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Client Services Administrator - 12 month FTC

Job Title: Client Services Administrator - 12 month FTC
Contract Type: Contract
Location: Gatwick, West Sussex
Industry:
Salary: £21000 - £24000 per annum + Benefits
Reference: 10828/001_1554798693
Contact Name: Jane Paton
Contact Email: janepaton@srmrecruitment.com
Job Published: April 09, 2019 09:31

Job Description

About the Company

We provide a complete financial planning and investment service to professionals, business owners, retirees and other high net worth individuals, and multi-asset management to financial advisers, trustees, consultants, family offices and charities.

The Role

ROLE OVERVIEW

  • The role of CSE supports advisers and clients alike in their goals offering Adviser and Client Support for new business and client servicing

RESPONSIBILITIES

General

  • Managing leads with the Client Relationship Management (CRM) system
  • Accurate and timely client data entry onto CBAM and Third party platforms/systems to specified Service Level Agreements
  • Ongoing client communication regarding meetings, arranging appointments and diary management
  • Preparing meeting packs and Valuations for client appointments
  • Call management/ Client contact
  • Handling and administration of incoming and outgoing communications covering all aspects of client instruction with respect to their portfolios, general enquiries and advice related documentation
  • Checking new business paperwork, banking cheques, scanning and archiving documents
  • Facilitation of new business to Platform and Off-Platform administration teams, from submission to completion
  • Managing cash balances and cash movements including raising invoices for advice fees and chasing for payment
  • Document management - ensure documentation is scanned, saved and archived in accordance with department operating procedures
  • Task and workflow management on back office system
  • General ad hoc admin duties as required by the Practice or assigned by the Client Service Manager

Qualifications, Skills and Attributes

  • Previous financial services experience is essential
  • Excellent attention to detail
  • IT skills
  • Team Player
  • Good communication skills - verbal and written
  • Excellent record keeping and reporting capabilities
  • Proactive nature to gain efficiencies
  • Ability to multi-task
  • Demonstration of initiative

Rewards and Benefits

Discretionary Annual Bonus

Pension - Group Stakeholder Pension Plan provided by Friends Life; 5.3% employee and 10% employer contribution

Life assurance - 4 times annual salary

Private Medical Insurance

Annual Leave - minimum of 25 days as standard with the opportunity to buy up to 5 days' additional annual leave every March

Plus further benefits including competitive family friendly offering , information available upon request