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.