Client Services Manager - Chartered Financial Planning Firm

Client Services Manager - Chartered Financial Planning Firm

Locations: Stafford

Salary: 25,000 - 35,000

Our client, an 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team. Working alongside a number of consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications.

Working as part of a highly experienced team, providing support to the advisers and in conjunction with the Paraplanners on various administrative tasks and delivering a professional, compliant service to our clients. Duties will include;

Key Responsibilities

" Utilise client data for illustrations

" Process new business

" Prepare letters of authority for client policy information

" Answer calls and deal with clients and third-party queries

" Produce quotations

" Manage task lists and prioritise workload within deadlines

" Regularly communicate and update clients

" Schedule and manage adviser diaries for client meetings and ensure the relevant paperwork is prepared.

" Update the CRM system

" Ensure that business is conducted in a responsible, compliant, and timely manner, meeting all internal and external legislative requirements

Essential criteria

" Experience working in financial services

" Use of Microsoft Office

" Ability to work well under pressure

" Ability to prioritise and organise

" Working knowledge of investment platforms

" Excellent attention to detail

Remuneration and Benefits

" 20 days holiday plus birthday day off and Christmas/New Year period

" After 5 years holiday increases incrementally to 30 days over 5 years

" Auto-enrolment Pension

" Private Medical Insurance and Death in Service after 12 months of service

" Staff bonus scheme up to 20% of salary

" Study and exam support

NJR 14140