Senior Client Support Administrator
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| Job Type | Permanent Full Time |
| Location | Croydon |
| Area | Greater London, UKSurrey, UK |
| Sector | Financial Services Accounting & Finance |
| Salary | £30,000 - £32,000 |
| Start Date | |
| Advertiser | Lloyd Recruitment |
| Job Ref | LO10882 |
- Description
- Senior Client Support Administrator- IFA/Wealth Manager
Lloyd Recruitment Services are delighted to be recruiting for a long standing client, an established financial services organisation, that seek a Senior Client Support Administrator to provide implementation and client servicing support to a team of Wealth Managers for the company’s individual & corporate clients. Working with the team on delivery of exceptional service to clients.
** To £32,000 ** BASED IN CROYDON ** PROFESSIONAL & FRIENDLY WORKING ENVIRONMENT ** PENSION ** LIFE ASSURANCE ** 22 DAYS HOLIDAY ** PRIVATE MEDICAL INSURANCE ** MON - FRI 9-5PM **
The main responsibility centres round the management of Financial Planning Reports written by the Outsourced Paraplanning team, from report issue stage to implementation. Working to strict deadlines and managing the implementation and case closure process in a timely manner.
You will also provide support and guidance to the other Senior Client Support staff aa well as working independently on additional tasks / projects for the benefit of the broader Wealth Management Team.
Key Tasks and Responsibilities
Manage the flow and issue of all client advice reports for a variety of financial planning products.
Process all implementation forms and stages to completion.
Process the submission of all new business application forms.
Process the input and submission of all online applications.
Complete online quotations and illustrations plus other ad-hoc report research where required.
Check other team members implementation forms where required.
Deal with telephone and email queries generated by clients or providers.
Preparation of cashflow reports when required.
Processing of phased investments where required.
Obtaining cash balance information and investigating any discrepancies where required.
Preparation of relevant documents and information ahead of client meetings when required.
Assist with general and technical administration queries.
Liaise and delegate to the Client Support team to aid the timely delivery of work, where necessary.
Qualifications, Experience and Skills Required:
Financial Planning exams desirable; CF level and above.
2 years minimum IFA/Wealth Management implementation experience.
Good working knowledge of provider implementation processes, forms and online platforms and portals.
Team player who likes variety in their job and works well in a small team.
The ability to work flexibly will be required.
Good verbal and written communication skills.
Excellent organisational skills.
Ability to prioritise workloads essential.
Ability to work to tight deadlines essential.
Excellent personal skills in order to work with a range of colleagues and clients.
Competent in MS Office packages including Excel, Word and Outlook.
Keen to develop.
Good working Knowledge of FE analytics.
Advantageous but not essential - Knowledge of Intelligent Office and/or Advisor Office.
Advantageous but not essential - Knowledge of Cashcalc cashflow tool.
NB: Lloyd Recruitment Services would like to thank you for taking the time to apply to this vacancy. However, unfortunately due to a high number of applications, we are only able to respond to
shortlisted applicants. If you have not heard from us within seven days, please assume that you have not been shortlisted on this occasion. However please do join our Facebook community, to be the first to see our new positions.
