Client Support Administrator - Financial Services Sector / Wilmslow - Location / Permanent Role / Salary £30,000 - £35,000 DOE + Benefits / Career Development / Office Based Role
NC Associates are working with a market leading Financial Services organisation based in Wilmslow to assist in recruiting a Client Support Administrator to deal with day-to-day administration involved in servicing clients and writing new business. A large and very important part of this role is to ensure that electronic records are immaculate and up to date, which allows my client to deliver a first-class financial planning service to its clients. As a Client Support Administrator you will work closely with a Financial Planner and Associate Financial Planner to service a defined client bank.
Client Support Administrator Benefits.
- Salary £30,000 - £35,000 DOE
- 25 Days Holidays
- Excellent Pension
- Career Development
Client Support Administrator Dutie s
- Ensure that all company processes are adhered to
- Ensure that all communications are recorded and indexed in the document management system (SharePoint)
- Ensure immaculate and up-to-date records on the back-office system (Curo)
- Manage and maintain a task list within Curo and Outlook. Thorough notes added to track progress
- New business processing, completing forms and submitting to financial product providers
- Producing valuations
- Production of Annual Planning Meeting (APM) preparation pack
- General administration and processing
- Ask if not certain about anything - accuracy is crucial, so it’s better to take more time
To be successful in your application for this role you MUST have the following experience
Knowledge & Experience Required
- Ability to demonstrate ownership & independence in previous roles
- Ability to manage own workload and prioritise work effectively
- Experience of Curo and SharePoint desirable
- Experience of dealing with demanding clients
- Administration experience
- Experience of working in financial services desirable but not essential
Skills
- Ability to read, digest, assimilate information and prioritise
- Eye for detail and accuracy
- Excellent verbal and written communication skills
- Monitoring, evaluating, and reporting
- Excellent IT skills, particularly Outlook, Word & Excel
- Able to work within a defined business process
- Able to work under pressure on occasions to achieve deadlines, whilst ensuring quality of work remains at the highest standard
- Act honestly and with integrity in accordance with the legal and business requirements as set out by the company
- Work within the limits of your current competence and know when to request supervision
What's on Offer?
This is a brilliant opportunity to work for a rapidly expanding organisation which has seen ongoing growth over the past 3 years. You will have the opportunity for further development. You will also be rewarded with a fantastic salary and benefits package.
Please apply for immediate consideration by sending your CV to wayne.caunce@ncassociates.co.uk or call 07879-626-501.
