Client Services Administrator
3 weeks ago
Salary: £29,000 - £31,000
Capio Recruitment is collaborating with a prominent national firm that is expanding its team due to increased demand for their services. This organization prioritizes client satisfaction and has established enduring relationships with many of its clients, reflected in their impressive client retention statistics.
The company fosters a respectful work environment, promoting an 'adult working culture' that accommodates flexible hours and hybrid working arrangements tailored to the needs of their employees and their families.
Key Responsibilities
In this role, you will provide comprehensive administrative support to a team of financial advisers, engaging clients in ongoing service initiatives and delivering technical platform assistance. Your focus will be on enhancing client service and retention, ensuring that commitments made to clients are fulfilled.
Utilizing traditional communication methods such as mail and phone calls, you will facilitate regular financial reviews for clients, prepare review documentation, and maintain the client records system with meticulous attention to detail to ensure the accuracy of reports generated.
This position is ideal for a seasoned financial planning administrator who excels in a dynamic work environment and enjoys working independently, while seeking a new opportunity to advance their career.
Essential Qualifications:
- A minimum of 2 years' experience in financial planning administration.
- Familiarity with Intelligent Office (IO) is advantageous.
- Demonstrated ability to work with precision and attention to detail.
- A professional and approachable communicator, comfortable interacting with clients and managing time effectively.
- Progress towards a Level 4 Diploma is preferred.
If you would like to learn more about this opportunity, please reach out to Capio Recruitment.
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