Business Support - Client Services Administrator

An ideal opportunity for an individual seeking a professional career within the pensions industry has arisen. They are a small but rapidly growing, dynamic team specializing in offering financial advice and services to a range of private and corporate individuals. With ambitious plans to grow into a national firm this would be great time to come onboard.

THE ROLE
This role will suit someone who has previously worked in the Financial Services industry, within the pensions arena with proven client services administration experience and enjoys a fast-paced role.

The Challenge:
- Ensure high levels of communication with key stakeholders
- Assist IFAs with Annual Reviews
- Address & answer clients' and intermediaries' administrative queries
- Process client income requirements under instruction from the IFAs
- Process cash movements under instruction from the IFAs
- Undertake any projects or duties requested by the IFAs or Principals in a timely and accurate fashion
- Understand and ensure compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business and delivering fair outcomes to clients.
- Assist in the preparation of client review packs for IFA client meetings
- Maintain recurring activities for reviews, cash balance queries and drawdown reviews
- Previous experience of working within the pensions arena essential

Business Support- Client Services Team [You]
Success will stem from your excellent ability to provide consistent quality delivery, high attention to detail and thirst to learn and develop, not only within the client services team but within the business as a whole. Being a team player is also key to this role.

- Previous relevant client services administration experience gained within an IFA environment focused on financial planning for private & corporate clients encompassing pensions, investment & protection.
- Demonstrates administration experience of the complete life cycle of processing client business
- Possess excellent organisational & communication skills, have a positive attitude, plenty of initiative and drive to successfully contribute to the day to day running of the office, as well as ensure its continued success and profitability.
- Are comfortable working in a busy office, being part of a small but valued team.
- Have the ability to create opportunities to exceed customer expectations and deepen rapport by maintaining close business relationships with all stakeholders
- Ensure compliance and FCA regulatory frameworks, including data protection and client authentication guidelines are adhered to at all time.
- High standard of competency and knowledge of: CRM system and client reporting, previous experience of software systems and services for financial services market would be preferable
- IT systems and software (Ms Office365) including provider websites for processing