Job Ref: 215169494

Date: 2021-11-16 10:31:45

Apply Now

We have a current opportunity for a Client Services Administrator on a permanent, fulltime basis. The position will be based in Olney (some WFH flexibility). For further information about this position please apply.

Our Client will facilitate exams towards Paraplanning/Financial Advisor qualifications for this role.

The role of the Client Services Administrator is to deliver excellent customer service to your own group of clients and provide technical administrative support to the Paraplanners and Financial Planner. Experience as an administrator within the Financial services industry is essential. A training and development programme is available to those who wish to progress further within the industry, please request our development roadmap.

To follow is a list of the key responsibilities and the skills needed to make this role a success.

Key Responsibilities & Accountabilities Client servicing

Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person)
Organise existing and prospective client meetings and actively manage FP's diary and workload
Prepare client documentation in advance of and following client meetings (as per business processes)
Manage client service needs and client expectations to ensure client satisfaction
Liaise with other team members on work progress per client account and keep clients informed (as per business process) Liaise with clients on any administration queries they may have Assist in client meetings when required
Ensure that relevant service components (as per client agreement) are delivered throughout the year in a timely manner
Open and maintain client files to the required compliance standards Ensure action points resulting from client meetings get diarised and dealt withClient administration:

Check accuracy and completeness of new business documentation
Ensure that all business applications are processed accurately and efficiently, in a compliant manner to the firm's standards
Ensure all supporting documentation is maintained as per company procedures
Liaise with product providers to ensure timely and accurate responses to clients (progress chasing)
Send Letters of Authority and gather accurate information as per business process
Obtain illustrations and application forms
Produce portfolio valuations
Ensure fund top ups, withdrawals, switches, and rebalances are carried out accurately and within company timescalesReviews:

Organise client review meetings as per Annual Review Process
Prepare paperwork required for the reviews as per Annual Review Process
Support FPs in the delivery of reviews, if needed
Ensure implementation of agreed actionsGeneral administration:

Ensure back-office systems are kept up to date
Filter FP's general information, queries, phone calls and invitations
Open, scan, log and allocate incoming post when needed
Other duties as directed by management

Benefits
25 days holiday (plus bank holidays)
3% employer pension contribution
Health Cash back Scheme enrolment
Training allowance / support towards qualifications
Potential for bonus up to 10% of salary
Potential for Hybrid working
Potential for Friday early finishes

Apply Now