Client Services Administrator

Posted 2 days ago by Reed Insurance Featured
My client are a multi-national Independent Financial Adviser, who since making a recent acquisition, now hold over £1billion Funds Under Management. They specialise in providing quality advice across Pensions, Investments, IHT, Tax Planning, Life Assurance, Estate Planning and Protection Policies.

Due to expansion, they are seeking an experienced Client Services Administrator.

Your main duties:

• Process all business in accordance with required processes & proactive pipeline management.
• Prepare and print illustrations, key features and applications as required.
• Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures.
• Request policy information from third party policy providers.
• Coordinate and produce client valuations as part of the advice delivery process.
• Maintain client records in accordance with internal Compliance requirements.
• Point of contact for all client servicing and new business queries; to research and resolve client issues timely and efficiently.
• Preparation for client meetings and attend as and when required.

Experience needed:

• Organisation and prioritisation skills being able to work independently and within a team.
• Professional telephone manner along with excellent written communication skills; to have an eye for detail.
• Initiative - all ideas
• A proven strong ethic of client service
• Experience of working in a similar capacity within Financial Services

Reed Specialist Recruitment Limited is an employment agency and employment business

Application questions

Are you an experienced Financial Planning Administrator?
Have you dealt with various provider platforms such as Old Mutual/Transact?

Reference: 34703750

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