My client is a multi award winning, national and they have an exciting new opportunity for an experienced administrator to help to deliver their Client Services Proposition by providing a high-quality administration and support service to high-net-worth clients and Partners. This allows the Partners to focus on the client relationship and developing relationships with new clients.
Job Summary
Reporting directly to a Senior Client Experience Executive, the role holder will work in support of one or more Client Experience Executives, to assist them in the providing admin support to a number of Partners.
Requirements
Essential:
Previous experience working in an administrative or customer service role.
Strong track record developing and maintaining good working relationships
Excellent knowledge of Microsoft Office packages including Word, Excel and Outlook.
Experience of working in a fast-paced environment
Ability to embrace change
Ability to work on own initiative and within a team
Commitment to pass basic financial industry exam within 3 months of employment (internal exam)
Desirable:
Previous experience in a financial administration role
Good knowledge of pensions and investments
Previous experience of Intelligent office
Main responsibilities of the role
To have a thorough understanding of the advice process, client file requirements and the regulatory requirements imposed by the FCA and deliver against these agreed service standards.
To follow Company processes to deliver what clients and Partners perceive to be a personalized and high-quality service.
Prepare personalized client packs for Partners prior to client meetings, in accordance with agreed format and SLAs.
Complete post review meeting work and evidence of review
Contact providers to obtain valuations and up to date plan information.
Input all information into our back-office system (Intelligent Office) to the required data quality standard.
Enter client details onto application forms for the Client Experience Executive to process.
Provide regular updates to Client Experience Executives to enable them to keep clients and Partners updated.
Provide general day-to-day admin support to allocated Client Experience
Process submissions using our submissions checklist
Provide cover for reception team as and when required.
Provide support with incoming and outgoing post as required.
To participate in appropriate company and departmental training, competence and development initiatives.
In line with Company service excellence program, the role holder will be expected to always provide exceptional client service. They will be required to keep up to date with all relevant organisational training and best practice to enable this standard to be met.
Personal Attributes
A positive, friendly service-orientated person with a “can do” attitude who is aware of the important role played by advisers and their staff in providing financial advice.
An articulate communicator.
Confident telephone manner with the ability to build rapport quickly
Honesty, integrity and ability to maintain confidentiality.
Hard-working and responsive to the need to deliver a high-quality support service.
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