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Administrator – Client Services
- Location:Â Birmingham City Centre. 3 days in office / 2 days at home
- Department:Â Succession Benefit Solutions (SBS)
- Reports to:Â Employee Benefits Services Manager
- Salary: up to £35k
- Job Type:Â Full-time
- Hours of Work:Â 35 hours per week
Reed Financial Services are seeking an Administrator in Client Services, where you will play a crucial role in supporting Planners to maintain and enhance our clients portfolio of employee benefits clients. This position involves detailed interaction with policy providers, handling policy details, obtaining illustrations, and processing new business applications to completion. You will ensure the accuracy of our client information database and support the delivery of excellent service to our customers.
Day-to-Day Responsibilities:
- Prepare documentation for client appointments and meetings.
- Undertake general office duties, including filing, handling post, and managing stock and order systems.
- Complete and send out client reports.
- Respond to client administrative inquiries via face-to-face interactions, telecommunications, or letters.
- Develop and refine processes to support paraplanners and financial advisors.
- Maintain the integrity of ‘Model Office’ processes and databases.
- Liaise with policy providers, communicate outcomes, and assist with the retention and development of client relationships.
- Assist in the identification and development of new clients.
- Participate in supervision and evidence CPD (Continuing Professional Development).
Required Skills & Qualifications:
- Minimum of 2 years’ experience in the Financial Services industry, including exposure to employee benefits.
- Excellent secretarial and numeracy skills with a high degree of accuracy.
- Strong interpersonal and organisational skills.
- Proficiency in Microsoft Word and Excel.
- Desirable: Knowledge of Model Office and NVQ Level 3 in Business Administration.
Benefits:
- Competitive salaryÂ
- Opportunities for professional development and career advancement.
- Death in Service cover at eight time's your basic salary subject to any caps and rules of the scheme
- Pension Scheme with Aviva with Employer contributions of 8%, minimum employee contributions of 3%
- You will accrue 33 days holiday inclusive of 8 bank holidays. This will increase by 1 day for each year of service up to 36 days
- Supportive team environment focused on achieving high-quality outcomes.
How to Apply:
To apply for the Administrator – Client Services position, please submit your CV and a cover letter detailing your relevant experience and why you are interested in this role. Ensure your application highlights your experience in financial services and any specific skills related to employee benefits management.
This role offers a dynamic work environment where you will be essential in facilitating the smooth operation of our client services. We look forward to your application and the potential to welcome you to our team.
