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Client Services Support

Service Service Employment Agency Limited
Job LocationWymondham
EducationNot Mentioned
Salary£20,000 - £26,000 per annum, negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Are you looking to join a Financial Planning firm who are really going places, have an excellent working environment where you are well looked after and valued, well look no further…My client who has been trading since 2010 are looking for an experienced Administrator with a background of working in an IFA Practice setting to join their friendly group of existing staff.The ideal candidate will have a minimum of two years’ experience working in the sector and have previously used the back-office system intelligent office as well as knowledge of the platform such as Transact, Standard Life, Elevate and OMW.Role purposeThis is a key role to provide a first-class proactive support service to the Advisers and clients. Working closely with the Advisers, Directors and Paraplanners, you will be responsible for ensuring the client always receives the highest level of service. You will need to enjoy working as part of a successful team and be able to actively contribute towards a common goal.You will be expected to arrange plans and investments as recommended by the Advisers and provide administrative and technical support to enable them to advise their clients accordingly ensuring compliance and regulatory requirements are adhered to.You will be fully accountable and self-reliant and be able to produce accurate work with minimum input from others.It is expected that you are working towards the CII or CISI professional qualification benchmark or be committed to achieving this. My client will assist you with financial support for further training and examination where relevant, but you will be expected to take full responsibility for your continuous professional and personal development.Relevant Skills and Knowledge

  • Good understanding of financial services terminology.
  • Knowledge of financial services solutions and associated regulatory and compliance requirements (for example tax efficient investments, retirement provision, investments, protection, know your client’).
  • Ability to multi-task and juggle a busy and varied workload.
  • Ability to accurately follow a process.
    • General Responsibilities
  • Liaising with product, wrap and solution providers.
  • Developing and maintaining internal relationships across the business, communicating effectively.
  • Responding to internal and external queries promptly.
  • Ensuring processes and procedures are followed and service standards are met.
  • Time and priority management.
    • Specific ResponsibilitiesArranging agency servicing transfers and ensuring plan information is accurate and up to dateKeeping up to date with IT and back-office systems changes to ensure efficiency and accuracyPreparing files for review meetings (both annual, half yearly and ad-hoc), writing agendas and ensuringpost meeting actions are processed within service level agreementsDiary and task management of client workProcessing and submitting new businessProcessing and submitting changes to existing plans, investments and policies (for example amendments to premiums, withdrawals, funds)Producing plan, policy, fund informationEnsuring the client file meets auditing expectationsAnnual re-assessments of suitabilityAnnual drawdown re-assessmentProcessing changes to client details and liaising with 3rd parties to ensure changes are accurately completedData extraction, checking and analysisPrioritizing work and contributing to the team and business goalsTaking accurate minutes of meetingsClient communication (letter, email, telephone and face to face)Bulk mailing (letter and email)Assisting with implementing and improving administrative processesEnsuring new client signs up are processed timely and accurately and the file is compliant, with the required servicing and fee schedule adhered toAccurate system updating Identifying and rectifying errorsPreparing and dispatching client valuation reportsProviding technical support to the Advisers and other team membersAnswering technical client queriesCompetent administration through wrap platforms utilized by the companyAnswering the telephone promptly and communicating positively and effectivelyOther ad hoc duties as required.BenefitsMy client have a flexible approach, operating a 37 hour week, you are able to start between 8 and 9 and leave anytime between 5 and 6, Fridays are 9-3 for everyone, you can take between 1 and 1.5hrs for lunch.Death in service 4 x salaryFree ParkingStandard pension, 3% employer contributionHoliday entitlement is 26 days (an extra day off for your Birthday if it falls on a working day).Financial assistance with further and ongoing studies Required skills
  • Drawdown
  • Financial Support
  • Withdrawals
  • Task Management
  • WRAP

    • Keyskills :
    Drawdown Financial Suppt Withdrawals Task Management WRAP

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