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    HEAD OFFICE Client Service Administrator

Client Services Administrator

7 months ago

London, United Kingdom JDC Full time

**Administrator (Client Services Executive)**
**City of London (Fenchurch Street)**
**Monday to Friday office-based**
**Salary £30k + monthly bonus upon completion of probation (approx. 10% of salary)**

**Are you on the Promotion Ladder?**
- The Head of Client Services started work as an administrator. Their story proves that most vacancies here are filled from within - which means this could be your next job and the one after that._

**The Person**

You're already working as or previously worked as an administrator with an investment, wealth management, or pension firm, which means you will understand how to:

- Create client opportunities for annual reviews on a CRM system.
- Generate investment review reports on provider platforms and send them to clients
- Input investment details onto a CRM system, generated and checked annual review report figures, and sent them to clients.
- Manage clients over the phone to book appointments with financial advisers and deal with non-advice queries and issues.
- Prepare investment transfer paperwork, liaise with clients to obtain signatures, and submit to the relevant providers, ensuring subsequent contributions or withdrawals are set up and actioned.
- General Provider Enquires - (Finding out crystallised status, alternative fund choices, and client tax codes)
- Obtain provider policy information, input details into our CRM system, and collate detailed policy analysis notes for the advisers.

You may have a few RO exams, but this isn't essential as training toward exams is provided and encouraged.

**We're looking for**:

- Pension admin experience.
- Strong attention to detail.
- Proficient in MS Office (Word, Excel, PowerPoint, etc.).
- Excellent communication skills (spoken and written), including customer service.
- Experience with CRM systems and strong technology skills.
- Self-motivated, a self-starter, and hard-working.
- Adaptable and receptive to feedback.
- Enthusiasm to grow with business in an ambitious company.
- Good financial and mathematical literacy

**The Company**

You'll work as part of the Client Services Team, so plenty of people can help you when needed. It's a friendly, fun team where you will be encouraged to learn, grow and develop your knowledge, skills, and qualifications.

Based in London City, the Tower of London & Fenchurch tube lines are only a 3-to-4-minute walk to the office.

This is an independent financial services company with circa 25 staff that offers a combination of clever technologies, market-leading products, and straightforward personal advice. Their services cover financial planning, wealth management, and Listed Bond ISAs.

**How to Apply**

**Salary**: £28,000.00-£30,000.00 per year

**Benefits**:

- Company events
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work Location: In person