Financial Planning Client Services Administrator

3 months ago

Royal Wootton Bassett, United Kingdom CleverHR Full time

**Financial Planning Client Services Administrator**
**Royal Wootton Bassett**
**Salary £22.000 - £26,000 p.a. Depending on Experience + bonus scheme**

We are delighted to be supporting this Financial Planning firm who build personal, long-term relationships with their clients founded on trust, providing them with ongoing advice and a first class service. They are a growing firm looking for a Client Administrator to join the team and assist in this mission.

**Financial Planning Client Services Administrator - Role Overview**
- To provide Client support to the Managing Director/ Client Support Manager to ensure that the Advisers relationships between their clients can be optimised and assist with the daily operation of the office.

**Key Responsibilities**
- Obtain quotations from product providers and provide illustrations and product information to the Partner as required;
- Prepare files including compliance required documentation; research; illustrations; supporting documentation, prior to sale;
- Maintain accurate client information, files/records, ensuring that clients are placed into a review system as agreed with the Partner;
- Prepare portfolio valuations as requested;
- Provide administration support to the Adviser/Client Support manager as required, e.g. marketing correspondence;
- Support the day-to-day business operations within the Practice;
- Project a professional image in both appearance and attitude and provide quality support on time to agreed standards;
- Attend and contribute to regular update meetings with the Adviser/client support Manager;
**About YouKnowledge and Experience**
- Previous experience in an office support role, ideally in financial services or related sector;
- Knowledge of relevant regulation and legislation (desirable);
- Experience of client management systems;
- Previous experience of dealing with client enquiries, with the ability to investigate concerns / complaints and provide a satisfactory solution.

**Skills and behaviours**:

- Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
- Excellent written communication skills;
- Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
- Good organisation skills;
- Attention to detail;
- Manages time effectively with the ability to multi-task;
- Keeps calm when faced with conflicting demands and handles these effectively;
- Uses experience to provide support to the administration team, and fully supports the needs of the advisers.
- Demonstrates a positive attitude at all times;
- Works well on own tasks as well as on shared goals as part of a team;
- Open to change with a creative approach to problem solving.

**Benefits**
- a bonus of up to 20% of salary
- a 5% employer pension contribution
- £100,000 death in service cover

Pay: £22,000.00-£26,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Application question(s):

- Do you have previous experience in an office support role? (ideally in financial services or related sector)
- Do you have experience of client management systems?
- Do you have previous experience of dealing with client enquiries, with the ability to investigate concerns / complaints and provide a satisfactory solution?
- Do you have knowledge of relevant regulation and legislation? (desirable)

Work Location: In person

Reference ID: BW-2038

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