Experienced Administrator/Client Services Manager

Coll Perkins Ltd
15 Feb 2017
15 Mar 2017
Contract Type
Full Time

A small successful firm of independent financial advisers is seeking an experienced administrator/client services manager to join their firm based in Fareham. Candidates will have experience working for a Financial Advisor ideally an Independent although this is not essential.

Please only apply if you have the required experience, i.e. you have worked in an IFA office for at least three years.

The role holder has primary responsibility for:

  • Incoming and outgoing business post
  • Office facilities and stock ordering and maintenance
  • Organisation of internal events
  • Overseeing the delivery of all aspects of business administration
  • Ensuring the CRM system is kept upto date
  • Client data recording
  • Client communication
  • Client literature
  • Product provider communication
  • Client portal
  • Client review packs
  • Paperwork preparation for client meetings
  • Overseeing the provision of HR Management and Practice
  • Procedures and processes updates
  • Training and development
  • Performance reviews (with Director)
  • Roles and responsibilities review and updates
  • Updating the user manual
  • Overseeing Continual Improvement policies and procedures
  • Client feedback and communications
  • Policy and procedure development
  • Recording and analysing data
  • Reporting and maintaining registers
  • Updating the user manual
  • Overseeing training, performance and development of individuals
  • Review meetings
  • Objective setting and agreement as part of review meetings
  • Reporting and maintaining documentation to support training and development
  • Researching and recommending training solutions

Successful candidates will be able to demonstrate:

  • Experienced Intelligent Office user
  • Technically minded and able to offer suggestions/advice
  • Able to work accurately and to precise detail
  • Personable and reliable
  • Excellent organisational skills
  • Able to work using your own initiative
  • Able to manage a small number of staff
  • Able to work as part of a small team and undertaking tasks as necessary
  • Well presented and professional

This is an exciting opportunity for experienced and driven individuals who are looking to make their mark with a reputable local brand. We are looking for hard-working and dedicated employees and in return they offer you a challenging job role, coupled with a friendly work environment, competitive salary and career progression for the right person.

Only candidates that meet the criteria for this role and are eligible to work within the UK will be accepted for this role. We cannot get in touch with everyone who is not been successful for this role so if you do not hear from us feel free to call us