Financial Services Administrator

This is an exciting opportunity to join one of the most recognised financial services practices in the Midlands, dedicated to delivering exceptional service and innovative solutions to our clients.

They are seeking a detail-oriented and proactive Client Support Administrator to join theur team. The successful candidate will play a crucial role in supporting our financial advisors and ensuring the smooth operation of our financial services department. A good understanding of Financial Services with a minimum of 2years' experience in a similar role will be a major benefit to the successful applicant.

Following initial training, the successful applicant will be the main liaison between the client and the Adviser, ensuring all meetings are prepared for, delivered and any agreed actions are followed up in a timely and professional manner - good communication skills are a must

Client Support Specialist Key Responsibilities:

• Provide technical and administrative support to the Practice;?
• Diary management for one or more of our Advisers/Wealth Managers with the ability to use initiative and discretion in managing a constantly changing and complex diaries, anticipate and resolve any conflicts without referral.
• Ensure that files are complete with all required client identification documentation and necessary application forms.?
• Submit and progress client cases with providers and Admin Centres.
• To deliver the highest standard of client care both internally and externally.
• Pre-meeting preparation to ensure meetings run according to plan, and post meeting follow up, including accurately updating client files on CRM. ?
• Process applications accurately and record the required management information.
• Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner.
• Progressing applications with product providers, chasing up Letters of Authority.
• Producing templated client letters and reports.
• Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills.
• Meeting and greeting clients and visitors to the Practice.?
• Running reports and illustrations and collating key data.
• Liaison with Admin Centres, providing information required to complete transactions within specific timescales.

Skills & Experience:

• A minimum of 2 years' experience in a similar role, either from an IFA or SJP practice.
• Proven experience in a financial services or administrative role.
• Ability to build strong relationships with others by delivering on promises, and by dealing effectively and courteously with client queries.
• Strong understanding of financial products and services.
• Excellent organisational and time management skills, with the ability to prioritise tasks effectively.
• High level of accuracy and attention to detail.
• Advanced computer skills, especially in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Strong communication and interpersonal skills, with a customer-focused approach.
• Ability to work independently and as part of a team in a fast-paced environment.
• The ability to use initiative and problem solve.
• Committed to personal development.
• Ensure confidentiality is always maintained.
• Happy, motivated, and keen to work within a dynamic and progressive business
• Knowledge of regulatory requirements and compliance standards in the financial services industry is a plus.

Additional Benefits:

• 23 days holiday allowance, plus bank holidays, to rejuvenate and recharge.
• Your birthday day off
• Free onsite parking.
• Wellness benefits including health and wellbeing programme.
• Hybrid work arrangements fostering a harmonious work-life balance.
• Target-linked early finishes each Friday, launching your weekends on a high note.
• Opportunities for professional growth and career advancement.
• An environment that prizes collaboration and inclusivity.
• Company pension.

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Macildowie are a recruitment business working on behalf of a client to recruit this role. Your personal data may be forwarded to that client company as part of the application process.

If you would like information on how we will process your data please go to our website (macildowie.com) and view our fair processing notices which are located at the bottom of the page under privacy policies. Within the fair processing notice for Candidates there is guidance on how to amend your contact preferences or exercise your rights relating to personal data. We can't provide direct links as email address and website urls within our job adverts are removed by some of the websites on which we advertise.

Macildowie is a specialist recruitment consultancy with a rich history of enhancing the careers of professionals across the Midlands and the Northern Home Counties. We have an unrivalled understanding of the local market place and recruit for the majority of the region's premier employers. To search for all of our live jobs please visit us at macildowie.com.