Back to top

Administration

London

23/06/2021

IFA / Client Services Administrator - Central London

Our client is looking for an IFA / Client Services Administrator to join their team in Central London. The successful candidate will provide first class service to the client services team, as well as support the firm in providing excellent, independence advice to clients. 3+ years' Financial Services experience required. Competencies
  • Attention to Detail
  • Excellent organisation and time management skills
  • Proactive approach
  • Able to work under pressure and to tight timescales
  • Teamwork
  • Embracing Change
  • Planning & Organising
  • Enquiring mindset
  • Flexible, driven and determined
  • Excellent communication skills
  • Business and commercial awareness
Specific Activities Include:
  • Administrative:
    • Compiling data and preparing client valuations each month;
    • Contacting product providers to obtain plan information and other details, as required for new and existing clients;
    • Scheduling client reviews and supporting team to gather information for the reports;
    • Ensuring reports are prepared and sent to clients;
    • Liaising with various stakeholders to monitor and progress client transfers and post transaction reporting;
    • Inputting client data into system;
    • Maintaining client files;
    • Managing the team diary for client and prospect meetings;
    • Gaining knowledge of business procedures and adhering to said company procedures;
  • Partake in appropriate professional development
If you are interested in this position, please email your CV to sam@artemisrecruitment.co.uk.

Apply for this job

If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy.