Client Liaison Administrator
- Recruiter
- Confidential
- Location
- Grimsby
- Salary
- 20000.00 - 26000.00 GBP Annual
- Posted
- 18 Nov 2021
- Closes
- 16 Dec 2021
- Sectors
- Admin, Secretarial & PA
- Contract Type
- Permanent
- Hours
- Full Time
Client Liaison Administrator - Grimsby - Up to GBP26,000
We're thrilled to be working with a well-respected wealth management firm who are currently seeking a Client Liaison Administrator to join their team in Grimsby. This is a great opportunity to join a growing and thriving business which champions employee development and success.
Client Liaison Administrator Responsibilities:
?? Acting as a point of contact for the client in the adviser's absence and deal with client queries
?? Booking all client meetings including annual review meetings
?? Processing forms & client Instructions
?? Meeting and greeting all clients
?? Providing personal support to the adviser
?? Monitoring and manage the adviser's diary
?? Dealing with all bespoke adviser queries and requests
?? Monitoring the adviser's opportunities on a weekly basis
?? Managing daily post and passing to other support staff
?? Preparing meeting packs
?? Assisting with mail merge exercises
?? Changing of Agency & LOA Procedures
?? Submitting all forms and letters of instruction to product providers
?? Communicating with product providers to track status of procedures
?? Keeping the adviser and client informed of progress of application through to completion
?? Maintaining the database
Working Hours:
Monday to Friday 09:00 - 17:00
Flexible working available
Required Skills & Experience:
?? Strong client service skills
?? Excellent communication skills
?? Strong Microsoft Office skills
?? XPLAN experience (Desirable)
Benefits:
?? Hybrid Working - (in agreement with line manager)
?? 25 days' holiday, plus bank holidays and an additional day off for your birthday each year
?? Private healthcare
?? Cycle2Work scheme (salary sacrifice)
?? Volunteering scheme - 2 days' paid leave per year to volunteer within the community.
?? Plus, much more!
If you are interested in finding out about this exciting Client Liaison Administrator opportunity, please click 'apply now'.
Chase & Holland acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. We specialise in finance, supply chain, HR, IT and office support recruitment and comfortably service Yorkshire, Derbyshire, Nottinghamshire, Leicestershire, Staffordshire and Lincolnshire
We're thrilled to be working with a well-respected wealth management firm who are currently seeking a Client Liaison Administrator to join their team in Grimsby. This is a great opportunity to join a growing and thriving business which champions employee development and success.
Client Liaison Administrator Responsibilities:
?? Acting as a point of contact for the client in the adviser's absence and deal with client queries
?? Booking all client meetings including annual review meetings
?? Processing forms & client Instructions
?? Meeting and greeting all clients
?? Providing personal support to the adviser
?? Monitoring and manage the adviser's diary
?? Dealing with all bespoke adviser queries and requests
?? Monitoring the adviser's opportunities on a weekly basis
?? Managing daily post and passing to other support staff
?? Preparing meeting packs
?? Assisting with mail merge exercises
?? Changing of Agency & LOA Procedures
?? Submitting all forms and letters of instruction to product providers
?? Communicating with product providers to track status of procedures
?? Keeping the adviser and client informed of progress of application through to completion
?? Maintaining the database
Working Hours:
Monday to Friday 09:00 - 17:00
Flexible working available
Required Skills & Experience:
?? Strong client service skills
?? Excellent communication skills
?? Strong Microsoft Office skills
?? XPLAN experience (Desirable)
Benefits:
?? Hybrid Working - (in agreement with line manager)
?? 25 days' holiday, plus bank holidays and an additional day off for your birthday each year
?? Private healthcare
?? Cycle2Work scheme (salary sacrifice)
?? Volunteering scheme - 2 days' paid leave per year to volunteer within the community.
?? Plus, much more!
If you are interested in finding out about this exciting Client Liaison Administrator opportunity, please click 'apply now'.
Chase & Holland acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. We specialise in finance, supply chain, HR, IT and office support recruitment and comfortably service Yorkshire, Derbyshire, Nottinghamshire, Leicestershire, Staffordshire and Lincolnshire