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Client Relationship Administrator Leading Financial Services Firm 24,000.00 26,250.00

Are you ready to embark on a rewarding career journey with a prominent Financial Services firm, recognised for its commitment to excellence?

Join a dynamic team in Taunton as a Client Relationship Administrator, where you will play a pivotal role in delivering exceptional client service.

Key Purpose:
As a Client Relationship Administrator, you will be the first point of contact for clients, embodying the company values and ensuring a seamless experience. Your responsibilities include maintaining a high level of professionalism, efficiently managing client inquiries, and providing crucial administrative support to our mortgage advisory team.

Key Objectives:

Communicate and work efficiently with all client inquiries, ensuring a personalised and exceptional experience.
Proactively manage day-to-day tasks, including transacting cases, supporting advisers, and liaising with external parties.
Adhere to FCA-approved standards, ensuring compliance and data protection guidelines.
Utilise various software packages for data entry and database monitoring.
Work under pressure, prioritise tasks and deliver exceptional service to meet client expectations.
Provide efficient administrative support to advisers through effective communication.
Collaborate with the Head of Client Relations to implement office procedures effectively.
Handle incoming and outgoing post, order supplies, and assist in office management tasks.
Demonstrate flexibility, approachability, and initiative under pressure.
Key Benefits:

Comprehensive induction programme.
Annual salary review.
Annual bonus scheme.
Study support (financially and during working hours).
30 days holiday allowance per year (subject to business needs).
Additional 2 days leave for Christmas shutdown.
Access to an on-site commercial gym.
Day off for your birthday.
BUPA Employee Assistance Program.
Opportunity to contribute to the company Foundation and Community Green Initiative.
Inclusive culture and engaging company events.
Pension and sick pay.
Requirements:

Personal motivation, strong communication, organisational skills, and the ability to manage your workload effectively.
Experience in dealing with customers and clients at all levels.
Willingness to undertake exams for continuous personal development in the Financial Services industry.
Proactive, tenacious, and able to always show initiative.
Ability to work closely with team members and the management team.

Have you got what it takes? Join our award-winning client in delivering excellence and building lasting client relationships.
Apply now to be a part of the vibrant and supportive team!

For full details please contact Ellis Mears at the Gloucester Pertemps Office