Client Support Administrator

Financial Services Administrator | Previous Experience within a IFA is a must | £20,000 to £25,000

Job purpose: Key responsibilities and accountabilities:

• Responsible for administration within the IFA Client Services Team and providing support to the Paraplanners within the team.
• Receiving and acting on instructions from advisers ad paraplanners following client meetings.
• Maintaining actuate records using our internal back office system.
• Creating and producing letters, reports and invoices.
• Carrying out all tasks in a manner consistent including processing new business in line with compliance procedures.
• Obtaining illustrations and product information from providers
• Liaising with clients and product providers on outstanding documents and queries.
• Preparation of existing client valuations / files ready for reviews.
• Process of new business.
• Ensuring all client files are compliant on an ongoing basis.

Relevant Skills and Experience

• At least 3 years’ experience working in a Business Support role, for a financial planning organisation.

• Experience of using computer based management systems including Wrap/Platforms.

• Computer literate, conscientious and have a good attention to detail.

• Clear understanding of the financial planning process.

• Excellent communication skills, both written and verbal

• Able to work within defined business processes.

• Ability to achieve agreed outcomes without supervision.

• Prioritise own work load, and the work load of the Business Support team.

• Ability to multi task and prioritise effectively and assist in ad-hoc projects when required.

• A good working knowledge of protection, pensions and investment products.

• Proficient in using MS Excel, Outlook, Word and Intelligent office. Qualifications:

• Ideally working towards level 4 Diploma qualified in financial planning

• Good level of Investment and Pension knowledge.

Personality:

• Self-driven, results-oriented with a positive outlook.
• A natural forward planner who critically assesses own performance.
• Good understanding of compliance issues.
• Reliable, tolerant, and determined.
• Keen for new experience, responsibility and accountability.
• Able to get on with others and be a team-player.

Salary/Benefits:

• Competitive salary based on experience and qualifications. (c£20,000 -c£25,000)
• 23 days holiday
• 4 x Death in Service Benefit
• Employer Pension Contributions
• Flexible working
• Financial support to encourage study for further advancement within the business.