Client Services Administrator

Posted 10 June by Rayment Recruitment

Register and upload your CV to apply with just one click

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

We abide by GDPR and will require your consent to collect, hold, store and use any personal data?

Reference: 52833094

Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.

Report this job