Client Services Administrator

Job Title: Client Services Administrator

Location: Heaton Mersey

Salary: £25,000 - £30,000

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Main duties & responsibilities

• Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion
• Have an understanding of 3rd party providers platforms and processing times
• Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion
• Investigate and handle any client/consultant queries
• Manage post relating to new business cases
• Dealing with client/provider queries over the phone and via email
• Understand our internal compliance procedures and the requirements of 3rd party providers
• Maintaining client records on back-office system
• Cover receptionist duties such as post, phone calls, greeting clients and dealing with third party suppliers

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Experience & Skills

The successful candidate will have a minimum of 1 years ‘experience working for an IFA practice or Provider and experience or understanding of pension and investment products. They should be able to demonstrate the following skills:

• Excellent interpersonal and communication skills
• Efficiency, accuracy & attention to detail
• Self-motivated and willing to take the initiative
• Strong organisational skills with the ability to adapt and successfully multitask
• Excellent telephone manner
• IO experience would be desirable

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Salary & Benefits

• Salary is dependent on experience, up to £30,000 
• 26 holidays per year plus an extra day for your birthday
• Hybrid working, upon completion of your probation period, 50% working in the office 50% at home
• Flexible working between the hours of 8am to 6pm, as long as 7.5 hours are worked each day in between core hours of 10am – 4pm
• 37.5 hours per week (part-time or reduced hours available)
• Company Pension Scheme
• Access to Benefit Hub which includes discounts to products, tickets etc
• Group Life Scheme