Source Recruitment

Client Relationship Administrator

Financial Services / Training

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Job type
Full-time
Contract type
Permanent
Location
Office
Start date
Not specified
Salary
Not specified

The Position

This is an excellent opportunity for a motivated and ambitious school leaver to launch their career in the financial services industry.

The Responsibilities

In this role, the successful candidate will support the Team Leader and Head of Department in the management of the Retirement and Savings portfolio. They will be responsible for reviewing and preparing client documentation for approval, ensuring all work is completed accurately and within agreed time frames. The role also involves working closely with colleagues, partners, and other departments to develop and deliver solutions that best meet clients' needs.

Experience / Qualifications / Education

Candidates must be committed to delivering a high standard of customer service and demonstrate a professional, client-focused approach. Strong problem-solving skills, attention to detail, and the ability to use initiative are essential. Proficiency in the Microsoft Office Suite is required.

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