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Client Administrator, Bath (CR-979)

£20000 - £25000 Plus benefits

We are delighted to represent this well-established independent firm of Financial Planners as they seek to add a Client Administrator to the business.

You will be required to work in a small team to provide administrative support to a dedicated Consultant(s) and Paraplanner, to collectively deliver a first class service to clients.

As well as a competitive salary and benefits package, you will be encouraged to start or further enhance your industry qualifications to improve your technical knowledge and stay up to date with developments within the sector.

Key Tasks

  • Preparing client review packs including valuation reports
  • Dealing with day to day correspondence and telephone enquiries from clients and colleagues
  • Maintaining client files on Volume and Adviser Office
  • Preparation, submission and monitoring of new business and chasing outstanding information from providers, clients and other 3rd parties
  • Day to day client administration including scanning and other general administrative duties
  • Liaising with colleagues to co-ordinate completion of tasks
  • Assisting the Paraplanner with research, quotations and suitability report input as required
  • Cover for colleagues as required e.g. holiday, sickness, additional support during busy periods

About you

  • Experience as an administrator in an IFA firm is preferable
  • Effective oral and written communication skills
  • Ability to work both independently and as part of a team
  • Excellent attention to detail to ensure quality and accuracy on all tasks
  • Prioritises and manages own workloads to meet client and company expectations
  • Ability to work under pressure and to tight deadlines
  • Good standard of numeracy
  • Good analytical and problem-solving skills
  • Sound working knowledge of pensions, investment and protection
  • Good understanding of the use of Microsoft Office including Word and Excel
  • Experience of Adviser Office, Exchange and Volume an advantage
  • Qualifications and Professional Development
  • Certificate in Financial Planning/Certificate in Life & Pensions/Financial Administration Certificate or equivalent (or at least some progress towards a relevant qualification)
  • All staff are expected to undertake Continuous Professional Development to keep up to date with all relevant product, legislative and technical changes in the financial services sector
Location: 
Bath
Employment type: 
Employed (Full Time)
Sector: 
Financial Planning
Reference Number: 
CR-979