Client Support Administrator
6 days ago
Client Services Administrator Position
A well-established financial advisory firm is looking for a dedicated Client Services Administrator to enhance their professional team. With over two decades of experience in delivering exceptional financial guidance, this organization is committed to fostering career growth and offers extensive training opportunities.
In the role of Client Services Administrator, your responsibilities will include scheduling client consultations, facilitating the onboarding process for new clients, and managing Letters of Authority along with other essential regulatory paperwork. You will also be tasked with preparing comprehensive client meeting materials, ensuring accurate policy details are obtained, generating valuation reports, and producing illustrative documents. Following the provision of advice, you will handle the processing of new business, transfers, or fund reallocations, as well as drafting post-advice correspondence.
To excel in this position, prior experience in a similar Client Services Administrator role, where you provided direct support to Financial Advisers, is essential.
Benefits and Additional Information:
- Competitive starting salary in the range of £25,000-£27,000
- Financial support for study materials and examinations to achieve the Level 4 Diploma in Regulated Financial Planning (DipPFS)
- Access to an internal training and accreditation program
- Opportunities for advancement into Paraplanning roles
- Annual bonus linked to company performance
- 25 days of annual leave plus public holidays
- Pension scheme
- Private healthcare coverage after successful completion of the probationary period
- Private medical insurance cash plan, covering additional services such as dental and optical care
- Standard office hours from 8:30 AM to 5:00 PM, with an early finish on Fridays
For further details, please submit your application.
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