Client Servicing Administrator

This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn, and build a worthwhile career.

Hours: 5 days per week – Monday to Friday - 9am until 5pm

Salary; £24,000

Contract type: Permanent

Benefits;

30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)

NHS Top up Medical Cash Plan (increasing with length of service)

Gym membership

Free onsite parking

Bike to work scheme

Exam support and funding

Inhouse development path for those that want to develop throughout the various roles

Team socials

Role purpose: An exciting new opportunity has arisen, and the role will be in the Client Servicing team providing admin support to the business's Financial Advisers and wider business.

Key Duties and Responsibilities:

* Prep of meeting packs (new and review)

* Completion of Annual Review letters within timescale

* Completion and updating of client personal information and details

* Completion of Fund switch letters within timescale

* Completing client change requests in contributions/bank details/address’s

* Diary Management

* Appointment booking via telephone and email

* Review and overdue meeting management

* Adding leads and prospects to the system

* Withdrawals – taking client instruction and completing security checks

* Online access registering

* Pre population of client information in various key documents

* ID & anti-money laundering checks

* Logging documentation on an internal server

* Client meeting reminders

* Preparation of welcome packs/sending

* Certifying docs

* Policy services request for information

* Calling third-party providers for information

* Scanning and processing incoming post

* Answering of incoming office calls

* Supporting with any broader general office support

* Supporting with client generic queries

Person Specification:

Genuine interest in Financial Services

Confident phone manner and dealing with clients

Keen to develop and learn

High level of attention to detail

Highly organised and works with a proactive attitude

Excellent written and verbal communication skills

Excellent IT Skills

Approaches work positively with a can-do attitude and take responsibility for own tasks

Manages time effectively and can work within set timescales

Works well as an individual and as part of a large team

This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn, and build a worthwhile career