Role: Client Support Administrator
Reporting to: Office Manager
Summary:
Must have the ability to work within our existing administration team and to provide timely and efficient administration support to the Managing Director and Office Manager within the business.
Responsibilities:
§ Preparing illustrations and paperwork.
§ Submit new business applications, monitor, and track them through to completion
§ Process fund switches and rebalances.
§ Organise letters of authority, chase information, and track change of agency requests.
§ Assisting adviser with the preparation and formatting of suitability reports.
§ Checking and then issuing policy documentation.
§ Obtaining valuations, paperwork and preparing summary death schedules for Probate.
§ Ensure all notes and documentation are maintained appropriately to ensure a quality audit trail.
§ Maintain back-office system and ensure client data is accurate and up to date.
§ Maintain back-office system task management system and daily workload.
§ Helping develop other team members, with less experience.
§ Ensure adherence to FCA regulations.
§ Preparation and issuing of correspondence including letters and emails.
§ Dealing with clients and providers over the telephone and email.
§ Follow our internal procedures, processes and compliance manual.
§ Liaise with clients to resolve queries in a timely manner.
§ Handle any additional administration tasks as reasonably required.
Requirements:
* Previous administrative experience gained in a financial services environment (ideally financial planning).
* Familiar with Microsoft Word, Excel and Outlook.
* Experience of Intelligent Office desirable but not essential.
* Regular use of Investment Platforms and Provider websites.
* Excellent interpersonal and communication skills.
* Able to work to deadlines whilst managing and prioritising workload.
* Quality focused, analytical with a keen eye for detail.
* Willing to learn and develop.
* Able to work as part of a team or, if required, under own initiative.
* Strong and accurate typing skills, with the ability to transcribe letters and file notes from audio files.
* Keen to learn, embracing of change and happy working in a fast-paced environment.