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Client Support Administrator - IFA environment
Salary Area Job Ref Consultant Sector
to £22,000 + benefits Leicestershire AL766 Angela Liscombe Financial Services Administration

Description

Financial Services Client Support – Leicester

Our Ref AL766

Salary to c£22,000 per annum + benefits

 

My client is an award winning firm of Independent Financial Advisers with an excellent reputation for creating impartial financial solutions for both individuals and companies.

They now have an exciting new vacancy for a Client Support Administrator to be based in their Leicester office.

 

The Person

The role will be suitable for someone who has 2 to 3 years experience as an administrator within the financial services industry, either working for an IFA or an Insurance Company.  You will have attention to detail, customer services and excellent communication skills. A working knowledge of IFA administration would be preferable. 

 

Knowledge, Skills & Experience Required

The Client Support role requires an individual who is experienced in working to deadlines, prioritising workload and providing a high level of customer service at all times. 

 

The ideal candidate should have a current working knowledge of:

·         Providing comprehensive support to senior financial advisers.

·         Administering Investments, Pensions and Protection for individual clients – preferably need Cofunds experience

·         Submitting new business and servicing - Protection, Investments, Top-ups, Pension Transfers and Drawdown etc.

·         We process a large number of new business cases and therefore you must be have good understanding of remuneration structures e.g. fees and commissions etc

 

You will be computer literate with the ability to use Microsoft Office and have a good working knowledge of Excel software.

 

Qualifications

Educated to A Level, with at least 5 GCSE’s, including Mathematics and English, is preferred.

 

Salary: £21k - £22k, with a range of employee benefits which includes 23 plus days holidays, Company Pension Scheme, Private Medical Insurance, 4 x Death in Service.

 

If this role is of interest, please apply with an up to date CV or contact Angela Liscombe at North Oak Recruitment.

 


 North Oak Recruitment have worked very hard to find me a position.  Angela has been friendly and professional, she listened to what I was looking for and I would recommend her to anyone looking for a new job. 
Sharon M.
 Angela is second to non in her knowledge of the financial services industry across the Midlands.  Having been made redundant I was feeling unsure about my future but Angela was very reassuring and quickly got to work for me.  Within 3 weeks, I had the perfect role and I can't recommend Angela highly enough - Thank You!
Kate M.