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Client services administrator

Hessle
Informed Financial Planning
Client service administrator
Posted: 7 October
Offer description

Overview

We are seeking a proactive and organised Client Services Administrator to join our team at IFP. Reporting to our Client Services Manager, you’ll support Financial Planners by maintaining accurate client records, chasing providers, preparing review reports, and ensuring a smooth client journey. This is a great opportunity for someone with strong admin skills and a commitment to delivering exceptional service. You’ll be fully supported in working towards your CII Certificate in Regulated Financial Services and enjoy a range of benefits including flexible working and private medical cover.

Location: Hessle, East Riding of Yorkshire

Salary: Starting at £23,340 per annum

Job Title: Client Services Administrator

Contract Type: Full Time

Location: Hessle, East Riding of Yorkshire

Hours: 35 hours per week


Responsibilities

* Provide daily administration support to Financial Planners.
* Ensure that client records are kept up to date and accurate.
* Obtain illustrations, information and valuations from product providers as required.
* Chase business with providers to ensure clients do not suffer unnecessary delays.
* Answer incoming calls, taking initiative to deal with client and provider enquiries.
* Process client administration work; maintaining regular client contact and keeping them informed of progress.
* Produce client review reports within acceptable timeframes.
* Monitor and, where necessary, chase outstanding debtors.
* Ensure processes and workflows/tasks are followed in line with IFP standards.
* Maintain a daily task organiser, planning your workload, ensuring deadlines are met.
* Deliver an efficient, friendly, and professional service for all clients, providers, professional partners, and visitors.
* Work in line with IFP’s CPD scheme and T&C scheme.
* Adhere to the cross-cutting rules and act in the spirit of the Consumer Duty to support the achievement of good Client Outcomes.
* Fully supported through completion of CII Certificate in Regulated Financial Services.


Skills & Experience Required

* Previous administration experience
* Good knowledge of Microsoft 365 programmes and, desirably, Intelligent Office.
* Good organisation skills, with an ability to prioritise workloads and meet deadlines.
* Excellent verbal and written communication skills.
* Good grasp of English language and Mathematical concepts.
* Takes personal responsibility for consistently delivering high quality work with a good level of attention to detail.


Salary and Benefits

* The salary for this role starts at £23,340 per annum, depending on experience and qualification progress towards Certificate qualification.
* We place a strong emphasis on recognising and valuing our employees, and we take pride in the benefits we offer as an organisation, which include:
o 35 hour working week
o Flexi working / working from home
o Bonus scheme
o Exam fees and materials reimbursed
o Pension
o Death in Service
o Critical Illness Cover
o Private Medical Insurance
o Christmas closure
o Enhanced Maternity/Paternity Pay
o Reduced corporate gym membership
o Cycle to work scheme
o Free eyesight testing
o House-move leave
o Team building days / social events
o Training allowances
o Professional body memberships
o Student discounts
o Modern and spacious workspace inc. shower facilities
o Free car parking
o Wellbeing team
o Volunteering programme
o Client referral programme
o Financial guidance
o KP Golf Club membership

How to apply: please submit your CV via the application process. (If applicable, consider including a brief statement of why you are a good fit.)

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