Job Information

The successful candidate will play a key role in supporting financial advisers and paraplanners in delivering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to our clients.

Job Description

Job Title: Client Services Administrator

Responsible to: Operations Manager

Responsible for: Completion of business tasks and business processing for advisers. Ensuring both advisers and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard.

Purpose: To ensure that client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard.

To prepare advisers for their meetings with the client and to always represent Abacus Wealth Services positively.

Duties: The day-to-day duties and responsibilities of the Client Services Administrator include (not limited to):

Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information

Answering and logging all incoming client calls appropriately passing on messages and ensuring that any updates to client contact information are captured on Salesforce and in house systems

To prepare new and existing client meeting packs, generating wealth account reports, investor returns, Valuation documents, and any other necessary information for the adviser in advance of the meetings

Create and maintain client records on Salesforce to ensure that GDPR and FCA protocols are adhered to

Liaising with external providers and companies by way of letter, telephone, and email to chase information requests

Processing fund switches, rebalances and client withdrawals, along with any other post meeting actions

Prepare business submission documents, for onward allocation to the Paraplanning team

Liaising with the paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary

Managing own and/or adviser’s mailbox in a timely and professional manner

Skills and Experience Required

Essential

Excellent communication skills—both written and verbal

Desirable

2 years of experience working within a wealth management environment

Strong understanding of pensions, investments, and protection products.

Good knowledge of FCA regulations and compliance requirements

Comprehensive Benefits package