Client Support Administrator

Prestige Recruitment Services
12 Feb 2018
16 Feb 2018
Contract Type
Full Time
My Client are a well-established chartered financial planning company based in Salford, who are looking to recruit 2 Client Support Administrators to provide dedicated, accurate and efficient sales support service for agreed Financial Planning Consultants. Previous experience of working within an IFA is required. This Company provides fantastic benefits including flexible working hours and free lunch every day!

* Providing an efficient new business processing service for sales consultants, completing trades/fund switches and liaising with product providers and ensuring that new business is set up correctly
* Providing administration support in relation to valuations, transfer of servicing and client reviews to allow sales consultants to conduct efficient client meetings
* Providing an effective link between the client and the consultant ensuring that both are kept up to date with all matters relating to their financial affairs
* Ensuring that all client information is stored on the relevant system and it is updated accurately and timely checking that all compliance requirements are met
* Preparing invoices for work completed for client
* Issuing original policy documents to clients where appropriate and checking that copy documents / contract notes are issued within the agreed turnaround timescale ensuring they are accurate and reflect the requirements of the client
* Provide post meeting administration support to consultants ensuring that all work is completed within agreed timescales
* Ensuring that any complaints (formal or informal), breaches or losses are reported to the Compliance Officer at the earliest possible opportunity
* To undertake reasonable additional duties at the request of your Line Manager as may be required from time to time

The successful candidate will possess:

* Basic knowledge of all products and funds falling within area of responsibility
* Ability to build relationships with consultants and ensure an effective relationship is maintained
* Previous experience of working for an IFA
* CF1
* An eye for detail including an aptitude for precision and accuracy
* An ability to be forward thinking and proactive
* Advantage would be a Certificate in Financial Services/Planning and Intermediate skills in Intelligent Office

Fantastic benefits on offer plus bonus

Working Hours Monday - Friday 9am - 5pm (Flexible hours between 7am - 7pm)

If you feel you have the right experience please send your CV

PLEASE NOTE: Unfortunately due to the volume of applications being received we can only respond to those offering the relevant experience as outlined in the advertisement. If you have not heard from us within 48 hours, then you may presume that your application has been unsuccessful

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