Client Retention/financial Services Administrator
3 months ago
**Client Retention/Financial Services Administrator**
Due to expansion our client, a financial services company, is looking for an experienced Client Retention/Financial Services Administrator to support the Paraplanners and Advisers, by providing successful delivery of operational and administrative support.
Duties to Include:
- Preparing client files for reviews.
- Courtesy customer service calls to all clients
- Obtaining client valuations and producing analysis documents.
- Sending out basic client reviews.
- Preparing and submitting new business (investments, pensions, and protection cases) to providers as well as ad-hoc client requests.
- Undertaking research and report writing for non-complex cases.
- Liaising with advisers and clients to ensure excellent service is delivered.
- Ensuring all client documentation is correctly recorded.
- Ensuring all systems and case notes are updated with progress and a clear audit trail is available.
- Acting as the first point of contact for clients and resolving. queries/problems in a timely manner.
- Provider management.
- Timely response times.
- Contacting clients and arranging appointments.
- Diary management, - organising and planning.
- Providing a dedicated and professional support service to advisers and clients.
- Providing regular ad-hoc management information (MI).
This is a fantastic opportunity to join a forward thinking, dynamic company with a competitive remuneration package. 25 days holiday, flexible & hybrid working available and plenty of ongoing support and the opportunity to build a career with fast-track progression within a dynamic environment.
**Job Types**: Full-time, Permanent
**Salary**: £23,000.00-£25,000.00 per year
**Benefits**:
- Canteen
- Company events
- Company pension
- Flexitime
- Free parking
- On-site parking
- Sick pay
- Work from home
Schedule:
- Flexitime
- Monday to Friday
Supplemental pay types:
- Performance bonus
- Yearly bonus
Work Location: In person
Reference ID: 230906-I001-KA
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