Our client, a growing wealth management firm, is looking for a Client Support Administrator, this is an exciting opportunity to join a growing financial planning business.
You’ll be joining a collaborative team where you will provide day-to-day administrative and technical support to Financial Advisers, helping ensure client information is accurate, up to date and ready for reviews.
Key responsibilities
- Prepare client information and documentation ahead of adviser meetings and reviews
- Obtain information and documentation from pension, investment and other financial product providers
- Update client records with contributions, withdrawals, transfers and other relevant transactions
- Produce meeting and review packs, including fund research, key information documents and client reports
- Prepare cases for submission to internal processing teams
- Support new business processing and the submission of applications
- Produce client correspondence and other documentation as required
- Maintain an up-to-date understanding of relevant financial products, processes and regulatory requirements
About you
- Relevant experience within financial services environment or a similar role
- Strong written and verbal communication skills
- Excellent attention to detail and a methodical approach to work
- Strong organisational and time-management skills
- Confidence using IT systems and Microsoft Office
- A customer-focused attitude and commitment to delivering excellent service
- Maths and English GCSE (Grade 5 or above) or equivalent
- Works well with others and contributes positively to the team
If you’re an organised, motivated financial services professional looking for your next opportunity, we’d love to hear from you.
Contact Details:
Flair for Recruitment Careers Recruitment Team
