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Client Services Associate

  • Salary: £26000 - £30000 per annum + Bonus and Benefits
  • Location: London
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    18 Sep 2018
  • Job reference: 31598

We have an exciting opportunity for an experienced Administrator to join one of the industries most established, award-winning IFA's. Position based in my clients plush, London city office.


As a Senior Administrator at this highly-prestigious firm, you will provide full support to one or more Financial Planners, ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulatory standards.


  • 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 in meeting company strategy and business objectives, as required
  • Process all business in accordance with required processes and 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

To be successful you will need

  • 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 and eye for detail
  • Initiative - all ideas and input to the team are welcome. Use judgement and reasoning to propose solutions to problems

If successful, you will benefit from

  • A salary of up to £30,000, plus discretionary annual bonus
  • Regular training and development opportunities
  • Full study support towards industry qualifications
  • Company benefits
  • Clear career development opportunities and progression pathways

This is an excellent opportunity to progress your career with a professional practice, who have an excellent reputation for providing learning and development opportunities to their employees in a friendly and welcoming environment. If you match my client's requirements and this sounds like an opportunity you would be interested in hearing more about, then send across your CV and we will be in touch!

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. 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. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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