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Client Services Administrator

Location: EDINBURGH, MIDLOTHIAN Salary: 25000.00 - 26000.00 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 4
Posted: 9 months ago Reference: 3092813
My client are a very prestigious and well established Consultancy are actively looking to recruit a Client Services Administrator for their Edinburgh branch

This role is responsible for providing an effective and efficient administration service to clients and Consultants, while participating in achieving team objectives. In particular, core responsibilities include:

• Create and maintain client records on CRM to a high standard
• Ensuring AML is up to date and recorded on the system
• Liaise with clients and third parties as necessary to process client requirements
• Dealing with the New Business process:
• Pre-populate forms needed to send to clients, Send forms out to the client and follow up
• Check forms on return and chase any outstanding documents or information
• Maintain Know Your Client and AML due diligence on the CRM system
• Follow up on missing client documents
• Scan the completed and signed application documentation
• Send documentation to provider or process online
• Keep client up to date with the progress of their application
• Follow through to completion ensuring the CRM is up to date
• Prepare annual review valuations
• Address and answer clients’ and intermediaries’ administrative queries
• Process client income requirements under instruction from the Consultant
• Process cash movements to DFMs under instruction from the Consultant
• Validate, instruct and check address amendments
• Understand and ensure compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business.
• Prepare client review packs for Consultant’s client meetings
• Maintain recurring activities for reviews, cash balance queries and drawdown reviews
• Successfully complete the compulsory Anti-Money Laundering and Information Security training and any other mandatory compliance or regulatory training as required by the business, Group and FCA regulations

Knowledge & experience
• Previous relevant client services administration experience gained within an IFA environment focused on holistic financial planning for private clients encompassing pensions, investment and protection
• Demonstrates administration experience of the complete life cycle of processing client business
• High standard of competency and knowledge of: CRM system and client reporting, previous experience of Xplan would be preferable (or a comparable package)
• IT systems and software (Microsoft Word, Excel, PowerPoint) including provider websites for processing

• Working towards Certificate in Financial Planning or Certificate in Financial Administration (or equivalent qualifications)

This is a fantastic opportunity with a competitive salary package on offer.

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