Up to £35,000 per annum + Benefits

 

We’re looking for a talented Client Services Administrator to work for our client.

 

They want to recruit someone with demonstrable experience of the financial services industry.

 

If that’s you then you could be exactly what they’re looking for.

 

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The Role:

Reporting to the Practice Manager and based in the company’s Colchester office, as the Client Services Administrator you will be primarily responsible for providing support to a high performing team of financial advisors and in conjunction with the paraplanners on various administrative tasks and delivering a professional, compliant service to the firms clients.

 

In the job you’ll be tasked with the following:

– Deal with administration requirements and new prospect enquiries received for the clients of your affiliated Advisers

– Liaise with your affiliated Advisers to discuss workloads and case priorities

– Review meeting notes provided by affiliated advisors and create relevant tasks on the system.

– Produce/issue letters of authority and deal with any other administration requirements arising from client meetings, including chasing requested information and completing policy information sheet

– Prepare clients annual reviews and valuations for your affiliated Advisers as requested

– Process all new business for your affiliated Advisers individual and corporate clients

 

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The Candidate:

The ideal candidate for this Client Services Administrator role will have relevant experience of the financial services industry.

 

You’ll also need experience of investment platforms and office administration.

 

In addition, you’ll need the following:

– Excellent written and verbal skills

– Good communication and interpersonal skills

– Excellent attention to detail

 

The ideal person for the role will be the following:

– Able to work on your own initiative

– Diligent and have an eye for detail

– Articulate and able to communicate on all levels

 

Does that sound like you? If so, we’d love to see your CV.

 

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The Package:

Basic salary:  Up to £35,000 per annum

Benefits include:

– Company Pension

– Employee Benefits

– Exam support

 

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The Company:

The business you’ll be working for is a Wealth Manager.

 

They’re a great company to work for. People join them for many reasons, such as they:

– Offer excellent professional development so ideal for career focussed individuals

– Have a clearly supportive and high performance culture

– Operate in a socially responsible way and are built around supporting community development

 

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Interested? If you think you’re right for this Client Services Administrator role, then click the ‘Apply Now’ button, send us your CV and we’ll consider you for the first round of interviews.