Client Services Administrator

• Location: Bath
• Job Type: Full-time - 4 days office 1 day home working

We are seeking a IFA Client Services Administrator to provide a friendly, efficient, and professional administrative and business processing service. This role is ideal for someone who is a team player and is looking to make a significant impact in supporting financial planning services.

Day-to-day of the role:

• Provide business processing services to advisers, including handling mortgages, protection, pensions, and investments.
• Process withdrawals of cash from investments on behalf of clients, following instructions from advisers.
• Use various provider websites to process business online as necessary.
• Scan all business documentation and upload it to the back office system.
• Produce valuation reports for client review meetings and ensure the audit of client data is up to date.
• Chase providers to ensure business has been completed successfully and that policy documents/contract notes are received.
• Respond to emails from clients, advisers, and providers promptly and professionally.
• Amend policy details on the back office system as required.
• Handle incoming calls in a professional and friendly manner, redirecting calls or taking messages as needed.
• Provide cover for other offices when necessary, including handling telephone calls and covering for holiday absences.
• Greet clients attending meetings and provide hospitality assistance during internal boardroom meetings.
• Maintain a tidy office environment and ensure advisers are replenished with necessary stationery items.
• Manage the reception of incoming post and prepare outgoing post, including visits to the post office when necessary.
• Maintain up-to-date knowledge of provider websites and any changes in their procedures.

Required Skills & Qualifications:

• Working within financial services, ideally financial planning / welath management within an admin /pa support capacity
• Professional appearance and confident manner.
• Excellent written and oral communication skills.
• Accurate data input skills.
• Methodical and organised approach with excellent attention to detail.
• Proficient in Microsoft Outlook, Word, and Excel.
• Ability to use own initiative and work independently.
• No specific requirement for professional exams, but opportunities to take CeMAP and Financial Planning exams are available for further industry understanding.

Benefits:

• Competitive salary.
• Opportunities for professional development and certifications.
• Supportive team environment.
• Modern office facilities.

To apply for the Client Services Administrator position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.