Job Description
Client Services Executive - £30,000 to £35,000 – Bury The company is an award winning Independent Financial Advisers, based in Bury who have a keen commitment to the local community. They have their own Charitable Foundation and support other local charities too. They are particularly keen on continuous improvement, so all employees have the opportunity to pass the Diploma in Regulated Financial Planning and work towards becoming Paraplanners and/or Advisers. As a Client Services Executive you will manage the administration of a portfolio of client’s investments. The main tasks/responsibilities
* Process letters of authority
* Gather data and prepare written summaries for advisers
* Prepare client files for advisers
* Work on member cases and perform both manual and automated calculations
* Answer member queries and liaise directly with the clients
* Perform pensions calculations, both manual and computerised.
* Enter pensions data and answer enquiries to the required standard using automated and non-automated manual/system processes
* Maintain databases, inputting data and ensuring information keyed is correct
* Create and maintain client or internal company records, ensuring all client files are up to date and recorded on the system and internal records are accurate and maintained
* Produce reports and illustrations as required
* Carry out research and due diligence checks.
* Liaise with clients and third parties as necessary to process client requirements
* Send forms out to the client and follow up/ checking forms on return
* Chasing any outstanding documents or information
* Send documentation to providers or process online
* Assisting in the preparation of client files & presentations
* Assisting the paraplanning and adviser teams in updating scheme documents and fee agreements.
* Fee receipt and management duties
* Administration and collation of group risk renewals
* Provide general office administration services particularly telephone answering services
* Adhere to all company policies, procedures and business ethics codes to ensure a professional and consistent company image is upheld
Required experience includes
* Sound working knowledge of the Financial services industry as a whole - Desirable
* Occupational pensions administration and group risk experience – Desirable
* A good foundation of technical pensions knowledge – Desirable
* Excellent communication skills and ability to build and maintain effective relationships