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Financial Client Services Administrator

3 months ago

Leeds, Leeds, United Kingdom Sue Ross Recruitment Full time

Sue Ross Recruitment are working with an established and well respected professional services company in the recruitment of a Financial Client Services Administrator.


We're looking for an enthusiastic and hard-working administrator to work as part of a well-established, growing, multi-location Financial Planning team to deliver a consistently high level of client service to both clients and advisers.


Key Duties:

  • Liaise with product providers, collate policy information and obtain client specific illustrations to support the analysis of data for client asset reviews.
  • Obtain valuations of existing holdings and the preparation of client review packs.
  • Complete any review meeting actions.
  • Process platform withdrawals, fund switches, benefit crystallisations and other online transactions as necessary.
  • Work closely with the Technical Analysis team to deliver a seamless, end to end service for Advisers.
  • Develop good working relationships with product providers, technology suppliers, team members, clients and Advisers.
  • Maintaining accurate, compliant files.
  • Updating backoffice data and following defined business processes and workflows.
  • General office duties such as scanning, post, adhoc queries, as required.

Required Skills:

  • Some experience in providing an efficient, friendly, and professional point of contact for clients.
  • Enthusiastic, proactive, selfmotivated and the ability to well as part of a team.
  • Confident and articulate with a strong attention to detail.
  • Ability to build good relationships and engage with colleagues at all levels.
  • Excellent time management skills and an ability to prioritise workloads to meet strict deadlines.
  • An understanding of life, pensions and investment products.
  • Confident in the use of Microsoft Word, Excel and Outlook, along with industry software such as backoffice systems, platforms and illustration tools


May we take this opportunity to thank you for expressing an interest in one of our roles and wish you the very best in your search for employment.


Benefits:

  • Free parking

Schedule:

  • No weekends

Work Location:
In person

Reference ID: 7625b