Client Support Administrator

Time Recruitment Solutions Ltd

Job Title: Client Support Administrator
Job Location: Altrincham
Job Salary: £28,000

Time Recruitment are currently recruiting for a Client support Administrator to join a fantastic chartered financial services business based in Altrincham, to support their growth and continuous success. They are one of the biggest names in their market at the moment and are currently one of the most well-known IFA companies, so the stature of this organisation is fantastic!
My client is looking for someone to provide dedicated, accurate and efficient sales support service for agreed financial planning consultants.
The role of Client support administrator will entail:
“Providing an efficient new business processing service for sales consultants, completing trades/fund switches and liaising with product providers and ensuring that new business is set up correctly

“Providing administration support in relation to valuations, transfer of servicing and client reviews to allow sales consultants to conduct efficient client meetings

“Providing an effective link between the client and the consultant ensuring that both are kept up to date with all matters relating to their financial affairs

“Ensuring that all client information is stored on the relevant system and it is updated accurately and timely checking that all compliance requirements are met

“Preparing invoices for work completed for clients

“Issuing original policy documents to clients where appropriate and checking that copy documents / contract notes are issued within the agreed turnaround timescale ensuring they are accurate and reflect the requirements of the client

“Provide post meeting administration support to consultants ensuring that all 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

“To undertake reasonable additional duties at the request of your Line Manager as may be required from time to time

The ideal Client Support Administrator will have:

“Basic knowledge of all products and funds falling within area of responsibility

“Ability to build relationships with consultants and ensure an effective relationship is maintained
“2 years previous experience of working for an IFA
– CF1

If you want to be a part of this companies success story and are interested in a career as a Client support Administrator then don’t hesitate to apply online, call Shaun at time recruitment on 0161 238 9774 or email [email protected]

Keywords: Client Support Administrator, Sales Consultant, Sales Support,

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