Solihull
Admin, Secretarial, PA
Permanent | Full Time
ASAP
30/04/2024
28/05/2024
Job Title: Financial Services Client Administrator
Job Type: Permanent, Full Time
Salary: £25-30,000
Location: Solihull (need to be able to drive)
Job Description for Financial Services Client Administrator:
Do you have experience within financial services? Do you have IFA knowledge? We are currently recruiting for an experience financial services administrator, the individual for this position will have experience within this sector. If you would like to work within an organization which recognises potential within their employees and promotes growth look no further, this is the perfect next step within your financial services career.
Key duties and Responsibilities for Financial Services Client Administrator:
- Provide effective and efficient administrative support to a number of independent financial advisers and their clients.
- Process new business ensuring that all information input is accurate and is completed in a timely manner.
- Be a point of contact for a number of Financial Advisers, their clients, providers, and other members of the business.
- Ensure accuracy is maintained on all administration systems making sure that client information is accurate and up to date.
- Collate and prepare correspondence to both clients and providers.
- Undertake scanning and photocopying duties ensuring that appropriate documentation is scanned and attached to the relevant client records.
- Deal with daily post ensuring that anything urgent is processed and dealt with in a timely manner.
- Provide support and coaching for other members of the business.
- Contact life offices/ providers either via telephone or written communication.
- Chase new business pipelines ensuring that all new business cases are processed accurately and within SLA.
- To work collaboratively with all members of staff striving to deliver excellent client outcomes.
- Take personal responsibility to ensure that all workflow is completed to the highest of standards within company SLA’s.
- Answering phone calls for the business in a professional manner
- Be able to delegate work effectively with clear communication to other administrators to ensure a smooth handover of work is achieved.
- To work closely with all members of the business to ensure priorities are met aligning with business goals, ensuring accuracy at all times.
- To support with annual client review meetings supporting with obtaining up to date client valuations.
- To action any other reasonable request made my directors/ managers of the business.
Key Skills and Experience required for Financial Services Administrator:
- Experience within Financial Services.
- Excellent Attention to detail with the ability to work accurately and efficiently.
- Confident using Microsoft Office.
- Able to communicate effectively and professionally internally and externally with clients.
- Excellent telephone manner.
This position is full time 9am-5pm Monday-Friday, 23 days holiday plus bank holidays.
