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Client Administrator


Job ID: 6099670

Crewe, Cheshire, England
£24k per year

Job Type: Full Time


Client Administrator
£24,000 + Bonus scheme
Permanent Position

An exciting opportunity has arisen to join an award winning, well established organisation based in Nantwich. This is a great opportunity for a someone who is looking for an office based role to grow and develop within the financial services industry. You will be the first point of contact for clients throughout the buying process of properties, through excellent and thorough training you will guide, advise and provide administration support to ensure a smooth process from initial consultation to completion. Liaising both internally and externally this is a role in which you will build great rapport and become an integral part in making sure communication is clear and accurate, allowing for excellent customer service standards.

Key Duties:

  • Providing support to advisor's
  • Responding to telephone and email enquiries
  • Diary management
  • Responsible for the maintenance of client files ensuring they are fully compliant
  • Liaising with product providers, lenders, solicitors and estate agents to progress applications
  • Checking and issuing insurance policy documents
  • Compiling invoices
  • Regularly updating clients with progress of applications
  • Assisting with producing financial reports and letters
  • Sorting and distributing incoming post and organising outgoing post


  • Experience working within financial services desirable
  • Previous Office experience 
  • Excellent communication skills both written and verbal
  • Great organisational skills
  • Self motivated
  • Attention to detail
  • Professional approach
  • Eager to learn

Hours-Monday-Friday 8.45am-5.15pm 

Benefits- Bonus scheme, 25 days holiday plus bank holidays, on-site parking, pension scheme and opportunities to gain further qualifications

For more information call Jodie on 01270 589943 or email your CV to jodiej@kpir.co.uk


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 Call ‘Leanne Dennis’ on: 01270 589943
Email here