Back to search
Our client, a Chartered Wealth Planning Group has been established for many years and due to success are growing their team.
Due to this growth there is an exciting opportunity to join an ever-evolving successful team as a Senior client relationship administrator.
As a Senior Client Support Administrator, you are responsible for the efficient and accurate processing of business and delivering a first-class service to clients.
You’ll also need to understand and add value when it comes to client’s needs - looking at
continuous improvement and innovation.
The Job:
- Providing technical support to IFAs including product research (investment; pension; life assurance; protection); investment fund performance
- All new business and servicing administration
- Preparation of Suitability Letters and Client Reports
- Preparation of regular Valuation Reports for investment clients
- Preparation of paperwork for clients including new applications; servicing forms; trusts; fee agreements; invoices
- Submission of life/investment/pension applications (paper; online)
- Dealing with general (existing) client enquiries where no advice is required
- Liaising between clients and IFAs as appropriate (where advice is required)
Onboarding - providing full administrative support for the onboarding of new clients
Data management - maintaining and updating client data in a secure environment
Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
Trading - Assisted trading of all new business, Rebalances and any other plan amendments requested by the client both accurately and within agreed timescales.
Relationship building - liaison with clients by telephone, letter, email
Proposition delivery - Delivering service proposition within agreed service levels and timescales
Coordination - working with administrative team to ensure application and provider forms are prepared as requiredand clients are updated throughout the process
Partners - working with other professional advisers e.g. solicitors and accountants to implement an agreed action plan
They are looking for original, collaborative and passionate people, open to new ideas, eager to learn and who love a challenge.
