New Client Team Administrator

1 week ago

Harrogate, United Kingdom Ellis Bates Group Full time

We have vacancies for support and experienced administrators to join our accomplished New Client Team. The support will be working closely with an experienced administrator. In both roles you be responsible for ensuring the efficent and successful onboardingof all new clients, from first appointment through to completion, delivering the velocity and quality in line with company standards and expectations.

**Core Duties and Responsibilities**
- Conducts Equifax check on new clients.
- If required prepare new client pack preparation - blank fact find, risk questionnaire, file notes.
- Process new client pack when received back from the Adviser - input fact find onto the back office system, create skeleton plans, LOAs submitted.
- Weekly check in calls to clients to update on progress.
- Weekly status reports to Advisers.
- Process and manage LOA returns (per provider) on a pre-planned structured basis.
- Liaise with the Adviser re submission of Suitabiliity Request.
- Prepare completed file to Client Research Team.
- If required liaise with Client Research Team regarding progress on report production.
- If required book second appointments in Adviser diaries.
- If required process new business (once ACA and Client Declaration signed).
- Manage business through to completion.
- If required conduct client handover to the Client Servicing Team (and new Adviser if applicable).

**Education, Qualifications & Training**
- A minimum of 5 GCSEs A-C in English and Maths

**Knowledge & Experience**
- A basic knowledge of products (Protection, pensions, investments, mortgage and equity release) although training will be provided.
- Ensure a working knowledge of the back office system to enable you to perform your role and manage client data efficiently and consistently with internal processes.
- Ensure full awareness and understanding of the teams processes and manage these efficiently to deliver an exceptional service to clients.
- You will work within service standard KPI’s
- Skills - Accountability, adaptability, communication, critical thinking, resilience, relationship management, results and personal organisation

If you like the sound of our opportunity, and think you may want to be part of our team and learn more about this role, please send your CV to Jo Nickell-Lean, HR Manager at Ellis Bates Group, Adam House, Ripon Way, Harrogate, HG1 2AU. Further informationcan be found on our website.

**PLEASE NOTE, NO AGENCIES

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