Senior Client Servicing Administrator

4 weeks ago


Alton Hampshire, United Kingdom Optima Recruitment Full time

An excellent opportunity has arisen for a financial planning administrator to work in a growing team. Our client is looking for an experienced IFA Administrator who prides themselves on the ability to support our financial advisors, liaise with providers and third parties. You will be part of a fast-paced team who provide full end to end administrative support to a bank of clients ensuring they always receive a high level of service.
- Monday - Friday, 9am - 5pm
Reporting to the Administration Manager or equivalent
* Build relationships with the clients, respond promptly to all queries by post/email & Phone
* Providing support to the advisers including booking meetings and ensuring that they have everything required.
* Answering phone calls and passing on messages to the Admin and Advisers
* Assisting with booking annual reviews with clients
* Preparing client and adviser packs for annual reviews and ad-hoc meetings
* Processing Rebalances, switches and cash replenishment business resulting from Annual Review meetings, quarterly switch project or ad-hoc instructions
* Processing of completed Attitude to Risk Questionnaires, recording and filing as appropriate.
* Meeting Quality standards
* Meeting clients in the office to assist with forms
* Provide training/buddying support to Trainees
* Assist with Project work where asked
* Building of relevant fund portfolios
* Undertake appropriate professional development and continued training
Excellent verbal communication skills - telephone and written word
- Confident using all programmes such as Word, Excel and Outlook
Monday - Friday, 9am - 5pm
- Full study support, after successful completion of probation, to assist in acquiring diploma in financial planning #J-18808-Ljbffr



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