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Client Services Administrator - FS / Investments

DBCharles Recruitment Limited
Job LocationLeicestershire
EducationNot Mentioned
Salary£24,000 - £30,000 per annum, inc benefits
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

An established business with a great reputation achieved over the decades are on the lookout to hire a new permanent Client Services Administrator.The business have firm roots within Financial Planning & Advice, offering services spanning advice in pensions, investments, retirement funds and many other areas. The business pride themselves on establishing long relationships with all people and clientsthey partner with and do not compromise in any area on the service offered.The main focus of the role will be as the go to person for in house client contact and support. They will play a pivotal role in providing all round administration, support and account management to clients, with day to day duties involving:

  • Providing broad support and administration to clients and various portfolios
  • Working closely and supporting the Investment team
  • Diary management
  • Documentation & policy processing
  • Record management and upkeep
  • Opening new accounts
  • Liaising with providers
  • Query handling
  • Email mailbox management
  • Invoicing
  • Plus many more
For this position the client is looking to see CVs with the following skills & attributes:
  • A previous Client Services Administration / Investment support background.
  • Someone with experience providing administrational support to an Investments / Financial Services team / client
  • A holder of a CII Award or similar qualifications would be advantageous however not essential
  • Excellent communications skills
  • Team player
  • Highly organised
  • Excellent MS Office skills in particular with MS Excel
  • Skills working with systems such as Omni, Virtual Cabinet & Intelliflo would be a great added benefit
  • Excellent written skills
  • Able to commit to an office based role near to Enderby, Leicester, that will offer flexible hybrid working post completion of the training & probation period
The role will be working Monday to Friday 9:00am to 5:00pm, with Fridays being 8:30am to 4:30pm. For this role, dependent on someones experience the role is ideally looking to pay a salary between £24,000 to £30,000 per annum. Additional aspects to consideras well are:
  • Hybrid working post training / probation period
  • Xmas shutdown period
  • Life Assurance
  • Strong pension scheme
  • x24 days holiday allowance
  • Excellent perks towards well-being
  • Free parking
  • Support towards further qualifications & studies
We hope this information has grabbed your attention and if interested, please get applying ASAP.

Keyskills :
Client Services Administrator / Investment Accounts Executive / Financial Services / FS / Investments / Administration / Diary Management / CII Award

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