• Experience in a client-facing or client-support role within the financial services sector.
• Strong knowledge of the regulatory environment and investment products/services.
• Proven ability to manage end-to-end client administration processes with accuracy and attention to detail.
• Experience in managing or mentoring administrative staff is desirable.
• Excellent interpersonal and communication skills, with the confidence to represent the firm in client interactions.
• Minimum of GCSEs (A-C) or equivalent in English and Maths.

• Serve as the first point of contact for clients, building strong relationships and delivering a responsive, professional service.
• Manage all aspects of the client life-cycle, including on-boarding, account maintenance, and periodic reviews.
• Liaise between clients and internal teams to ensure clear communication and timely resolution of requests.
• Adhere to internal operating models and regulatory standards while actively identifying opportunities for process improvement.
• Support the investment team with client suitability requirements, including the collection of relevant documentation and production of client summaries and correspondence.
• Attend client meetings as needed, providing administrative expertise and ensuring client needs are met efficiently.
• Collaborate with colleagues across the wider operations and administration functions to develop and promote best practices.

• A highly competitive salary
• Wider Benefits package

INDPERM