Client Liaison Administrator

Reference: AL1214

Client Liaison Administrator

Allestree, Derby (ref AL1214) – office based

Salary c£25,000 – £28,000 dep on exp + benefits

My client is an award-winning Wealth Management Company and they are now looking for a professionally presented individual with excellent communication and administration skills to join their team.

The Role

  • Preparing client files for meetings taking place
  • Sending out Letters of Authority to investment and pension providers then chasing and monitoring the responses for clients
  • Updating Client Financial Review information
  • Preparing client review letters
  • Issuing withdrawal and fund switch letters where required
  • Dealing with probate matters
  • Ensuring that the compliance requirements are met
  • Reception cover during lunches and holiday periods, meet and greet clients
  • Answering incoming calls and dealing with any queries
  • General office duties including photocopying, scanning, filing, opening distributing the post and trips to the Post Office where required


Candidate Requirements


  • Exceptionally professionally presented
  • Excellent communication skills
  • Professional, friendly and bubbly disposition
  • The ability to prioritise work
  • Literate, numerate and accurate with a high level of attention to detail
  • Able to work within a team and independently
  • IT literate
  • Able to work to deadlines
  • Previous experience working in a professional office, ideally but not necessarily, financial services
  • A can-do attitude and a willingness to learn
  • Team fit is important to us as we are a small team, we have a positive approach to work and life and are therefore looking for like-minded individuals


If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.


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