Client Administrator

3 weeks ago


London, United Kingdom Reed Insurance Full time

Reporting to the Client Services Manager - Wealth Planning, this role is part of the Client Services team which is responsible for providing a high level of support to the Planners/Directors and for effective Client Service support in accordance with thehigh standards we offer our clients.

The client services team is responsible for:

- New client onboarding - setting up new clients on system
- Implementation of advice - liaison with pension and product providers to implement advice, obtaining quotes and illustrations
- Investment implementation - placing trades with platform providers to implement investment advice
- General administration including correspondence, scanning, filing, data updates, client valuations, fees
- research and support for Planners/Directors including writing reports, dealing with client queries

As part of the team, the Client Services Associate will be responsible for a range of tasks with particular focus on general administration and implementation of advice.

DUTIES

ADMINISTRATION
- Update of client portal and price feeds and processing daily reports
- Preparation and distribution of client reports and letters ensuring all systems and documentation are accurate
- Setting up and updating client records on internal systems
- Scanning and filing client documents

IMPLEMENTATION OF ADVICE
- Pre-completion of forms for new and transferring pensions, protection and ISAs
- Submission of forms to providers
- Follow up on queries and chasing through to successful completion
- Updating all systems

SUPPORT
- Contribute to the overall Client Services team providing cover for other team members
- Support other processes including client valuations, client fee letters

QUALIFICATIONS AND EXPERIENCE
- Experience of administration of pension and life business would be beneficial.


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