Client Services Administrator – Essex – 12723

  • Employed
  • Essex


Salary up to £30,000


Would you like to work for an award winning company with a strong emphasis on work life balance?

Are you an experienced administrator with a certificate in financial services?

Recruit UK are working with an award winning wealth management company who have been voted best financial adviser in East Anglia.

This is a great opportunity to join a firm that really cares about their employees and provides excellent career progression.


The role of the administrator

* Report to and accountable to the Head of Client Services

* Review meeting notes provided by affiliated Advisers and create relevant tasks on Finplan

* Produce/issue Letters of Authority and deal with any other administration requirements arising from the client meeting, including chasing requested information and completing policy information sheet

* Deal with incoming post, administration requirements and new prospect enquiries received for the clients of your affiliated Advisers and act accordingly

* Provide administrative support to the Compliance Officer to help with complaints or file checks

Key attributes

* Certificate in Financial Services

* Diploma in Financial Planning (or agreement to achieve within 24 months)

* Minimum 4 years previous experience working in a customer focused role at an IFA or Insurance company

* Previous experience of using back office industry systems such as Finplan (Bluecoat), Volume and Iress

* Ability to deal with workload and technical enquiries without guidance

* Ability to train and develop less experienced staff as a mentor

What’s on offer

* Competitive salary up to £30,000

* Great work life balance

* Career progression

* 25 days holiday, DIS, PMI, PHI

If you would like to apply for this Client Services Administrator position, please call Cariad on 01179 170411 or email Quote reference 12723

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