Client Support Administrator

Posted 18 February by Page Personnel Finance

Page Personnel are delighted to be partnered up with our client in recruiting a Client Administrator. This is a fantastic opportunity to be part of a growing team in a varied role. The successful candidate will have a wide range of tasks supporting Paralegals, Financial Advisers and Directors.

Client Details

Our client is a well-respected Independent Financial Services firm that are based in the heart of Glasgow City Centre.

Description

The successful client will likely have the following responsibilities:

  • On notification from either the Client Support Manager, the Financial Advisers or Wealth, begin the Valuation procedure.
  • Check WealthSystem for any new business which has been written since the last valuation.
  • Check contract to see if the client has made any direct transactions.
  • Gather information.
  • Go on to valuation system, call companies or go on line to gain valuations.
  • Verify information is correct.
  • Add detail on to Wealth section so it is correct.
  • Action relevant Financial Adviser valuation is complete.
  • Update Financial Advisers' diaries and check room allocation, entering details as required.
  • Provide information to Client Support Financial Adviser to enable contact to be made for a review.
  • Update Wealth section throughout.
  • As part of item 10. seek valuation and gain Financial Adviser's confirmation valuation is acceptable - chase where necessary to ensure timescales are met.
  • On confirmation send letter with valuation to client.
  • As part of a client support process, provide information to the Client Support Manager for such projects as reviewing pensions etc.
  • To action and complete CBL responsibilities in negotiation with the Financial Adviser
  • To action any reasonable request made by the Directors of the Group

Profile

The successful candidate will likely have the following profile:

  • Good communication skills/computer literate/time management

  • Financial Services background is advantageous

  • Strong Administration skills

Job Offer

This role offers a competitive salary between £20,000-£25,000 plus benefits.

Reference: 37171830

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