Client Support Administrator – 1535

Salary £22,000
Job Type Permanent
Location Manchester

Exciting opportunity for a Client Support Administrator to join an established and growing firm in one of their office in Manchester.

The successful candidate will provide efficient support to the firm's ndependent Financial Advisers (IFAs), adhering to strict FCA regulations and CdV processes and procedures
This role will require a highly organised individual to provide the Private Client IFAs with full administrative support.

The individual will be trained on both Pre-Sale (Servicing) and Post-Sale (Processing) administrative tasks to enable them to provide the full end to end support for their Advisers.

Responsibilities:

• Dealing with adhoc queries from Advisers/Clients/Providers (Pre & Post Sale)
• Tasks to be recorded and maintained via back office systems
• Maintenance of client files
• Postal activity (incoming/outgoing)
• Processing Letters of Authority
• Valuations
• Liaise with 3rd Party Providers & Paraplanners
• Preparing Client Meeting Packs
• Gather quotes / illustrations / Fact Sheets / Order Projections
• Booking Client Review Appointments & Managing IFA’s diary
• Print & Bind Client Suitability Reports
• Process Client Withdrawals
• Maintenance of client files through application stage
• New business processing (Online/Post)
• Loading relevant data on to CRM database
• Postal activity (incoming/outgoing)
• Chase Submitted Business & Debtors through to On-risk Status
• Update IFA & Client of progress on New Business cases
• Maintenance of all client policy data & associated income expectancies

Requirements:

• Good communication skills, both oral and written
• Excellent planning and organisational skills
• Ability to build and develop effective working relationships at all levels
• CF1, CF2 & CF4
• Basic knowledge of regulatory requirements
• Good knowledge of Microsoft Office
• A good knowledge and understanding of a wide range of financial products, including employee benefits products.
• A minimum of 4 years’ experience within an administration role, preferably within the financial services industry
• A minimum of 1 years’ experience within a sales support role

Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.

Contact/Further Information

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Job Title: Client Support Administrator - 1535
Job Reference: 1535

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2 Station Road, Brundall
Norwich, NR13 5LA