My client are seeking an experienced Client Services Associate (IFA Administrator) to join and be part of a busy financial planning and investment management firm, based in south west Birmingham.
You will be providing full support to one or more Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues. As the main point of contact for all client servicing and new business queries daily duties will be varied and include;
Preparation for client meetings and attend as and when required.
Provide the business support necessary in meeting the company's strategy and business objectives, as required.
Process all business in accordance with required processes & proactive pipeline management.
Prepare and print illustrations, key features and applications as required.
Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures.
Request policy information from third party policy providers.
Coordinate and produce client valuations as part of the advice delivery process.
Maintain client records in accordance with internal Compliance requirements.
Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards and deliver outstanding service to clients.
Maintain an awareness of, and act in accordance with, all Compliance and legislative obligations.
Cover Front of House responsibilities as and when required.
The successful candidate will need to have previous experience working as a Client Associate with pension experience - within a Financial Services environment. Ideally you will have excellent IT Skills and solid communication and articulations skills.
Salary - negotiable dependent upon experience.
Please apply today for immediate consideration.
This vacancy is being advertised by flatraterecruiting, the UK's leading Online Recruitment Agency. At flatraterecruiting we work differently to most recruiters, every time you apply to one of our vacancies, your CV goes through to the hiring manager to review. The hiring manager will then make the decision on your application and contact you directly.
By applying you are giving your consent for us to process your application and pass on your details to our client for review for this vacancy only.