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Altrincham

    Client Support Administrator - Altrincham, United Kingdom - Blakemore Recruitment

    Blakemore Recruitment
    Blakemore Recruitment Altrincham, United Kingdom

    1 week ago

    Default job background
    Description

    We are currently recruiting for a Financial Planning practice based in Altrincham who are looking for a Client Support Administrator.

    Job Purpose

    To provide dedicated, accurate and efficient sales support service for agreed Financial Planning Consultants.

    Responsibilities

  • Providing an efficient new business processing service for sales consultants, completing trades/fund switches, and liaising with product providers and ensuring that new business is set up correctly
  • Providing administration support in relation to valuations, transfer of servicing and client reviews to allow sales consultants to conduct efficient client meetings
  • Providing an effective link between the client and the consultant ensuring that both are kept up to date with all matters relating to their financial affairs
  • Ensuring that all client information is stored on the relevant system and it is updated accurately and timely checking that all compliance requirements are met
  • Preparing invoices for work completed for clients
  • Issuing original policy documents to clients where appropriate and checking that copy documents / contract notes are issued within the agreed turnaround timescale ensuring they are accurate and reflect the requirements of the client
  • Provide post meeting administration support to consultants ensuring that all work is completed within agreed timescales
  • Ensuring that any complaints (formal or informal), breaches or losses are reported to the Compliance Officer at the earliest possible opportunity
  • To undertake reasonable additional duties at the request of your Line Manager as may be required from time to time
  • Essential Requirements

  • Basic knowledge of all products and funds falling within area of responsibility
  • Ability to build relationships with consultants and ensure an effective relationship is maintained
  • 2 years previous experience of working for an IFA
  • CF1
  • Desirable Requirements

  • Certificate in Financial Services/Planning
  • Intermediate skills in Intelligent Office


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