Client Services Administrator - Reed : Job Details

Client Services Administrator

• Annual Salary: £30k - £35k
• Location: Office-based in Enfield
• Job Type: Full-time

The Company

A leading financial services organisation who have been established for decades. They are seeking a dedicated Client Servicing Assistant to support their team of financial advisers in meeting their FCA regulatory obligations and ensuring exceptional ongoing client service. This role is ideal for someone with a keen interest in financial services, who possesses strong organisational skills and a professional demeanor.

Day-to-day of the role:

• Work closely with three financial advisers to ensure compliance with FCA regulatory obligations and client commitments.
• Attend client meetings to assist with information gathering and clarification of existing information, enabling the delivery of advice and recommendations.
• Ensure client files are up-to-date and complete, addressing any missing information or details.
• Maintain professionalism and courtesy in all customer interactions.
• Update Factfinds and manage information in the IO (back office) system, including tasks and notes.

Required Skills & Qualifications:

• Working knowledge of Microsoft Office suite.
• Experience or knowledge of IFA/Financial Services products is preferable.
• Excellent communication skills.
• Strong attention to detail and analytical ability.
• Flexibility and adaptability in dealing with diverse clients and scenarios.

Benefits:

• Competitive bonus structure.
• Pension as per Auto Enrolment.
• Death in service benefits.
• Income protection.