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Client Services Administrator. Bury. Up to £32,000. An Independent Financial Advisers in Bury are looking for a Client Services Administrator to help organise and support their Advisers. Responsibilities will include:
- Provide "Pre Sales" administration support to Paraplanner/Advisers, including Preparation of Engagement Letters, provision of Letters of Authority/Change of Agency Letters, downloading of Fact Find for completion, Client Agreement, Obtaining Provider Application Forms, setting up File for new clients, obtain valuations of existing client policies, obtaining quotes, as requested.
- Provide up to date Valuations to Paraplanner/Advisers in respect of existing clients prior to meeting with client using back office software.
- Provide any relevant support information regarding existing clients to Adviser prior to meeting with client.
- Managing Adviser diaries, work logs and meetings.
.The business are looking for someone who's worked or is working in a similar role, supporting Financial Advisers with similar tasks. Additional info and benefits:
- Holidays: 25 days with additional tiering on length of service
- Pension Scheme: 3% Employer and 4% Employee contributions
- Death in Service: 4 x salary
- PHI: 75% up to NRD, 13 weeks deferred
