Job Title: Financial Services Client AdministratorJob Type: Permanent, Full TimeSalary: £25-30,000Location: Solihull (need to be able to drive) Job Description for Financial Services Client Administrator:Do you have experience within financial services? Do you have IFA knowledge? We are currently recruiting for an experience financial services administrator, the individual for this position will have experience within this sector. If you would like to work within an organization which recognises potential within their employees and promotes growth look no further, this is the perfect next step within your financial services career.Key duties and Responsibilities for Financial Services Client Administrator:
1. Provide effective and efficient administrative support to a number of independent financial advisers and their clients.
2. Process new business ensuring that all information input is accurate and is completed in a timely manner.
3. Be a point of contact for a number of Financial Advisers, their clients, providers, and other members of the business.
4. Ensure accuracy is maintained on all administration systems making sure that client information is accurate and up to date.
5. Collate and prepare correspondence to both clients and providers.
6. Undertake scanning and photocopying duties ensuring that appropriate documentation is scanned and attached to the relevant client records.
7. Deal with daily post ensuring that anything urge...