We are delighted to be supporting this Financial Planning firm who build personal, long-term relationships with their clients founded on trust, providing them with ongoing advice and a first class service. They are a growing firm looking for a Client Administrator to join the team and assist in this mission.
Financial Planning Client Services Administrator - Role Overview
To provide Client support to the Managing Director/ Client Support Manager to ensure that the Advisers relationships between their clients can be optimised and assist with the daily operation of the office.
Key Responsibilities
Obtain quotations from product providers and provide illustrations and product information to the Partner as required;
Prepare files including compliance required documentation; research; illustrations; supporting documentation, prior to sale;
Ensure that files are complete post-sale with all required client identification documentation and necessary application forms;
Process applications accurately and record the required management information;
Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner;
Maintain accurate client information, files/records, ensuring that clients are placed into a review system as agreed with the Partner;
Prepare portfolio valuations as requested;
Provide administration support to the Adviser/Client Support manager as required, e.g. marketing correspondence;
Support the day-to-day business operations within the Practice;
Project a professional image in both appearance and attitude and provide quality support on time to agreed standards;
Attend and contribute to regular update meetings with the Adviser/client support Manager;
About You
Knowledge and Experience
Previous experience in an office support role, ideally in financial services or related sector;
Knowledge of relevant regulation and legislation (desirable);
Experience of client management systems;
Previous experience of dealing with client enquiries, with the ability to investigate concerns / complaints and provide a satisfactory solution.
Skills and behaviours:
Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
Excellent written communication skills;
Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
Good organisation skills;
Attention to detail;
Manages time effectively with the ability to multi-task;
Keeps calm when faced with conflicting demands and handles these effectively;
Uses experience to provide support to the administration team, and fully supports the needs of the advisers.
Demonstrates a positive attitude at all times;
Works well on own tasks as well as on shared goals as part of a team;
Open to change with a creative approach to problem solving.
Financial Planning Client Services Administrator, Royal Wootton Bassett (BW-2038)
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