IFA Administrator

Client Support Administrator

Ref: 573| Posted: 29th May 2018

This vacancy is now closed

An immediate opportunity is now available for a Client Support Administrator to join a well-known Wealth Management company based in Bournemouth, Dorset.

We are ideally looking for someone who is already working in this, or a similar role and can bring the following to the organisation.

  • You possess a minimum of ROI, or equivalent financial qualification from a recognised professional body.
  • You will work with the advisers, colleagues and business partners to achieve the correct outcomes for our clients. This requires good stakeholder management skills with the ability to ask questions and challenge to ensure understanding before proceeding. The work requires initiative, an enquiring mind and attention to detail as errors can be extremely costly and time consuming.
  • Good communication skills, both written and verbal are required in order to be able to effectively communicate complex matters. You should also possess good numeracy skills to enable you to deal with our client's financial investments.

Our client is offering a competitive salary and some fantastic company benefits such as Holiday, Performance Bonuses, Death in Service, Private Medical Insurance and a Pension.

The role of Client Support Administrator is to ensure a quality client experience across all of their pensions, investment and insurance services. Acting as the first point of contact for their clients and our advisers you will take ownership of work requests from inception through to delivery. This means you will hold yourself accountable until you are sure that the requested service has been delivered, including where you have a dependency upon others to complete tasks for you. You will therefore need to be able to build and maintain strong business relationships, both with colleagues and partners.

Key to the job is to generate accurate quotes and illustrations and bring together appropriate recommendations, which could be in the form of a suitability report, or an email, some of which you Will complete yourself, depending on the complexity. You will eventually submit the completed applications, either in paper format, or online, making sure that all aspects of the case are complete, including various identify checks to satisfy our money laundering requirements. This can be high pressure work, particularly at certain times of the year, such as the tax year end.

If you have the required experience, I want to hear from you!

Just hit the Apply button to forward over your CV for this Client Support Administrator role, or call Danni on 01722 441434 for a confidential chat.

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.