As a Client Administrator, you will provide administration assistance and dedicated support to the Client Services team and management.
You may be required to undertake reasonable additional or alternative duties subject to business requirements, duties include but are not limited to:
- Opening and administering bank/investment accounts
- Drafting agreements and deeds
- Drafting minutes
- Inputting payments
- Communication with clients and intermediaries
- Assisting in the administration of trust and company clients
- Aid senior members of the Client Services team
Qualifications Required
- 5 GCSEs or equivalent at grade C or above
Experience and Knowledge
- Previous TCSP experience in a similar role is beneficial
- A working knowledge of Microsoft Office, CCH, Viewpoint and Laserfiche is desirable
Training
- External and internal training will be supported and encouraged
Skills
- Accountability
- Continuous Improvement
- Collaborative Engagement
- Transparent Communication
- Adaptability
Characteristics
- Empathy
- Innovation
- Inclusivity
- Proactive Communication
- Resilience
Benefits
- Medicash Health Plan
- Flexible hours and working opportunities
- Study support
- Personal development and growth programmes
- Ongoing CPD support
- Discounted gym membership
- Access to the Atla Academy
- Death in service
- Contributory pension scheme
- Additional day off for your birthday
Closing date for applications: 16th September 2026.
To apply, please click the APPLY NOW button below, which will take you to our online application process.
Please remember to state that you found and applied for the role through JusttheJob.im.
Commensurate with experience & qualifications
Full Time - 37.5 hours per week
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