Client Support Advisor

Altrincham
£20,000 - £25,000

IFA Support Administrator
£22,000 – £25,000 PA

 

Our client is an award winning professional financial services organisation that has been established over nine years. Within this time they have grown from strength to strength and seen the business expand. The company believes in putting the needs of the client at the heart of everything it does and aims to deliver a first class service.

 

Benefits

  • Health Insurance & Pension
  • Dynamic growing business
  • Convenient hours (9am to 5pm)
  • Generous holiday allowance
  • On-site parking
  • Study support

 

The Role

 

  • Providing an efficient new business processing service for sales consultants
  • Completing trades/fund switches and liaising with product providers
  • Providing administration support in relation to valuations, transfer of servicing and client reviews
  • Providing an effective link between the client and the consultant ensuring both are kept up to date
  • Ensuring that all client information is stored on the relevant system, updated accurately and all compliance requirements met
  • Preparing invoices for work completed for clients
  • Issuing original policy documents to clients and checking that copy documents / contract notes are issued timely
  • Providing post meeting administration support to consultants ensuring work is completed within agreed timescales
  • Ensuring that any complaints (formal or informal), breaches or losses are reported to the Compliance Officer at the earliest possible opportunity

Criteria

  • Experience within an IFA firm
  • Financial Services Industry experience
  • Pro-active and driven work attitude

Meet Your Specialist


Recruitment Consultant
Matthew Farnell
View my profile

Your Name (required)

Your Email (required)

Subject

Your Message

Attach your CV

Type in the box what you see

captcha