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Client Services Associate

  • Salary: £30000 - £32000 per annum + Bonus, pension, private healthcare
  • Location: City of London, London
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    11 Jun 2018
  • Job reference: 31060

Are you an experienced Financial Planning Administrator looking for a rewarding career in financial services in City of London? Would you like to develop your career with a growing, forward-thinking company who look after their employees on a personal level? This is an opportunity like no other; amazing location, progression opportunities available and a competitive salary. Our client is able to provide you with a very professional, but relaxed atmosphere, as well as extensive company benefits!

The company

Our client is a well-established financial planning firm based in City of London, who are award-winners in providing independent financial advice to ultra high-networth customers.


As a Financial Planning Administrator within this firm you would be working as part of productive, high performing team. You will be providing full administrative support to one or more Advisers allocated and in turn deliver a professional, compliant and effective client service with a high focus on quality and accuracy.


  • To be the first point of contact for clients
  • Provide an excellent telephone-based service to clients both external and internal together with third party providers
  • Arrange client meetings and prepare client meeting packs to support allocated Adviser(s)
  • Processing and monitoring of all new business (both for new and existing clients)
  • Ensure that financial transactions are completed correctly and files are fully FCA compliant
  • Manage and track pipeline activity providing regular progress updates to both client and Adviser(s)
  • Handle all ad-hoc valuation requests in a timely, compliant manner, meeting agreed performance standards when produced
  • Contact and liaise with relevant product providers/third parties to obtain accurate policy information for ad-hoc valuation production
  • Liaise with clients, Solicitors and Accountants as necessary in order to obtain relevant information and resolve querie
  • Handling the distribution out of letters of authority and correspondence to clients, professional introducers and other third parties
  • Maintain the CRM system (CURO) to ensure that KYC information for clients is entered fully and accurately
  • Process and issue client invoices including Adviser charging arrangements and liaise with the finance team to chase overdue payments
  • Screening and dealing with the Adviser(s) post, e-mails and phone calls
  • Ensure that all tasks on CURO are completed in line with company policy and procedures
  • Develop and maintain effective relationships with colleagues and third parties
  • Assess client file documents in accordance with compliance requirements, identifying and correcting remedial actions as requested
  • Be aware and act upon any compliance, risk and quality issues
  • Provide recommendations/improvement ideas to increase operational efficiencies within the team

To be successful you will need

  • Operational experience within the financial services industry
  • A desire to further develop knowledge and to undertake relevant examinations to support understanding within the role
  • Minimum of Certificate in Financial Administration (CF1) or equivalent
  • Proficient IT skills in core Microsoft Office systems
  • Organisation and prioritisation skills
  • Excellent verbal and written communication skills with an eye for detail
  • Professional telephone manner

If successful, you will benefit from

  • Company discretionary bonus scheme
  • Holiday allowance
  • Company pension scheme
  • Other benefits including; private healthcare, group income protection, life assurance, childcare vouchers
  • Schemes, including eye care and Bike to work
  • Full support with professional qualifications
  • Career progression available
  • A salary of up to £32,000

This is a fantastic opportunity to progress your career, with an award-winning firm. We are looking for ambitious and goal-orientated individuals, with a keen eye for detail, to represent a company where first impressions are everything. If this is you, send across your CV and we will be in touch with more information! Full job specification available.

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: