About this role
Client Administrator, Bath Office, up to £ 30,000
Role purpose:
To provide administration support to the Planner and Technical Support team. To promote the Company in a good light. Remain customer service focused at all times and always ensure empathy with our customer's needs.
To have a thorough understanding of the sales process, client file requirements and FCA requirements.
To deliver what clients perceive to be a personalised and high quality service.
To familiarise yourself with each clients circumstances, objectives and timescales in order to provide a personalised service.
Obtain information from providers on clients existing financial arrangements and prepare client valuations.
Input all client information and history into the back office system.
Collate all documentation and ensure that the New Business pack is complete prior to submitting applications to providers.
To effectively manage and look after an individual ongoing case list to include new business cases and ensure own tasks are completed accurately and efficiently.
Be a point of contact for client queries.
Deal with client and provider correspondence.
Ensure that the client file is compliant.
Prepare review packs ahead of client meetings.
To follow Company and FCA procedures at all times.
Undertake other such administration duties on a day-to-day basis as requested.
Requirements
Prior experience as a Financial Support Administrator (1+ years)
Exceptional organisational skills and able to work well under pressure
Excellent communication skills, both written and verbally
A strong work ethic and a flexible attitude
A high level of accuracy
Experience working with Microsoft Word, Excel and Outlook
Knowledge of industry specific software systems
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/653370
-
Expiry date
22 June 2024
Similar jobs
-
French Speaking Customer Advisor and Client Support
Up to £24000 per annum
Edinburgh
-
Process Efficiency Analyst
Negotiable
Dundee
-
Client Service Representative
Negotiable
Farnborough, Hampshire
-
Document Controller
£26000.00 - £28000.00 per annum
Dundee
-
Senior Fund Administrator (Hybrid)
Negotiable
Glasgow
-
PPM Analyst
Negotiable
Ralston, Renfrewshire
Learn more about a career in Business Support
Offering variety, a role in Business Support is perfect for anyone with a high attention to detail and great organisational and time management skills.
![Learn more about a career in Business Support](/media/45nnie4d/adobestock_307373186.jpg?rxy=0.6189048435759085,0.3685446009389671&rnd=133138573242570000)
![Upload your CV](/media/szbhl1sa/register-your-cv1.jpg?rxy=0.3744823293184146,0.6328891876121752&rnd=133142989912130000)
Upload your CV