Job Vacancy

Our client is proud to be an employer that supports employees throughout their journey with them, helping to shape their career.

They are looking for a bright, conscientious individual to join the client relationship & administration team.

As a new member of the team, you will receive training with support from experienced mentors and access to digital tools. The role is extremely varied and will provide lots of opportunities to develop new skills in a friendly firm which has a culture underpinned by continuous learning and improvement.

The core responsibilities of the role are to develop long term relationships with the firms’ clients and to support the financial advisers and paraplanners with client servicing and administrative functions.

This includes processing new business and liaising with external providers regarding new and existing clients.

Main Duties

• To maintain strict confidentiality in relation to the work under taken and ensure that all confidential material is stored according to policies and procedures.
• Promote and support best working practices
• Deliver training to new employees as defined in the company’s business processes.
• Processing new business including obtaining initial quotations, checking and sending off application forms, monitoring and chasing all outstanding items, and issuing policy documentation on completion.
• Preparing client valuations – gathering details of client holdings and updating database accordingly.
• Carry out research into possible solutions for clients
• Build and maintain relationships through close communication (both written and verbal) with internal consultants, insurance companies/providers and clients.
• Creating and maintaining clients’ files with records
• Meet and greet clients
• Carry out other duties which fall within the broad spirit, scope and purpose of this job description and which are commensurate with the post
• Maintain appropriate CPD

Qualifications/Knowledge/Experience required

• Be computer literate, competent with Word, Excel, Outlook, etc
• Be an experienced financial services administrator
• Excellent written and oral communication skills
• Excellent analytical and numerical skills
• Excellent time management, organisational and record keeping skills
• Ability to liaise in a professional and concise manner
• Comprehensive industry experience/knowledge-pensions, investments and taxation etc

Personal Attributes

• Passionate about helping other people
• Have accuracy and pride in your work
• Have an interest in financial markets
• Can work on your own initiative and as part of a team
• Friendly and approachable
• Excellent communication skills -both verbal and written
• Outstanding organisational skills
• Be a good “team player”
• Able to manager and prioritise/deadlines.
• Have a methodical, ordered, and structured approach to tasks.

Desirable

• Certificate in Financial Administration
• Certificate in Financial Planning
• Proven client service experience

• Employer Pension Contribution
• Exam Support
• Death in Service
• Health Cash Plan

HOLIDAY: 28 days holiday including bank holidays plus an additional 3 days over the Christmas period

HOURS OF WORK: Monday – Friday 09:00 to 17:00 – The role will be a hybrid, with home and office working

INTERVIEW PROCESS:

1^st stage phone/teams

2^nd stage face to face with a task to complete

HEALTH & SAFETY: No current issues to report on site

Please do contact us for more information or visit our Linkedin page.