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Client Administrator

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Salary £20k
Type Permanent
Location Stockport
Sectors Pensions & Employee Benefits
Operations
UK & Regional
Job Reference UK2C/CXN/30178
Contact Christopher Neal
Date posted 30-10-2018

Client Administrator – 20k + Bonus + Benefits

An exciting opportunity has arisen to join a leading financial institution in Stockport. The Financial Services Organisation is seeking a Client Administrator to join on a permanent basis.

KEY RESPONSIBILITIES

• Providing first class customer service to all of our clients.

• Providing an excellent level of administrative support to our consultants.

• Dealing with client/provider queries over the phone and via email.

• Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion.

• Adhering to and monitoring the client service cycle to ensure faultless delivery of our agreement to our clients.

• Issuing and chasing client Letters of Authority to providers & collating information when received.

• Processing and monitoring new investments and pensions applications using a variety of 3rd party provider platforms.

• Understand our internal compliance procedures and the requirements of 3rd party providers with regard to new business processing.

• Producing valuations of a client’s portfolios; obtaining data from a variety of providers.

• Scanning and filing documentation electronically.

• Answering the door and greeting visitors/clients in an appropriate, professional manner.

• Assisting with reception duties/ general office administration where required.

ABOUT YOU

The successful candidate will have a minimum of 1 years ‘experience working for an IFA practise and experience using a variety of 3rd party platforms.
If you think you have the skills required and would like to apply, please submit your CV or contact Chris Neal at BRUIN Financial.

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Contact Christopher about this job

Associate, Consultant