Job Information

We are looking to recruit a Client Services Manager with 2-3 years financial services industry / IFA experience within the salary range of up to £35,000 Further details are as below:


About us
We are a small firm of Independent Financial Advisers with an excellent reputation for creating impartial financial solutions for both individuals and companies.

The Role
The role will be suitable to someone who has 2 to 3 years experience as an administrator within the financial services industry, either working for an IFA or an Insurance Company. You will have attention to detail, customer services and excellent communication skills. A working knowledge of IFA administration would be preferable.

Knowledge, Skills & Experience Required
The Client Support role requires an individual who is experienced in working to deadlines, prioritising workload and providing a high level of customer service at all times.

To be successful in the role of Client Support, you will have 2 to 3 years experience within the financial services; technical knowledge, and have gained the relevant experience noted above.

The Financial Services Administrator should have a current working knowledge of:

• Providing comprehensive support to senior financial advisers.
• Administering Investments, Pensions and Protection for individual clients Submitting new business and servicing - Protection, Investments, Top-ups, Pension Transfers and Drawdown etc.
• We process a large number of new business cases and therefore you must be have good understanding of remuneration structures e.g. fees and commissions etc
• Most importantly carry out customer Reviews

You will be computer literate with the ability to use Microsoft Office and have a good working knowledge of Excel software.

Qualifications
Educated to A Level, with at least 5 GCSE’s, including Mathematics and English, is preferred. Some FInancial Services Qualifications wouldbe advantageous

Salary: Neg