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Our Client has one of the largest and most respected teams of independent financial advisers in the North West and Nationwide. They are a service orienated organisation where the client is at the cente of everything they do. With clients ranging from indviduals to blue chip corporates, they ensure that the advice and service they deliver is right all the time. They currently have an open position for a Client Support Administrator to join their team.
Whats in it for you ?
- 26 holidays per year + your birthday off
- Hybrid working after probation period
- Flexible working between the hours of 8am to 6pm, as long as 7.5 hours are worked each day in between core hours of 10am 4pm.
- 37.5 hours per week
- Company Pension Scheme
- Access to Benefit Hub which includes discounts to products, tickets etc
- Group Life Scheme
- Performance related bonus
Key Responsibilties of the Client Support Administrator :
- Managing a bank of consultants and their clients providing first class customer service and excellent administrative support.
- Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
- Have an understanding of 3rd party providers platforms and processing times
- Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion.
- Investigate and handle any client/consultant queries
- Manage post relating to new business cases.
- Dealing with client/provider queries over the phone and via email.
- Understand our internal compliance procedures and the requirements of 3rd party providers
- Maintaining client records on back-office system
- Cover receptionist duties such as post, phone calls, greeting clients and dealing with third party suppliers.
To be succesful you will have :
a minimum of 2 years experience working for an IFA practice and experience and understanding of pension and investment products. They should be able to demonstrate the following skills:
- Excellent interpersonal and communication skills
- Efficiency, accuracy & attention to detail
- Self-motivated and willing to take the initiative
- Strong organisational skills with the ability to adapt and successfully multitask
- Excellent telephone manner
- IO experience would be desirable
If you are interested in this role and would love to join a fantastic organisation the please apply one or for more information speak to one of our specialist consultants quoting refernece NJR15220
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