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Client Support Administrator

Posted 7 March by CleverHR Easy Apply Ended

Client Support Administrator
Altrincham
Up to £28k + benefits

A well-known, established Chartered Financial Planning practice have asked us to find them a Client Support Administrator to join the firms Altrincham office.

Responsibilities include:

Provide administration support to the Financial Consultants
Liaise with clients and product providers
Complete trades/fund switches
Provide administration support in relation to valuations, transfer of servicing and client reviews
New business processing
Update and upkeep of all client data into the database
Provide post meeting support to the consultants
Preparing invoices to submit to clients
Providing an effective link between the client and the consultant ensuring that both are kept up to date with all matters relating to their financial affairs
Ensuring that any complaints (formal or informal), breaches or losses are reported to the Compliance Officer at the earliest possible opportunity
To undertake reasonable additional duties at the request of your Line Manager when required

About You:

Experience working within an IFA / Financial Planning practice
Have completed a number of industry exams
Good team player, who can work well under pressure
Excellent communicator
Polite, professional and friendly
Analytically strong
IT literate, comfortable using Microsoft Outlook, Word and Excel

Required skills

  • Administrative
  • Administrative Support
  • Financial Services
  • Investment
  • Pensions

Reference: 34625345

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