Investment Client Support

Client Support Administrator

£25,000- £30,000 plus benefits

Your new company:

Our client is a leading and award winning Wealth Management business that is renowned for it's first class working environment and investment in individuals.

With £70 billion of assets under management and multiple offices across the globe the Group offers an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

Responsibilities:

• Proactively develop and maintain effective relationships with clients, colleagues and 3rd party firms

• Point of contact for all client servicing and new business queries; to research and resolve client issues timely and efficiently.

• Preparation for client meetings and attend as and when required.

• Provide the business support necessary business objectives, as required.

• Process all business in accordance with required processes & proactive pipeline management.

• Prepare and print illustrations, key features and applications as required.

• Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures.

• Request policy information from third party policy providers.

• Coordinate and produce client valuations as part of the advice delivery process.

• Maintain client records in accordance with internal Compliance requirements.

• Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards and deliver outstanding service to clients.

• Maintain an awareness of, and act in accordance with, all Compliance and legislative obligations.

Key Competencies: 

• 2-5 years of operational experience within the financial services industry.

• A proven strong ethic of client service

• Excellent standard of education ideally with Certificate in Financial Administration (CF1)/equivalent with a desire to further development through additional qualifications.

• Proficient IT skills in core Microsoft Office systems.

• Organisation and prioritisation skills being able to work independently and within a team.

• Professional telephone manner along with excellent written communication skills; to have an eye for detail.

• Initiative - all ideas and input to the team are welcome.

• Use judgement and reasoning in order to propose solutions to problems.

Benefits:

• Competitive salary

• Life assurance

• Pension contribution

• Interest free season ticket loan

• Cycle to work scheme.

If you are interested in this opportunity then please apply with your CV and should you meet the requirements, one of our Recruiters will be in contact shortly.