Client Services Administrator - Financial Planning

Clark James recruitment
Wimborne, UK
09 Jul 2019
28 Jul 2019
Contract Type
Full Time
Due to our clients' unprecedented growth, Clark James are pleased to be representing an Independently owned Investment Management and Financial Planning Company, who are seeking Client Services Administrator to join their team near Bournemouth.

Our client currently manages and advise assets of £930m, via discretionary portfolios and funds, either directly or through intermediaries. The company's object is to preserve and grow wealth for their clients, through risk based, multi-asset class investing. The company are a successful, privately owned LLP, with 3 offices in the UK, a Channel Islands regulated subsidiary and one on-shore and two off shore fund entities.

The role

Working as Client Services Administrator, you will be reporting to Client Services Team Leader, responsible for:
  • On boarding and administration of clients
  • Using our in-house data systems
  • Producing client packs
  • Collating and producing accurate policy summaries for a range of financial products including pensions, investments and protection
  • Liaising with advisers, clients and professional connections regarding general administration matters
  • Dealing with ad-hoc queries from advisers, clients and professional connections
  • Documenting procedures
  • Ensuring a client file is compliant and ready to be passed to the paraplanning team

The Person

The successful candidate will be a delivery orientated and well-organised individual, with experience within financial services. You will have excellent communication skills, both written and verbal. YOU will have experience of preparing and/or working with MIFID II, relevant fee and review information with clients and advisers and have industry knowledge on pension, investment and protection policies.

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

Please note

All applications received will be dealt with in the strictest confidence

Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities.

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