Our client, a leading specialist in life assurance and capital redemption bonds for high-net-worth individuals, is seeking a Senior Administrator. This full-time, permanent role supports their operations and ensures the highest level of service to clients and advisers. The successful candidate will contribute to managing client assets and delivering tailored solutions to meet evolving financial goals. Click here to read more
Job Duties:
- Manage client relationships and ensure the delivery of exceptional service to high-net-worth clients.
- Oversee administrative tasks related to life assurance and capital redemption bonds.
- Assist advisers with queries, ensuring efficient and accurate responses.
- Maintain up-to-date and compliant client records within company systems.
- Support the preparation and submission of documentation for regulatory compliance.
- Coordinate and implement internal processes to streamline client interactions and operations.
- Collaborate with cross-functional teams to address client needs and provide bespoke solutions.
- Contribute to team development by mentoring junior staff members and sharing expertise.
Job Requirements:
- Proven experience in an administrative or client service role, preferably within financial services.
- Knowledge of life assurance, capital redemption bonds, or wealth management is advantageous.
- Excellent organisational and problem-solving skills, with a keen eye for detail.
- Strong written and verbal communication skills to engage effectively with clients and advisers.
- Proficiency in Microsoft Office and relevant administrative software.
- Understanding of regulatory standards and compliance requirements in financial services.
- Ability to prioritise tasks, meet deadlines, and adapt to changing client needs.
What You’ll Love:
Our client is committed to providing intelligent, tax-efficient solutions for managing wealth and ensuring exceptional client service. You will have the opportunity to work in a dynamic and supportive environment, contributing to innovative approaches in wealth preservation and inheritance planning.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
