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- Job Type: Full-time, Permanent
- Salary: Competitive
Are you an experienced Administrator with previous work history in a financial services organisation? Do you have exceptional attention to detail, demonstrable evidence of providing administrative support through the lifecycle of a client in financial services and evidence of team working alongside Paraplanners and Finance leaders? If this sounds like you then please read on for an exciting opportunity reporting directly into the Client Support Manager.
Day-to-day responsibilities of the role:- Act as the primary point of contact for clients, managing correspondence through telephone, email, or letter.
- Responsible for the creation and ongoing update of accurate client records, including personal details and investment information.
- Ensure all process steps are recorded using standalone tasks and workflows, providing an audit trail of activities and facilitating workload delegation.
- Serve as the main liaison between providers and Team Leaders for the transfer, setup, and administration of investments and policies on behalf of clients.
- Handle letters of authority, process new applications, follow up on ongoing transactions, and resolve issues, ensuring clients are informed of progress and notified upon completion.
- Manage the setup and maintenance of client fees and commissions (initial, ongoing, and ad-hoc)Â
- Ensure all client communications and documentation are scanned and filed promptly to comply
- Support Team Leaders and Paraplanners in maintaining up-to-date client records to ensure compliance with Anti-Money Laundering, Know Your Client, GDPR, and other statutory/regulatory rules.
- Proven experience in an administrative role, preferably within a financial services environment.
- Strong familiarity with Intelligent Office or similar client management systems.
- Excellent communication and interpersonal skills, capable of effectively managing client interactions.
- Detail-oriented with a strong commitment to accuracy and compliance in record-keeping.
- Ability to work effectively in a team and independently when required.
