Client Support Administrator

Client Services Administrator, Financial Services, Central London. 12 months ( with potential for longer ) Salary £35,000 - £45,000 Dependent on experience.

Are you and experienced client support administrator within the financial services industry?

Are you interested in undertaking a role for 12 months on a self-employed basis?

Would you be interested in utilising your financial services experience and mixing it up a little bit with some marketing duties also?

Then this might just be the role for you

The purpose of the role is to provide client services, marketing and administration to the whole team, including Financial Advisers and clients. You will contribute to the success of the company overall and adhere to all internal compliance standards and administration procedures ensuring that client satisfaction is of the highest standard throughout all contact with clients and colleagues within a growing team of Financial Advisers in the City of London.

This is a fantastic opportunity if you are self-employed and looking for a role for the next 12 months and potentially beyond.

Duties and Responsibilities:

Provide full administrative support to deal with ongoing and technical queries as and when they arise, working within the achievable deadlines set out.

To build a strong working relationship with the team in order to provide exceptional administration support in the delivery of their business strategy.

To initiate the onboarding process and manage the process through to the application stage.

To provide consistent, effective communication allowing clients to have confidence that their instructions and requests are understood.

Deal with client queries including valuations, policy information and transfers and client invoicing and chasing aged debtors.

Plan online and in person client events

Help develop and then maintain a social media strategy.

Organise client seminars and webinars as required and monitor response rates and attendance

Skills and Experience:

You will have a working knowledge of core financial products including pensions, ISAs, Investment Accounts, Bonds, Venture Capital Trusts, Enterprise Investment Schemes and all forms of protection.

Ideally have a working knowledge of common platforms such as 7IM, Standard Life and Parmenion

To be aware of all relevant FCA regulations and guidelines relating to financial services including MiFID II, GDPR & PRIIPS.

Excellent organisation, communication, and numeracy skills both written and oral.

The ability to work accurately under pressure of tight deadlines.

The ability to prioritise tasks and remain calm under pressure.

The ability to work from your own initiative.

Excellent accuracy and attention to detail.

To have a forward-looking, can-do attitude when dealing with client instructions.

You will have the required skills in Adobe, Word, Excel and Outlook, alongside other system specific knowledge, to create all necessary documentation, templates and reports to brand guidelines.

Knowledge of CURO - ideal, but not required.

Comfortable using Word Press and Linked In and other social media platforms.

If this sounds like a role that you would be interested in I would like to find out more please don't hesitate to contact me on here or alternatively feel free to contact me, HELEN SPRIGGS on LINKEDIN