Client Services Administrator
Woking -Central
Permanent, Full time
Paying up to £27,000 (DOE) plus 25 days holiday +BH, Pension, Hybrid Working, Progression Opportunities, Study support & SO much more!!
Monday -Friday
Interviews: ASAP
Our client, a leading financial services organisation is seeking an experienced Administrator to join their team in Woking.
As an Administrator you will be to supporting the Advisers and -Para-planners in various non-advisory tasks. This includes sending out Advice letters, responding to client queries, processing trade deals, and maintaining client databases. Your role is crucial in ensuring a seamless and efficient service delivery to our clients
Responsibilities:
Client Support:
- Send out Advice letters and collate necessary enclosures.
- Liaise with clients through secure messaging system, email, or telephone to address their queries.
- Handle allocated post.
- Process new clients in accordance with procedures.
- Work with Advisers and Admin Team to meet deadlines and service level agreements.
- Process trade deals daily across multiple platforms.
- Track Letters of Authority and product information requests.
Client Database(s) Management & Maintenance:
- Monitor and action assigned activities within set time frames.
- Maintain accurate and updated client information on internal systems.
- Enter client information on appropriate platforms.
- Conduct client reviews and pass them to the Adviser for checking before sending to the client.
General Administration:
- Open, scan, and allocate incoming post.
- Frank and post outgoing mail, including Special Delivery items.
- Process received forms promptly and update client database.
- Handle inbound calls and redirect or take messages as required.
- Maintain client file documents in compliance with regulations.
- Assist with marketing administration when necessary.
- Update online database with client data and valuation feeds.
- Undertake any other administrative tasks following established procedures.
Skills/ Experience:
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams).
- Approachable and professional manner.
- Strong communication skills.
- Ability to prioritise tasks and work efficiently.
- Minimum of 2 years' relevant experience in administrative roles within the financial services sector.
- Experience using CRM software
- Knowledge of IFA office procedures and compliance (Desirable)
- Degree level of education.
- Willingness to pursue further education or training, such as Diploma in Financial Planning.
If this roles sounds of interest then apply now or please contact Annie, /
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