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Client Service Administrator

  • Salary: £19000 - £22000 per annum + Benefits
  • Location: Christchurch, Dorset
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    23 Jan 2018
  • Job reference: 30258

Currently searching for a Client Services Associate in our Christchurch Office to work along side our new Adviser joining the firm in March.
This successful national advisory practice, want an experienced Administrator to join their office team of 4 Administrators supporting 3 Advisers.

The Role:

  • To obtain illustrations, key features and application forms from platforms and providers. Compile blank new client packs containing documentation such as, but not limited to, client agreement, fact find, risk questionnaire and profile for the Adviser to use at client meetings
  • To post client documentation to the client or product providers as appropriate
  • To accurately maintain client personal details and policy information and update on Intelligent Office
  • To prepare new business applications in accordance with the company's standard operating procedures and compliance handbook
  • Respond to written, telephone and electronic general enquiries for IFAs, colleagues, client and providers
  • Maintaining relationship and contacts with providers to ensure a professional service
  • To prepare and carry out valuations as required and issue a standard review pack to the IFA
  • To deal with enquiries raised by clients, providers, Advisers and other members of staff. To provide clients with timely and accurate information and obtain any new business information and existing policy information from clients where required
  • To operate and manage an effective diary system via Activity Manager within Intelligent Office to ensure that all activities are planned for and carried out in a timely manner

The successful Candidate will:

  • Have experience within a similar role in financial services
  • Be keen to gain industry qualification
  • Have excellent numeracy and literacy skills
  • Have an eye for detail

If Successful you will benefit from:

  • c£22,000 basic salary
  • 25 days holiday (rising to 28 days with service) plus bank holidays
  • Private medical scheme
  • 4% pension employer contribution
  • Life assurance cover is provided at 4 x salary
  • Funding and support of professional qualifications
  • Interest free season ticket loans, cycle to work scheme and childcare vouchers

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Our clients include: