Client Services Administrator

4 weeks ago

Wetherby, United Kingdom eRecruitSmart Full time

**Client Services Administrator**

We have an excellent opportunity for a Client Services Administrator to join this multi award-winning firm of Chartered Financial Planners in Boston Spa, West Yorkshire.
**About the company**

Our client is a renowned and independent multi award-winning financial planning practice with a small but highly accredited, highly qualified and dedicated team.
**About the role**

As Client Services Administrator, you will work collaboratively with Financial Planners & Paraplanners to ensure that clients receive an exceptional level of service as well as complying with FCA rules and regulation and your responsibilities will include:

- Delivering an outstanding client experience
- Supporting the Financial Planners in managing client relationships
- Working alongside the Paraplanners to co-ordinate, manage and implement administration for the client including gathering information on existing investments, preparing documents for meetings and making sure client records are up to date and accurate
- Have regular communication with clients, providing them with progress updates
- Co-ordinate all administration during both the client onboarding and delivery process, ensuring that any meeting follow up is actioned

**About you**

As a Client Services Administrator, you’ll need to be process driven, able to prioritise busy workloads effectively and be a good all-round communicator and you must be / have:

- Previous financial services experience is preferred but is not essential
- Must have previous office-based experience
- Communicate effectively with an excellent telephone manner
- Organise your own day to day activities
- Strong interpersonal and communication skills, both written and verbal
- Have excellent organisational skills with the ability to multitask and prioritise workload effectively
- Reliable, thorough, accurate and pro active
- Have a positive attitude, flexible & helpful
- Confident on the telephone and have friendly rapport, professional telephone manner and great customer service skills
- A willingness to follow business processes and procedures
- The ability to work well under pressure both independently and in a team without supervision

**About the rewards**

As a Client Services Administrator you will receive an excellent salary of £22,000 to £28,000 per annum depending on experience plus:

- Discretionary Bonus Scheme
- Exam and Training Support to develop skills and gain extra qualifications
- 25 days annual leave in addition to bank holidays
- Additional days holiday for your Birthday
- Generous Group Pension Scheme and Private Medical & Health Care Scheme
- 4 x Death in Service Scheme

**How to Apply**

You must have eligibility to work in the UK and this is an office-based position.Please note, only suitable applicants will be contacted.If your address and contact details are not on your CV, you will not be considered.
We look forward to hearing from you
- Admin, administrator, finance, Client Services Administrator, client administrator, services administrator, financial administrator, financial_

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