Client Services Administrator

Coast Specialist Recruitment
Sutton Coldfield
£32,000 per annum
19 Mar 2019
22 Mar 2019
Contract Type
Full Time
A Wealth Management practice based in Sutton Coldfield has an excellent opportunity for a Client Services Administrator to join their team.

The successful candidate will carry out pension and investment administration for clients and will support the company’s advisers. A combined paraplanning role will include preparing suitability reports and other technical support activities.

Main Duties

·Prioritising and carrying out all pre and post advice administration on pensions and investment business to ensure optimum client service, using software including Plum, Iress, Financial Express, MSOffice, Outlook and Excel.

·Providing information on the company’s services to clients enquiring in any form, including promoting the company’s services to enquirers by telephone and email.

·Gathering valuations and preparing client review packs and financial summaries of investments in good time for Advisers’ client meetings.

·Keeping accurate daily records on the progress of client cases

·Sending out and chasing client letters of authority, and chasing product providers for responses on client policy submissions, challenging timescales where necessary.

·Providing daily progress updates within the team and weekly reports to the Managing Director and the team at workflow meetings.


•In-depth working knowledge of pensions & investments, processes and legislation.

•Highly computer literate with ability to quickly adapt to new systems and software.

•Excellent numeracy for complex calculations on client portfolios.

•First class level of accuracy in interpreting client and company correspondence.

•Writing suitability reports to reflect the language used by the Investment Advisers.

•Well-developed interpersonal skills. Ability to get on with everyone while being strong with product providers and suppliers.

•Receptive to instruction and training with the ability to learn swiftly and grow through self-study and continuous professional development.

•Already has, or is working towards a Certificate in Financial Planning or similar.

•Excellent standard of written and spoken English and numerical capability.

•5 GCSE Grade Cs including English Language and Mathematics.

·Preferably working towards a level 4 Diploma or equivalent qualification.

•Excellent standard of written and spoken English and numerical capability. 5 GCSE Grade Cs including English Language and Mathematics.

If you would like to apply for this vacancy, please contact Ella Britton
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