Client Services Administrator

Recruiter
Cameron James
Location
Sutton Coldfield
Salary
£18,000 per annum
Posted
08 Jan 2019
Closes
21 Feb 2019
Contract Type
Full Time

Working in partnership with an Independent Financial Planners in Sutton Coldfield, I am currently recruiting for an Client Services Administrator to join a busy hardworking team.

My client is happy to look at candidates who have anything from 6-month experience working with a Financial Adviser as they are willing to train the right person up in the role.

In return you will receive a salary of up to £25,000 (Although negotiable dependent upon experience), plus support towards achieving industry relevant qualifications.

Duties will include but will not be limited to;

  • Assisting to compile Suitability Reports
  • Preparing and processing new business through to completion in line with FCA regulations and company procedures
  • Fees and commission processing/reconciliations
  • Protection, pension and investment administration
  • Submitting letters of authority and obtaining relevant information from the provider, to be presented to the IFA in a presentable manner
  • Compiling review files, including obtaining illustrations from providers
  • Liasing with providers, clients, colleagues and IFA
  • Preparing policy summaries for clients, including valuations
  • Processing client withdrawals and income drawdown
  • Reviewing platform investments, including maintaining cash balances and selling, buying or switching of assets
  • Dealing with client queries and on-going servicing
  • Maintaining client files
  • Ensuring TCF & compliance procedures are adhered to
  • Compiling and maintaining internal reports
  • Data processing
  • Answering incoming telephone calls
  • General office duties
  • Any other tasks as required to support financial services business operation and functionality

The successful IFA Administrator must have either provided similar support within a Financial Planning company or will have administration experience within a relevant Product Provider environment.

In return you will receive a salary of up to £25,000 (Although negotiable dependent upon experience), plus support towards achieving industry relevant qualifications.

For further information please search 'Cameron James Professional Recruitment', visit our website and contact Rebecca Hunt For further information please contact me on, email