Financial Services Client Support – Leicester, £21,000 - 22,000

Share:

We are looking to recruit a Client Support Administrator, someone with 2-3 years financial services industry / IFA experience within the salary range of £21k - £22k.  Further details are as below:

 

About us:

Our client is an award-winning firm of Independent Financial Advisers with an excellent reputation for creating impartial financial solutions for both individuals and companies.

 

The Role:

The role will be suitable to someone who has 2 to 3 years’ experience as an administrator within the financial services industry, either working for an IFA or an Insurance Company.  You will have attention to detail, customer services and excellent communication skills. A working knowledge of IFA administration would be preferable. 

 

Knowledge, Skills & Experience Required:

The Client Support role requires an individual who is experienced in working to deadlines, prioritising workload and providing a high level of customer service at all times. 

 

To be successful in the role of Client Support, you will have 2 to 3 years’ experience within the financial services; technical knowledge, and have gained the relevant experience noted above.

 

The Financial Services Administrator should have a current working knowledge of:

  • Providing      comprehensive support to senior financial advisers.
  • Administering      Investments, Pensions and Protection for individual clients – preferably      need Cofunds experience
  • Submitting      new business and servicing - Protection, Investments, Top-ups, Pension      Transfers and Drawdown etc.
  • We      process a large number of new business cases and therefore you must be      have good understanding of remuneration structures e.g. fees and      commissions etc

 

You will be computer literate with the ability to use Microsoft Office and have a good working knowledge of Excel software.

 

Qualifications:

Educated to A Level, with at least 5 GCSE’s, including Mathematics and English, is preferred.

 

Salary:

£21k - £22k 

 

Benefits:

They offer a range of employee benefits which includes 23 plus days holidays, Company Pension Scheme, Private Medical Insurance, 4 x Death in Service.

 

 

 

Apply
Return to Search



Apply Here

Please complete the box below and we will call you back at the earliest opportunity