Client Administrator

7 days ago

Bracknell, United Kingdom Resource Solutions Full time

**Client Administrator - Financial/Wealth Management** **Do you have a "Wealth" of experience in administration and financial services with a strong focus on client delivery? If you have experience working with IFA’s, senior stakeholders & passionate about the industry with a solid track record, then wewant to hear from you**** **Job Purpose**: The Client Delivery Administrator working with **Evelyn Partners** provides full support to one or more Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering toregulatory standards. **Key Responsibilities**: - Proactively develop and maintain effective relationships with clients, colleagues and 3rd party firms - Point of contact for all client servicing and new business queries; to research and resolve client issues timely and efficiently. - Preparation for client meetings and attend as and when required. - Provide the business support necessary in meeting Evelyn Partners strategy and business objectives, as required. - Process all business in accordance with required processes & proactive pipeline management. - Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures. - Request policy information from third party policy providers. - Coordinate and produce client valuations as part of the advice delivery process. - Maintain client records in accordance with internal Compliance requirements. - Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards and deliver outstanding service to clients. - Maintain an awareness of, and act in accordance with, all Compliance and legislative obligations. - Cover Front of House responsibilities as and when required. **Skills and Qualifications**: - 2-5 years of operational experience within the financial services industry. - A proven strong ethic of client service - Excellent standard of education ideally with Certificate in Financial Administration (CF1)/equivalent with a desire to further development through additional qualifications. - Proficient IT skills in core Microsoft Office systems. - Organisation and prioritisation skills being able to work independently and within a team. - Professional telephone manner along with excellent written communication skills; to have an eye for detail. - Initiative - all ideas and input to the team are welcome. Use judgement and reasoning in order to propose solutions to problems.

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