We have an excellent opportunity for a Client Services Administrator to join this multi award-winning firm of Chartered Financial Planners in Boston Spa, West Yorkshire.
About the company
Our client is a renowned and independent multi award-winning financial planning practice with a small but highly accredited, highly qualified and dedicated team.
About the role
As Client Services Administrator, you will work collaboratively with Financial Planners & Paraplanners to ensure that clients receive an exceptional level of service as well as complying with FCA rules and regulation and your responsibilities will include:
Delivering an outstanding client experience
Supporting the Financial Planners in managing client relationships
Working alongside the Paraplanners to co-ordinate, manage and implement administration for the client including gathering information on existing investments, preparing documents for meetings and making sure client records are up to date and accurate
Have regular communication with clients, providing them with progress updates
Co-ordinate all administration during both the client onboarding and delivery process, ensuring that any meeting follow up is actioned
About you
As a Client Services Administrator, you’ll need to be process driven, able to prioritise busy workloads effectively and be a good all-round communicator and you must be / have:
Previous financial services experience is preferred but is not essential
Must have previous office-based experience
Communicate effectively with an excellent telephone manner
Organise your own day to day activities
Excellent communication skills; written, verbal and IT literate, Microsoft Outlook (Calendar, Email, Tasks and Contacts) & Microsoft Word & Excel & Internet
Strong interpersonal and communication skills, both written and verbal
Have excellent organisational skills with the ability to multitask and prioritise workload effectively
Reliable, thorough, accurate and pro active
Have a positive attitude, flexible & helpful
Confident on the telephone and have friendly rapport, professional telephone manner and great customer service skills
A willingness to follow business processes and procedures
The ability to work well under pressure both independently and in a team without supervision
About the rewards
As a Client Services Administrator you will receive an excellent salary of £22,000 to £28,000 per annum depending on experience plus:
• Discretionary Bonus Scheme
• Exam and Training Support to develop skills and gain extra qualifications
• 25 days annual leave in addition to bank holidays
• Additional days holiday for your Birthday
• Generous Group Pension Scheme and Private Medical & Health Care Scheme
• 4 x Death in Service Scheme
How to Apply
Please note that eRecruitSmart is advertising the role of Client Services Administrator on behalf of the Hiring Company and your CV will be sent to the Hiring Manager who is responsible for the vacancy that you have applied to. Please only apply if you consent to these terms.
You must have eligibility to work in the UK and this is an office-based position. Please note, only suitable applicants will be contacted. If your address and contact details are not on your CV, you will not be considered.
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