Client Servicing Administrator

Overview

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.

5 days per week – Monday to Friday – 9am until 5pm.

Permanent

Salary: £24,000 per annum.

• 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
• In-house development path for those who want to develop within various roles
• Team socials

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.

• 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
• & anti-money laundering checks
• Logging documentation on an internal server
• Client meeting reminders
• Preparation of welcome packs/sending
• Certifying documents
• 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

• 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