Senior Client Services Administrator
1 month ago
**Purpose**
The Senior Client Service Administrator has prime responsibilities for the provision of administration services to Whitechurch Financial Consultants. This role will be supporting one of our experienced Advisers, where you will provide one to one support.
The role holder will contribute to the Whitechurch Strategy and ensure delivery within SLAs and provide all aspects of support to the Operations Manager.
You will need to meet the firm’s and the regulator’s standards in the following areas to be deemed fit to carry out the above role.
**Accountabilities & Deliverables**
- Client Interaction. To contact clients and inform them of developments or answer queries of an administrative nature, while ensuring these are conducted in accordance with the firm’s standards and procedures
- Administration. To ensure that all administration, (for example, update of databases to show new business received, generating new business daybook, client valuations, agency/policy transfers) are completed in accordance with the firm’s standards and procedures
- Constantly challenge existing practices and processes and suggest improvements to ensure that customer service is most effective and efficient
- Business Quality. To ensure that the firm’s and more particularly your own department's high standards are achieved and where possible improved
- Being a team player. To help promote a strong team ethos within the department ensuring that all team members are aware of their responsibilities to our clients, each other and the company. To actively build constructive relationships with other members of staff and other departments in addition to external contacts
- Developing your own competence. To ensure knowledge, skills and attitudes meets in line with the Whitechurch culture and strategy
- Novation of Financial Adviser acquisitions
- The role holder would be expected to work towards achieving professional qualifications
- Ensure continuous review of all processes to ensure these comply with the principles relating to Treating Customers Fairly
**Key Measures**
- SLA adherence
- Regulatory breaches and fines
- Quality of clients’ “customers” experience
- Level of customer complaints
**Skills, Knowledge and Leadership Behaviours**
- Team player
- Written and oral communication skills
- Planning, prioritisation and organisation
- Customer focus
- Initiative and flexibility
- Self motivation and motivation of others
- Continuous improvement
- Problem Solving
- Treating Customers Fairly
**Competencies**
Essential competencies for this role are:
- Collaboration
- Client & Customer Focus, encompassing Treating Customers Fairly
- Confidence & Communication
- Performance Focus
- Working Proactively
**Entry Criteria**
- Able to work with a broad range of stakeholders both internally and externally and effectively engage and gain the confidence of clients, management and business functions to build open and constructive relationships
- Strong communication skills to influence and persuade at all levels
- Astute and business focused, clearly understanding the commercial impact of actions and decisions
- Strong written, oral and Microsoft Office (e.g., Word, Excel and PowerPoint) skills
- Previous experience/knowledge within Financial Services is essential - **2 years experience**
- Ensure continuous review of all processes to ensure these comply with those relating to Treating Customers Fairly
- Financial Services exam accreditation or studying towards exams - **Desirable but not essential**
**Job Types**: Full-time, Permanent
**Salary**: £24,000.00-£26,000.00 per year
**Benefits**:
- Company pension
- Life insurance
- Private medical insurance
- Work from home
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Supplemental pay types:
- Yearly bonus
Ability to commute/relocate:
- Bristol, BS6 6PH: reliably commute or plan to relocate before starting work (preferred)
Work Location: Hybrid remote in Bristol, BS6 6PH
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