Client Services Administrator

Job Title: Client Services Administrator

Location: Poole/ Hybrid Working

Salary: Competitive

Job Type: Permanent/Full-time

About PS Aspire

Punter Southall Aspire is a major investment and savings business that blends a strong customer focused culture with a modern technology-led outlook.

Uniting employee benefits and individual financial advice, we work with employers, trustees and private clients through our regional UK offices to design and manage solutions that meet their unique needs.

Our culture

Punter Southall Aspire has a broad range of talented people, working in an environment where we value and respect every individual’s unique contribution, enabling our employees to thrive and achieve their full potential.

Our client focused, collaborative approach is supported through our values, simplicity, innovation and flexibility.

About the FP team

The Client Support team is part of the Financial Planning business within PS Aspire, providing individual financial advice and services to its clients.

The Financial Planning team works with businesses, trustees and private clients across its UK offices to design and manage solutions to meet their unique needs.

Job purpose

Provides administration support to Financial Planners to enable them to provide their clients with outstanding service, including personalised financial planning advice, to meet the client’s needs, ensuring fair outcomes always.

Assists in achieving team target through the efficient and accurate servicing of existing and new clients working collaboratively with other members of the team.

Proactively supports the company’s Conduct Risk framework by following it.

Key areas of accountability

Providing administrative support to Planners and customer service to clients, to include the following:

• Make appointments for Financial Planners.
• Create and maintain accurate client records in systems, including Intelligent Office (IO), in line with business standards.
• Ensure Anti Money Laundering (AML) is up to date and recorded in line with business standards.
• Liaise with clients and third parties as necessary to process client requirements.
• Undertake some aspects of the new business process accurately and efficiently, as directed.
• Address and answer administrative queries.
• Validate, instruct, and check address amendments.
• Assist with answering telephones, general administration, filing and post.
• Prepare client review packs for Planners’ client meetings.
• Follow up on any action points resulting from client meetings.
• Support the running of the office as required (e.g. stationery orders, liaising with property services).
• Assist with training and checking of work undertaken by more junior client services administrators as required.

Areas for development and progression:

• Completion of Continuous Professional Development (CPD) as agreed with line manager.
• The Punter Southall Aspire Study Policy provides support to achieve a professional qualification to meet a specific development need or business requirement.
• Individual development plans agreed with line manager and/or supervisor.
• Participation in Committees, projects and working groups to develop personal and technical skills.

Required attributes

• Understand the business propositions of the Punter Southall Aspire Group. In particular, the Financial Planning Division.
• Understand the business operations of the organisation.
• Experience of working in an office / administrative based environment, ideally financial or other professional services.
• IT systems and software (Microsoft Outlook, Word and Excel) including platform/provider websites/portals.
• Ideally educated to at least A Level or equivalent standard.
• Maths and English GCSE or equivalent qualification – grade B or higher is preferable.
• Strong customer service.
• Acts professionally with integrity and discretion.
• Demonstrates a high degree of accuracy and attention to detail, both written and numerical.
• Analytical and problem-solving skills, capable of identifying and raising problems and supporting resolution.
• Awareness of commerciality and time/cost whilst undertaking all chargeable activity.
• Organisational, prioritisation and time management skills.
• Ability to work under pressure and to deadlines.
• Self-motivated, enthusiastic, flexible, and proactive approach.
• Shows persistence when faced with challenges or obstacles.
• Able to communicate well at all levels, in both spoken and written communications.

If you are interested in this role and would like to know more, you can access the job description by clicking the APPLY button to be redirected to our site.

Candidates with the relevant experience or job titles of; Client Support Executive, Client Services Assistant, Client Support Administrator, Client Services Support, Client Support Assistant, Customer Delivery Executive, Client Services Executive, Client Advisor, Customer Support Advisor, Business Support, Client Support Executive, Client Relationship Executive may also be considered for this role.