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Financial Administrator

4 months ago

Altrincham, United Kingdom Now Financial Planning Full time

Client Servicing Administrator
Employer: Now Financial Planning
Reports to: Operations Manager
Working Location: Hale Office
Tenure: Permanent
Role Purpose: To provide client servicing support to the Practice to ensure that our relationships with existing clients can be optimised and assist with the daily operation of the office.

Key Duties and Responsibilities:

- Management of the end to end review process for clients;
- Booking review meetings within relevant timescales;
- Preparing review packs for all relevant meetings;
- To prepare and check outgoing internal and external correspondence and reports, including confidential and sensitive information ensuring attention to detail;
- To deliver the highest standard of client care both internally and externally;
- Provide administrative support to the Advisers, including detailed meeting pack preparation, business submission, client requests, etc;
- Pre-meeting preparation and post meeting follow up, including accurately updating client files on Salesforce CRM;
- Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills;
- Meeting and greeting clients and visitors to the Practice;
- Extensive liaison with SJP Admin Centres, providing information required to complete transactions within specific timescales;
- Producing templated client letters and reports.

Person Specification:
Knowledge 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 such as Salesforce.

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;
- Strong attention to detail;
- Manages time effectively with the ability to multi-task;
- Keeps calm when faced with conflicting demands and handles these effectively;
- 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.

Required Competencies:

- Quality Focus: Takes personal responsibility for the quality and timeliness of work and achieves results with mínimal supervision. Stays focused on tasks in spite of distractions and interruptions.
- Team Work: Promotes cooperation and commitment within a team to achieve goals and deliverables.
- Embracing Change: Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems.
- Developing Self and Others: Demonstrates an ongoing commitment to learning and self
- improvement.
- Communicating Effectively: Understands and learns from what others say and conveys ideas and facts using language the audience will best understand.
- Planning and Organising: Manages own time, priorities, and resources to achieve goals.
- Client Care: Builds and maintains a first-class experience for the client through the products and services offered by the business.

**Salary**: £22,000.00-£26,000.00 per year

**Benefits**:

- Company events
- Company pension
- Cycle to work scheme
- Discounted or free food
- Flexitime
- Sick pay

Schedule:

- Day shift
- Flexitime
- Monday to Friday
- No weekends

Supplemental pay types:

- Quarterly bonus

**Education**:

- GCSE or equivalent (preferred)

**Experience**:

- Customer service: 2 years (required)
- Administrative experience: 2 years (required)

**Language**:

- English (required)

Licence/Certification:

- Driving Licence (preferred)

Ability to Commute:

- Altrincham (required)

Ability to Relocate:

- Altrincham: Relocate before starting work (required)

Work Location: In person

Application deadline: 17/11/2023