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Client Services Administrator

2 months ago

Knutsford, Cheshire East, United Kingdom Bond Rec Full time
Job Title: Client Services Senior Administrator

We are seeking a highly organized and detail-oriented Client Services Senior Administrator to join our team at Bond Rec. As a key member of our Client Services team, you will play a critical role in supporting our client-facing advisers and ensuring the efficient delivery of our client and service propositions.

Key Responsibilities:
  • Process new business and maintain accurate records using our internal back office system.
  • Provide administrative support to the Paraplanners within the team, including receiving and acting on instructions from advisers and paraplanners following client meetings.
  • Carry out tasks in a manner consistent with compliance procedures, including processing new business, obtaining illustrations and product information from providers, and liaising with clients and product providers on outstanding documents and queries.
  • Prepare existing client valuations/files ready for reviews and ensure all client files are compliant on an ongoing basis.
Requirements:
  • At least 2 years' experience working in a Business Support role for a financial planning organization.
  • Experience of using computer-based management systems, including Wrap/Platforms.
  • Computer literate, conscientious, and have a good attention to detail.
  • Clear understanding of the financial planning process.
  • Excellent communication skills, both written and verbal.
  • Able to work within defined business processes and achieve agreed outcomes without supervision.
  • Prioritize own workload and the workload of the Business Support team, and be able to multi-task and prioritize effectively.
What We Offer:
  • Competitive salary based on experience and qualifications (c£23,000 - c£30,000).
  • 23 days holiday.
  • 4 x Death in Service Benefit.
  • Employer Pension Contributions.
  • Flexible working.
  • Financial support to encourage study for further advancement within the business.