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Type of Position: Client Liaison Administrator
Pay: Negotiable

Client Liaison Administrator - Sheffield

Our client is looking for an experience Client Liaison Administrator to join them in Sheffield.


Key Responsibilities:

  • Adherence to Management Systems & ControlsMaintain an up to date knowledge of company policies and procedures
  • Ensure timely execution of client instructions, cheques, contract notes and policy documents (when applicable)
  • Work with colleagues to ensure adherence to company procedures and standards
  • Refer all client complaints and concerns promptly to your manager, the adviser and the compliance officer
  • Ensure shared working area is kept up to date and all client documents are saved on the X drive when finalised
  • Maintain records according to the company standard
  • Effective Communication & Support
  • Adviser Support
  • Client Support
  • Change of Agency & LOA Procedures
  • Client Left Agency & Deceased Client Procedure
  • New Business/ Surrender / Fund Switch Procedures
  • General Form Processing & Client Instructions
  • Maintain XPLAN

Skills and Experience:

  • Strong client service skills
  • Excellent communication skills
  • Strong Microsoft Office skills

Additional desirable experience:

  • XPLAN experience

If you are interested in this position, please email your CV to   

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