Client Support Admin - Pensions

NJR Recruitment
12 Apr 2018
20 Apr 2018
Contract Type
Full Time
Our Client is a leading and one of the most credible firms of Chartered Financial Planners in the North West and now has an excellent opportunity for an ambitious, professional Administrator, to join their large Servicing Team in the heart of Altrincham.

You will be providing dedicated, accurate and efficient sales support service for agreed Financial Planning Consultants; whilst providing administration support in relation to transfer of servicing, involving the issue of signed letters of authority to providers, obtaining relevant policy information and producing summary sheets to allow sales consultants to conduct efficient client meetings

Daily duties will consist of;

Providing an effective link between the provider and the consultant ensuring that consultant's are kept up to date with all matters relating to their client's financial affairs
To clearly understand the make-up of all products and the service that you are required to deliver to each consultant
Ensuring that Intelligent Office is used effectively and accurately by the team and that client records are kept up to date with all relevant information
Manage your workload ensuring that activities are dealt with within agreed SLA's and consultants are updated with any delays / progress on cases where appropriate
To undertake reasonable additional duties at the request of your Line Manager as may be required from time to time


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
Intermediate skills in Intelligent Office

Our client is looking for some one who has the vision of the business to become a major player in the financial services as well as being committed to developing and delivering a first class service to clients.

Our client offers on-going training and development. They fully encourage and financially support with industry qualifications and offer exciting career development

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