Do you have strong administration experience within a Financial Planning practice or IFA firm?
My client is recruiting for an experienced Senior Client Services Administrator to join their busy and friendly team. In addition to managing all administrative tasks on behalf of a Financial Planning Director, you will work closely with the Client Services Manager sharing knowledge and ensuring the delivery of excellent client service across the team.
Key duties and responsibilities:
- Working closely with the Financial Planning Director to deliver excellent client service and acting as a point of contact for clients on their behalf
- Processing all business in line with processes and procedures, collating required documentation as required
- Managing workflow and maintaining back-office systems and client records
- Identifying risks and breaches
- Monitoring processes and procedures and identifying areas for improvement
- Assisting in developing processes and procedures to ensure streamlining and efficiencies are in place
- Coaching team members to enhance skills and competencies
- Supporting the Client Services Manager in the day to day running of the team
Due to the nature of this Senior Client Services Administrator role, previous experience in a similar financial planning/IFA environment is required and an associated qualification i.e. CII/CISI/LIBF is desirable.