Senior Client Services Administrator-Birmingham-Outstanding Actuarial & Pension Advice Organisation

Coast Specialist Recruitment
08 Feb 2017
08 Mar 2017
Contract Type
Full Time

My Client was established 30 years ago, and has become one of the market leaders in providing the very best Actuarial & Pensions advice.

At nearly 1000 strong members of staff, my client is continuously looking to add outstanding individuals to its organisation, and in this case, they require a Senior Client Services Administrator to support the team.

Key Tasks & Responsibilities

  • Create and maintain client records on CRM to a high standard.
  • Ensure AML is up to date and recorded on the system.
  • Liaise with clients and third parties as necessary to process client requirements.
  • Dealing with the New Business process:

o Pre-populate forms needed to send to clients

o Send forms out to the client and follow up

o Check forms on return and chase any outstanding documents or information

o Maintain Know Your Client and AML due diligence on the CRM system

o Follow up on missing client documents

o Scan the completed and signed application documentation

o Send documentation to provider or process online

o Keep client up to date with the progress of their application

o Follow through to completion ensuring the CRM is up to date

  • Address and answer clients’ and intermediaries’ administrative queries.
  • Process client income requirements under instruction from the Consultant.
  • Process cash movements to DFMs under instruction from the Consultant
  • Undertake any projects or duties requested by the Consultants or Principals in a timely and accurate fashion.
  • Validate, instruct and check address amendments
  • Assist with answering telephones, general administration, filing and post.
  • Scan all relevant client documentation to the system.
  • Understand and ensure compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business.
  • Prepare client review packs for Consultant’s client meetings.
  • Follow up on any action points resulting from client meetings.
  • Prepare draft Consultant correspondence.
  • Maintain recurring activities for reviews, cash balance queries and drawdown reviews.
  • Assisting with training and checking of work undertaken by more junior client services administrators may be required including mentoring.
  • Successfully complete the compulsory Anti-Money Laundering and Information Security training and any other mandatory compliance or regulatory training as required by the business, Group and FCA regulations.

Skills & Experience

  • Proven client services administration experience gained within an IFA environment focused on holistic financial planning for private clients encompassing pensions, investment and protection.
  • Demonstrates administration experience of the complete life cycle of processing client business.
  • Previous technical report writing skills whilst not essential may be advantageous in particular when supporting paraplanners in the generation of more basic/simplistic reports.
  • High standard of competency and knowledge of CRM system and client reporting, previous experience of AO would be preferable (or a comparable package) & IT systems and software (Microsoft Word, Excel, PowerPoint) including provider websites for processing Training, education & qualification.
  • Good general education, including GCSE Mathematics and English grade B or above or equivalent qualification. Ideally educated to A Level standard or equivalent qualification (or individuals deemed 'qualified by experience’ would be considered).
  • Achieved or working towards Certificate in Financial Planning (or equivalent qualification) Skills, abilities & personal qualities.
  • A self-motivated approach to professional and personal development.
  • Able to listen and follow instructions and procedures, and assimilate information quickly in a consistent and accurate manner.
  • Able to proactively take ownership and responsibility for own workload o Enthusiastic, positive and flexible approach to work pressures.
  • A high degree of accuracy and attention to detail both written and numerical is required in order to perform their duties.
  • Confident communicator, able to communicate effectively, professionally and concisely in writing, face to face and over the telephone.
  • Able to work as part of a multi-disciplined team with a positive 'can do’ attitude.
  • Good analytical and problem solving skills, capable of anticipating, resolving and owning problems through to resolution.
  • Able to recognise the need for a customer focused approach to service delivery both in terms of quality and exceeding customer expectations.
  • Focus on commerciality and time/cost whilst undertaking all chargeable activity.
  • Forming successful professional relationships both internally and externally.
  • Continues to seek ways of improving quality, service delivery and efficiencies in processes and procedures.
  • Good time management skills and the ability to work in advance of deadlines and prioritising multiple tasks.
  • Good organisational skills.

Due to the high number of applications received, unfortunately we will only be able to respond to successful applicants.