Job Title: Client Services Administrator
Location: Guildford
Salary: Competitive
Job Type: Full Time, Permanent
The company have two core values – always strive to meet client’s expectations while at the same time having a zero tolerance for treating clients unfairly, and always act with integrity, keeping the achievement of the right outcome for clients at the core of my responsibilities.
About the role:
This role is responsible for providing an effective and efficient administration service to clients and Planners, while participating in achieving team objectives. In particular, core responsibilities include:
- Create and maintain client records on CRM to a high standard
- Ensuring AML is up to date and recorded on the system
- Liaise with clients and third parties as necessary to process client requirements
- Dealing with the New Business process
- Prepare annual review valuations
- Address and answer clients’ and intermediaries’ administrative queries
- Process client income requirements under instruction from the Planner
- Process cash movements to DFMs under instruction from the Planner
- Undertake any projects or duties requested by the Planners or Principals in a timely and accurate fashion
- Validate, instruct and check address amendments
- Assist with answering telephone, general administration, filing and post
- Scan all relevant client documentation to the system
- Understand and ensure compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business.
- Prepare client review packs for Planner’s client meetings
- Maintain recurring activities for reviews, cash balance queries and drawdown reviews
- Successfully complete the compulsory Anti-Money Laundering and Information Security training and any other mandatory compliance or regulatory training as required by the business, Group and FCA regulations
About you
Knowledge & experience
- Previous relevant client services administration experience gained within an IFA environment focused on holistic financial planning for private clients encompassing pensions, investment and protection.
- Demonstrates administration experience of the complete life cycle of processing client business
- High standard of competency and knowledge of:
- CRM system and client reporting, previous experience of XPLAN would be preferable (or a comparable package)
- IT systems and software (Microsoft Word, Excel, PowerPoint) including provider websites for processing
Training, education & qualification
- Good general education, including GCSE Mathematics and English grade B or above or equivalent qualification. Ideally educated to A Level standard or equivalent qualification (or individuals deemed ‘qualified by experience’ would be considered)
- Working towards Certificate in Financial Services or Certificate in Regulated Financial Services Operations (or equivalent qualifications)
Skills, abilities & personal qualities
- A self-motivated approach to professional and personal development
- Able to listen and follow instructions and procedures, and assimilate information quickly in a consistent and accurate manner
- Able to pro-actively take ownership and responsibility for own workload
- Enthusiastic, positive and flexible approach to work pressures
- A high degree of accuracy and attention to detail, both written and numerical, is required in order to perform the duties of this role
- Confident communicator, able to communicate effectively, professionally and concisely in writing, face to face and over the telephone
- Able to work as part of a multi-disciplined team with a positive ‘can do’ attitude
- Good analytical and problem solving skills, capable of anticipating, resolving and owning problems through to successful resolution
- Able to recognise the need for a customer focused approach to service delivery both in terms of quality and exceeding customer expectations
- Focus on commerciality and time/cost whilst undertaking all chargeable activity
- Forming successful professional relationships both internally and externally
- Continues to seek ways of improving quality, service delivery and efficiencies in processes and procedures
- Good time management skills and the ability to work in advance of deadlines and prioritising multiple tasks
- Good organisational skills
If this is you, they look forward to hearing from you!
Please click on the APPLY button to send your CV and Cover Letter for this role.
Candidates with experience of: 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.
