Job Description

Purpose

Reporting to the Client Services Manager, in this role you will be involved in a broad range of responsibilities to provide administrative support for our client Independent Financial Advisers.

Key Responsibilities include

As a Client Services Administrator, your responsibilities will include:

• To provide effective assistance and support to the IFA Team
• Arranging & preparing documentation for both ‘Private’ and ‘Corporate’ clients
• Answering phone calls and dealing with client queries
• Building relationships with clients & HR contacts
• Providing professional reception cover duties where required
• Dealing and processing all general enquiries via email or mail
• Other ad-hoc tasks as required by the business

This key role requires a broad range of competencies including the following:

• Strong attention to detail
• Excellent written and verbal communication skills
• Effective organisation and coordination
• Ability to work individually and as part of a team
• Effective time management
• Being able to prioritise tasks and deliver within strict deadlines
• Excellent levels of customer service
• Willingness to learn and develop new skills
• Previous knowledge on Group or Individual Personal Pensions is beneficial but not necessary
• IT knowledge: Microsoft Office applications (Word and Excel preferable)

Qualifications and Experience

Essential

• Competent with the MS Office Suite including Word, Excel and PowerPoint
• Strong oral and written communication skills

Desirable

• At least 2 years Financial Service Administrating experience
• No minimum requirement for qualifications, although working towards, or achieving Level 4 Diploma in Financial Planning is desirable