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Client Support Administrator

Job Title: Client Support Administrator
Contract Type: Permanent
Location: City of London, London
Industry:
Salary: £25000 - £30000 per annum + Excellent benefits
Start Date: ASAP
Reference: 10541/001_1530112346
Contact Name: Hannah Voller
Contact Email: hannahvoller@srmrecruitment.com
Job Published: June 27, 2018 16:12

Job Description

Our client, a well-established independent financial adviser, providing expert financial support and solutions to both individuals and organisations, is looking for a Client Support Administrator due to company growth.

Responsibilities:

  • Supporting Financial Advisers
  • Acquiring client valuations
  • Processing all new business
  • Provide administration service for Pensions, Investments, Group Risk and Protection business
  • Liaise with providers such as Life Assurance companies
  • Checking business packs are compliant to FCA standards

Requirements:

  • Excellent administration skills and experience using Microsoft packages
  • Able to provide high level of customer service with excellent communication skills
  • Experienced in working to deadlines, prioritising workload, project management and providing a high level of customer service at all times.
  • At least 2 years experience working for an IFA or Insurance Company. A working knowledge of IFA administration would be preferable.
  • Suitable technical knowledge with User of Intelligent Office, Office Web, Cofunds, Standard Life, Standard Life Wrap, Fidelity & Aviva for Advisers
  • Education to A Level standard, with at least 5 GCSE's, including Mathematics and English
  • CF1 or suitable industry qualifications (desirable)

Benefits:

They offer a range of employee benefits which includes:

  • Salary based on experience
  • 23 plus days annual leave plus 8 bank holidays (increases with service yrs)
  • Company Pension Scheme (3%matched basis) (increases with service yrs)
  • Discretionary bonus ( annually)
  • Private Medical Insurance (at 6 months)
  • Death in Service x 4