Financial Services
23-26,000 DOE

Client Services Administrator

Ref: 596| Posted: 12th Jun 2018

This vacancy is now closed

We are looking for a Client Services Administrator for our client who is based in Bristol

Reporting into the Office Manager the purpose of the role is to support the Partners/Advisers in the provision of high quality, accurate and timely administration service, in relation to all product areas within the Financial Services market. 

Skills and knowledge required

  • Excellent inter-personal skills, both written and verbal (with clients and team members).
  • Quality management, to be accurate and have attention to detail.
  • Excellent time management.
  • A good level of competence with Office 365 to include Word, Excel and Outlook together with a good use of internet utilising various research websites.
  • Detailed knowledge of the FCA’s rules and requirements.
  • Detailed knowledge of the FCA’s and the firm’s record keeping requirements.
  • Broad knowledge of the financial services sector.
  • Full FPC/CFP qualified or working towards Diploma Qualification.

Key Responsibilities

  • Keep up-to-date with new product, technical or legislative changes within the marketplace.
  • Comply at all times with the firm’s Compliance; Training & Competence; Complaints and Data Security policies / procedures.
  • To ensure that the firm’s clients are treated fairly at all times.
  • To work as part of a team alongside the firm’s advisers and paraplanners to provide clients with a professional ongoing Financial Planning experience.
  • To constantly seek to improve the way business is done and put forwards ideas for improvement.
  • To be results focused, getting the job done in an efficient way through effective time management and task management.
  • To demonstrate an attitude of “get it right first time”.
  • To agree and achieve objectives, set at appraisal.
  • Ensure client correspondence is written in a timely and efficient manner.
  • Check of file to maintain good order and scan, as required.
  • To maintain comprehensive files and filing systems in accordance with GDPR specifications.
  • Processing letters of authority.
  • Request quotations on-line through various provider systems.
  • Liaison with insurers and third parties.
  • Process switches.
  • Process business from proposal to policy document stage.
  • Request investment valuations.
  • Maintain client data on computerised database.
  • Provision of generic information to clients.
  • To be a strong team player, using your knowledge and experience to support other team members.
  • To identify areas of opportunity for the team.
  • To be aware of your own training needs.
  • To undertake special projects as and when requested.
  • To ensure clear desk policy is maintained at all times.

First 2 Recruit Ltd is an Employment Agency who provide permanent and fixed term contract services and an Employment Business who provide temporary services as defined under the Employment Agencies Act 1973.  First 2 Recruit Ltd will collect the personal details which job seekers provide to us for the purposes of providing job seekers with work-finding services. In providing this service to job seekers we may need to transfer their personal details to our client companies.

Please note we regret that due to the high volume of CV's received we cannot give individual feedback to candidates, if you are not contacted within 5 working days of submitting your CV please assume your application has been unsuccessful on this occasion.

First 2 Recruit Ltd is an equal opportunities employer and is committed to a policy of treating all its employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age or perceived age, marital or civil partnership status or disability.