Client Support Administrator, Manchester (CR-1617)

Our client is a well-known and established Financial Advisory firm who have offered Independent Financial Advice for more than 40 years. The company provide holistic, tailored Financial Advice to both individual and corporate clients across the United Kingdom. They are looking for a Client Support Administartor to join their team in Manchester.

This role will require a highly organised individual to provide the Private Client IFAs with full administrative support. The individual will be trained on both Pre-Sale (Servicing) and Post-Sale (Processing) administrative tasks to enable them to provide the full end to end support for their Advisers. The key functions of the role are to deliver an efficient and effective support service to the Adviser, while providing an excellent service to the client.

Key Accountabilities:

• Provide an efficient, friendly and professional service to both clients & IFAs.
• Dealing with adhoc queries from Advisers/Clients/Providers (Pre & Post Sale)
• Tasks to be recorded and maintained via back office systems
• Maintenance of client files
• Postal activity (incoming/outgoing)
• Processing Letters of Authority
• Valuations
• Liaise with 3rd Party Providers & Paraplanners
• Preparing Client Meeting Packs
• Gather quotes / illustrations / Fact Sheets / Order Projections
• Booking Client Review Appointments & Managing IFA’s diary
• Print & Bind Client Suitability Reports
• Process Client Withdrawals

• Tasks to be recorded and maintained via back office systems
• Maintenance of client files through application stage
• New business processing (Online/Post)
• Loading relevant data on to CRM database
• Postal activity (incoming/outgoing)
• Chase Submitted Business & Debtors through to On-risk Status
• Update IFA & Client of progress on New Business cases
• Maintenance of all client policy data & associated income expectancies

• Role holder to drive development forward with the support of the Team Manager & Senior
• Administrators to ensure competency (where applicable) across all areas.
• Communication:
• To develop and maintain good working relationships with all client support administrators,
• Private Client Advisers and Management Team in order to provide an efficient and effective service to the Adviser and CdV clients

Knowledge, Skills and Experience:

Skills

• Good communication skills, both oral and written
• Excellent planning and organisational skills
• Accurate keyboard skills
• Excellent accuracy skills and attention to detail
• An excellent team player with an adaptable and flexible approach to work
• Ability to build and develop effective working relationships at all levels

Knowledge

• CF1, CF2 & CF4
• Basic knowledge of regulatory requirements
• Good knowledge of Microsoft Office
• A good knowledge and understanding of a wide range of financial products, including employee benefits products.
• A proven track record in delivering excellent client satisfaction

Experience

• A minimum of 4 years’ experience within an administration role, preferably within the financial services industry
• A minimum of 1 years’ experience within a sales support role
• Experience of working within defined service standards, policies and procedures