Client Services Administrator

7 days ago


Wimbledon, United Kingdom Heat Recruitment Full time

**Position: Client Services Administrator
Location: Wimbledon

**Salary**: Up to £31,000**

Excellent communication skills both to colleagues and clients is essential, as you will be responsible for all aspects of the workflow: ensuring that client meetings are planned efficiently to minimize Adviser diaries, communication to clients is dealt withinagreed timescales and sales targets are met by the team.
The will be a varied role and will require a numerate and articulate individual who is highly organised and self motivated.
**Main Duties**:

- To have a thorough understanding of the sales process, client file requirements and FCA requirements.
- To deliver what clients perceive to be a personalised and high quality service.
- To familiarise yourself with each clients circumstances, objectives and timescales in order to provide a personalised service.
- To oversee and manage workflow between the director, para-planner and client
- Obtain information from providers on clients existing financial arrangements and prepare client valuations.
- Input all client information and history into the back office system.
- Deal with client and provider correspondence.
- Assist the Director with all aspects of a good customer experience and identify any improvements that can be made.
- Organise client meeting and reviews, including diary management.
- Work with the director to maximise income opportunities from new and existing clients.
- Ensure that team targets are exceeded.

**Requirements**:
We are looking for someone who has excellent organisational skills, has the ability to prioritise effectively and has good timekeeping and strong admin skills as well as:

- Commitment to pass financial industry exams
- Ability to organise others & good communication skills
- Well presented and well spoken
- Attention to detail

**Benefits Package**:

- Bonus birthday day off
- Development opportunities
- Remote Working
- Flexible working hours
- Company events
- Exam Support

**What next?**
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.



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