- Based in Alton
- £23,000
- Monday
- Friday, 9am
- 5pm
- Based in Alton
- £23,000
- Monday
- Friday, 9am
- 5pm
- Full study support, after successful completion of probation, to assist in acquiring diploma in financial planning #J-18808-Ljbffr
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Client Services Administrator
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Client Services Senior Administrator
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Customer Service Administrator
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Service Administrator
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Service Administrator
Found in: Appcast UK GBP C2 - 2 days ago
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Customer Service Administrator
Found in: Click to Hired UK C2 - 3 days ago
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Customer Service Administrator
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Customer Service Administrator
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Service Administrator
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Service Administrator
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Holt Recruitment Ltd Portchester, United Kingdom Full timeJob role:- Service Administrator [Automotive]Location:- CoshamSalary:- £28,800We're recruiting for Service Administrator in the Cosham area to join one of the UK's top Prestige Dealership Group's. You'll be a representative of a well-known Iconic & British franchise, calling cust ...
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Customer Service Administrator
Found in: Talent UK 2A C2 - 1 day ago
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Events & Services Administrator
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Customer Service Administrator
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Patient Services Administrator
Found in: Talent UK C2 - 5 days ago
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Service Administrator
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Patient Services Administrator
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Service Administrator
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Administrator Client Servicing
Found in: Jooble UK O C2 - 57 minutes ago
Reassured Ltd Basingstoke, Hampshire, United Kingdom Part timeReassured Ltd is the largest non-advised life insurance intermediary in the UK with established locations in Basingstoke, Portsmouth, Southampton, Manchester, Bristol, Bournemouth and Chester. · We launched our new Advised business offering in 2021 and continue to grow our sales ...
Client Services Administrator - Alton, Hampshire, United Kingdom - Optima Recruitment
Description
Overview:
An excellent opportunity has arisen for a financial planning administrator to work in a growing team.
Our client is looking for an experienced IFA Administrator who prides themselves on the ability to support our financial advisors, liaise with providers and third parties.
You will be part of a fast-paced team who provide full end to end administrative support to a bank of clients ensuring they always receive a high level of service.
* Build relationships with the clients, respond promptly to all queries by post/email & Phone * Providing support to the advisers including booking meetings and ensuring that they have everything required.
* Action File Notes - understanding what documentation required & adding reports / workflows to IO is * Processing and managing letters of authorities * Preparation of client valuations, ensuring accuracy and attention to detail * Updating advisers and clients regularly to meet expectations * Preparing simple recommendation reports, including any applications and additional documentation * Process new and existing simple business * Liaise with other professionals such as accountants, solicitors and product providers * Answering phone calls and passing on messages to the Admin and Advisers * Assisting with booking annual reviews with clients * Preparing client and adviser packs for annual reviews and ad-hoc meetings * Processing Rebalances, switches and cash replenishment business resulting from Annual Review meetings, quarterly switch project or ad-hoc instructions * Processing of completed Attitude to Risk Questionnaires, recording and filing as appropriate.
* Meeting Quality standards * Peer checking colleagues dealing where you are competent on a platform * Assisting clients with complex queries, understanding where a meeting is required.
* Preparing more complex recommendation reports, including any applications and additional documentation (Bonds/Trusts - opening, withdrawals, transfers) * Process new and existing complex business (Bonds/Trusts - opening, withdrawals, transfers) * Meeting clients in the office to assist with forms * Provide training/buddying support to Trainees * Make suggestions on procedural change to increase efficiency/cost effectiveness * Assist with Project work where asked * Building of relevant fund portfolios * Preparation of invoices * Undertake appropriate professional development and continued training Person specification: - Time management - Organisation and prioritisation - Attention to detail - Experience working in an administrative capacity - Excellent verbal communication skills - telephone and written word - Confident using all programmes such as Word, Excel andOutlook Additional Information:
