Senior Client Servicing Administrator

4 weeks ago


Ellesmere Port Cheshire, United Kingdom CF30 Consulting (Independent Recruitment Consultancy) Full time

Certificate in Business Administration - Desirable
Working towards Level 4 in Financial Planning - Desirable
Making sure that you act in good faith, avoid causing foreseeable harm and support retail customers to pursue their financial objectives to achieve four set outcomes:

# Products and services are fit for purposes
# Products and services represent fair value
# Clients receive adequate support to meet their needs.

~ T&C, complaints, financial crime, anti-money laundering, anti-bribery, financial promotions, data security, date protection, conflicts of interest, inducements, record keeping, best execution.
Complying with the Financial Services and Markets Act 2000, the FCA's Conduct Rules / FCA Statements of Principle and Code of Practice and the and the relevant FCA rules at all times
Making sure all client records are retained in line with the firm's date security, Data Protection and record keeping policy
Claims processing
Referring any issues / technical queries to the Client Relationship Managers (CRM)
Checking and issue of policy documents to scheme members
Process group scheme renewals, including requesting and checking quote and aiding the CRM negotiating rates with providers and drafting recommendation reports from templates.
Run monthly reports from online benefits portal
Filing - in accordance with in-house paperless office procedures
Provide general administrative and clerical support, as required
Maintain all standards of performance as required by the firm


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