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- Tasks: Join our team as a Client Review Administrator, providing top-notch service and support.
- Company: We're a leading firm in London, dedicated to delivering independent advice to clients.
- Benefits: Enjoy a competitive salary of £30k and opportunities for career progression.
- Why this job: Be part of a dynamic team, gain valuable experience, and make a real impact.
- Qualifications: Must have at least one year of IFA admin support experience and strong IT skills.
- Other info: Mentorship opportunities available for graduates and a chance to work with financial products.
The predicted salary is between 24000 - 36000 £ per year.
Our client is looking for a Client Review Administrator to join their team in London. The successful candidate will provide first class service to the team, as well as support the firm in providing excellent, independent advice to clients.
Review Pack Preparation:
- Contact providers and gather appropriate information required for policies held
- Download or request transaction histories for previous 12 months
- Know how to navigate and update all relevant fields on back office system for each policy and update comments in correct format
- Merge valuation document, edit to correct formatting and print
- Compile review pack including valuation document, compliance documents and any additional valuation reports and pass these over to Paraplanners and/or Advisers
- Attach all documents to back office system correctly
Compliance Checks:
- Checking validity of internal documents and know the validity time frames
- Update compliance checklist, know where to find new documents needed and provide both with the review pack.
- Attach checklist to back office system
Updating Back Office System:
- Update and complete review task
- Set next review date
Additional Responsibilities:
- Mentoring members of the team that are part of Graduate program
- Progression into a mixed role of Reviews and Policy Servicing
- Any other reasonable task that may be asked of you.
Person Specification/Role Requirements:
- Previous IFA Admin support experience (minimum one year).
- Exemplary English language written and oral skills.
- IT literate, in particular, MS Office.
- Confidence to take initiative.
- Ability to exercise the flexibility required when working in a small team.
- Demonstrate enthusiasm for the role and working within the company.
- Enjoy and thrive working as part of a team.
- Solid knowledge and understanding of financial products including pensions, investments, and protection plans.
- Ideally; good understanding and experience of popular platforms such as Aviva, Aegon, AJ Bell.
- Good prioritisation, time management and organisational skills.
- Exercise frequent and clear communication with team members, Line Manager and colleagues.
- Possess good attention to detail which is not compromised when under pressure.
- Ability to multi-task.
- Ideally experience of X-Plan back office system.
Client Review Administrator - London employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Review Administrator - London
✨Tip Number 1
Familiarise yourself with the back office systems mentioned in the job description, especially X-Plan. If you have access to any training resources or tutorials, make sure to utilise them to demonstrate your proficiency during the interview.
✨Tip Number 2
Brush up on your knowledge of financial products like pensions, investments, and protection plans. Being able to discuss these confidently will show your enthusiasm for the role and your understanding of the industry.
✨Tip Number 3
Prepare examples of how you've successfully managed multiple tasks in previous roles. This will help you illustrate your time management and organisational skills, which are crucial for this position.
✨Tip Number 4
Since the role involves mentoring, think about your past experiences where you've supported or guided others. Be ready to share these stories to highlight your ability to work well in a team and take initiative.
We think you need these skills to ace Client Review Administrator - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially any previous IFA admin support roles. Emphasise your exemplary English language skills and IT literacy, particularly with MS Office.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and your understanding of financial products. Mention specific platforms you are familiar with, like Aviva or Aegon, to demonstrate your knowledge.
Highlight Attention to Detail: In your application, provide examples of how you've maintained attention to detail in previous roles, especially under pressure. This is crucial for the Client Review Administrator position.
Showcase Teamwork Skills: Since the role involves working closely with a small team, include examples of how you've successfully collaborated with others in past positions. Highlight any mentoring experience if applicable.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Showcase Your IFA Admin Experience
Make sure to highlight your previous experience in IFA administration during the interview. Be prepared to discuss specific tasks you've handled, such as preparing review packs or conducting compliance checks, as this will demonstrate your suitability for the role.
✨Demonstrate Your IT Skills
Since the role requires proficiency in MS Office and familiarity with back office systems like X-Plan, be ready to discuss your technical skills. You might even want to mention any relevant software you've used in the past to show you're IT literate.
✨Emphasise Teamwork and Communication
This position involves working closely with a small team, so it's crucial to convey your ability to communicate effectively and collaborate. Share examples of how you've successfully worked in a team environment and mentored others, especially if you have experience with graduate programmes.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, be prepared to answer questions about your understanding of compliance checks and document validity. Familiarise yourself with common compliance practices in the financial sector to showcase your knowledge.
