Client Services Administrator

5 months ago

London, United Kingdom Coast Partnership Full time

**A truly spectacular role with a global investment manager has come about for an experienced client support executive.**

There is a real team spirit as this firm and it is a unique opportunity where you can be part of a company that has extensive resources for you to develop personally and professionally. With an **excellent benefits and bonus** system in place you will be part of a diverse and dynamic team who are dedicated to providing stellar client services.

**What you will need to do**
- To train, develop and grow into experienced Wealth Planning Client Service Executive.
- To be able to provide proactive and efficient administration support to Wealth Planners, Para Planners and team colleagues, in support of customer service excellence for new and existing clients.
- Obtain and understand information and quotations required by Wealth Planners/Para-Planners to enable them to research the client’s needs prior to recommendations, as and when required.
- Learn to process new business from submission to completion in adherence to the service standards and operational Wealth Planning procedures and activity management.
- Learn to process and understand all the key servicing elements in support of our client’s needs and objects. Surrenders, Withdrawals & Income payments as an example.
- Understand and follow compliant record keeping in the electronic folders and within Intelligent Office, T24 and Folio as appropriate.
- Carry out all client administration in line with the compliance guidance as well as central policies and updates and department standard operating procedures.
- Keep Wealth Planners up to date with relevant information relating to client issues.
- Deal with incoming telephone calls relating to the above duties, and take messages for colleagues.
- Attend regular team meetings.
- Effectively communicate with Head of Wealth Planning Administration making them aware of any problems or worries in relation to carrying out own duties.

**The knowledge, skills and qualifications we're looking for**
- A-C grade GCSE, or equivalent, in Mathematics and English
- Higher Education qualification preferred.
- Be prepared to study towards industry qualifications as you grow and develop in your role in support of your training and development in becoming a fully competent member of the Wealth Planning Support Team
- Good IT skills, especially with the Microsoft Office suite

**What you'll be like**
- Maintains high professional standards of conduct and practice
- Good administration skills, with high level of accuracy and attention
- Ability and willingness to learn processes and procedures
- Good written and oral communication skills at all levels, both internally and externally.
- Excellent telephone skills and experience in client liaison
- Able to work under pressure, prioritise workload and work to deadlines
- Able to work autonomously/pro-actively
- Self-motivated and enthusiastic
- Good at working in a team, and with other teams
- Flexible, curious and willing to learn

**This is a new role and we are actively hiring**

**Job Types**: Full-time, Permanent

**Salary**: £35,000.00-£45,000.00 per year

**Benefits**:

- Company events
- Company pension
- Gym membership
- Health & wellbeing programme
- Life insurance
- Private medical insurance
- Sick pay
- Work from home

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- London: reliably commute or plan to relocate before starting work (required)

**Experience**:

- IFA Administration: 1 year (required)

Work Location: Hybrid remote in London

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