IFA / CLIENT
SERVICES ADMINISTRATOR – Sutton Coldfield (our ref AL726)
Starting salary £23,000 - £28,000 p.a. with free parking
5% pension contribution after 3 months.
My client is a Wealth Management company, providing independent
financial advice to families, professionals and other individuals
They now have an exciting new opportunity for an experienced
financial services administrator to work within a small team to carry out
pensions and investment administration for clients, to the highest standards
aspects of the role
- Prioritising and
carrying out all pre and post sales administration on pensions and
investment business to ensure optimum workflow using software including Plum,
Iress, Financial Express, MSOffice and Excel.
Preparing client review packs and financial summaries of
investments for client meetings.
- Sending out and
chasing client letters of authority, and chasing product providers for
responses on client policy submissions, challenging timescales where
- Providing information
on the company’s services to clients enquiring in any form, including
promoting the company’s services to enquirers by telephone, email or in
- Diarising client
reviews, checking forthcoming reviews and arranging client appointments.
- Providing daily
progress updates within the team and weekly reports to the Managing
Director and the team at workflow meetings.
telephone valuations and other information required for client reviews.
- Maintaining the
company database and other software systems using paperless technology and
the company’s document filing protocols.
enquiries via telephone, e-mail, fax and website and taking appropriate
In-depth working knowledge of pensions and investments
terminology, processes and legislation.
Highly computer literate with knowledge of MS Word, Excel and
Outlook with the ability to pick up Plum, Iress and Financial Express skills
and other software systems adopted by the company.
Excellent numeracy with the ability to undertake complex calculations
on client portfolios.
First class level of accuracy in interpreting client and company
correspondence to decide on appropriate action and crosschecking information
prior to submission to product providers and clients.
Well developed interpersonal skills. Ability to get on with
everyone while being strong with product providers and suppliers to get our
clients the best possible service.
Already has, or is prepared to work toward, a Certificate in
Good general level of education with an excellent standard of
written and spoken English and numerical capability. 5 GCSE Grade Cs or above
preferred including passes in English Language and Mathematics.
role is of interest, please apply in confidence, with an up to date CV, to
Angela Liscombe at North Oak Recruitment or call on 01858 881711