On behalf of a well-established and professional client, Reward Recruitment is looking for a Client Services Administrator to join their team, who will play a leading role in organising and supporting the firm's Advisers. The right candidate must be able to work within a small team and have the confidence to deal directly with clients and providers.
This individual must have self-motivation and the determination to succeed in this role, be detail-focused, have a willingness to learn, and have a "can do" attitude. The individual must have previous experience within the Financial Services Industry and ideally have commenced study with the CII.
Key Responsibilities:
Client Services Administrator
- Provide "Pre Sales" administration support to Paraplanner/Advisers, including Preparation of Engagement Letters, provision of Letters of Authority/Change of Agency Letters, downloading of Fact Find for completion, Client Agreement, Obtaining Provider Application Forms, setting up File for new clients, obtain valuations of existing client policies, obtaining quotes, as requested.
- Provide up-to-date Valuations to Paraplanner/Advisers in respect of existing clients before meeting with clients using back office software.
- Provide any relevant support information regarding existing clients to the Adviser before meeting with clients.
- Ensure back office software is kept up to date
- Maintain and update the email list used by the Head Office to issue Newsletters.
- General client account maintenance
- Filing and other ad-hoc administrative duties as and when required.
- To answer the telephone and deal with initial telephone inquiries.
- To answer the intercom to meet and greet visitors.
- To provide administration services to Advisers and their team as required
- Managing Adviser diaries, work logs, and meetings.
- Maintain and develop their knowledge and qualifications to improve their ability to support both colleagues and clients. Participate in appropriate company and departmental training, competence, and development initiatives.
Key Competencies
- Quality service delivery - Consistently develops and delivers excellent service to clients, colleagues & advisers, supporting the products & services provided and adhering to TCF principles at all times. Has excellent attention to detail & provides a quality assurance check
- Communication & relationships - Develop effective and enduring relationships through appropriate verbal/written/IT skills. Relates well to all people, internally and externally. Can handle & resolve issues, diffusing situations comfortably using diplomacy and tact. All communication must be concise, clear, understandable, effective, and constructive
- Team working & collaboration - Understands their role within a team & the impact on others. Consistently endeavours to support colleagues & collaborate to achieve results
- Planning & prioritising - Can plan & prioritise work effectively to deliver good outcomes for both the client & the company. Uses time well and stays focused to ensure work is completed; consistently meeting commitments and deadlines. Determines tasks and communicates realistic timescales
- Using systems & processes - Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory, and governance requirements. Embraces change and is proactive in suggesting methods and procedures to help improve processes and performance.
Salary range: Up to £30,000 plus benefits
To apply, please submit your CV and a cover letter detailing your relevant experience and why you're interested in joining our team. Alternatively, you can contact Stuart on 0 7 7 4 7 7 8 2 9 3 4 for a discreet and confidential chat.