Client Services Administrator

Client Services Administrator
Outskirts of Colchester
Salary up to £35,000 depending on experience

Working on behalf of this financial services provider based on the outskirts of Colchester, I am seeking an experienced Client Services Administrator to deliver comprehensive support to the Financial Planner(s). This business is looking for someone who has a proven background as a professional Personnel Assistant or Executive Assistant from a financial services industry.

As a Client Services Administrator your duties will include:

• Help to deliver an efficient and positive experience to both new and existing clients through all stages of the advice process
• Keep up to date with financial services product knowledge
• Work with advisers and wider team to manage workloads and priorities
• Gather all appropriate information to enable technical team to prepare suitability reports
• Review and act upon meeting notes provided by advisers and create relevant workflows
• Prepare and process new business applications and documentation
• Report and be accountable to the team leader
• Update and maintain client files using back office system
• Undertaken your role in accordance with regulatory and internal compliance guidelines, while adhering to company service and ethical standards
• Process enquiries from new prospects
• Produce/issue Letters of Authority, lodge with providers and gather plan information
• Arrange annual review meetings and prepare relevant reports
• Produce and collate all the relevant pre-meeting paperwork including portfolio valuations, application forms and regulatory documents
• Process client documentation such as risk profile questionnaires, electronic identification and anti-money laundering checks and factfinds
• Deal with queries from clients, advisers and colleagues, taking the appropriate action in a timely and effective manner
• Liaise with financial providers and other third parties in a professional manner
• Draft letters on behalf of Advisers/Directors and undertake project work when required
• Deal with incoming post and visit post office when required for outbound post
• Answer and deal with incoming telephone calls in a professional and friendly manner
• Greet clients and other visitors and provide refreshments as required

As a Client Services Administrator you must have the following skills and knowledge:

• Understanding of the financial services industry and knowledge of relevant products
• Familiar with the financial advice process and the provision of advice in a compliant manner
• Ability to prioritise and manage workload through excellent organisational skills, time management and use of initiative
• Strong communication skills both verbal and written
• Exceptional attention to detail

In return my client will offer you a generous package that will also include training, a great career path and financial rewards for hard work.