Our client in Pontyclun is looking for a Client Administrator to join their friendly and professional team.
You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time.
In this role, you'll be the engine that keeps the advice process moving; ensuring client information is accurate and up to date, handling new business efficiently, and keeping everything running like clockwork.
What you'll be doing:
* Owning the end-to-end new business application process.
* Processing new business within agreed service standards
* Liaising with providers and third parties to keep cases moving.
* Working with colleagues, providers, solicitors, accountants and other professionals.
* Actioning Letters of Authority and Transfers of Authority.
* Ensuring clients and providers receive accurate documentation.
* Taking incoming calls and delivering a professional, compliant service.
* Handling daily post, scanning and allocating documents and issuing documentation.
What we're looking for:
1. Previous experience within a Financial Services environment (IFA or similar)
2. CII RO qualifications 1-4 would be desirable (however our client will support & pay for study towards this).
3. A detail-focused, highly org...