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Client Support Administrator - IFA

Location: WOLVERHAMPTON, WEST MIDLANDS Salary: 20000 - 24000 GBP Per Annum, inc benefits
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: 1
Posted: 2 months ago Reference: 3073356
My client are a prestigious national firm who provide advice across whole of market financial products. They naturally service a high net worth client base, which includes a large bank of corporate clients.

They are looking for a Client Support Administrator. You will be based at one of the company's national offices in Wolverhampton. There is lots of free parking available and within a minutes distance from the M54.

On offer is a fantastic benefits package including PMI, GPP scheme, Financial Support with further study, flexible working hours and 28 days holiday.


You will work very closely with the Client Support Manager and your main duties will include:

- Obtaining illustrations from Provider Platforms
- Transferring benefits from Personal Pensions to GPPs
- Process and prepare new joiners
- Liaise with providers and clients on a daily basis and chasing up queries
- Carry out valuations and issue client review packs to IFAs



Experience required:

- Previous Financial Planning Administration or Corporate Pensions experience
- Excellent Communication skills
- Able to build and maintain professional business relationships
- Experience using online provider platforms

If you have experience of working within a Financial Services firm dealing with DB or DC Pensions, this role might also be relevant for you. 

Please ensure you answer yes to both qualifying questions, if applicable, as applications wont be considered otherwise.





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