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Senior Administrator/Relationship Manager
Be the Heart of Our Client Relationships
Are you a highly organised and detail-oriented individual with a passion for client service? Do you thrive in a fast-paced environment and enjoy building strong relationships? If so, this is the perfect opportunity for you.
 
As a Senior Administrator/Relationship Manager, you will play a crucial role in ensuring the smooth operation of our business and delivering exceptional client experiences. You'll be the primary point of contact for our clients, providing top-notch administrative support and building lasting relationships.
 
Key Responsibilities:

Client Relationship Management:
Build and nurture strong relationships with our valued clients.
Proactively anticipate and address client needs and concerns.
Provide timely and accurate information and support.
Administrative Excellence:
Efficiently manage client portfolios and ensure compliance with regulatory requirements.
Prepare comprehensive client reports and documentation.
Coordinate and organise client meetings and events.
Operational Efficiency:
Streamline administrative processes to maximise efficiency.
Utilise technology to improve productivity and accuracy.
Collaborate with colleagues to achieve team goals. What We're Looking For:

Strong organisational and time management skills
At least 2-5 years experience working as an administrator within a financial planning environment
Planning and Client Liaison Experience
Excellent communication and interpersonal skills
A keen eye for detail and accuracy
Proficiency in Microsoft Office Suite
Experience in financial services or a related field Join Our Team and Make a Difference:
We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth. If you're ready to take your career to the next level, we encourage you to apply.
 
Our client is committed to creating a diverse and inclusive workplace where everyone feels valued and empowered. We encourage applications from all qualified individuals