Senior Client Services Administrator

Reed Insurance
11 Jan 2018
19 Feb 2018
Contract Type
Full Time
My client a leading Wealth Planning IFA Practice, is actively looking to recruit a Senior Administrator to work within the role will be to provide support to the Directors, Financial Planners and Client Relationship Manager of the business. In addition, you will support and mentor more junior members of the Team and it will be a great opportunity to use your skills as a HNW Financial services Administrator. This client really rewards talent and you will be recognised for your skills and ability.

• Provide administration support for a bank of clients as identified by the CATL and CAM.
• Process new and existing business as instructed by the relevant Director, Financial Planner or Client Relationship Manager (CRM).
• Keep the relevant individuals and/or client updated, as and when required.
• Ensure the back-office systems and client records are maintained and accurate at all times.
• Provide support and mentoring to junior members of the team and be proactive in supporting the CATL and CAM when required.
• Adhere to the company handbook at all times.
• Adhere to compliance requirements and procedures as guided by Risk Management and the Financial Conduct Authority regulator (FCA).

This is a fantastic opportunity and to be considered you must be able to demonstrate the following:-

- Currently a Senior and Experienced Wealth Planning Administrator in an IFA Practice

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