Client Administrator

Client Administrator

Salary: £28,000 - £30,000

Location: Hybrid, City of London (3 days in office, 2 days remote)

Our client, a boutique insurance and investment advisory firm, are seeking a Client Administrator to support the Office Manager and wider administration team to ensure compliance is met by their members with all FCA and Lloyd’s requirements.

Key Responsibilities:

• Assist the administration team with document collection, data entry, and administrative processes.
• Ensure members comply with Lloyd’s requirements and deadlines by coordinating with external advisors, providing necessary information, and following up on outstanding documents.
• Support the Office Manager with general administration, data entry, and client communications while maintaining accurate client data across the company.
• Develop and maintain knowledge of regulatory requirements, including Lloyd’s membership rules, and assist with associated processes and procedures.
• Coordinate with other teams to ensure consistent reporting to members.
• Help the administration team prepare, collect, and submit documents related to members' funds at Lloyd's.
• Liaise with members' external advisors regarding underwriting affairs.
• Monitor and collect annual forms, and ensure compliance with ID&V and Source of Wealth requirements.
• Download Lloyd’s reports from the Lloyd’s portal and make them available to relevant staff and members.
• Perform general administrative tasks, including electronic filing, data checking, and uploads/downloads to Lloyd’s and company portals

Key requirements:

• High attention to detail and ability to follow processes accurately
• A strong team plater
• Excellent communication skills, both written and verbal
• Reliable and trustworthy
• High levels of professionalism
• Prior experience within an admin role and/or insurance would be beneficial
• Experience within a client facing / customer service environment

Package:

• £28,000 – £30,000 per annum
• 15% non-contributory pension
• Long term career progression
• Team trips abroad
• Hybrid working (3 days in office)
• Working hours: 9am-5pm
• 23 days holiday plus bank holidays and discretionary Christmas closure

Unfortunately, due to the sheer volume of applications we receive, we are not always able to respond to each applicant directly. We will certainly be in touch proactively if we feel you are suitable for this role or might be a strong candidate for other opportunities we are working on.