Client Services Administration

£30000 - £32000 per annum

Bristol

posted 11 Jun 24

Apply now

Client Services Administration

£30000 - £32000 per annum

Apply now

About this role

Exciting opportunity to join an established firm of financial advisers as a Client Services Administrator. The will be supporting the Partners/advisers in the provision of high quality, accurate and timely administration service, in relation to all product areas within the Financial Services market.

Skills and knowledge required:

Skills

 Excellent inter-personal skills, both written and verbal (with clients and team members).
 Quality management, to be accurate and have attention to detail.
 Excellent time management.
 A good level of competence with Office 365 to include Word, Excel and Outlook together with a good use of various online platform including Standard Life Wrap, Quilter, A J Bell and back-office system Intelliflo.

Knowledge

 Detailed knowledge of the FCA's rules and requirements.
 Detailed knowledge of the FCA's and the firm's record keeping requirements.
 Broad knowledge of the financial services sector.
 Full FPC/CFP qualified or working towards Diploma Qualification.

General

 Keep up-to-date with new products, technical or legislative changes within the marketplace.
 Comply at all times with the firm's Compliance; Training & Competence; Complaints, Anti-Money Laundering and Data Security policies / procedures.
 To ensure that the firm's clients are treated fairly at all times, paying particular reference to the Vulnerable Clients' Policy.
 To work as part of a team alongside the firm's advisers and paraplanners to provide clients with a professional ongoing Financial Planning experience.
 To constantly seek to improve the way business is done and put forwards ideas for improvement.
 To be results focused, getting the job done in an efficient way through effective time management and task management.
 To demonstrate an attitude of "get it right first time".
 To agree and achieve objectives, set at appraisal.

To prepare and maintain client files
 Ensure client correspondence is written in a timely and efficient manner.
 Check of file to maintain good order, scan and file, as required.
 To ensure accuracy with maintaining client data in both hardcopy and on the database.
 To maintain comprehensive files and filing systems in accordance with GDPR specifications.
 To ensure that tasks and workflow are kept up to date in accordance with Company procedures.

Client Administration
 Processing letters of authority.
 Request quotations on-line through various provider systems, as well as telephone and email.
 Liaison with providers, third parties and clients (via email, letter or telephone).
 Process switches, transfers, withdrawals and retirement benefits (including income drawdown) using all provider platforms.
 Process business from proposal to policy document stage.
 Request investment valuations.
 Write post review letters.
 Provision of generic information to clients.



General
 To be a strong team player, using your knowledge and experience to support other team members.
 To harness prioritisation skills.
 To adopt a one team ethos, "our work" not "my work".
 To identify areas of opportunity for the team.
 To be aware of your own training needs and assist in the training of others.
 To undertake special projects as and when requested.
 To ensure clear desk policy is maintained at all times.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

  • Contract Type

    Permanent

  • Specialism

    Business Support

  • Working pattern

    Full Time

  • Job ref

    Req/654141

  • Expiry date

    11 July 2024

  • Job duration

    ASAP

Apply now

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