Client Services Manager - Chartered Financial Planning Firm

Client Services Manager - Chartered Financial Planning Firm

Locations: Stafford

Salary: Up to £35,000

Our client, an 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team. Working alongside a number of consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications.

Working as part of a highly experienced team, providing support to the advisers and in conjunction with the Paraplanners on various administrative tasks and delivering a professional, compliant service to our clients. Duties will include;

Key Responsibilities

• Utilise client data for illustrations
• Process new business
• Prepare letters of authority for client policy information
• Answer calls and deal with clients and third-party queries
• Produce quotations
• Manage task lists and prioritise workload within deadlines
• Regularly communicate and update clients
• Schedule and manage adviser diaries for client meetings and ensure the relevant paperwork is prepared.
• Update the CRM system
• Ensure that business is conducted in a responsible, compliant, and timely manner, meeting all internal and external legislative requirements

Essential criteria

• Experience working in financial services
• Use of Microsoft Office
• Ability to work well under pressure
• Ability to prioritise and organise
• Working knowledge of investment platforms
• Excellent attention to detail

Remuneration and Benefits

• 20 days holiday plus birthday day off and Christmas/New Year period
• After 5 years holiday increases incrementally to 30 days over 5 years
• Auto-enrolment Pension
• Private Medical Insurance and Death in Service after 12 months of service
• Staff bonus scheme up to 20% of salary
• Study and exam support

NJR 14140