Client Service Administrator
Salary £27,000 - £30,000 DOE + Excellent benefits!
Stoke on Trent
NJR Recruitment are currently working with an award-winning Chartered Accountancy & Financial Advising Practice in the Stoke on Trent. Offering high quality Financial Advice to both individuals and businesses, our client is now looking for an Administrator to work directly with the experienced IFA Administrators & Paraplanners.
Responsibilities:
After a proper induction to the business, you will work alongside two other Executive Assistants and the rest of the wider team to assist with their aim to provide a great client experience throughout their advice process.
* Preparing annual review documentation for pre and post annual review meetings.
* Corresponding with both clients and providers to ensure Adviser recommendations are correctly implemented.
* Obtaining quotes and submitting / collating applications.
* Working closely with our Advisers and Paraplanners to ensure tasks are completed according to priority and that all client queries are dealt with effectively.
* To provide a first point of contact to clients and handle all queries except for technical or advice related matters.
* Preparing client paperwork.
* To help handle all client related post.
* General office duties (filing / scanning, answering calls and queries).
* Maintaining the back-office system.
Must be:
* A...