Financial Planning Client Services Administrator
Royal Wootton Bassett
Salary £22.000 - £26,000 p.a. Depending on Experience + bonus scheme
We are delighted to be supporting this Financial Planning firm who build personal, long-term relationships with their clients founded on trust, providing them with ongoing advice and a first class service. They are a growing firm looking for a Client Administrator to join the team and assist in this mission.
Financial Planning Client Services Administrator - Role Overview
* To provide Client support to the Managing Director/ Client Support Manager to ensure that the Advisers relationships between their clients can be optimised and assist with the daily operation of the office.
Key Responsibilities
1. Obtain quotations from product providers and provide illustrations and product information to the Partner as required;
2. Prepare files including compliance required documentation; research; illustrations; supporting documentation, prior to sale;
3. Ensure that files are complete post-sale with all required client identification documentation and necessary application forms;
4. Process applications accurately and record the required management information;
5. Progress applications with product providers, advisers, clients, and other third parties to ensure that each case com...