Client Relations Administrator - Resource Matters Ltd : Job Details

Our client is an Independent Advice firm who have been voted within the top 20 firms by the FT

The role of the Client Relations Administrator is for a candidate with a minimum of 2 years 'experience working for an IFA practice and experience and understanding of pension and investment products.

Main duties & responsibilities

• Managing a bank of consultants and their clients providing first class customer service and excellent administrative support.
• Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
• Have an understanding of 3rd party providers platforms and processing times
• Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion.
• Investigate and handle any client/consultant queries
• Manage post relating to new business cases.
• Dealing with client/provider queries over the phone and via email.
• Understand our internal compliance procedures and the requirements of 3rd party providers
• Maintaining client records on back-office system
• Cover receptionist duties such as post, phone calls, greeting clients and dealing with third party suppliers.

Salary & Benefits

• Salary is dependent on experience plus bonus
• 26 holidays per year, using 3 days in between Christmas & new Year. Plus, an extra day for your birthday
• Hybrid working, upon completion of your probation period. Set days in the office will then be agreed with your manager, this will be 50% working in the office 50% at home.
• Flexible working between the hours of 8am to 6pm, as long as 7.5 hours are worked each day in between core hours of 10am - 4pm.
• 37.5 hours per week
• Company Pension Scheme
• Access to Benefit Hub which includes discounts to products, tickets etc
• Group Life Scheme