client administrator

NJR Recruitment

<p><strong>Client Review Administrator - IFA Firm</strong></p> <p><strong>£24,000 - £28,000</strong></p> <p><strong>Leicester Area </strong></p> <p><strong>Hybrid working </strong></p> <p>Benefits</p> <p>25 days holiday, plus bank holidays.</p> <p>Generous non-contributory pension scheme, commencing after three months' continuous service.</p> <p>Free death in service, subject to qualifying criteria, commencing after three months' continuous service.</p> <p>Brand new air-conditioned modern offices, offering full kitchen and dining facilities, gym, and free secure on and off-site parking.</p> <p>Dress down Fridays.</p> <p>NJR Recruitment are currently working alongside a well-established firm of Independent Financial Advisers who have had year on year growth. As a result of this continued growth, they have an exciting opportunity for an additional Administrator to join their Client Review Team. The successful Candidate will be responsible for providing long term administration support to the Financial Planners with an emphasis on client review.</p> <p>Our client specialise in providing bespoke Financial Advice to their well established and growing Client base, to be considered you will need to have Industry related experience in return you will be working within a professional but friendly working environment offer career development.</p> <p>Duties of the Client Review Team Administrator:</p> <p>" Make client appointments</p> <p>" Produce valuations</p> <p>" Prepare cash flow modelling (information gathering and understanding)</p> <p>" Prepare portfolio comparison analytics</p> <p>" Action fund switches</p> <p>" Carry out attitude to risk questionnaires</p> <p>" Prepare new and existing client appointment packs</p> <p>" Adviser diary management</p> <p>" Regular engagement with clients and providers via telephone, email and letter</p> <p>" Produce no action and fund switch suitability letters</p> <p>" Maintain clear and compliant records</p> <p>" General admin duties, scanning, photocopying, etc</p> <p>" Carry out other related duties when required</p> <p>" Attend departmental meetings and training</p> <p>Experience and Skills Required:</p> <p>" Has worked in the financial services industry for a minimum of 1 year and thrives in a fast paced and accurate data input environment. </p> <p>" An understanding of regulations/compliance would be advantageous.</p> <p>" A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g., our back-office system (Xplan).</p> <p>" Excellent customer facing interactions, good administration skills/phone manner and IT skills</p> <p>" Be an integral part of the team - a good communicator, willing to input new ideas and suggestions to improve process.</p> <p>" Flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change</p> <p>If you are interested in this role then apply online or for further information speak to one of our specialist recruiters, quoting reference NJR15889</p>

Client Review Administrator

Ortus PSR

<p>IFA Administrator - Join a Thriving Wealth Management Firm Career Growth + Hybrid Working Part Time </p><p>Location: Cheltenham - Remote, 25 hours a week </p><p>Salary: £28,000 - £33,000 pro rata </p><p>Join a respected and client-centric Independent Financial Advisory (IFA) firm committed to delivering holistic financial planning to a loyal and growing client base. Known for its supportive culture, modern systems, and dedication to professional development, our firm offers a dynamic environment where your career can truly flourish. </p><p>Whether you're an experienced IFA Administrator or looking to step up in a structured and regulated environment, this is your chance to join a high-performing team where your work is valued and your growth is supported. </p><p>Responsibilities </p><ul><li>As an IFA Administrator, you'll be a key support to Financial Advisers and Paraplanners, ensuring clients receive a seamless, compliant, and professional service. </li><li>Prepare and process new business applications across pensions, investments, protection, and platforms </li><li>Maintain accurate client records on CRM systems </li><li>Liaise with product providers for valuations, policy information, and ongoing servicing </li><li>Generate client reports, illustrations, and letters using provider tools and templates </li><li>Support compliance processes including Anti-Money Laundering (AML) checks and GDPR requirements </li><li>Handle day-to-day client communications in a professional and proactive manner </li></ul><p>Requirements </p><ul><li>We're looking for a highly organised and detail-oriented individual who thrives in a fast-paced financial planning environment. </li><li>Previous experience in an IFA, Wealth Management or Financial Planning firm </li><li>Solid understanding of financial products including pensions, ISAs, bonds, and protection </li><li>Familiarity with industry platforms and provider portals </li><li>Confident using back-office systems </li><li>Excellent communication and interpersonal skills </li><li>Strong administrative, organisational and time management abilities. </li></ul>

Client Services Administrator

Capio Recruitment Financial Planning

<p><strong>Job Title:</strong> Client Support Administrator</p><p><strong>Location:</strong> Bristol</p><p><strong>Salary:</strong> £28,000 - £34,000 (DOE)</p><p>This is an opportunity to join a well-established and forward-thinking Independent Financial Services firm in Bristol. You'll be part of a supportive and collaborative team, providing vital administrative and reporting support to Financial Advisers and Paraplanners.</p><p>This role is ideal for someone confident, organised, and detail-oriented, with a solid background in financial services administration. You'll be working closely with advisers, clients, and providers, ensuring a smooth and professional service at every stage.</p><p><strong>The Role:</strong></p><ul><li>Assist with all aspects of client administration and financial reporting</li><li>Prepare documentation and reports for annual reviews and client meetings</li><li>Liaise with clients and providers regarding new and existing business across pensions, investments, and protection</li><li>Process new business applications and monitor progress through to completion</li><li>Update and maintain client records within Intelliflo (IO)</li><li>Manage personal workflow and diary effectively</li><li>Assist in preparing simple suitability reports and processing adviser fees</li><li>Support wider team tasks and ensure compliance standards are maintained</li></ul><p><strong>The Required Skills & Experience:</strong></p><ul><li>Minimum of 3 years' experience within a Financial Services Administration role</li><li>Broad product knowledge across pensions, investments, and protection</li><li>Excellent organisational and time management skills</li><li>High attention to detail and strong numeracy skills</li><li>Confident communicator and team player</li><li>Proficient in Microsoft Office (Word, Excel, Outlook)</li><li>Knowledge of Intelliflo advantageous</li><li>Familiarity with various platforms </li></ul><p></p><p><strong>What's on Offer:</strong></p><ul><li>Salary £28,000 - £34,000 depending on experience</li><li>Hybrid working</li><li>Supportive, collaborative team environment with strong leadership</li><li>Financial assistance towards professional qualifications (CII or equivalent)</li><li>Opportunity to develop within a respected and growing independent firm</li></ul><p></p><p>To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.</p><p><strong>"INDSBWEA"</strong></p>

IFA Administrator

Wipro

<div>Job Description<p></p><div><div><ul><li><div><b><br>
</b><br>
</div></li></ul></div></div><div><div><div><div>Job Title: Administrator - L3
</div></div></div></div><div><div><div><div>Req Id: 98529
</div></div></div></div><div><div><div><div>City: Abu Dhabi
</div></div></div></div><div><div><div><div>State/Province: Abu Dhabi
</div></div></div></div><div><div><div><div>Posting Start Date: 11/9/25
</div></div></div></div><div><div><div><div>Wipro Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO) is a leading technology services and consulting company focused on building innovative solutions that address clients&rsquo; most complex digital transformation needs. Leveraging our holistic portfolio of capabilities in consulting, design, engineering, and operations, we help clients realize their boldest ambitions and build future-ready, sustainable businesses. With over 230,000 employees and business partners across 65 countries, we deliver on the promise of helping our customers, colleagues, and communities thrive in an ever-changing world. For additional information, visit us at www.wipro.com.
</div></div></div></div><div><div><div><div>Job Description:
<div><div><div><h2 class="jobSectionHeader"><b>Job Description
</b></h2></div><div><p><b>Role Purpose
</b></p><p>The purpose of the role is to resolve, maintain and manage client&rsquo;s software/ hardware/ network based on the service requests raised from the end-user as per the defined SLA&rsquo;s ensuring client satisfaction
</p></div></div><div><div><h2 class="jobSectionHeader"><b>&#847;
</b></h2></div><div><p><b>Do
</b></p><ul><li><b>Ensure timely response of all the tickets raised by the client end user
</b></li><li>Service requests solutioning by maintaining quality parameters
</li><li>Act as a custodian of client&rsquo;s network/ server/ system/ storage/ platform/ infrastructure and other equipment&rsquo;s to keep track of each of their proper functioning and upkeep
</li><li>Keep a check on the number of tickets raised (dial home/ email/ chat/ IMS), ensuring right solutioning as per the defined resolution timeframe
</li><li>Perform root cause analysis of the tickets raised and create an action plan to resolve the problem to ensure right client satisfaction
</li><li>Provide an acceptance and immediate resolution to the high priority tickets/ service
</li><li>Installing and configuring software/ hardware requirements based on service requests
</li><li>100% adherence to timeliness as per the priority of each issue, to manage client expectations and ensure zero escalations
</li><li>Provide application/ user access as per client requirements and requests to ensure timely solutioning
</li><li>Track all the tickets from acceptance to resolution stage as per the resolution time defined by the customer
</li><li>Maintain timely backup of important data/ logs and management resources to ensure the solution is of acceptable quality to maintain client satisfaction
</li><li>Coordinate with on-site team for complex problem resolution and ensure timely client servicing
</li><li>Review the log which Chat BOTS gather and ensure all the service requests/ issues are resolved in a timely manner
</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>&#847;
</b></h2></div><div><p><b>Deliver
</b></p><div><div><div><div>No </div><div>Performance Parameter </div><div>Measure
</div></div><br>
<div><div>1. </div><div></div><div>100% adherence to SLA/ timelines
<br>
Multiple cases of red time
<br>
Zero customer escalation
<br>
Client appreciation emails<br>
</div></div><br>
</div></div></div></div><p></p><div><div><h2 class="jobSectionHeader"><b>&#847;
</b></h2></div></div><div></div><div><div><h2 class="jobSectionHeader"><b>&#847;
</b></h2></div></div></div></div></div></div></div><div></div><div><div><div><div>Mandatory Skills: Network Implementation .<br>
<p></p>Experience: 3-5 Years .<br>
<p></p>Reinvent your world. We are building a modern Wipro. We are an end-to-end digital transformation partner with the boldest ambitions. To realize them, we need people inspired by reinvention. Of yourself, your career, and your skills. We want to see the constant evolution of our business and our industry. It has always been in our DNA - as the world around us changes, so do we. Join a business powered by purpose and a place that empowers you to design your own reinvention. Come to Wipro. Realize your ambitions. Applications from people with disabilities are explicitly welcome.</div></div></div></div></div><p></p>

Administrator - L3

South Punjab Hospital Multan

<p><b>Position</b>: Clinical Administrator</p><p><b>Organization</b>: South Punjab Hospital<br/><b>Location</b>: Multan</p><p>South Punjab hospital is looking for an energetic <b>Clinical Administrator</b> to join our team. The ideal candidates must possess the following details as mentioned below:</p><p><b>Key Responsibilities:</b></p><p><b>1. Operational Management</b></p><p>Oversee daily clinical operations to ensure smooth functioning of departments or units (wards, ICUs, OPDs, etc.).</p><p>Coordinate patient flow, admissions, and discharge processes to optimize bed utilization.</p><p>Ensure adequate staffing levels and resource allocation for all shifts.</p><p>Monitor and ensure proper maintenance of clinical and administrative records.</p><p><b>2. Clinical Governance &amp; Quality</b></p><p>Implement and monitor compliance with hospital policies and SOPs.</p><p>Support infection control, patient safety, and quality improvement initiatives.</p><p>Participate in audits, morbidity/mortality meetings, and clinical review processes.</p><p>Ensure medical equipment is functioning and serviced as per biomedical protocols.</p><p><b>3. Staff Supervision &amp; Development</b></p><p>Supervise and support medical, nursing, and allied health staff.</p><p>Conduct orientation, ongoing training, and performance evaluations.</p><p>Ensure that all staff follow ethical and professional standards of care.</p><p>Address workplace conflicts or performance issues promptly.</p><p><b>4. Financial &amp; Resource Management</b></p><p>Assist in budgeting, procurement, and inventory management for the clinical area.</p><p>Review and authorize supply requests (e.g., consumables, medications).</p><p>Track financial performance indicators such as length of stay, cost per patient, etc.</p><p><b>5. Patient Relations</b></p><p>Oversee patient experience and satisfaction metrics.</p><p>Address patient/family complaints and coordinate with Patient Affairs or Quality Office.</p><p>Ensure confidentiality and respect for patients&rsquo; rights.</p><p><b>6. Compliance &amp; Documentation</b></p><p>Maintain complete, accurate documentation for regulatory or legal requirements.</p><p>Ensure compliance with infection control, safety, and occupational health regulations.</p><p>Support incident reporting, investigation, and corrective actions.</p><p><b>7. Communication &amp; Liaison</b></p><p>Serve as liaison between clinical departments and hospital administration.</p><p>Facilitate interdepartmental coordination (e.g., between ICU, pharmacy, lab, radiology).</p><p>Prepare and present periodic reports on clinical performance indicators.</p><p><b>Qualifications &amp; Experience:</b></p><p><b>Education</b>:</p><p>MBBS, BSN, or Allied Health degree (Master&rsquo;s in Healthcare Administration or Hospital Management preferred)</p><p><b>Experience</b>:</p><p>2-5 years of experience in clinical operations, healthcare management, or administrative supervision in a hospital/clinic setting.</p><p><b>Certifications </b>(<b>preferred</b>):</p><p>Hospital Management, Quality Assurance, Infection Control, or Healthcare Leadership certifications.</p><p>Job Type: Full-time</p><p>Work Location: In person</p>

Clinical Administrator

Front Porch Communities and Services

<div><div><div><p>Administrator - Affordable Housing
</p><p>Summary:
</p><p>The Administrator is responsible for the efficient and safe management of Affordable Housing residential property and community operations consistent with established standards and practices. This individual supervises several direct reports, and directs personnel and resources to ensure that the community is maintained in the best possible physical condition within the limits of the established budget.
</p><p>Responsibilities:
</p><ul><li>Conducts general administration and maintenance requirements for the building and its community programs.
</li></ul><ul><li>Supervises day-to-day operations and community employees
</li></ul><ul><li>Directly supervises and leads the Administrative Assistant Resident Service Coordinator; Maintenance Janitor and other staff and volunteers as assigned.
</li></ul><ul><li>Ensures that all services meet established quality standards and federal and state regulations.
</li></ul><ul><li>Manages and oversees of occupancy functions including income certification; rent calculation; rent and deposit collection; delinquency reports; waiting lists; and related functions in accordance with HUD and Fair Housing requirements.
</li></ul><ul><li>Trains, evaluates and counsels Affordable Housing community employees in accordance with established Human Resource policies and procedures.
</li></ul><ul><li>Human Resource functions include hiring and terminations of personnel in coordination with Property Supervisor, the Director of Operations and Human Resources.
</li></ul><ul><li>Develops positive working relationships with employees, residents, residents&rsquo; families, community service organizations, volunteers and Support Services staff.
</li></ul><ul><li>Develops maintenance work schedules; coordinates service work; oversees all preventative maintenance work.
</li></ul><ul><li>Submits accurate time and payroll records, accounts receivable and accounts payable documentation.
</li></ul><ul><li>Manages occupancy needs; markets available apartments in accordance with HUD Occupancy, and Fair Housing guidelines; working directly with maintenance to prepare units for occupancy.
</li></ul><ul><li>Develops and maintains positive working relationship with local HUD offices.
</li></ul><ul><li>Achieves score of Above Average or higher, on HUD Management and Occupancy reviews and 90 or above on REAC inspections.
</li></ul><ul><li>Other duties as necessary or assigned.
</li></ul><p></p><p>Knowledge, Skills, and Abilities:
</p><ul><li>Strong knowledge and demonstrated understanding of all HUD operating and occupancy regulations.
</li></ul><ul><li>Ability to communicate effectively in a business environment
</li></ul><ul><li>Understanding of and compliance with HIPAA standards of practice
</li></ul><ul><li>Experience and literacy with applications used by affordable housing communities, such as RealPage /OneSite.<br>
</li></ul><p></p><p>Education and Other Qualifications:<br>
</p><p></p><ul><li>Bachelor&rsquo;s degree or equivalent experience. Master&rsquo;s Degree in gerontology, business, or social services preferred.
</li></ul><p></p><p>Front Porch is an Equal Opportunity Employer. We support all aspects of diversity and provide equal employment opportunity to all employees and applicants without regard to race, color, religion, sex, marital status, national origin, age, sexual orientation, disability or status as a veteran in accordance with the applicable nondiscrimination laws. Final candidates must successfully complete a pre-employment physical, physical abilities test, drug screen and Department of Justice Criminal background clearance.
</p><p>Education and Other Qualifications:
</p><ul><li>Demonstrated ability to use occupancy, financial and maintenance software programs being utilized by affordable housing communities.
</li></ul><ul><li>Must complete and pass a physical examination with tuberculosis (TB) screen prior to employment.
</li></ul><ul><li>Employment contingent upon fingerprint clearance from the Department of Justice.
</li></ul><p>Work Environment, Physical and Mental Capabilities, and Other Requirements:
</p><ul><li>The work environment and characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The work environment is an office environment, community meeting room, or a resident&rsquo;s apartment. The noise level in the work environment is usually moderate.
</li></ul><ul><li>While performing the duties of this job, the employee is frequently required to stand and walk; sit for long periods of time; use hands to finger, handle, or feel; and to hear and speak with peers and residents. The employee is often required to move continually throughout the work day; maintain dexterity to pinch small objects; reach with hands and arms and stoop, kneel, crouch, climb, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
</li></ul><p>Exposure Risk:
</p><p></p><ul><li>The Administrator is at low risk for exposure to blood and body fluids.
</li></ul><p></p><p>Front Porch is an Equal Opportunity Employer. We support all aspects of diversity and provide equal employment opportunity to all employees and applicants without regard to race, color, religion, sex, marital status, national origin, age, sexual orientation, disability or status as a veteran in accordance with the applicable nondiscrimination laws. Final candidates must successfully complete a pre-employment physical, physical abilities test, drug screen and Department of Justice Criminal background clearance.</p></div></div></div><p></p>

Administrator - AH

TEMPLEGATE RECRUITMENT

<p><strong>Job Title:</strong> IFA Administrator</p> <p><strong>Why Join Us:</strong></p> <ul> <li>Work in a supportive and professional environment</li><li>Opportunity to grow your career as an IFA Administrator in financial services</li><li>Flexible working options with potential for remote work one day a week</li></ul> <p><strong>Salary & Benefits:</strong></p> <ul> <li>£28,000-£32,000 per year</li><li>Private medical insurance</li><li>Pension scheme</li><li>25 days holiday plus bank holidays</li></ul> <p><strong>Location:</strong> Sevenoaks (office-based, with potential for 1 day per week remote)</p> <p><strong>About Us:</strong></p> <p>We are a well-established financial planning firm based in Sevenoaks, dedicated to providing professional and supportive services to our clients. Our team values collaboration, accuracy, and excellent client care. We are currently seeking an experienced <strong>IFA Administrator</strong> to join our friendly team.</p> <p><strong>The Role:</strong></p> <p>We are looking for a proactive and detail-oriented <strong>IFA Administrator</strong> to support our advisers and ensure the smooth running of client services. As an IFA Administrator, you will process client paperwork, maintain accurate records, and assist with administrative tasks across pensions, investments, and general financial planning.</p> <p><strong>Key Responsibilities:</strong></p> <ul> <li>Prepare and process client documentation and forms</li><li>Maintain accurate client records and ensure compliance with regulatory requirements</li><li>Support advisers in day-to-day client management</li><li>Assist with new business, client reviews, and routine administration</li><li>Liaise with clients and external providers as needed</li></ul> <p><strong>Skills & Experience:</strong></p> <ul> <li>Previous experience as an IFA Administrator or in financial services administration is preferred</li><li>Strong attention to detail and organisational skills</li><li>Excellent communication skills, both written and verbal</li><li>Ability to work independently and as part of a team</li><li>Proficient in Microsoft Office; experience with financial systems is a plus</li></ul> <p><strong>How to Apply:</strong></p> <p>If this role as an <strong>IFA Administrator</strong> sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail.</p> <p><em>Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.</em></p>

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