Client Service Administrator

Premier Jobs UK Limited; Birmingham; On-site; GBP 28,000 - 30,000; Full time

Benefits offered by this job

Free onsite parking

Birthday off

Pension contributions 3% & 5%

Team building trips

25 days holiday + bank holidays

Exam support

Job summary

Premier Jobs UK Limited is recruiting a Client Service Administrator in Castle Bromwich for a recognised independent financial advice group. You will support clients with inquiries, place new business on platforms and assist advisers and paraplanners to deliver excellent service.

This office-based role runs Monday to Friday, offering a salary of £28,000–£30,000, 25 days holiday plus bank holidays, your birthday off, and financial support towards exams.

Qualifications

• Experience as an Administrator within a financial planning firm.
• Excellent communication skills.
• Good time management skills.

Responsibilities

• Handle client queries by phone and email.
• Place new business onto platforms.
• Deal with policy servicing for clients.
• Prepare client files.
• Support Financial Advisers and Paraplanners.
• Collate quotes and valuations.

Skills

Excellent communication

Time management

Job description

This Client Service Administrator role in Castle Bromwich is available within a highly recognised firm for their growth and high-quality advice to HNW individuals and SMEs. The business has a high staff retention and prides itself on developing their internal talent.

As a Client Service Administrator, you will be providing support to clients regarding inquiries, performing administration duties. Also, you will be supporting the Paraplanners and Financial Advisers to provide great service to clients.

The duties include:

• Client service dealing with client queries, phone and email.
• Placing new business onto various platforms
• Dealing with policy servicing for clients
• Preparing client files
• Supporting Financial Advisors and Paraplanner's
• Collating quotes and valuations

Client Service Administrator Requirements

• You should have experience as an Administrator within a financial planning firm.
• You should have excellent communication skills.
• You should have good time management skills.

The Company

This independent financial advice group has grown significantly since its inception in 2012, through acquiring smaller IFA's plus organic growth by developing accountancy connections and various marketing initiatives. Their team of 10 Financial Advisers services over £500m FuM with desire to grow further.

Client Service Administrator Benefits

• Salary of £28,000-£30,000
• Plus, 3% & 5% pension contribution, 4x DIS, 25 days holiday plus bank holidays and your birthday off and financial support towards exams.
• Office based role with working hours of Monday to Friday, 9am - 5pm
• Free onsite parking
• This company has previously organised team building events with overseas trips!

Location

• Castle Bromwich

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.