Job Description
A prestigious financial planning business is looking for a Client Support/Administrator to provide administration support to the Planner and Technical Support team. To promote the Company in a good light. Remain customer service focused at all times and always ensure empathy with our customer’s needs.
Main Responsibilities
To have a deep understanding of the sales process, client file requirements and FCA requirements.
To deliver a personalised and high level of customer service according to each clients circumstances and objectives
To Input all client information and history into the back office system.
To Collate all documentation and ensure that the New Business pack is complete prior to submitting applications to providers.
To effectively manage and look after an individual ongoing case list to include new business cases and ensure own tasks are completed accurately and efficiently.
To Be a point of contact for client queries.
Deal with client and provider correspondence.
Make sure that the client file is compliant.
Prepare review packs ahead of client meetings.
To follow Company and FCA procedures at all times.
Undertake day-to-day administration tasks basis as requested.
Requirements
Prior experience as a Financial Support Administrator (1+ years)
Exceptional organisational skills and able to work well under pressure
Excellent communication skills, both written and verbally
A strong work ethic and a flexible attitude
A high level of accuracy
Experience working with Microsoft Word, Excel and Outlook
Knowledge of industry specific software systems