Client Services Administrator - Financial Planning (Hybrid)

Origen Financial Services Limited; Farnborough; Hybrid; GBP 29,000 - 35,000; Full time

Benefits offered by this job

Contributory pension

Private medical cover

Life assurance

Critical illness cover

Income protection

Enhanced parental leave

Lifestyle benefits

25 days annual leave

Job summary

Origen Financial Services Limited in Farnborough is seeking a permanent hybrid role within the Business Support team to support advisers and client servicing across the client journey. You will update back-office systems, maintain compliant files and raise invoices for non-standard requests, ensuring data accuracy and timely delivery for thousands of client interactions.

This is a team-focused role requiring excellent planning, a professional telephone manner and robust administration skills to

Qualifications

• Excellent planning and organisation skills.
• a professional pleasant telephone manner
• good administration skills

Responsibilities

• Work as part of the Business Support Team to support Origen Propositions.
• Provide Premium Support Advisers with any additional requests when required, managing this in a timely manner.
• Update our back office system, to ensure accurate client data and information throughout the process.
• Maintain fully compliant files making sure all documents are held on the Origen Document Management/workflow and diary system in a timely manner to allow instant access to all staff within Origen.
• Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services.
• Process servicing tasks in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services.
• Processing work effectively and accurately to ensure Origen Client Services are managed in a timely manner as well as focus on achieving Origen targets.
• Build relationships with clients, advisers and third parties (professional connections/product providers etc) as part of your regular telephone and occasional face to face contact.
• To participate in project related work, working as one team to meet company goals and targets.
• To provide support to your colleagues where workloads need to be spread across the team to reach team goals.

Skills

Planning

Organisation

Telephone manner

Administration

Job description

Origen Financial Services Limited in Farnborough is seeking a permanent hybrid role within the Business Support team to support advisers and client servicing across the client journey. You will update back-office systems, maintain compliant files and raise invoices for non-standard requests, ensuring data accuracy and timely delivery for thousands of client interactions.

This is a team-focused role requiring excellent planning, a professional telephone manner and robust administration skills to