Senior Client Services Administrator

Cambridgeshire and Peterborough Source: WhatJobs

£30,000–£35,000

Senior Client Services Administrator with Financial Services Industry Experience

An excellent opportunity for an experienced client services, financial services, wealth management, IFA administration or financial planning support professional to join a growing Client Services team, providing accurate client administration, adviser support, client records management, correspondence and high-quality support to financial planners and clients.

If you’ve also worked in the following roles, we’d also like to hear from you: Client Services Administrator, Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Client Support Administrator, Adviser Support Administrator, Client Services Executive, Financial Planning Assistant, Investment Administrator

SALARY: £30,000 - £35,000 per annum + Benefits

LOCATION: Hybrid / Bedford, Bedfordshire

JOB TYPE: Full-Time, Permanent

JOB OVERVIEW

This is an excellent opportunity for a candidate with Financial Services Industry Experience, to develop your client service and administration career within a professional financial services environment.

Working as the Senior Client Services Administrator, you will collaborate with financial planners and colleagues to provide administration support for new and existing client business.

The Senior Client Services Administrator will help ensure clients receive a positive experience, with accurate records, clear communication and timely support throughout the client journey.

As the Senior Client Services Administrator, you will also support the Client Services Manager with additional duties, including helping junior colleagues, contributing to process improvements and supporting high standards across the team.

DUTIES

Your duties as the Senior Client Services Administrator include:

Client Relationships: Build and maintain strong client relationships, understanding client needs and providing appropriate administration support
Client Queries: Handle client queries, resolve issues and escalare complex matters where appropriate
Meeting Organisation: Organise client meetings for financial planners
Client Correspondence: Write templated letters to clients following advice, written instructions from client meetings or ad-hoc requests
Record Management: Create and maintain accurate client records on Intelliflo in line with company procedures and policies
Provider Liaison: Liaise with product providers and other third parties where appropriate
Team Collaboration: Collaborate with internal teams to support client satisfaction and take part in team meetings
Junior Team Support: Train, support, mentor or oversee junior team members where required
Process Improvement: Contribute to project work, trial new software, processes or ways of working, and help improve internal processes and client service standards
Idea Generation: Proactively identify client needs and growth opportunities

CANDIDATE REQUIREMENTS

Previous experience in a similar role within financial services is essential
Ideally educated to at least A Level or equivalent standard, including Maths and English GCSE grade B or Grade 5 or above
Proficiency in Microsoft Office Suite
Experience using Intelliflo preferred
Able to work within a defined business process
Able to achieve agreed outcomes without supervision
Able to work independently or as part of a team
Detailed, accurate and well organised
Strong organisational, prioritisation and time management skills
Excellent verbal and written communication skills