Our client is an Independent Advice firm who have been voted within the top 20 firms by the FT
The role of the Client Relations Administrator is for a candidate with a minimum of 2 years 'experience working for an IFA practice and experience and understanding of pension and investment products.
Main duties & responsibilities
- Managing a bank of consultants and their clients providing first class customer service and excellent administrative support.
- Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
- Have an understanding of 3rd party providers platforms and processing times
- Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion.
- Investigate and handle any client/consultant queries
- Manage post relating to new business cases.
- Dealing with client/provider queries over the phone and via email.
- Understand our internal compliance procedures and the requirements of 3rd party providers
- Maintaining client records on back-office system
- Cover receptionist duties such as post, phone calls, greeting clients and dealing with third party suppliers.
Salary & Benefits
- Salary is dependent on experience plus bonus
- 26 holidays per year, using 3 days in between Christmas & new Year. Plus, an extra day for your birthday
- Hybrid working, upon completion of your probation period. Set days in the office will then be agreed with your manager, this will be 50% working in the office 50% at home.
- Flexible working between the hours of 8am to 6pm, as long as 7.5 hours are worked each day in between core hours of 10am - 4pm.
- 37.5 hours per week
- Company Pension Scheme
- Access to Benefit Hub which includes discounts to products, tickets etc
- Group Life Scheme