Client Services Administrator

Posted 10 June by Rayment Recruitment

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Client Services Administrator
Outskirts of Colchester
Salary up to £35,000 depending on experience

Working on behalf of this financial services provider based on the outskirts of Colchester, I am seeking an experienced Client Services Administrator to deliver comprehensive support to the Financial Planner(s). This business is looking for someone who has a proven background as a professional Personnel Assistant or Executive Assistant from a financial services industry.

As a Client Services Administrator your duties will include:

  • Help to deliver an efficient and positive experience to both new and existing clients through all stages of the advice process
  • Keep up to date with financial services product knowledge
  • Work with advisers and wider team to manage workloads and priorities
  • Gather all appropriate information to enable technical team to prepare suitability reports
  • Review and act upon meeting notes provided by advisers and create relevant workflows
  • Prepare and process new business applications and documentation
  • Report and be accountable to the team leader
  • Update and maintain client files using back office system
  • Undertaken your role in accordance with regulatory and internal compliance guidelines, while adhering to company service and ethical standards
  • Process enquiries from new prospects
  • Produce/issue Letters of Authority, lodge with providers and gather plan information
  • Arrange annual review meetings and prepare relevant reports
  • Produce and collate all the relevant pre-meeting paperwork including portfolio valuations, application forms and regulatory documents
  • Process client documentation such as risk profile questionnaires, electronic identification and anti-money laundering checks and factfinds
  • Deal with queries from clients, advisers and colleagues, taking the appropriate action in a timely and effective manner
  • Liaise with financial providers and other third parties in a professional manner
  • Draft letters on behalf of Advisers/Directors and undertake project work when required
  • Deal with incoming post and visit post office when required for outbound post
  • Answer and deal with incoming telephone calls in a professional and friendly manner
  • Greet clients and other visitors and provide refreshments as required

As a Client Services Administrator you must have the following skills and knowledge:

  • Understanding of the financial services industry and knowledge of relevant products
  • Familiar with the financial advice process and the provision of advice in a compliant manner
  • Ability to prioritise and manage workload through excellent organisational skills, time management and use of initiative
  • Strong communication skills both verbal and written
  • Exceptional attention to detail

In return my client will offer you a generous package that will also include training, a great career path and financial rewards for hard work.

Application question

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Reference: 52833094

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