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Client Support Administrator West Yorkshire

Location: HUDDERSFIELD, WEST YORKSHIRE Salary: 20000 - 25000 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 1
Posted: 9 months ago Reference: 3110652
Client Support Administrator Salary circa £25k + Benefits 

I am delighted to be working in partnership with a wealth management firm, who are highly successful in creating value and wealth for high net worth individuals, trustees and charities.
My client delivers bespoke financial planning and investment consultancy services through a team of trusted independent financial advisers, investment specialists and support staff.
My client is now looking to add to the team by recruiting an additional Client Services Administrator.
This is a great opportunity if you have previous Financial Services experience, within a support administration capacity, and would like to work for a company who is successful, secure, and can offer progression for the future.

As a successful Client Services Administrator you will:

Provide a first class service to the firms clients, by delivering excellent administrative support,
To act as the initial point of contact to clients on all client services matters, ensuring that a first class service is provided at all times, and excellent relationships are built.
Deal with all telephone calls from clients appropriately and professionally.
To prepare valuation reports and review packs for clients providing accurate review information, performance data and fund research as appropriate.
Ensure that reports are provided within agreed timescales and are appropriately presented and checked.
All necessary compliance / audit trails are in place to evidence financial data provided.
Effective administrative support service is provided to IFAs.
To carry out the necessary administrative processes to ensure that all new business is appropriately actioned and recorded. Application forms are effectively prepared and processed on a timely basis
Databases and spreadsheets are accurately updated.
Client sign up meetings are attended as needed.
To produce reports, forecasts and information as required for meetings.

This is a varied role and offers scope in the future to become a fully fledged Paraplanner, or a Financial Advisor.

In order to apply you will need to have a proven track record as an Administrator within the Financial services industry.
Excellent communication skills, and the ability to get on well with others.
Attention to detail is important, as is the ability to plan and organise your day effectively.

In return you will receive a Salary of up to £25,000, as well as excellent benefits and the opportunity to study for Financial services examinations.

To find out more please contact Helen Spriggs on 0113 2368957 or email your cv to

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