Client Support Associate

To provide centralised support for a variety of tasks, incorporating valuations, collation of policy information, liaising with external providers as well as additional support services to data and reporting across Central Services Department and, in turn, deliver a professional, compliant, effective administration service to our clients, colleagues and third-party organisations.

• Maintain the accuracy of client data held on Curo, to include input and cleansing as appropriate.
• Manage all allocated tasks e.g. Curo and queries in a timely, compliant manner, meeting agreed performance standards in line with team SLA’s. This includes and is not limited to:
  • Valuations – Standard & Bespoke
  • Letters of Authority
  • Disengagements
  • Policy Information forms
• Contact and liaise with relevant product providers/third parties to obtain accurate policy information
• Support with existing client review processes including liaison with advisers for meeting bookings, data cleansing with updates to Curo as required.
• Handle all client disengagement requests in a timely, compliant and efficient manner that will meet the agreed performance standards.
• Undertake whole of market research for both standard and enhanced annuity comparisons
• Preparation and collation of policy information forms in line with requirements of the Advice Delivery team.
• Bespoke valuation requirements for high net worth clients, not limited to Family Office Proposition, but in line with these requirements.
• Preparation and issuing of Letters of Authority for both new and existing clients, ensuring these are processed in line with team SLA’s and where required liaise with clients, colleagues or third parties.
• Complete project related activities or general tasks as instructed by your line manager or senior colleagues and follow through to completion dealing with any queries that arise from these activities.
• Develop and maintain effective relationships with colleagues and third parties.
• Provide recommendations/improvement ideas to increase operational efficiencies within the team.

• Company discretionary bonus scheme;
• Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;
• 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
• Private Healthcare*;
• Group Income Protection;
• Life Assurance;
• Eye Care Scheme;
• Wellbeing programme;
• Bike to Work Scheme;
• Full support with professional qualifications
• * after qualifying period

• Ideally some experience within financial service but not essential.
• We are looking for an excellent Administrator with great attention to detail and a good level of Excel.
• Proficient IT skills in core Microsoft Office systems.
• Organisation and prioritisation skills.
• Excellent verbal and written communication skills with an eye for detail.
• Professional telephone manner.