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Form of workOur client is a leading Independent Financial Advice firm based in Sussex. They manage over £1.5billion of clients’ money via their in-house Discretionary Investment Management (DIM) service. With over 30 years of work in the industry, they are looking to expand on a history of growth and success with the addition of a Client Support Administrator to their Shoreham office.
Key Responsibilities:
- Act as a primary point of contact for clients, handling correspondence via various channels.
- Maintain accurate client records and documentation within Intelligent Office, ensuring data integrity and compliance.
- Generate standard client reports using agreed templates and assist in utilizing other toolsets for client analysis.
- Facilitate the transfer, setup, and administration of investments and policies on behalf of clients, liaising with providers as necessary.
- Manage client fees and commission setups in Intelligent Office for accurate financial transactions and reporting.
- Ensure timely scanning and filing of client communications and documentation to meet compliance standards.
- Support in maintaining up-to-date client records to adhere to regulatory requirements.
Core Competencies:
- Previous experience with Intelligent Office preferred.
- Strong customer service orientation with the ability to build trust with clients.
- Process-driven mindset with attention to detail.
- Problem-solving skills with the ability to find solutions to complex situations.
- Excellent communication skills with a collaborative approach to teamwork.
- Ability to prioritize and manage workload effectively.
Qualifications and Experience:
- Previous experience in a similar administrative role preferred.
- Proficiency in Microsoft Office Suite.
- Familiarity with financial services industry practices and regulations is advantageous.
Their Offer
- Competitive salary up to £33,000
- Support through exams
If the opportunity to play a vital role in delivering exceptional service to clients appeals to you, apply now.
