Financial Services Administrator

North Oak Recruitment Limited; Lockington; On-site; GBP 22,000 - 26,000; Full time

Job summary

North Oak Recruitment Limited seeks a Client Experience Administrator to support Partners and high-net-worth clients from the Leicestershire/Derbys border. You will handle admin tasks, prepare client packs and ensure data accuracy in our back-office system.

Reporting to a Senior Client Experience Executive, you will aid in maintaining regulatory standards and provide day-to-day admin support, including reception and post management, while building strong client relationships.

Qualifications

• Experience in administrative or customer service roles.
• Strong relationship-building skills and professionalism.
• Proficient in Word, Excel and Outlook; adaptable to change.

Responsibilities

• Provide admin support to Partners and Client Experience Executives.
• Prepare personalized client packs and maintain data quality.
• Input client details into Intelligent Office and assist with post-review work.
• Support with reception, post handling and general daily admin tasks.

Skills

Administrative experience

Customer service

MS Office (Word, Excel, Outlook)

Fast-paced environment

Ability to embrace change

Initiative and teamwork

Financial industry exam (internal)

Education

Financial industry exam (internal)

Tools

Intelligent Office

Microsoft Office Suite

Job description

Client Experience Administrator

Leicestershire/Derbys Border DE74 (AL1427)

Salary c£24,000 dep on experience

My client is a multi award winning, national and they have an exciting new opportunity for an experienced administrator to help to deliver their Client Services Proposition by providing a high-quality administration and support service to high-net-worth clients and Partners. This allows the Partners to focus on the client relationship and developing relationships with new clients.

Job Summary

Reporting directly to a Senior Client Experience Executive, the role holder will work in support of one or more Client Experience Executives, to assist them in the providing admin support to a number of Partners.

Requirements

Essential:

• Previous experience working in an administrative or customer service role.
• Strong track record developing and maintaining good working relationships
• Excellent knowledge of Microsoft Office packages including Word, Excel and Outlook.
• Experience of working in a fast-paced environment
• Ability to embrace change
• Ability to work on own initiative and within a team
• Commitment to pass basic financial industry exam within 3 months of employment (internal exam)

Desirable:

• Previous experience in a financial administration role
• Good knowledge of pensions and investments
• Previous experience of Intelligent office

Main responsibilities of the role

• To have a thorough understanding of the advice process, client file requirements and the regulatory requirements imposed by the FCA and deliver against these agreed service standards.
• To follow Company processes to deliver what clients and Partners perceive to be a personalized and high-quality service.
• Prepare personalized client packs for Partners prior to client meetings, in accordance with agreed format and SLAs.
• Complete post review meeting work and evidence of review
• Contact providers to obtain valuations and up to date plan information.
• Input all information into our back-office system (Intelligent Office) to the required data quality standard.
• Enter client details onto application forms for the Client Experience Executive to process.
• Provide regular updates to Client Experience Executives to enable them to keep clients and Partners updated.
• Provide general day-to-day admin support to allocated Client Experience
• Process submissions using our submissions checklist
• Provide cover for reception team as and when required.
• Provide support with incoming and outgoing post as required.
• To participate in appropriate company and departmental training, competence and development initiatives.
• In line with Company service excellence program, the role holder will be expected to always provide exceptional client service. They will be required to keep up to date with all relevant organisational training and best practice to enable this standard to be met.

Personal Attributes

• A positive, friendly service-orientated person with a “can do” attitude who is aware of the important role played by advisers and their staff in providing financial advice.
• An articulate communicator.
• Confident telephone manner with the ability to build rapport quickly
• Honesty, integrity and ability to maintain confidentiality.
• Hard-working and responsive to the need to deliver a high-quality support service.
• Attention to detail and high standards of work.