Job Details
IFA Client Services Administrator
Sector:Financial Services
Region : South West England
Location: winterbourne
Salary: salary is negotiable DOE
Job Ref.: CL0907BW
Job Information
We are recruiting for a Client Services Administrator within a Financial Services Firm in Avon.You should have previous experience of working within an IFA environment and ideally have Wrap/Pensions experience.
Duties to include but not restricted to:
Ensures that all financial planning client administrations are carried out in accordance with the Firm's procedures
Produces appropriate, accurate and professional written correspondence to providers and clients
Liaises with product providers to gain specific information including policy valuations and illustrations
Maintains client information accurately on financial planning software
Maintains client and Firm's files in an accurate and compliant manner
Liaises with clients, fee earners and technical support staff involved in transactions as required
Researches and analyses data for technical support staff and fee earners
Prepares reports and written communication to clients
Skills and knowledge
Skills
Excellent inter-personal skills, both written and verbal.
Excellent report writing skills.
Accurate with good attention to detail.
Excellent time management.
A good level of competence with Microsoft Office to include Word, Excel and Outlook together with a good use of internet utilising various research websites.
This is an exciting time to join this expanding business where there is scope and progression opportunities.