Financial Services Administrator - hybrid after probation

My client is a well-known Wealth management firm in Badbury and seek to grow their back-office support team and are looking to recruit a Client Service Specilaist. The CSS will provide a full and high level of administrative support to Advisers whilst maintaining an excellent level of customer service to all clients.

• full time/permanent position

• Hybrid (2 days at home, 3 days office based) once completed initial training period

• 35.5 hours a week (Monday – Thursday 8.30 – 5pm with 1 hr unpaid lunch, Friday 8.30 – 3pm with 1 hr unpaid lunch)

• Salary range (depending on experience) 

Benefits include - Discretionary Bonus, 25 days holiday increasing by one day a year up to a Max of 30 plus option to buy or sell, a week's extra on your 10th year, Pension scheme with 5%, 4 x Life cover, professional exam support and progression prospects available, Birthday vouchers and 2 hours off, Champayne on work anniversaries and Xmas hamper, plus social events to look forward too.

Key Accountabilities;

• Plan Adviser diaries to utilise their day in the most effective way

• High level of organisation, accuracy and ability to prioritise work

• Provide administrative support to Advisers and the team

• Client liaison including answering the phone, resolving queries and greeting clients

Admin Support duties will also include;

• Answering the telephone and resolving or typing out messages

• Sets up and manages clients on all systems to include change of address and e-mail

• Calls clients and books client meetings for Advisers

• Send e-mail confirming meetings, send review forms or information update sheets

• Printing as requested

• Scanning, filing and directing post

• Filing

• Sending welcome letters to clients

• Archiving

• Basic information requests

• Oversee CSS mailbox – distribute e-mails

• Taking actions from client meeting notes and up-dating Salesforce.

• Send client reminder e-mails ahead of meetings

Skills and experience required

Administration support experience within financial services

Knowledge of pensions and investments would be advantageous.

Willingness to take industry recognised qualifications

Ability to work autonomously, remotely and within a team

Experience in maintaining systems, processes and procedures

Experience of Microsoft Outlook, Excel & Word

Identifying and suggesting ways to improve processes