We are working with an established financial services business looking to recruit a Client Support Administrator to join its team.
This is a varied administration role supporting both private and corporate clients, providing essential administrative and client servicing support across pensions, investments and protection.
The successful candidate will play an important role in ensuring the smooth running of day-to-day operations, delivering excellent client service and supporting Financial Advisers and colleagues across the business.
This is an excellent opportunity for someone with financial services administration experience who is looking to broaden their technical knowledge, develop new skills and progress within a supportive team environment.
Key Responsibilities:
- Providing administrative and clerical support across the business.
- Handling incoming telephone enquiries professionally and efficiently.
- Managing client administration processes from start to finish.
- Supporting the end-to-end client review process.
- Managing diaries, appointments and internal communications.
- Preparing, editing and formatting letters, reports and client correspondence.
- Producing professional, accurate and grammatically correct emails.
- Maintaining accurate client records and ensuring electronic filing systems are kept up to date.
- Supporting administration processes across pensions, investments and protection.
- Liaising with clients, providers and internal colleagues to obtain information and progress cases.
- Managing multiple workloads and changing priorities while meeting deadlines and service level agreements.
- Supporting the wider team and identifying opportunities to improve administrative processes.
- Ensuring a consistently high standard of client service and administration.
Technical Knowledge & Experience:
- Previous experience in an administration or client support role within financial services.
- Good knowledge of pensions, investments and protection products.
- Strong IT skills, including Microsoft Word, Excel, Outlook and PowerPoint.
- Experience using internal telephone systems and financial services platforms.
- Understanding of financial services administration procedures.
- Knowledge of client review processes.
- Ability to complete standard pension carry forward calculations.
Experience with more complex technical areas would be advantageous, including:
- Death claims and trusts.
- Multi-trust planning.
- Investment bonds.
- VCTs and EIS investments.
- Cashflow analysis.
- Pension carry forward calculations, including tapering.
Skills & Personal Attributes:
- Excellent written and verbal communication skills.
- Strong attention to detail and a high level of accuracy.
- Excellent organisational and time management skills.
- Ability to manage competing priorities and work to deadlines.
- Professional and confident when communicating with clients and colleagues.
- A proactive approach with a willingness to learn and take on additional responsibilities.
- Flexible and supportive team player.
- Ability to work independently and use initiative.
- Positive attitude towards change, development and improving processes.
- Someone who takes pride in delivering excellent client service.
Training & Development:
The business is committed to supporting employee development and offers opportunities to:
- Receive structured induction training.
- Learn from and shadow experienced colleagues.
- Attend team training and development sessions.
- Work towards a personal development plan.
- Broaden technical knowledge across different areas of financial services.
- Take on additional responsibilities as experience grows.
- Develop mentoring and coaching skills to support newer team members.
The Opportunity:
This is a great opportunity to join a collaborative financial services team where you can build on your existing administration experience, expand your technical knowledge and develop into a well-rounded, multi-skilled administrator.
If you are organised, enthusiastic and passionate about delivering excellent client service, we'd love to hear from you.
Interested?
Please get in touch or send across your CV to find out more.
