🔹 MINIMUM REQUIREMENTS:

✅ Grade 11 – Grade 12
✅ 6–12 months recent outbound call centre experience
✅ Previous UK Sales experience is ESSENTIAL
✅ Strong sales and communication skills
✅ Comfortable making high-volume outbound calls

⚠️ Please note: Candidates without previous UK Sales experience will not be considered.

Independent financial advisory firm seeks a Client Relationship Administrator to support new business processes, client data management, and compliance.
Perfect for someone detail-focused, adaptable, and eager to learn.

Minimum Requirements:
Completed Grade 12
1 or more years’ administration experience (financial services an advantage, not essential)
Strong communication skills (verbal, written, listening)
High attention to detail and accuracy
Good organisational and time management skills
Proficient in Microsoft Office (Word, Excel, Outlook)
Experience with CRM systems (advantageous)
Willingness to learn and grow within the industry
Able to work well in a small, supportive team

Duties and Responsibilities:
Support new business processes: applications, FICA documents, client communication, capturing and saving data correctly
Double-check and verify all client documentation and compliance records
Capture client and policy information into CRM and register accurately
Assist in managing workflows, ensuring all tasks are completed correctly
Provide administrative support to the advisory and compliance teams
Work alongside and learn from a senior administrator
Support the Director and team with process, reporting, and compliance requirements
Participate in ongoing training (FICA, FAIS, product training)

Please do not apply using Scanned CVs, no supporting documentation is required at this point, this will be requested later.

IMPORTANT: We specialize in specific niche fields. Regret that we are unable to provide assistance for any fields outside of this scope. Fields can be viewed on our website.

Kontak Recruitment Disclaimer:
Equal opportunity: All backgrounds are welcomed, with no bias. All are considered based on requirements.
Job specifics: Requirements mirror advertisement, duties may adjust for client needs.
Fair process: Fair assessment, only shortlisted candidates contacted due to volume.
Privacy: Data processed as per Privacy Policy. By applying, you agree to data handling. We safeguard applicant info.
Candidate verification: Candidates selected by the client are verified. False info may disqualify or end employment via the client.
Offer clarity: Advert is not a binding offer. Written offers based on pre-employment conditions.
No direct link: Advert is not tied to Kontak Recruitment. We assist in the employment process ONLY.
Applicant Responsibility: Upon applying, confirmation of receipt for a specific advert is given. If no confirmation is received, you must verify with Kontak Recruitment.