Client Services Manager - Chartered Financial Planning Firm
Locations: Stafford
Salary: 25,000 - 35,000
Our client, an 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team. Working alongside a number of consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications.
Working as part of a highly experienced team, providing support to the advisers and in conjunction with the Paraplanners on various administrative tasks and delivering a professional, compliant service to our clients. Duties will include;
Key Responsibilities
" Utilise client data for illustrations
" Process new business
" Prepare letters of authority for client policy information
" Answer calls and deal with clients and third-party queries
" Produce quotations
" Manage task lists and prioritise workload within deadlines
" Regularly communicate and update clients
" Schedule and manage adviser diaries for client meetings and ensure the relevant paperwork is prepared.
" Update the CRM system
" Ensure that business is conducted in a responsible, compliant, and timely manner, meeting all internal and external legislative requirements
Essential criteria
" Experience working in financial services
" Use of Microsoft Office
" Ability to work well under pressure
" Ability to prioritise and organise
" Working knowledge of investment platforms
" Excellent attention to detail
Remuneration and Benefits
" 20 days holiday plus birthday day off and Christmas/New Year period
" After 5 years holiday increases incrementally to 30 days over 5 years
" Auto-enrolment Pension
" Private Medical Insurance and Death in Service after 12 months of service
" Staff bonus scheme up to 20% of salary
" Study and exam support
NJR 14140