Our client is a well-known and established Financial Advisory firm who have offered Independent Financial Advice for more than 40 years. The company provide holistic, tailored Financial Advice to both individual and corporate clients across the United Kingdom. They are looking to recruit a Client Support Administrator who will provide the Private Client IFAs with full administrative support
The Role:
Provide an efficient, friendly and professional service to both clients & IFAs.
Dealing with adhoc queries from Advisers/Clients/Providers (Pre & Post Sale)
Tasks to be recorded and maintained via back office systems
Maintenance of client files
Postal activity (incoming/outgoing)
Processing Letters of Authority
Valuations
Liaise with 3rd Party Providers & Paraplanners
Preparing Client Meeting Packs
Gather quotes / illustrations / Fact Sheets / Order Projections
Tasks to be recorded and maintained via back office systems
Maintenance of client files through application stage
New business processing (Online/Post)
Loading relevant data on to CRM database
Postal activity (incoming/outgoing)
Chase Submitted Business & Debtors through to On-risk Status
Update IFA & Client of progress on New Business cases
Maintenance of all client policy data & associated income expectancies
To develop and maintain good working relationships with all client support administrators, Private Client Advisers and Management Team in order to provide an efficient and effective service to the Adviser and clients
Knowledge, Skills and Experience:
Good communication skills, both oral and written
Excellent planning and organisational skills
Accurate keyboard skills
Excellent accuracy skills and attention to detail
An excellent team player with an adaptable and flexible approach to work
Ability to build and develop effective working relationships at all levels
About you:
CF1, CF2 & CF4
Basic knowledge of regulatory requirements
Good knowledge of Microsoft Office
A good knowledge and understanding of a wide range of financial products, including employee benefits products.
A proven track record in delivering excellent client satisfaction
A minimum of 4 years’ experience within an administration role, preferably within the financial services industry
A minimum of 1 years’ experience within a sales support role
Experience of working within defined service standards, policies and procedures
Benefits:
Basic holiday entitlement of 25 days plus bank holidays (this increases with service and you can also buy extra days in our holiday purchase scheme)
An extra day off on your birthday
Participation in the Company’s Flexible Benefits Scheme
Client Support Administrator, Manchester (BW-1609)
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