Job Title: IFA Administrator (Hybrid working)
Location: Claydon
Salary: £25K - £35K
Our client is in the Financial Services industry and is looking for a Client Service Coordinator to join their expanding team.
Responsibilities for the Client Service Coordinator role include:
* To ensure all client requests and related tasks are dealt with professionally and effectively, delivering a positive experience for clients.
* Arrange client meetings on behalf of the Advisors.
* Collate and manage information and facts, preparing documentation for client meetings.
* Maintain client contact, keeping them updated on the current position regarding any ongoing matters on behalf of the Advisors.
* Ensure the post-meeting processing is completed within deadlines.
* Ensure back-office system is maintained detailing all ongoing actions and workflow.
* Produce suitability letters for simple transactions, for example, post-meeting reports, bed and ISA, and fund switch letters.
For the Client Service Coordinator role, you will need:
* Min of 2 years' experience in an administration role within the financial services sector.
* A good understanding of the advice process.
* Exceptional organisational skills, able to work well under pressure and adapt to changing priorities.
* Excellent communication skills, both written and verbal.
* Ability to work collaboratively with colleagues and build strong relationships.
* A strong work ethic and a flexible attitude.
* Excellent customer service skills.
* Experience working with Microsoft Word, Excel, and Outlook.
* Knowledge of industry-specific software systems.
Benefits for the Client Service Coordinator role include:
* Pension - Employer contribution 3% with salary sacrifice for employee contributions raising to 5% after 2 years' service.
* 25 Days annual leave plus bank holidays.
* Holiday trading scheme to buy a further 5 days annual leave.
* Life cover: x4 basic salary.
* Healthcare cash plan.
* Free mortgage advice.
* 1 Day community involvement leave per annum.
* Employee assistance programme.
* Shopping discount platform.
* Free parking.
* Opportunity to work from home 2 days a week on successful completion of probation period.
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