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Job Title: Client Services Administrator
Location: Heaton Mersey
Salary: £25,000 - £30,000
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Main duties & responsibilities
- Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion
- Have an understanding of 3rd party providers platforms and processing times
- Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion
- Investigate and handle any client/consultant queries
- Manage post relating to new business cases
- Dealing with client/provider queries over the phone and via email
- Understand our internal compliance procedures and the requirements of 3rd party providers
- Maintaining client records on back-office system
- Cover receptionist duties such as post, phone calls, greeting clients and dealing with third party suppliers
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Experience & Skills
The successful candidate will have a minimum of 1 years ‘experience working for an IFA practice or Provider and experience or understanding of pension and investment products. They should be able to demonstrate the following skills:
- Excellent interpersonal and communication skills
- Efficiency, accuracy & attention to detail
- Self-motivated and willing to take the initiative
- Strong organisational skills with the ability to adapt and successfully multitask
- Excellent telephone manner
- IO experience would be desirable
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Salary & Benefits
- Salary is dependent on experience, up to £30,000
- 26 holidays per year plus an extra day for your birthday
- Hybrid working, upon completion of your probation period, 50% working in the office 50% at home
- Flexible working between the hours of 8am to 6pm, as long as 7.5 hours are worked each day in between core hours of 10am – 4pm
- 37.5 hours per week (part-time or reduced hours available)
- Company Pension Scheme
- Access to Benefit Hub which includes discounts to products, tickets etc
- Group Life Scheme
