Client Services Administrator

Service Service Employment Agency Limited; Norwich; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

Une agence bien établie en planification financière recherche un Administrateur pour soutenir les conseillers financiers. Le poste comporte des responsabilités variées, impliquant des interactions avec les clients et la conformité aux procédures internes. Avec une ambiance amicale et des horaires de travail flexibles, cette opportunité comprend des avantages tels qu'un bonus basé sur les performances et une pension.

Benefits

28 jours de congé, incluant les fermetures entre Noël et le Nouvel An

Bonus basé sur la performance de l'entreprise

Pension avec contributions de 5% de l'employé et 5% de l'employeur

Stationnement gratuit

Qualifications

• Minimum 1 an d'expérience dans un poste administratif.
• Confident avec les chiffres et un haut degré de précision.
• Capable de travailler de manière autonome après formation.

Responsibilities

• Préparer des évaluations de clients et des packs de révision.
• Communiquer avec les clients et les fournisseurs, répondre aux demandes.

Skills

Confident with numbers

Attention to detail

Communication Skills

Tools

Microsoft Office

Job description

My client is a very reputable and well established financial planning and wealth management practice based just seven miles south of Norwich.
They are currently looking for an Administrator who feels confident and has previous experience, working with numbers.

You will be required to carry out a variety of duties as part of the role in assisting my clients existing Financial Advisers and their current support team.

The Role

This is a wide ranging and interesting position with enormous potential, working within a friendly environment with highly skilled and qualified Financial Advisers, the successful applicant’s duties would include the following:

• Prepare client valuations and review packs

• Process post-review related paperwork and prepare relevant correspondence

• Communicate with clients and providers, responding to queries via telephone, email and post in a timely manner

• Ensure financial transactions are completed correctly and files are fully FCA compliant by following internal compliance procedures

• Ensure all client records and data are maintained accurately

• Obtain and interpret information from providers and fund managers, keeping Financial Planners up to date with all communications

• Send out letters of authority and correspondence to clients, professional introducers and other third parties

• Prepare new client meeting packs

• Other general administration duties as assigned

Experience
• A minimum of 1 year working in an administrative position (is desirable)
• Confident in use of Microsoft Office
• Confident with numbers and working to a high degree of accuracy
• Ability to work unsupervised (following training)

Office hours are 9am-5pm, Monday to Friday
Hybrid working is available post probation
28 days holiday, this includes closure between Christmas and New Year
Death in service 4 x salary, Pension
Free Parking (outside office)
Bonus scheme based on company performance, entitlement after probation period completed
Pension is 5% Employee + 5% Employer contribution

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By Robin Hall | 2024-01-31T15:24:42+00:00 January 31st, 2024 |