Client Service Administration Representative

3 weeks ago

Manchester, United Kingdom Chase De Vere Full time

Client Support Administrator – Manchester
Our client support administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients. Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard.
The role within client support administration is perfect for experienced administrators and those looking to take their first steps into the industry. With dedicated training courses and funded exam study our client support administrators can develop their skills, knowledge and expertise in the role. For those looking to progress their careers into paraplanning or advice, our inhouse paraplanner and adviser academy programmes, can support you on your journey, when the time comes.
Experience of working within a financial advisory firm is beneficial. Good communication skills, via email and phone, are an essential quality that we would look for when recruiting administrative professionals. You will be supporting numerous advisers and managing a variety of tasks and deadlines at any one time, so the ability to prioritise your workload and deliver under pressure is critical.
Our advisers couldn’t do the role they do without the assistance of our client support teams. From producing new business packs to being on the end of the phone to answer any questions, our advisers and administration teams work closely to ensure our clients receive the best level of service.
Producing and collating client meeting documentation for our advisers – this includes portfolio valuations, application forms and regulatory documents.
Monitoring and updating the progress of all new business
Completing anti-money laundering checks and ensuring all client service meets FCA guidelines and company service standards
A competitive salary with the opportunity to earn an annual bonus
Life assurance – 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year, to support your local community
Employee Assistance Programme with access to a 24/7 helpline
Access to our free mortgage service, through our internal mortgage team
Our Employee Forum and Diversity & Inclusion group
Local and companywide events in support of our company charities

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