Client Service Administrator

£38k-£42k, plus benefits (see below)

London – Hybrid

My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely referred to as the ‘go-to’ company for retirement planning for doctors across the UK. They provide impartial advice whether you work within the NHS, private sector, independent sector or a combination of all three. They are now looking for a Client Service Administrator to join their Client Services Team.

Overall purpose of role

The Client Services team provides essential administrative support to the Assistant Financial Planners (Paraplanners), however this role is at the heart of the company and will likely interact with everyone in some capacity. This is a coordination and administration role, involved in the full lifecycle of client acquisition and management. It is also often an entry route into a role as an Assistant Financial Planners (Paraplanner); although this is not a pre-requisite, it is a known and supported career path through the organisation.

Client Acquisition

Locating, extracting and collating all information regarding to financial arrangements from third parties and providers, accurately and quickly.
Make sure all documentation is complete and up to date, including engagement documents, applications forms and anti-money laundering documents.
Dealing with incoming documentation
Making sure client monies are received and properly processed
Support clients to use the client portal
Make sure the client onboarding process is painless

Client Liaison

Prepare meeting packs
Send & track various DocuSign documents
Prepare forms for new and existing clientsProcess applications for clients
Deal with incoming calls from client, dealing with queries directly where possible.
Greeting clients when the visit the office as part of the 'Front of House' experience.

Clerical duties

Provide printing, scanning, copying and post support for colleagues
Assist the office manager with various duties such as manning reception and dealing with incoming post.
Keep the office tidy and presentable

Professional experience

Essential

Good technical competence using CRM systems
Comfortable using Microsoft Office and adopting new technology
Confident talking to clients
Well organised
Attention to detail
High standards of ethics and integrity
Diligent, chases matters to completion
Candidates must be willing to undertake First Aid and Fire Marshal training, which will be paid for by the company.

Desirable

Prior experience in Financial Advice profession or similar.
Experience using CURO or Transact platform is a major advantage (training is provided).
Progression in Certificate or Diploma in Financial Planning is desirable but not essential to the role.

Our values

All employees behave in accordance with our company culture and values:

Ownership to completion
Fierce about focus
Positivity
Doing the right thing
Growing together

Other

Keep up to date with new product, technical or legislative changes within the marketplace.
Comply at all times with the Compliance and Training and Competence Procedures of the firm.
Comply at all times with the requirements of the Financial Services and Markets Act 2000, the Financial Services Act 2012 and the regulatory Principles, Rules and the Code of Practice for Approved Persons.
Keeping up to date with financial products and legislation through continuous professional development (CPD), in line with the required rules.
Where required by law and/or company policy, to maintain a record of a minimum of 15 hours of such CPD activity.
This role has been identified as being a role which includes competencies falling under the ESMA Guidelines for the assessment of knowledge and competence, effective from 3rd January 2018.

Benefits

Discretionary Bonus
4x Death in Service
Group Income Protection
Auto-enrolment pension
Private Medical Insurance, including Optical and Dental cover (subject to probation)
25 days annual leave + Bank holidays and Christmas close period
Season ticket loan scheme
Ride to work scheme
CII / Professional subscription sponsored
Exam sponsorship, with study leave
Payroll giving option
Hybrid Working Policy: Up to 2 days WFH per week

Job Types: Full-time, Permanent

Pay: £35,000.00-£42,000.00 per year

Benefits:

Company pension
Cycle to work scheme
Health & wellbeing programme
Life insurance
Private dental insurance
Private medical insurance

Application question(s):

Do you have Wealth or Financial Planning Administrator experience, also know a Client Services Administrator: This is essential to be considered

Work Location: In person

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Financial Planning Administrator