Financial Planning Client Services Administrator

Royal Wootton Bassett

Salary £22.000 - £26,000 p.a. Depending on Experience + bonus scheme

We are delighted to be supporting this Financial Planning firm who build personal, long-term relationships with their clients founded on trust, providing them with ongoing advice and a first class service. They are a growing firm looking for a Client Administrator to join the team and assist in this mission.

Financial Planning Client Services Administrator - Role Overview

• To provide Client support to the Managing Director/ Client Support Manager to ensure that the Advisers relationships between their clients can be optimised and assist with the daily operation of the office.

Key Responsibilities

• Obtain quotations from product providers and provide illustrations and product information to the Partner as required;
• Prepare files including compliance required documentation; research; illustrations; supporting documentation, prior to sale;
• Ensure that files are complete post-sale with all required client identification documentation and necessary application forms;
• Process applications accurately and record the required management information;
• Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner;
• Maintain accurate client information, files/records, ensuring that clients are placed into a review system as agreed with the Partner;
• Prepare portfolio valuations as requested;
• Provide administration support to the Adviser/Client Support manager as required, e.g. marketing correspondence;
• Support the day-to-day business operations within the Practice;
• Project a professional image in both appearance and attitude and provide quality support on time to agreed standards;
• Attend and contribute to regular update meetings with the Adviser/client support Manager;

About You

Knowledge and Experience

• Previous experience in an office support role, ideally in financial services or related sector;
• Knowledge of relevant regulation and legislation (desirable);
• Experience of client management systems;
• Previous experience of dealing with client enquiries, with the ability to investigate concerns / complaints and provide a satisfactory solution.

Skills and behaviours:

• Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
• Excellent written communication skills;
• Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
• Good organisation skills;
• Attention to detail;
• Manages time effectively with the ability to multi-task;
• Keeps calm when faced with conflicting demands and handles these effectively;
• Uses experience to provide support to the administration team, and fully supports the needs of the advisers.
• Demonstrates a positive attitude at all times;
• Works well on own tasks as well as on shared goals as part of a team;
• Open to change with a creative approach to problem solving.

Benefits

• a bonus of up to 20% of salary
• a 5% employer pension contribution
• £100,000 death in service cover