Client Services Support Administrator

Service Service; Wymondham; On-site; GBP 22,000 - 26,000; Full time

Benefits offered by this job

Free Parking

Pension 3% employer

Birthday day off

Flexible 37-hour week

Birthday leave policy

Job summary

My client near Norwich seeks an experienced Administrator for an IFA practice to provide first-class support to Advisers and clients, ensuring compliance and accurate files.

Role requires a can-do attitude, good IT skills, and a team-oriented approach. The 37-hour week offers flexible start times with Fridays shorter; parking is available and a friendly team environment is emphasized.

Qualifications

• Experience in an administrative role preferred; must be computer literate.
• Able to drive; location outside of Norwich.

Responsibilities

• Liaising with product and solution providers.
• Developing internal relationships and communicating effectively.
• Responding to internal and external queries promptly.
• Ensuring processes and service standards are met.
• Diary and task management of client work.
• Preparing files for review meetings and ensuring actions are completed within SLAs.

Skills

Multi-tasking

Following processes

Job description

My client based on the outskirts of Norwich, who has been trading since 2010 are looking for an experienced Administrator with a strong background of working in an IFA Practice setting or a similar Financial services role, to join their friendly group of existing staff.

My client are looking for someone with a can-do attitude, a warm personality, ideally with some experience in an administrative role, you must also be computer literate and ideally able to drive, as their location is outside of Norwich.

Above all else, you will be a great person to work with, a hard worker and a team player.

Role purpose

This is a key role to provide a first-class proactive support service to the Advisers and clients. Working closely with the Advisers, Directors and Paraplanners, you will be responsible for ensuring the client always receives the highest level of service. You will need to enjoy working as part of a successful team and be able to actively contribute towards a common goal.

You will be expected to arrange plans and investments as recommended by the Advisers and provide administrative and technical support to enable them to advise their clients accordingly ensuring compliance and regulatory requirements are adhered to.

You will be fully accountable and self-reliant and be able to produce accurate work with minimum input from others.

Relevant Skills and Knowledge

• Ability to multi-task and juggle a busy and varied workload.
• Ability to accurately follow a process.

General Responsibilities

• Liaising with product and solution providers.
• Developing and maintaining internal relationships across the business, communicating effectively.
• Responding to internal and external queries promptly.
• Ensuring processes and procedures are followed and service standards are met.
• Time and priority management.

Specific Responsibilities

• Arranging agency servicing transfers and ensuring plan information is accurate and up to date
• Keeping up to date with IT and back-office systems changes to ensure efficiency and accuracy
• Preparing files for review meetings (both annual, half yearly and ad-hoc), writing agendas and ensuring post meeting actions are processed within service level agreements
• Diary and task management of client work
• Processing and submitting new business
• Processing and submitting changes to existing plans, investments and policies (for example amendments to premiums, withdrawals, funds)
• Producing plan, policy, fund information
• Ensuring the client file meets auditing expectations
• Annual re-assessments of suitability
• Annual drawdown re-assessment
• Processing changes to client details and liaising with 3rd parties to ensure changes are accurately completed
• Data extraction, checking and analysis
• Prioritising work and contributing to the team and business goals
• Client communication (letter, email, telephone and face to face)
• Assisting with implementing and improving administrative processes
• Ensuring new client signs up are processed timely and accurately and the file is compliant, with the required servicing and fee schedule adhered to
• Accurate system updating Identifying and rectifying errors
• Preparing and dispatching client valuation reports
• Providing technical support to the Advisers and other team members
• Answering technical client queries
• Competent administration through wrap platforms utilized by the company
• Answering the telephone promptly and communicating positively and effectively

Benefits

• My client have a flexible approach, operating a 37 hour week, you are able to start between 8 and 9 and leave anytime between 5 and 6, Fridays are 9-3 for everyone, you can take between 1 and 1.5hrs for lunch.
• Death in service 4 x salary
• Free Parking
• Standard pension, 3% employer contribution
• Holiday entitlement is 26 days (an extra day off for your Birthday if it falls on a working day).
• Financial assistance with further and ongoing studies