Client Servicing Administrator (Part Time Hours)

£24,000p/a Pro-Rata to 3 days

This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What s most important is the desire to learn, and build a worthwhile career.

Hours: 3 days per week - 9am until 5pm (Wednesday, Thursday, Friday) additional days may be required at peak periods and/or business needs but will be agreed mutually in advance.

Salary; £24,000 full-time equivalent based on full time hours of only 35 hour week.

Contract type: Permanent

Benefits;

1.30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)

2.NHS Top up Medical Cash Plan (increasing with length of service)

3.Gym membership

4.Free onsite parking

5.Bike to work scheme

6.Exam support and funding

7.Inhouse development path for those that want to develop throughout the various roles

8.Team socials

Role purpose: An exciting new opportunity has arisen, and the role will be in the Client Servicing team providing admin support to the business's Financial Advisers and wider business.

Key Duties and Responsibilities:

Prep of meeting packs (new and review)

Completing client change requests in contributions/bank details/address s

Diary Management

Appointment booking via telephone and email

Review and overdue meeting management

Adding leads and prospects to the system

Withdrawals taking client instruction and completing security checks

Online access registering

Pre population of client information in various key documents

ID & anti-money laundering checks

Logging documentation on an internal server

Client meeting reminders

Preparation of welcome packs/sending

Certifying docs

Policy services request for information

Calling third-party providers for information

Scanning and processing incoming post

Answering of incoming office calls

Supporting with any broader general office support

Supporting with client generic queries

Person Specification:

Genuine interest in Financial Services

Confident phone manner and dealing with clients

Keen to develop and learn

High level of attention to detail

Highly organised and works with a proactive attitude

Excellent written and verbal communication skills

Excellent IT Skills

Approaches work positively with a can-do attitude and take responsibility for own tasks

Manages time effectively and can work within set timescales

Works well as an individual and as part of a large team

This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What s most important is the desire to learn, and build a worthwhile career.