This listing was posted on Manatal ATS.
Client Services Administrator
Location:
London, Gt Lon
Description:
Experienced Client Services Administrator required for an established Chartered firm based in Wimbledon. Excellent professional development opportunities. Take your career to the next level with us! Would you like to work for a Chartered and Accredited firm that has a clear vision for its future? Do you have a couple of years experience in client service and administration? Are you looking for professional development support so you can take your career to the next level?This is an exciting opportunity to join a company that is established, successful and set for future growth. The person that joins us will play a key role in helping us to continue to grow and provide exceptional levels of client service. We have a great team with a positive culture and strong values, and we are 100% committed to developing our staff so they can be the best they can be. If you think you are the one for us, we would be delighted to hear from you. The role Reporting to the Operations Manager this is a varied role supporting the financial planners and ensures the smooth delivery of excellent client service. Provide a friendly and professional point of contact for clients and enquiries. Organise and prepare client documentation for meetings for the financial planners. Ensure all business applications are processed accurately and efficiently, in a compliant manner. Liaise with product providers to ensure timely and accurate responses to clients. Ensure required paperwork for reviews is prepared as per annual review process. Ensure implementation of agreed actions is carried out in line with company processes. This is an overview of the responsibilities and a full job spec listing all the duties is available. Essential Skills A minimum of two years of experience working in an administration role. Strong IT skills. Good communication and people skills. Able to work under pressure if required and with minimal supervision. Highly organised, methodical, and disciplined with a good eye for detail. Able to work within defined business processes. Additional information Professional development opportunities, Group Personal Pension plan, Death in Service, Sick Pay Insurance, 25 days annual leave per year +2 extra at Christmas, Birthday Bonus Day. About Us Since 1999 Gem and Co have been providing independent financial planning services to clients in our local Wimbledon area and beyond. We are committed to providing financial planning with confidence, commitment, and clarity. In short, we help our clients plan for the life they want to live. As a Chartered (CII) and accredited (CISI) firm, we are leaders in our profession. Our team is made up of financial planners, an operations team, client services administrators, technical administrators and a marketing and finance manager. Our mission is to be industry leaders and recognised experts within the financial planning market, delivering unparalleled levels of service to our clients while cultivating a strong, motivated professional environment, driven by the desire to educate and support every member of the team. Further information This advert will run for up to 40 days and we encourage applications during this period. The interviewing process can start at any time and adverts can be ended early if a suitable candidate is found.Our application process is designed to be fair, straightforward, and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know.Only shortlisted candidates will be contacted.In order to give your application the best chance of success, please:Check that you meet the criteria for the role.Apply with a CV that is clear, concise, and correct.Have the unrestricted right to work in the UK.Tailor your CV to highlight your experience and relevant achievements to the position.
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More About this Listing: Client Services Administrator
Client Services Administrator is a Accounting & Finance Client Administrator Job at Recruitment Rebellion located in London LND. Find other listings like Client Services Administrator by searching Oodle for Accounting & Finance Client Administrator Jobs.
Client Services Administrator is a Accounting & Finance Client Administrator Job at Recruitment Rebellion located in London LND. Find other listings like Client Services Administrator by searching Oodle for Accounting & Finance Client Administrator Jobs.