Administrator - Sipp

**Senior Client Services Executive**
- Bath - Hybrid (2 days work from home)
- Monday - Friday 37.5 hours per week
- £24,000 - £30,000 p/a - depending on experience

Are you a self-motivated individual with experience in financial services?

Our client is a successful wealth management company based in the heart of Bath, and we’re excited to be recruiting for a Senior Client Services Executive to join their friendly customer service team

You will be supporting clients with a range of complex queries and requests as well as completing all related administrative duties. In return, you will receive a competitive salary with excellent benefits including a discretionary bonus scheme, income protection scheme, contributory pension, ongoing career development plans, and regular social events (just to name a few).

**Duties will include**:

- Acting as first point of contact for clients and assisting with their queries
- Providing high standards of administrative support
- Accurately inputting and updating client details
- Ensuring all FCA regulations are adhered to
- Raising any areas for concern with management
- Working with the team to ensure all tasks are completed within set SLAs
- Managing risk by informing management of any incidents, ‘near misses’ or exposures to company risk profile

**Required skills and experience**:

- Experience with Wrap platforms and Self Invested Personal Pensions is essential
- Previous experience in a similar financial services role is required
- Excellent written and verbal communication skills
- Strong IT and data processing skills

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

**Salary**: £24,000.00-£30,000.00 per year

Schedule:

- 8 hour shift
- Monday to Friday

Ability to commute/relocate:

- Bath: reliably commute or plan to relocate before starting work (preferred)

Application question(s):

- Do you have the necessary documentation to support your right to work in the UK?

**Experience**:

- SIPP or wealth management platform: 1 year (required)

Work Location: In person