Client Services Administrator - Newcastle upon Tyne, United Kingdom - EGRecruiting

EGRecruiting
EGRecruiting
Verified Company
Newcastle upon Tyne, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
Accomplished administrator, ideally with experience gained within an IFA firm, or regulated environment

  • Outstanding verbal and written communication skills
  • Excellent telephone manner and ability to deliver an exceptional clientcentric service
  • Superb attention to detail and able to deliver a high standard of work
  • Able to work independently and demonstrate initiative
  • Organised and able to manage workflows to timescales
  • Enthusiastic, energetic and a team player
  • Uphold strong values honesty, integrity and able to maintain confidentiality
  • Proficient in Microsoft Office, particularly Outlook, Word and Excel
  • Intelligent Office experience would be desirable

Benefits:


  • 35 hour week
  • 25 days' holiday
  • Pension


  • DIS x

  • Income Protection
  • Plus a superb range of flexibenefits
  • Free parking

Role:


EGRecruiting is delighted to be recruiting for an experienced Administrator, to join a highly regarded and well-established IFA firm in Newcastle, working from a regional office of a national business, where employees are truly valued, supported and rewarded.


Within the role, you will be required to provide a quality administration and support service to high net worth clients, allowing the Advisers to focus on the client relationships.


Responsibilities will include:

  • Prepare information packs prior to client meetings
  • Obtain information from providers and prepare client valuations
  • Input all client information into the backoffice system, Intelligent Office
  • Record all tasks within agreed timeframe and ensure that the client history is up to date
  • Obtain regular updates from the providers
  • Upload documentation into the backoffice system and scan other documents as required
  • Liaise with product providers and the commission department to resolve queries
  • Liaise with Partners and Paraplanners, to ensure client expectations are met
  • Provide regular updates to the Advise and clients
  • Be the main point of contact for client administration queries
  • Deal with client and provider correspondence
  • Ensure that the client file is compliant
  • Familiarise yourself with client circumstances, objectives and timescales
  • Be responsible for scanning and archiving client files
  • Identify any improvements that can be made
  • Participate in appropriate company and departmental training, competence and development initiatives
Know someone who the above job would be a perfect fit for?

REFER receive £250 when they start in their new role


Reference ID:
EGR/10866


Job Types:
Full-time, Permanent


Salary:
£20,000.00-£24,000.00 per year


Benefits:


  • Free parking

Schedule:

  • Monday to Friday

Work Location:
In person


Reference ID:
EGR/10866
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