in a private client environment and hold or be working towards an appropriate recognised professional qualification.

For more information, please contact Stu on 01534 707816 or email your CV to jobs@excel-recruitment.com